3 Best Financial Services in Simi Valley, CA

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.

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.

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.