Fidelity Investments is a truly independent financial advisor with twenty years of combined financial planning experience. Their diverse businesses and independence give them insight into the entire market and the stability needed to think and act long-term as they deliver value to you. The firm offers in-person planning appointments in addition to virtual and phone appointments. They help over 35 million people feel more confident in their most critical financial goals, manage employee benefit programs for over 22,000 businesses, and support more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. You and your advisor will work together to create an investment plan based on your goals, your situation, and your preferences. Their straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades, and more.

Pacific Financial Strategies is one of the best financial services located in Thousand Oaks. J. Arthur (Art) Garcia is the President and founder of Pacific Financial Strategies, Inc. Art has over twenty-five years of experience in the financial service industry. Art specializes in estate, financial, retirement, and investment planning for retirees, individuals, small businesses, and non-profit organizations. Art offers a wealth of knowledge to every client he meets with. He is very diligent and focuses on the details. They offer a wide range of plans to meet every type of need. They collect information about your income and expenses, current investment portfolio, taxes, and other assets and liabilities. They use this information to develop a comprehensive report designed to analyze your financial position as it is expected to evolve.

Bodemeijer & Associates is a financial advisor at Ameriprise Financial Services. Daniel Bodemeijer is licensed and registered to conduct business in CA. Ameriprise Financial Services is a broker-dealer and member of FINRA. The firm focuses on doing what's best for its clients, communities, and others. They work with individual investors and small-business owners to achieve specific goals that they establish together. Whether those objectives are to plan for retirement or to protect those they care about the most, they take the time to identify each one and devise a strategy to address it. They enjoy the opportunity to collaborate with individual investors and small-business owners to achieve specific goals that they set together.