Retirement Planning in Thousand Oaks, CA

We did the hard work of finding trustworthy partners in Thousand Oaks, CA. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Thousand Oaks, CA

generic_business-71
Goyette Financial Planning
Location 25 Rolling Oaks Dr, Westlake Village, CA 91361, USA
Phone (805) 494-8181
Directions
SEC File# 801-76839
CRD# 164571
Location 100 N Westlake Blvd Suite 201, Westlake Village, CA 91362, USA
Phone (805) 446-4494
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Horizon Wealth Management / LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2801 Townsgate Rd Ste. 106, Westlake Village, CA 91361, USA
Phone (805) 446-2868
Directions
generic_business-71
Zephyr Investment Management
Location 3625 Thousand Oaks Blvd Suite 145, Thousand Oaks, CA 91362, USA
Phone (800) 966-3579
Directions
generic_business-71
Fidelity Investments
4 out of 5
Location 111 S Westlake Blvd #1, Thousand Oaks, CA 91362, USA
Phone (800) 381-6154
Directions
generic_business-71
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 100 Thousand Oaks Blvd STE 260, Thousand Oaks, CA 91360, USA
Phone (805) 379-1776
Directions
generic_business-71
Charles Schwab
SEC File# 801-35905
CRD# 106753
3 out of 5
Location 650 S Westlake Blvd, Thousand Oaks, CA 91362, USA
Phone (805) 496-1564
Directions
generic_business-71
KYR Financial Services
Location 4283 Silverado Dr, Thousand Oaks, CA 91360, USA
Phone (805) 338-5601
Directions
Directions
generic_business-71
Advisor Group For Life
SEC File# 801-118365
CRD# 166303
Location 3625 Thousand Oaks Blvd STE 145, Westlake Village, CA 91362, USA
Phone (805) 496-6810
Directions
generic_business-71
Presberg Pensions
Location 4165 Thousand Oaks Blvd, Westlake Village, CA 91362, USA
Phone (805) 371-7426
Directions
generic_business-71
Eagleson Arndt Financial Advisors, LLC
5 out of 5
Location 100 Thousand Oaks Blvd Suite 174, Thousand Oaks, CA 91360, USA
Phone (805) 496-8450
Directions
SEC File# 801-72262
CRD# 157222
5 out of 5
Location 2829 Townsgate Rd Suite 100, Westlake Village, CA 91361, USA
Phone (818) 918-6270
Directions
generic_business-71
My Finance Resource
5 out of 5
Location 3435 E Thousand Oaks Blvd #7207, Thousand Oaks, CA 91362, USA
Phone (805) 719-1132
Directions
SEC File# 801-29358
CRD# 111147
Location 5743 Corsa Ave Ste 224, Westlake Village, CA 91362, USA
Phone (424) 270-8750
Directions
generic_business-71
Financial Planning for Generations (FPG)
Location 2829 Townsgate Rd, Westlake Village, CA 91361, USA
Phone (855) 374-9174
Directions
SEC File# 801-69970
CRD# 145706
Location 100 Thousand Oaks Blvd STE 200, Thousand Oaks, CA 91360, USA
Phone (805) 494-3416
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Winters Financial Group Inc
SEC File# 801-121556
CRD# 309549
Location 100 Thousand Oaks Blvd, Thousand Oaks, CA 91360, USA
Phone (805) 497-1717
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Miller Financial Planning
Location 2926, 875 S Westlake Blvd #212, Westlake Village, CA 91361, USA
Phone (805) 494-4868
Directions
Retirement Planning in Thousand Oaks, CA

About Thousand Oaks, CA for Those Planning to Retire

Thousand Oaks, located in Ventura County, California, is a city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the scenic Conejo Valley to the bustling downtown area, Thousand Oaks has something for everyone. Landmarks in Thousand Oaks include the iconic Civic Arts Plaza, the Gardens of the World, and the Ronald Reagan Presidential Library and Museum. These landmarks offer a glimpse into the city's rich history and culture, and are popular tourist destinations. Top employers in Thousand Oaks include Amgen, California Lutheran University, and Anthem Blue Cross. These companies provide high-paying jobs and contribute to the city's thriving economy. Major highways and streets in Thousand Oaks include the Ventura Freeway (101), the Moorpark Freeway (23), and Thousand Oaks Boulevard. These thoroughfares connect the city to nearby areas and make commuting a breeze. Neighborhoods in Thousand Oaks include Newbury Park, Westlake Village, and Oak Park.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Thousand Oaks, CA can benefit from a bank in a multitude of ways. One specific area where a bank can assist Thousand Oaks residents is in providing financial support for the local economy. As a thriving suburban community with a population of over 100,000, Thousand Oaks boasts a robust small business sector that serves as the backbone of the local economy. A bank can help these businesses grow by providing them with loans, credit lines, and other financial resources that they need to expand and create jobs. Furthermore, a bank can offer residents a range of financial products and services, including checking and savings accounts, credit cards, and investment opportunities, which can help them achieve their financial goals and secure their future. Overall, a bank can be a valuable resource for residents of Thousand Oaks, CA, helping them to build wealth, support local businesses, and achieve financial stability.

