Located In: Simi Valley Corporate Point
Appointments: edwardjones.com
Hours
| Friday | 8AM–1PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8AM–4PM |
| Tuesday | 8AM–4PM |
| Wednesday | 8AM–4PM |
| Thursday | 8AM–4PM |
Address and Contact Information
Address: 2655 First St Suite 140, Simi Valley, CA 93065
Phone: (805) 306-9488
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Reviews
Victoria Ward
Kailey is the best financial advisor ever! It was a no-brainer for me to start investing with her because I have known her for a long time and she is such a trustworthy and thoughtful person. As she has been guiding me through this process, she is thorough and collaborative in her recommendations, always prioritizing my goals. I recently got married, and my husband moved his investment accounts over to Kailey (he wasn’t getting excellent support with his previous group). I love how accessible Kailey is via phone, email, video chat, or in person, especially as we currently live in Fresno. She has is special because she has such a passion for helping others achieve financial security and makes every effort to advance her knowledge to best support her clients.
… moreSean Schearer
Kailey is a true professional. She walked me and my wife through the process of protecting ourselves with life insurance. She made a very complicated process seems effortless and she was definitely looking out for my family’s best interest and our future. I’d highly recommend Kailey to anyone looking for life insurance or needing her financial planning services.
… moreBrandon Carver
My girlfriend and I recently sat down with Kailey, having no idea how to properly invest our money. Kailey was professional, knowledgeable and great at walking two novices through our various options without losing us in technical jargon. Her expertise gave us confidence in our decisions and assurance of knowing that our financial futures are in good hands. I would advise anyone looking to prepare for retirement to contact Kailey right away.
… moreKristin Gordon
Kailey is super professional and very knowledge. She makes you feel comfortable and in control of your finances, and provides a great perspective on how to manage savings without feeling like you’re making any sacrifices. It’s so comforting to know she’s looking out for your best interest!
… moreJim Lowry
Kailey Wagner, is more than just a financial advisor, she is intelligent, beautiful, jocular, insightful, and truly cares about her clients. I agree with all the other reviews of Kailey and say ditto. A simple trait, but one I put a lot of value on, is she calls me, tells me about a company and how what they’re doing is going affect my portfolio. How many advisors do that on a regular basis? When she sees something happening within a sector, good or bad, she’ll drop a phone call and tell me what’s going on. I’m 77 years old and had a lot of big company financial advisors in those years. Kailey is without a doubt the one who has been the most professional and the most personal. She cares. You can’t put a price on that.
… moreMandy Mawer
Kailey is the BEST financial planner. She’s not only intelligent and knows what she’s talking about – she also legitimately cares about making sure that you’re protected and making the best financial decisions for your particular needs. She is constantly going above and beyond the day to day for her clients and will do the same for you.
… moreTina Morrow
Kailey truly goes above and beyond! She has become the 1 stop for all of our financial needs. Heaven forbid something ever happens to me and my husband my kids will only have 1 call to make. That peace of mind alone is priceless. She has set us up with multiple other professionals for life insurance, small business lawyer, and estate planning. She helps navigate when we were just lost at where to start! Even had my 18 year old son open an IRA.
… moreKara Williams
Kailey is always so helpful and a pleasure to work with. She makes sure she stays up to date with the newest regulations and market trends so I don’t have to worry about it. I trust Kailey explicitly and wouldn’t want anyone else handling my retirement account.
… moreTim Velasquez
Kailey works hard to understand your needs and wants and will work diligently with you to formulate a plan to meet all your expectations! She never stops improving her practice and she will looks for every advantage to help you and your family with your financial goals. I highly recommend Kailey Wagner! 🙂
… moreAshley Wagner
Kailey is the best in the business! There is no one I would trust more than her! She is so hard working and dedicated and passionate about what she does! Investing can be something people are nervous about but Kailey is approachable and makes the process so easy and clear!
… more