Best Financial Advisors in Thousand Oaks, CA

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Thousand Oaks, CA Fiduciary Financial Advisors

Hillcrest Financial Group
SEC File# 801-122983
CRD# 317862

5 out of 5

Location 515 Marin St Suite 406, Thousand Oaks, CA 91360, USA
Phone (805) 373-8686
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
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 100 Thousand Oaks Blvd STE 260, Thousand Oaks, CA 91360, USA
Phone (805) 379-1776
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360, USA
Phone (805) 777-7875
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Professional Planning
SEC File# 801-60483
CRD# 114861
Location 100 Thousand Oaks Blvd STE 150, Thousand Oaks, CA 91360, USA
Phone (805) 446-4601
Mission Wealth Management
SEC File# 801-61230
CRD# 113057
Location 370 N Westlake Blvd Suite 100, Thousand Oaks, CA 91362, USA
Phone (805) 695-3276
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
Edward Jones - Financial Advisor: Pritipal Bhinder
SEC File# 801-3297
CRD# 250

3 out of 5

Location 1341 E Thousand Oaks Blvd Suite 100, Thousand Oaks, CA 91362, USA
Phone (805) 494-4646
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 6:30 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
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
Pence Wealth Management - Financial Advisors

5 out of 5

Location 468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, USA
Phone (800) 731-3623
Dukes Wealth Management
SEC File# 801-111055
CRD# 158043

5 out of 5

Location 650 S Westlake Blvd, Thousand Oaks, CA 91362, USA
Westlake Financial Management

3 out of 5

Location 3625 E Thousand Oaks Blvd Suite 208, Thousand Oaks, CA 91362, USA
Phone (805) 991-2600
Strategic Financial

5 out of 5

Location 1 Boardwalk Ave STE 103, Thousand Oaks, CA 91360, USA
Phone (805) 494-1825
De Groote Financial Group
SEC File# 801-78358
CRD# 168178
Location 3013 Willow Ln, Thousand Oaks, CA 91361, USA
Phone (800) 984-3302
Edward Jones - Financial Advisor: Stuart M Laba, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 171 E Thousand Oaks Blvd #107, Thousand Oaks, CA 91360, USA
Phone (805) 495-7762
Edward Jones - Financial Advisor: James Shipe
SEC File# 801-3297
CRD# 250
Location 100 E Thousand Oaks Blvd Suite 124, Thousand Oaks, CA 91360, USA
Phone (847) 628-3750
Hofer & Associates Wealth Management
Location 90 Thousand Oaks Blvd #310, Thousand Oaks, CA 91360, USA
Phone (805) 557-8054
Erik Lundring - Thrivent
SEC File# 801-29618
CRD# 18387
Location 3255 Old Conejo Rd #201, Thousand Oaks, CA 91320, USA
Phone (805) 375-3221
Retirement Planning Associates, Inc.
Location 200 N Westlake Blvd #111, Thousand Oaks, CA 91362, USA
Phone (805) 495-2157
Lars H Jorgensen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 E Thousand Oaks Blvd Ste 290, Thousand Oaks, CA 91360, USA
Phone (805) 277-0261
Edward Jones - Financial Advisor: Chelsea L Henriod
SEC File# 801-3297
CRD# 250

5 out of 5

Location 299 W Hillcrest Dr #112, Thousand Oaks, CA 91360, USA
Phone (805) 852-7160
Pacific Financial Strategies
SEC File# 801-70849
CRD# 151434