Insurance Broker

Residents of Thousand Oaks, CA can benefit from an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the best policies that suit their specific needs. With Thousand Oaks being home to a diverse population, an insurance broker can help residents find policies that cater to their unique circumstances, such as homeowners insurance that takes into account the risk of wildfires in the area. Additionally, an insurance broker can provide residents with valuable advice on how to maximize their insurance coverage and minimize their premiums. In a city like Thousand Oaks where the cost of living is relatively high, saving money on insurance can make a significant difference in a household's finances. An insurance broker can also assist residents in filing claims and resolving disputes with insurance companies, ensuring that they receive the compensation they are entitled to. Overall, an insurance broker can be an invaluable resource for residents of Thousand Oaks, helping them protect their assets and achieve peace of mind.

Wealth Management

Residents of Thousand Oaks, CA could benefit greatly from the expertise of a wealth manager. With its affluent population and high cost of living, Thousand Oaks presents unique challenges for managing personal finances. A wealth manager can help residents navigate the complexities of the local real estate market and develop investment strategies that align with their financial goals. Additionally, a wealth manager can provide guidance on retirement planning and tax optimization, which can be particularly valuable for residents who may have significant assets tied up in their homes or businesses. By working with a wealth manager, residents of Thousand Oaks can gain peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of Thousand Oaks, CA can benefit from the expertise of a financial advisor in several ways. Firstly, Thousand Oaks is a city with a high cost of living, and a financial advisor can help residents manage their expenses and budget accordingly. Additionally, Thousand Oaks is home to many retirees, and a financial advisor can assist them in planning for retirement and making the most of their savings. Furthermore, Thousand Oaks is located in an area prone to natural disasters such as wildfires, and a financial advisor can help residents prepare financially for such emergencies. Lastly, Thousand Oaks has a thriving business community, and a financial advisor can provide advice to entrepreneurs and small business owners on managing finances and expanding their enterprises. Overall, a financial advisor can play a crucial role in helping residents of Thousand Oaks navigate the financial challenges of their community.

Mortgage Loan Officer

Residents of Thousand Oaks, CA can benefit greatly from the services of a mortgage loan officer. With the median home value in Thousand Oaks being $876,000, many residents may require assistance in securing a mortgage loan. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan, including determining the best loan options and interest rates available to them. Additionally, Thousand Oaks is known for its affluent neighborhoods and highly desirable school district, making it a sought-after location for families. A mortgage loan officer can help families secure the necessary financing to purchase a home in this desirable area. Furthermore, Thousand Oaks is located in Ventura County, which has a high cost of living compared to other areas in California. A mortgage loan officer can assist residents in finding ways to finance their homes while still managing their overall financial obligations. Overall, a mortgage loan officer can provide invaluable assistance to residents of Thousand Oaks looking to purchase a home in this beautiful and highly sought-after area.

Tax Services

Residents of Thousand Oaks, CA could greatly benefit from the expertise of a tax advisor in a multitude of ways. For instance, Thousand Oaks is home to a significant number of small business owners who would appreciate the guidance of a tax advisor to navigate the complexities of tax laws and regulations. Additionally, many residents in Thousand Oaks own multiple properties, which can complicate tax filings and require specialized knowledge. A tax advisor could also assist with estate planning, as Thousand Oaks has a high median home value and many residents may be concerned about passing on their assets to their heirs. Furthermore, the city has a large population of retirees who could benefit from advice on tax-efficient ways to withdraw from retirement accounts and manage their income. With so many unique tax situations in Thousand Oaks, a tax advisor could provide invaluable assistance to residents seeking to maximize their financial well-being.

Estate Planning Lawyer

Residents of Thousand Oaks, CA can benefit greatly from the expertise of an estate planning lawyer. With its affluent population and high property values, Thousand Oaks residents have a lot to gain from careful estate planning. An estate planning lawyer can help residents create a comprehensive plan for their assets, including real estate, investments, and personal property. This includes setting up trusts, drafting wills, and designating beneficiaries. Additionally, with the recent wildfires that have devastated the area, an estate planning lawyer can help residents protect their assets from potential loss or damage. By working with an estate planning lawyer, Thousand Oaks residents can ensure that their assets are protected and their wishes are carried out in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs