Kelly and Associates CPA
Certified Public Accountant, Accountant, Accounting
4572 Telephone Rd # 912 Ventura, CA 93003Brian has been doing my taxes for about 5 years and has always done me right. I had bad experiences with my two previous CPA's, one was a crook and one wouldn't return ph ... more
Mariner
Financial Planner
58 N. Ash St. Ventura, California 93001rude, dismissive, intrusive and more. Giving advice that is not asked for and ignoring in a 10 min phone call serious crippling health issues like a robot is nasty. Espec ... more
Swan Retirement Planning
Financial Planner
56 East Main Street, Suite 205 Ventura, California 93001Gabe is a personable, honest man who looks out for YOUR best interests. He is very knowledgeable and always available to discuss your needs. Gabe helped me plan my retir ... more
Sequential Financial Designs
Financial Planner
121 North Fir Street Suite A, Suite A Ventura, CA 93001Jeffrey Beeh - Thrivent
Financial Planner
702 County Square Dr, Ste 107 Ventura, California 93003The Distad Clay Wealth Management Group
Financial Planner
60 S. California Street, Suite 301 Ventura, CA 93001Ruben Segovia - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner
877 S Victoria Ave, Ste 211 Ventura, California 93003Integrity Wealth Advisors
Financial Planner, Financial Consultant
196 S Fir St #140 Ventura, CA 93001Steve Wagner has been helping us with our retirement plans since 1988. We trust him.
D.A. Davidson
Financial Planner
60 S California St, Suite 301 Ventura, California 93001Hoffman & Associates Financial
Financial Planner
121 N Fir St UNIT D Ventura, CA 93001Ross Hoffman and Associates represent the gold standard of professional, personalized, friendly service; integrity; and skillful, sound financial investment strategies. R ... more
Morgan & Wotman, LLP
Accountant, Certified Public Accountant, Financial Consultant
3875 Maple St ste 265 Ventura, CA 93003These guys are great for personal taxes!
Screaming Eagle Wealth Management
Financial Planner
674 County Square Dr STE 202 Ventura, CA 93003The Lynd Group
Financial Planner
801 S Victoria Ave #105 Ventura, CA 93003I have used this family run company since the beginning, (many years). They are absolutely the best financial planners around. Mike and Debra are so dedicated to providi ... more
First Care Supplies, Synthetic and Latex Examination
Financial Planner
1105 Bryce Way Ventura, CA 93003My business gets supplies from this company for our COVOD-19 protocol and we appreciate the personal service we receive from the owner, Jesus Felix.
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
1130 S Victoria Ave Ventura, CA 93003Bank employees were shady and less than forthright. They made up some nonsensical claim about one of the characters in check as a reason not to cash it. I contacted clien ... more
Integrity Wealth Advisors
Financial Planner
196 S Fir St #140 Ventura, CA 93001Steve Wagner has been helping us with our retirement plans since 1988. We trust him.
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
2698 E Main St Ventura, CA 93003Was really disappointed. Very poor service from this branch.