Financial Advising in Thousand Oaks, CA

“This branch was very friendly. We arrived 15 minutes before closing due to unexpected issues and they took the time to hear our needs, helped answer questions and stayed late to help us. Justin and Diamond helped with our estates case and I would definitely recommend coming here for your needs. Thank you guys for helping us during this difficult time. After 2 account owners passing, we were met with kindness, patience, and grace. Thank you Schwab!”

“Kevin Cvitanov provided me with great customer service. He was patient, informative, and kind. He took the time to explain everything to me so that I would fully understand my options. Scheduling was a nonissue. In person or zoom are both options. I also had a pleasant experience with Nancy Chappell. I would definitely recommend this team.”

“The team at Pacific Financial Strategies is heaven sent- they make investing as easy as possible for me!
I had previously invested with Trilogy Financial and the advisor on my account was not supportive nor responsive. After trying to resolve the issues with Trilogy and giving them a chance to work through issues, I ultimately reached out to Anna at PACFS and she assisted me in transferring my investments. Anna has the heart of a teacher and I feel comfortable voicing my questions/concerns and I have been a client for 6 years now. Anna and PACFS have built a reliable and trustworthy team- I recommend them to my friends and family 100%. Recently, they helped me with a living trust and made such an unknown venture very feasible and straightforward. I am grateful for PACFS!”