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The Value of Working With the Best Financial Planners in Thousand Oaks, CA
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
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We evaluated over 13,000 RIA firms to bring you the best of the best Thousand Oaks financial advisors.
How Retirement-Friendly is Thousand Oaks, CA?
- Population: 127,873
- % of Population 62 Years and Over: 22.8%
- Average Home Value: $738,100
- Average Monthly Housing Cost: $2,318
- Average Household Income: $145,052
- California Total Tax Burden: 9.48% (10th Highest in U.S.)
- California Property Tax: 2.64% (19th Lowest in U.S.)
- California Individual Income Tax: 3.78% (4th Highest in U.S.)
- California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)
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The Top Financial Advisor Firms in Thousand Oaks, CA
IBN ASSET MANAGEMENT, LLC
(805) 277-4738463 Pennsfield Place,
Suite 201
Thousand Oaks, CA 91360
SEC#: 801-118749
Years in Business: 2 years
GKV CAPITAL MANAGEMENT CO INC
(805) 497-2616299 W Hillcrest Drive
Suite 119
Thousand Oaks, CA 91360
SEC#: 801-11341
Years in Business: 46 years
DE GROOTE FINANCIAL GROUP, LLC
(805) 230-01113013 Willow Lane
Thousand Oaks, CA 91361
SEC#: 801-78358
Years in Business: 8 years
PACIFIC FINANCIAL STRATEGIES, INC
(818) 991-7794223 E. Thousand Oaks Blvd., Suite 403
Thousand Oaks, CA 91360
SEC#: 801-70849
Years in Business: 12 years
MFA WEALTH SERVICES
(805) 496-5474100 E. Thousand Oaks Blvd.
#258
Thousand Oaks, CA 91360
SEC#: 801-108548
Years in Business: 5 years
PROFESSIONAL PLANNING
(805) 446-4601100 East Thousand Oaks Blvd,
#150
Thousand Oaks, CA 91360
SEC#: 801-57077
Years in Business: 22 years
BALL & COMPANY
(805) 376-27791000 Newbury Road
Suite 205
Thousand Oaks, CA 91320
SEC#: 801-78146
Years in Business: 8 years
THRIVENT INVESTMENT MANAGEMENT INC.
(805) 375-32213255 Old Conejo Rd.
Thousand Oaks, CA 91320
SEC#: 801-29618
Years in Business: 35 years
CHURCHILL MANAGEMENT CORP
(323) 677-01073658 Cambria Street
Thousand Oaks, CA 91360
SEC#: 801-4211
Years in Business: 55 years
Thousand Oaks, CA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.