3 Best Financial Services in Thousand Oaks, CA

“Fidelity Investments has over 20 years of combined financial planning experience in this field. 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. Their straightforward pricing delivers value with no account fees, no minimums to open a retail brokerage account, commission-free trades, and more. Fidelity Investments offers in-person planning appointments in addition to virtual and phone appointments to discuss your goals and investment strategies. They are here to help no matter where you are in your financial journey with the account choices, tools, and information to help you move your money forward.”

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“Eagleson Arndt Financial Advisors, LLC has been providing customized personal financial planning and wealth management services. They emphasize creating and implementing a plan that meets your specific goals and dreams. Vicki Eagleson Arndt is the founder of Eagleson Arndt Financial Advisors, LLC. She has guided hundreds of clients toward the fulfillment of their financial goals and dreams with heart, humor, and imagination. Eagleson Arndt Financial Advisors, LLC's vision is to offer access to Personal Financial Planning for Everyone© and Wealth Management services for all who have the desire and ability to improve their financial future. They are breaking through that barrier by providing different access platforms to match your personal circumstances and move you toward a secure financial future.”

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“Confide Financial Planning & Investments is a full-service financial planning and investment management services for retirees, families, and professionals. They believe planning for the whole person means looking at the whole picture. Kristin is the owner and founder of Confide Financial Planning & Investments. Kristin is passionate about helping individuals and families navigate the complexities of financial decision-making with confidence. She is a CERTIFIED FINANCIAL PLANNER®, a member of the National Association of Personal Financial Advisors, and featured on the Fee-Only Network as a fee-only financial advisor. Her work with student loans and financial stress research has garnered recognition from organizations including the Association of Financial Counselors and Education (AFCPE) and the University of Georgia's Department of Financial Planning, Housing, and Consumer Economics.”

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