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Cogent Independent Advisors in Thousand Oaks is a fee-only financial planning firm that prioritizes clients' interests above all else. Specializing in investment advice, retirement planning, and comprehensive financial planning, their team of expert advisors is dedicated to helping individuals achieve their financial goals. With a focus on providing unbiased guidance and personalized solutions, Cogent Independent Advisors offers a range of services to support clients in navigating their financial journey. Whether seeking assistance with investments, retirement planning, or general financial advice, clients can trust in the expertise and integrity of the advisors at Cogent Independent Advisors. Generated from their website's infomation

SpecialtiesETF Portfolio Management (ETF PM) is a revolutionary financial advisory firm that specializes in rules-based investing and risk control. We customize active and passive investment portfolios at an ultra-low-cost. ETF PM created investable benchmark portfolios in order to provide strategic indexing that maximizes client value. The strong performance and material fee savings from these core multi-asset class solutions presents an important starting point for all investors. In addition, we manage absolute return strategies that broaden diversification and reduce risk. Our active strategies delivered gains in the crash of 2008, with strong long-term performance.

Bank of America in Thousand Oaks, CA, offers a range of financial services, including personal and small business banking, home and auto loans, and credit card options tailored to meet diverse customer needs. The bank provides innovative mobile and online banking solutions, along with customizable alerts and security features to enhance user experience. Customers can benefit from various programs like Preferred Rewards, which offers savings on banking fees and interest rates, as well as resources for home buying and auto financing. With a commitment to providing flexible financial solutions, Bank of America aims to support its clients' financial well-being and long-term goals. Generated from the website