Kailey N Craig of Edward Jones is a top-notch financial advisor offering a range of services to help clients achieve their goals. From retirement planning to wealth protection, she actively listens to her clients' dreams, goals, and values. Kailey N Craig embodies her values through charitable giving, volunteer work, and supporting the causes most important to her clients and associates. She fosters a secure and welcoming environment for clients to share their personal and financial information. Her genuine care for clients is reflected in her thoughtful investments in their families. With Edward Jones, Kailey N Craig can design a customized and comprehensive strategy to help clients achieve their financial objectives. They offer a wide variety of services to help you reach your goals from preparing and living in retirement to protecting your wealth. They will partner together throughout your life to help ensure you stay on track, utilizing their established process.
Best Financial Services in Simi Valley
Handpicked Top 3 Financial Services in Simi Valley, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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KAILEY N CRAIG - EDWARD JONES REVIEWS
Kailey truly goes above and beyond! She has become the 1 stop for all of our financial needs. Heaven forbid something ever happens to me and my husband my kids will only have 1 call to make. That peace of mind alone is priceless. She has set us up with multiple other professionals for life insurance, small business lawyer, and estate planning. She helps navigate when we were just lost at where to start! Even had my 18 year old son open an IRA.
Kailey Wagner, is more than just a financial advisor, she is intelligent, beautiful, jocular, insightful, and truly cares about her clients. I agree with all the other reviews of Kailey and say ditto. A simple trait, but one I put a lot of value on, is she calls me, tells me about a company and how what they're doing is going affect my portfolio. How many advisors do that on a regular basis? When she sees something happening within a sector, good or bad, she'll drop a phone call and tell me what's going on. I'm 77 years old and had a lot of big company financial advisors in those years. Kailey is without a doubt the one who has been the most professional and the most personal. She cares. You can't put a price on that.
Kailey & her team are the best! I feel very fortunate that she’s my financial advisor. I’m always recommending her to friends & family.
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Winthco Wealth Management is a financial solutions firm dedicated to helping clients achieve their financial objectives by offering sound tax advice and wealth recommendations from experienced financial advisors. Their professional team consists of CPAs and licensed financial advisors, ensuring that clients' wealth and future are managed by some of the most qualified professionals in the industry. Whether clients seek to build wealth, protect their families, or preserve their assets, Winthco Wealth Management can provide guidance and clarity in preparing for their financial future. Their mission is to offer clients personalized guidance to help them understand and define their financial goals. They are also committed to building long-lasting personal relationships with clients and nurturing those relationships over time. Their new Investor lounge allows you to get your quarterly review, or talk new investment strategies in a calm peaceful environment.
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WINTHCO WEALTH MANAGEMENT REVIEWS
Whether you are investing to build wealth, protect your family, or preserve your assets, they can help take some of the mystery out of preparing for your financial future.
Best move I made with my money and to start investing for my children's future college funds. My whole family has moved their investments and 1031 exchanges to this sweet and helpful company. I would recommend them to all my friends
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HBW Advisory Services LLC is a financial consulting firm based in Simi Valley, registered with Investment Advisory Services. As a family-owned business, they have been providing exceptional services since 2007. With over 1 billion in client assets under management, they are an SEC-registered firm and fiduciary advisors. Their core belief and guiding principles are to provide their advisors and clients with the necessary tools to stay on course and adhere to their financial plans. They also understand that the relationship between clients and advisors is critical, particularly during challenging times. HBW Advisory Services LLC offers personalized assistance from an experienced team and provides access to specialists, expertise, and insights to help clients achieve their specific goals. They can help you estimate your retirement income needs, as well as your expenses.
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Sat-Sun: By Appointment
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HBW ADVISORY SERVICES LLC REVIEWS
Best professional financial advisors Professionalism, Quality, Responsiveness. Highly recommended.
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