Gabe listens to his customers. I have NEVER liked ANY Financial Planners. He is literally 1 in…read more1,000,000,000. You will not be disappointed for taking a meeting with him and you will definitely not be disappointed in investing in his services. Looking forward to getting rich! Thanks, Mr. Swan!

From the owner: Retirement is stressful for a person to deal with on their own, but this major life event should be…read moreeasy to navigate. With the right amount of help from the right team, planning your retirement can be made simple. When people are looking to retire and leave their careers behind, they trust Swan Retirement Planning. We are a premier retirement planning firm with more than ten years of experience in banking and finance. We help people maximize their social security, finance long-term care, and are open to having discussions about anything related to life insurance. Call us to begin your smooth retirement process!

Candace is an excellent tax advisor…read more She is a pleasant person to talk with and is helpful in getting all the right Paperwork to do your taxes.

From the owner: Certified Public Accountant and Administrative Support & Consulting…read more We provide accounting, bookkeeping, payroll, business tax, personal tax and administrative services to individuals and a variety of businesses.

Rosa is the bank manager there. She's amazing! I moved to Ventura from Boston and she helped make…read morethe transition super smooth with setting up my accounts. All the staff in the bank very nice as well.

From the owner: Banc of California is one of the nation's premier relationship-based business banks, providing…read morebanking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services. The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreet™. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

It was such a pleasure working with Michelle, and we feel very lucky to have found her through a…read moreGoogle search. Her combination of practical financial knowledge and thoughtful understanding of our family's goals allowed us to plot a path forward that we hadn't been able to achieve on our own. We've already passed her name on to a few friends looking for some financial therapy. Can't recommend highly enough.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor…read moreand she's been very helpful.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value