We found Lori Mahoney through Dave Ramsey's site and couldn't be happier. My wife and I spent nearly two hours walking through our finances, goals and dreams. We left asking to give her money, but...
Independent Capital Management
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Independent Capital Management, Inc. is a financial services company based in Camarillo, CA, offering clients independent financial advice with a personal touch. With a team of experienced professionals, they provide real advice to individuals and businesses, helping them navigate the complexities of the financial world.
They offer a range of services, including investment management, retirement planning, and estate planning, and strive to provide their clients with the knowledge and tools they need to make informed financial decisions. With a focus on building long-term relationships, Independent Capital Management aims to help their clients achieve their financial goals and secure their financial future.
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Reviews

I worked with Albert Cornel to set up a 529 and a Roth IRA, he was so great helping me understand all my options and pros and cons of different accounts. He was patient and kind. I highly...

I moved here from the San Francisco Bay area and I was not especially impressed with any financial adviser there but when I met Lori Mahoney what a difference! Lori not only goes the extra mile...
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