2 advisors with offices in Thousand Oaks. Credentials, fee structures, and minimums are disclosed on each listing.
Thousand Oaks, California
Mitch Rosenberg, Financial Adviser operates MDR Insurance & Financial Services in Thousand Oaks, California. The firm provides financial planning services. Contact details are available through the directory listing.
View detailsThousand Oaks, California
Wealth Enhancement Group provides financial planning and investment management services to clients in Thousand Oaks, California. The firm operates in English and serves investors seeking professional guidance on portfolio construction and financial strategy.
View detailsAdvisors serving Thousand Oaks specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (California's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.