3 Best Financial Services in Simi Valley, CA

“Kailey N Craig offers various services to help you reach your goals, from preparing for and living in retirement to protecting your wealth. She and her team are committed to listening intently to understand your dreams, goals, and values. They strive to live their values through volunteering, charitable giving, and supporting the most important causes to their clients and associates. They provide a safe and comfortable environment in which to share personal and financial details. They care deeply about their clients and invest thoughtfully in helping them and their families, one relationship at a time. They empower their associates by providing leadership opportunities, supporting causes that matter to them, and committing to building a truly equitable culture.”

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“Winthco Wealth Management is led by Niels Winther, the Investment Advisor Representative. The firm is committed to helping clients pursue their financial goals by offering expert tax advice and wealth guidance from experienced financial consultants. Their professional team comprises CPAs and licensed financial advisors, ensuring your wealth and future are handled by some of the most qualified professionals in the industry. They are committed to developing and nurturing personal relationships with their clients over time. Their goal is to guide clients in understanding and better defining their financial goals. Their mission is to understand your needs, wants, and long-term goals. They aim to help you develop, implement, and monitor a strategy to address your situation.”

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“Nora Adel Dogom is a Financial Representative at Primerica. She helps her neighbors in Simi Valley and the surrounding communities achieve their financial and life goals by providing personalized investment strategies. Her highest focus is to build value and peace of mind for her clients. If you're looking for help with your finances and investments or getting term life insurance, she's here to assist you in finding the right solutions for your needs. Nora Adel Dogom and her team take pride in offering top-notch customer service to everyone who visits their office. They believe in treating each customer with respect and integrity, just as they would want to be treated. Simi Valley residents are invited to call or stop by their office to explore how they can assist them in reaching their financial goals and aspirations.”

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