Expertise.com

Best Financial Advisors in Simi Valley

Laurels
2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Simi Valley, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Simi Valley, CA

Business Description

Need help contacting a Financial Advisor in Simi Valley? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Arxis Wealth Management, LLC logo
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Arxis Wealth Management, LLC

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2468 Tapo Canyon Road, Simi Valley, CA 93063
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Arxis Wealth Management, LLC, is a financial advisory business that caters to clients in Simi Valley and the surrounding communities. Included in its line of services are college, estate, money purchasing, retirement, and tax planning. The firm also handles brokerage accounts, government securities, treasury bills, and traditional and Roth IRAs. Chris Boynton, a partner, is a Certified Financial Planner with over 30 years of experience in accounting. He is a member of the American Institute of Certified Public Accountants.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
DJR Financial Services logo
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DJR Financial Services

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2480 Stearns Street, Simi Valley, CA 93063
  • Estate Planning

Business Description

DJR Financial Services is a Simi Valley-based firm that offers comprehensive financial services to individuals and business owners. Included in its services are retirement strategies, tax management, estate conservation, and investment management. The firm also provides life insurance and annuity products, college savings plans, and company retirement plans. Daniel Porter, the firm's financial planner, has been in the financial services industry for more than 25 years. Porter is an investment advisor representative with SagePoint Financial, Inc. 

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Monarch Plan Advisors logo
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Monarch Plan Advisors

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40 West Easy Street, Simi Valley, CA 93065
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Monarch Plan Advisors is an independent company that serves clients from its Simi Valley office. The team of financial advisors offers employer-sponsored 401(k) and 403(b) non-profit retirement strategies. Guidance on maximizing retirement plans and continuous education is how the advisory helps clients achieve financial goals and retire with confidence. Monarch Plan Advisors has an average plan consultant experience of 13 years. Michael Fine, director of plan services and plan consultant, is a member of NAPA.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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The Independent Financial Group logo
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The Independent Financial Group

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2655 First Street, Simi Valley, CA 93065
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Founded in 1991, The Independent Financial Group is an investment advisory company serving clients in Simi Valley and the nearby areas. Its team helps understand the clients' financial circumstances to develop financial strategies that suit their goals. It also offers retirement planning services for individuals who want to prepare their current savings and income for their future lifestyles and needs. The company's founder, Jim Lorenzen, has been featured in Smart Money magazine and American Airlines’ Sky Radio.