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Best Financial Advisors in Ventura

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Ventura, CAVentura, 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.

Ventura, CAVentura, CA

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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: --

2775 North Ventura Road Suite 207, Oxnard, CA 93036
Oxnard, CA 93036
  • Financial Planning

Hardworking Capital is an investment management and financial planning company that serves Ventura. It provides estate, insurance, tax, and lifestyle advice tailored to its clients’ needs to help them live the life they worked hard for. In addition, it assists in managing their potential income sources, including personal savings, investments, retirement plans, and Social Security, to prepare them for a successful retirement. Hardworking Capital also handles constructing investment portfolios and analyzes potential risks. Matt Mellier, the company's managing partner, is a Certified Financial Planner.

2775 North Ventura Road Suite 207, Oxnard, CA 93036
Oxnard, CA 93036

Website(805) 650-7654

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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

196 S Fir Street, Ste 140,, Ventura, CA 93001
Ventura, CA 93001
Instagram
  • Certified Financial Planner (CFP)

Integrity Wealth Advisors is a local firm serving individuals, families, and businesses in Ventura. It carries out a financial planning process that includes acquiring the essential data for analysis, calculating the risk of the client's present investment portfolio, and monitoring the implemented financial strategy to determine whether it requires revisions or rebalancing. Its team of advisors educates clients about healthy investment practices throughout the process. The company also offers assistance with investment management issues such as diversification, liquidity, and expense and tax minimization.

196 S Fir Street, Ste 140,, Ventura, CA 93001
Ventura, CA 93001

InstagramWebsite(805) 339-0760

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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+

60 S. California St., Suite 301, Ventura, CA 93001
Ventura, CA 93001
  • Financial Planning

Serving Ventura and surrounding communities, John Kennedy is a Chartered Financial Analyst at D.A. Davidson Companies. He offers a wide range of financial planning services for individuals, families, executives, businesses, and institutions, which cover insurance, estates, retirement, and trusts. The comprehensive plans for clients include investments, wealth and estate planning, and portfolio management. With more than 20 years of industry experience, Kennedy has extensive experience in strategic management consulting and corporate finance. He also assists high-net-worth clients and companies across the globe.

60 S. California St., Suite 301, Ventura, CA 93001
Ventura, CA 93001

Website(805) 620-4700

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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+

300 E. Esplanade Dr., Suite 1950, Oxnard, CA 93036
Oxnard, CA 93036
  • Estate Planning
  • Insurance Products
  • Retirement Planning

Lincoln Financial Advisors caters to clients in Ventura. One of its associates, Abiel Acosta, is a Certified Financial Planner providing business, retirement, and estate planning services. His business planning solutions include assisting clients in creating plans to protect the future of their business and their financial independence. He serves as a member and the former president of Business Network International. Acosta also volunteered for the Young Leaders Society. The firm also offers insurance products, including life, long-term care, and disability coverage.

300 E. Esplanade Dr., Suite 1950, Oxnard, CA 93036
Oxnard, CA 93036

Website(805) 973-5908

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

1106 S Seaward Ave, Ventura, CA 93001
Ventura, CA 93001
  • Estate Planning
  • Tax Planning
  • Financial Planning
  • Wealth Management

Maranantha Financial serves the needs of individuals and families in Ventura and its neighboring communities. The financial planning firm provides comprehensive and personalized wealth management solutions to a broad range of clients, handling matters related to cash flow and investment management and education and retirement planning. Clients are also assisted with estate planning, risk management, and tax planning. Founding lawyer Michael Anderson has been a Certified Financial Planner since 2010. He has a podcast, "The Big Idea Show" that can be found on the website.

1106 S Seaward Ave, Ventura, CA 93001
Ventura, CA 93001

Website(805) 766-1715

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

290 Maple Court, Suite 240, Ventura, CA 93003
Ventura, CA 93003
  • Tax Preparation

Morgan, Daggett & Wotman LLP helps the people of Ventura improve their financial well-being. The full-service accounting firm assists clients in building their wealth through tax and financial planning. The business also helps clients review an investment idea and offers recommendations to maximize their after-tax returns. In addition, the firm provides divorce tax, retirement, and estate planning services. Morgan, Daggett & Wotman handles financial matters for business owners, including business sales and acquisition, expansion, and succession planning.

290 Maple Court, Suite 240, Ventura, CA 93003
Ventura, CA 93003

Website(805) 642-2495

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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+

3585 Maple Street Suite 144, Ventura, CA 93003
Ventura, CA 93003
  • Certified Financial Planner (CFP)
  • Financial Planning

Richard S. Jeffery, CFP, offers financial advice to clients in the Ventura area. He helps individuals and families manage their money to meet current and future goals. This service includes setting up college funds and retirement plans that provide stable and sufficient income for a client's golden years. Jeffery also helps select life and long-term-care insurance and assists clients in investments like IRAs, treasury bills, stocks, and bonds. He has been a Certified Financial Planner since 1989.

3585 Maple Street Suite 144, Ventura, CA 93003
Ventura, CA 93003

Website(805) 644-1224

Show Number
121 North Fir Street Suite A, Ventura, CA 93001
Ventura, CA 93001
  • Financial Planning
  • Wealth Management

Sequential Financial Designs provides wealth management and planning services for clients around Ventura. It employs the SWAN (Sleep Well At Night) Investing approach, which helps clients make comfortable financial decisions by establishing goals and assessing risks. Owner Merle R. Divita is a Certified Financial Planner and a Certified Investment Management Analyst who has been serving in the financial industry for over 30 years. She is also a certified facilitator for the Women’s Financial Information Program of the AARP’s National Women’s Initiative.

121 North Fir Street Suite A, Ventura, CA 93001
Ventura, CA 93001

Website(805) 643-7600

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300 E. Esplanade Dr, 10th 10th Floor, Oxnard, CA 93036
Oxnard, CA 93036
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

The Hopps Group serves Ventura and its surrounding areas. It provides comprehensive financial advisory services and wealth management solutions to clients who want lasting financial security and are seeking to pass their financial legacy to their families and charities. Its services include cash management, estate planning strategies, and professional portfolio management. The firm also offers alternative investment options and lending products. Senior partner Lydia Hopps has been in the industry for over two decades. She serves as the president of the Community Memorial Healthcare Foundation.

300 E. Esplanade Dr, 10th 10th Floor, Oxnard, CA 93036
Oxnard, CA 93036

Website(805) 278-3633

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

801 South Victoria Avenue, Ventura, CA 93003
Ventura, CA 93003
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

The Lynd Group Wealth Management is a financial planning and investment advisory services firm serving Ventura and the surrounding areas. Its advisors offer services such as financial planning, investment management, and retirement planning. They assess their clients’ overall financial picture, and understand their needs and goals in order to develop a solid plan to achieve them. They review their estate plans and trusts, insurance, taxes, and wills to help them plan for specific circumstances such as saving for retirement through investments.

801 South Victoria Avenue, Ventura, CA 93003
Ventura, CA 93003

Website(805) 500-7035

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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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