Best Financial Advisors in Ventura County, CA

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List of Firms

Ventura County, CA Fiduciary Financial Advisors

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Maranantha Financial
5 out of 5
Location 1106 S Seaward Ave, Ventura, CA 93001, USA
Phone (805) 665-3767
Directions
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West Coast Wealth Management
Location #D, 670 E Thompson Blvd, Ventura, CA 93001, USA
Phone (805) 643-4600
Directions
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Brown Financial Services
Location 5550 Telegraph Rd # B4, Ventura, CA 93003, USA
Phone (805) 644-5800
Directions
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Jeffrey Beeh - Thrivent
Location 702 County Square Dr Ste 107, Ventura, CA 93003, USA
Phone (805) 644-4790
Directions
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Screaming Eagle Wealth Management
5 out of 5
Location 305 S Kalorama St UNIT F, Ventura, CA 93001, USA
Phone (805) 643-7700
Directions
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Provident Financial Group
Location 21 S California St, Ventura, CA 93001, USA
Phone (805) 652-0505
Directions
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Ventura Coast Wealth Management
Location 1056 Meta St UNIT 103, Ventura, CA 93001, USA
Phone (805) 641-1000
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Lindsay & Co
SEC File# 801-67008
CRD# 141029
5 out of 5
Location 770 County Square Dr, Ventura, CA 93003, USA
Phone (805) 650-5915
Directions
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Kevin Wolfgram
Location 801 S Victoria Ave, Ventura, CA 93003, USA
Phone (805) 444-9653
Directions
Financial Advisors in Ventura County, CA

Where Certified Financial Advisors in Ventura County, CA Serve

Nestled in Southern California, Ventura County boasts a plethora of natural beauty and cultural landmarks that make it a coveted destination. From the breathtaking Channel Islands National Park to the iconic Ventura Pier, this county is a treasure trove of scenic attractions. In addition to its natural wonders, Ventura County is home to some of the top employers in the region, including Amgen, Haas Automation, and Patagonia. These companies provide ample job opportunities and contribute to the county's thriving economy. When it comes to transportation, Ventura County is well-connected with major highways such as the 101 and 118, which allow for easy access to neighboring cities and towns. The county is also home to bustling streets like Main Street and Victoria Avenue, which are lined with shops, restaurants, and entertainment venues. As for neighborhoods, Ventura County offers a diverse range of options, from the historic downtown area of Ventura to the upscale community of Westlake Village.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ventura County, CA are serviced by banks in a variety of ways. One of the most common ways is through traditional brick-and-mortar branches, where customers can open accounts, deposit and withdraw money, and apply for loans. Another popular option is online banking, which allows residents to manage their finances from the comfort of their own homes. Additionally, many banks in Ventura County offer mobile banking apps, which provide even greater convenience and flexibility for customers on the go. One specific thing about Ventura County is that many of the banks in the area offer specialized services for the agricultural industry, which is a major part of the local economy. These services include financing for farm equipment and land purchases, as well as crop insurance and other risk management tools.

Insurance Broker

Residents of Ventura County, CA can benefit greatly from the services of an insurance broker. With the unique location of Ventura County, which is prone to wildfires, floods, and earthquakes, it is essential for residents to have the right insurance coverage to protect their homes and belongings. An insurance broker can help residents navigate the complex insurance market and find policies that fit their specific needs and budget. Additionally, an insurance broker can provide valuable advice and support when it comes to filing claims and dealing with insurance companies. With the help of an insurance broker, residents of Ventura County can have peace of mind knowing that they are adequately protected in case of unexpected events.

Retirement Planning

Residents of Ventura County, CA could greatly benefit from the expertise of a retirement planner. With a high cost of living in the area, many individuals may struggle to save enough for retirement. A retirement planner can assist in creating a personalized savings plan and investment strategy to ensure a comfortable retirement. Additionally, Ventura County is home to a large population of retirees, making it crucial for individuals to have a thorough understanding of their retirement options and potential income sources. A retirement planner can provide guidance on Social Security benefits, pension plans, and other retirement income streams. With the help of a retirement planner, residents of Ventura County can feel confident in their retirement plans and enjoy their golden years without financial stress.

Wealth Management

Residents of Ventura County, CA can benefit greatly from the services of a wealth manager. With its coastal location and proximity to Los Angeles, Ventura County is home to many affluent individuals and families who require expert guidance in managing their wealth. A wealth manager can help residents of Ventura County navigate the complex financial landscape by providing personalized investment strategies, tax planning, and estate planning. In addition, a wealth manager can help residents of Ventura County with charitable giving, retirement planning, and risk management. With its diverse economy and growing population, Ventura County presents unique challenges and opportunities for wealth management, and a skilled wealth manager can help residents make the most of their financial resources.

Mortgage Loan Officer

Residents of Ventura County, CA can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living in this area, many individuals and families may struggle to afford a home without some financial assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Ventura County is known for its diverse population and unique housing market, which can present its own set of challenges. A knowledgeable mortgage loan officer can provide personalized guidance and support to ensure that residents are able to secure the financing they need to purchase their dream home in Ventura County.

Tax Services

Residents of Ventura County, CA can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes agriculture, tourism, and technology, navigating the tax landscape can be complex. A tax advisor can provide guidance on how to maximize deductions and credits specific to the county, such as those related to agriculture or green energy. Additionally, with the recent wildfires and mudslides that have affected the area, a tax advisor can assist residents in understanding the tax implications of disaster-related losses and how to claim appropriate deductions. Overall, a tax advisor can help residents of Ventura County, CA save money and ensure compliance with local and federal tax laws.

Estate Planning Lawyer

Residents of Ventura County, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a comprehensive estate plan. This includes drafting a will, setting up trusts, and designating beneficiaries. In Ventura County, where many residents own property or businesses, an estate planning lawyer can also help with succession planning and ensuring that assets are distributed according to the wishes of the individual. Additionally, an estate planning lawyer can provide guidance on tax planning and minimizing estate taxes, which is particularly important in California where estate tax laws can be complex. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's assets are protected and distributed properly.

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