Here’s The Deal: Kailey N. Craig of Edward Jones is a top-notch financial advisor in Simi Valley, CA. She offers various services to help you reach your goals, from preparing for and living in retirement to protecting your wealth. She and her team are committed to listening intently to understand your dreams, goals, and values. They strive to live their values through volunteering, charitable giving, and supporting the most important causes to their clients and associates. They provide a safe and comfortable environment in which to share personal and financial details. They care deeply about their clients and invest thoughtfully in helping them and their families, one relationship at a time. They empower their associates by providing leadership opportunities, supporting causes that matter to them, and committing to building a truly equitable culture.
3 Best Financial Services in Simi Valley, CA
Expert recommended Top 3 Financial Services in Simi Valley, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 KAILEY N CRAIG - EDWARD JONES REVIEWS
Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her because I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn't getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.
Kailey is a true professional. She walked me and my wife through the process of protecting ourselves with life insurance. She made a very complicated process seems effortless and she was definitely looking out for my family's best interest and our future. I'd highly recommend Kailey to anyone looking for life insurance or needing her financial planning services.
My girlfriend and I recently sat down with Kailey, having no idea how to properly invest our money. Kailey was professional, knowledgeable and great at walking two novices through our various options without losing us in technical jargon. Her expertise gave us confidence in our decisions and assurance of knowing that our financial futures are in good hands. I would advise anyone looking to prepare for retirement to contact Kailey right away.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Winthco Wealth Management Simi Valley Financial Services Winthco Wealth Management Simi Valley Financial Services](https://threebestrated.com/images/WinthcoWealthManagement-SimiValley-CA.jpeg)
Here’s The Deal: Winthco Wealth Management is an independent financial consulting firm in Simi Valley, California. Niels Winther is the Investment Advisor Representative of the firm. The team at Winthco Wealth Management is dedicated to helping their clients pursue their financial goals by offering sound tax advice and wealth guidance from experienced financial consultants. Their professional team comprises CPAs and licensed financial advisors, ensuring your wealth and future are handled by some of the most qualified professionals in the industry. They are committed to developing and nurturing personal relationships with their clients over time. Their goal is to provide guidance to help clients understand and better define their financial goals. Their mission is to understand your needs, wants, and long-term goals. They aim to help you develop, implement, and monitor a strategy to address your situation.
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TOP 3 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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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Nora Adel Dogom - Primerica Simi Valley Financial Services Nora Adel Dogom - Primerica Simi Valley Financial Services](https://threebestrated.com/images/NoraAdelDogomPrimerica-SimiValley-CA.jpeg)
Here’s The Deal: Nora Adel Dogom has been a Financial Representative at Primerica in Simi Valley, California, since 2005. She became a Primerica Financial Representative because she wanted to help her neighbors, the residents of Simi Valley, and the surrounding communities with their financial and life goals with a personalized investment strategy. Her highest focus is to build value and peace of mind for her clients. If you're looking for help with your finances and investments or getting term life insurance, she's here to assist you in finding the right solutions for your needs. Nora Adel Dogom and her team take pride in offering top-notch customer service to everyone who visits their office. They believe in treating each customer with respect and integrity, just as they would want to be treated. Simi Valley residents are invited to call or stop by their office to explore how they can assist them in reaching their financial goals and aspirations.
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TOP 3 NORA ADEL DOGOM - PRIMERICA REVIEWS
I honestly never looked into life insurance till my wife joined Primerica. Just by the meeting we've went to they somehow changed my mind and convinced me to apply, everything was properly explained to comprehend why you should join them I can’t speak for other people since everyone has they’re own opinions so I think I made a grate choice on joining Primerica.
My friend suggested this company for life insurance and it has been an amazing experience! I was helped by Pedro who was able to educate me on life insurance and get me an affordable plan! Definitely recommend this company for anyone who is considering life insurance.
I love the product that they sell. My agent Lily Rosales was fantastic and I feel like she actually care about my best interest. I learned a lot throughout the process.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.