Laurels

Best Financial Advisors in Simi Valley
2022

We scored 33 Financial Advisors in Simi Valley and Picked the Top 5

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Here are the Picks:

Arxis Wealth Management, LLC

Arxis Wealth Management, LLC

  • 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

Website

Website

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+

DJR Financial Services

DJR Financial Services

  • 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

Website

Website

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

Monarch Plan Advisors

Monarch Plan Advisors

  • 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

Website

Website

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: --

The Independent Financial Group

The Independent Financial Group

  • 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

Website

Website
Wm. Al Muskat, CFP

Wm. Al Muskat, CFP

  • 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

Website

Website

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+

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