5 out of 5

Location 223 Thousand Oaks Blvd, Thousand Oaks, CA 91360, USA
Phone (818) 991-7794
Raymond James Financial Services
Location 4165 Thousand Oaks Blvd STE 255, Westlake Village, CA 91362, USA
Phone (805) 221-3200
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
Sterling Oaks Financial
Location 100 Thousand Oaks Blvd # 172, Thousand Oaks, CA 91360, USA
Phone (805) 446-4612
Goyette Financial Planning
Location 25 Rolling Oaks Dr, Westlake Village, CA 91361, USA
Phone (805) 494-8181
Modern Portfolio Consultants LLC
Location 323 W Stafford Rd, Thousand Oaks, CA 91361, USA
Phone (805) 370-5300
Financial Standards
Location 1336 N Moorpark Rd # 207, Thousand Oaks, CA 91360, USA
Phone (805) 374-6727
Jason D Sands - Financial Advisor, Ameriprise Financial Services, LLC
Location 3027 Townsgate Rd STE 200, Westlake Village, CA 91361, USA
Phone (818) 592-3319
GuideWell Financial
Location 3625 Thousand Oaks Blvd #266, Westlake Village, CA 91362, USA
Phone (805) 494-5094
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About Thousand Oaks, CA

Thousand Oaks is a city located in Ventura County, California. It is situated in the Conejo Valley and is bordered by the Santa Monica Mountains to the northwest. Some of the city's landmarks include the Civic Arts Plaza, the Gardens of The World, and the Los Robles Greens golf course. The top employers in Thousand Oaks are Amgen, David J. Foster Foundation, and Bank of America. Major highways and streets in the city include Highway 101 and Thousand Oaks Boulevard. The neighborhoods in Thousand Oaks are Conejo Valley, Dos Vientos, and Newbury Park.

Where Certified Financial Advisors in Thousand Oaks, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy, and provide many valuable services to their customers. In Thousand Oaks, CA, there are several banks that offer a variety of products and services to meet the needs of their customers.Some banks focus on personal banking, while others specialize in business or commercial banking. They offer a variety of products, such as checking and savings accounts, loans, mortgages, and investment advice. They also offer a variety of services, such as online banking, bill payment, and cash advances.Banks can be an important resource for their customers, providing not only financial products but also peace of mind during difficult times.

Insurance Broker

Residents of Thousand Oaks, CA can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can assist residents in filing claims and resolving any issues that may arise with their policies.

Retirement Planning

Thousand Oaks, CA is home to many retirees. Financial advisors in the area can help these residents plan their retirement finances. Advisors can help retirees understand what they need to save and how best to invest their money so they can have a comfortable retirement. They can also help retirees stay on track with their retirement savings goals and make sure they are taking advantage of all available tax breaks and other benefits.

Wealth Management

Wealth management is an important service that helps Thousand Oaks, CA residents protect and grow their wealth. There are many different aspects of wealth management, and each one is important in its own way. Here are three of the most important ones:1. Asset Management: This includes things like portfolio diversification, asset allocation, and investment selection. It's important to have a well-diversified portfolio if you want to minimize your risk while still achieving your financial goals. 2. Financial Planning: This involves creating a plan for how you will use your money now and in the future. A good financial planner can help you save for retirement, pay off debt, and achieve other financial goals. 3. Tax Planning: This involves minimizing your tax liability by taking advantage of all the available tax breaks. A good wealth manager will know which deductions and credits you qualify for and help you take advantage of them.

Estate Planning Lawyer

Estate planning lawyers in Thousand Oaks, CA can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, residents can designate who will inherit their property and how they would like it to be distributed. In addition, estate planning lawyers can help residents establish guardianship for their children in the event that both parents die prematurely.

Mortgage Loan Officer

Mortgage loan officers in Thousand Oaks, CA can help residents by easing the burden of debt and providing sound financial advice. Mortgage loan officers are there to help people in a time of need and will work with you to get you the best possible mortgage loan. They can also provide sound financial advice for those who are not sure what they should do with their money. By working with a mortgage loan officer, Thousand Oaks, CA residents can get back on their feet and improve their quality of life.

Tax Services

Residents of Thousand Oaks, CA can benefit from the help of tax accountants in order to make sure they are getting the best possible return on their taxes. Tax accountants have the knowledge and expertise to help residents save money and maximize their tax refund. In addition, tax accountants can also help residents stay up-to-date on the latest changes to the tax code, which can impact how much money residents save.

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FAQs About Personal Financial Advisors in Thousand Oaks, CA