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Best Financial Advisors in Simi Valley

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Simi Valley, CASimi Valley, CA

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.

Simi Valley, CASimi Valley, CA

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

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.

2468 Tapo Canyon Road, Simi Valley, CA 93063
Simi Valley, CA 93063

Website(805) 306-7850

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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. 

2480 Stearns Street, Simi Valley, CA 93063
Simi Valley, CA 93063

Website(805) 527-2430

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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

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.

40 West Easy Street, Simi Valley, CA 93065
Simi Valley, CA 93065

Website(800) 518-3271

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

2655 First Street, Simi Valley, CA 93065
Simi Valley, CA 93065

Website(805) 265-5416

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990 Enchanted Way, Simi Valley, CA 93065
Simi Valley, CA 93065
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Wm. Al Muskat, CFP is one of the financial planners of the Commonwealth Financial Network serving clients in Simi Valley and the surrounding metros. This advisor helps individuals with setting up investments and monitoring their progress. He also guides clients on maximizing early retirement packages and wealth accumulation. Muskat has been a tax and financial advisor for more than 25 years. His strategy includes consistent reporting, periodic monitoring, and having a diversified portfolio for his clients.

990 Enchanted Way, Simi Valley, CA 93065
Simi Valley, CA 93065

Website(800) 266-7788

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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