Pacific Financial Strategies, Inc. is a highly regarded financial services firm located in Thousand Oaks, California. Joseph Arthur Garcia is the president and founder of Pacific Financial Strategies, Inc. Arthur has over 25 years of experience in the financial services industry. Joseph specializes in estate, financial, retirement, and investment planning for retirees, individuals, small businesses, and non-profit organizations. Joseph gathers information about clients' income and expenses, current investment portfolio, taxes, and other assets and liabilities to develop a comprehensive report analyzing their financial position as it is expected to evolve. In addition, Pacific Financial Strategies, Inc. provides a variety of educational classes to help clients make informed decisions about their financial needs. The firm offers a free first consultation to new clients.
3 Best Financial Services in Thousand Oaks, CA
Expert recommended Top 3 Financial Services in Thousand Oaks, 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.
PACIFIC FINANCIAL STRATEGIES, INC. REVIEWS
Provide you with a custom roadmap that will help you towards your goals of financial freedom.
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Fidelity Investments is an independent financial advisor with a combined experience of twenty-two years in financial planning. Their independence and diverse businesses provide them with the insight required to think and act long-term to deliver value to their clients. Fidelity Investments helps over 35 million people feel more confident in achieving their critical financial goals, manages employee benefit programs for over 22,000 businesses, and provides investment and technology solutions to over 13,000 financial institutions. Collaborating with your advisor, Fidelity Investments creates an investment plan that aligns with your goals, preferences, and situation. They offer transparent pricing, including no account fees, no minimums to open a retail brokerage account, commission-free trades, and more. The firm provides in-person, virtual, and phone appointments to discuss your goals and investment strategies.
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FIDELITY INVESTMENTS REVIEWS
Team worked hard to get our accounts set up, was rough start, mostly learning curve on my behalf. Brandon is excellent to work with! Great follow up, phone and office (in person) assistance. Website is much more expansive for research. Superb resource. App is super convenient and usable. Fidelity appears to be able to understand needs and information presentation across generations and provide overlapping portals for any customer needs.
I was dreading going here to transfer my dads 401k. Christian Strong changed that dread. The guy was super helpful and knowledgeable. I was pleasantly surprised. He made the whole process an easy experience. Fidelity is blowing it if they don’t do everything they can to keep him around long term. Thanks, Christian.
This office has the BEST customer service & they will "dumb it down" for people like me who aren't experienced in investing. I walked away feeling empowered with what I had vs what kind of retirement I wanted.
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Eagleson Arndt Financial Advisors, LLC is a financial planning firm based in Thousand Oaks, California. Vicki Eagleson Arndt MBA, ChFC, CSLA founded EAFA in 1999 to focus on client needs rather than corporate objectives. Vicki has helped hundreds of clients achieve their financial goals and aspirations with her creativity. The team at Eagleson Arndt Financial Advisors, LLC includes Kathryn Freid and Caleb Arndt, who are committed to improving the lives of others. The team comprises individuals from various generations and backgrounds every year. They choose a specific program to support in honor of their clients. The company's objective is to provide "peace of mind" as clients navigate the ever-changing economic, investment, personal, and professional landscapes of a well-lived life. Their team helps small business owners make the most of their financial business opportunities. Their open platform retirement plans offer a unique solution to your growing business.
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EAGLESON ARNDT FINANCIAL ADVISORS, LLC REVIEWS
I had a really great experience with Vicki Arndt. Knowledgeable, helpful, and really friendly. I would definitely recommend her services and would trust her advice and management.
A fantastic financial advisor with many years of experience.
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