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Financial Advisors in Simi Valley, California (Ventura County)

Thomas J Hartfield
Simi Valley, CA
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Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Highlights: Family Financial Planning, Divorce Planning, Wealth Management, Rollovers, Investment Consulting, Retirement Planning, Annuities & Life Insurance, Estate Planning, Investment Services, Rollover, College Planning, Retirement Distribution Plan, Socially Responsible Investments, Disability Income & Long Term Care Insurance, IRA, Stocks, Mutual Funds, Independent Investment Advisor, Pension Plan Design & Management, Corporate Bonds
Lamia Financial Group, Inc
7 miles from Simi Valley, CA
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Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los An... See More

Fischer Investment Strategies
7 miles from Simi Valley, CA
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Ted Fischer, CFP, QPFC

Strategic Financial
7 miles from Simi Valley, CA

Kenneth Gross, CFP, EA

Goyette Financial Planning
7 miles from Simi Valley, CA

Stephan Goyette, CFP

Ameriprise Financial Services, Inc.
11 miles from Simi Valley, CA

Comprehensive Financial planning.

Highlights: Fee Only, Investment Policy Statements, Estate Planning, Special Needs Planning, Trustee Services, IRA, Corporate Bonds, Investment Consulting, Job Transition Coaching, Charitable Planning, Socially Responsible Investments, Retirement Planning, Business Planning, Investment Services, Disability Income & Long Term Care Insurance, Wealth Management, Annuities & Life Insurance, Passive Investment Strategies, Debt Management, Professional Wealth Management
Ventura Advisors
12 miles from Simi Valley, CA
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Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions.... See More

Highlights: Wealth Management, Fee Only, Investment Management, Fiduciary, Certified Financial Planner, MBA, CFA Charterholder, Special Needs Planning, Retirement Income Planning, Professional Wealth Management, CFP ®, Passive Investment Strategies, Registered Investment Advisor, Independent Investment Advisor, Fee-Only, 401k Rollover, Advisory And Investment Management, Retirement Planning, Charitable Planning, Rollover Of 401k Or IRA
Attainable Wealth
13 miles from Simi Valley, CA
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Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around... See More

Accumulation Strategies
13 miles from Simi Valley, CA
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Ronnie Kahn, CFP
Ronnie Kahn is a financial planner and registered investment adviser in Woodland Hills, CA, serving the greater Los Angeles area. Kahn's firm Accumulation Strategies, founded in 1998, specializes in fee-only financial planning and we... See More

Goodstein Wealth Management LLC
17 miles from Simi Valley, CA
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Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in indepen... See More

Hartman Financial Planning
18 miles from Simi Valley, CA
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Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan revi... See More

Highlights: As-Needed Planning, Mutual Funds, Certified Financial Planner, Investment Policy Statements, Socially Responsible Investments, Debt Management, Stocks, 401K Consulting, Fiduciary, Passive Investment Strategies, Synergistic Portfolio Planning, Investment Consulting, A La Carte Services, Investment Services, Fee Only, Asset Protection, Comprehensive Financial Planning, Retirement Planning, Income Tax Planning, No Minimums
Glenmore Financial, Inc.
19 miles from Simi Valley, CA

Donald Hance, Jr, CFP, EA
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our g... See More

Crafted Wealth Management, LLC
26 miles from Simi Valley, CA

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow the... See More

David Anderson Online
28 miles from Simi Valley, CA
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David Anderson Online we help and assist our clients to either expand their current business, or to start their new business the right way by capitalizing on the knowledge we have built up in many different arenas and markets over the past 15 years.

Highlights: Business Planning, Group Classrooms, Sudden Money Institute Advisor, Investment Consulting, One On One Consulting, Intensive Classrooms, Business Awareness, Internet Consulting & Entrepreneurs Success Group
Ventura Coast Wealth Management
28 miles from Simi Valley, CA
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Doug Michie, CFP, JD, MBA, MS, PhD
Ventura Coast Wealth Management was founded in February 2010 to provide fee only investment advice and financial planning services to Southern California, a vastly under served area. We accept no commissions or com... See More

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