We are a Fee-Only financial planning firm, which means we get paid per hour or per project to help families plan their futures. Michael is trained as a tax attorney and Joe is a CPA/CFP, so together we work with each family to help them thrive and succeed.
Website: bcfpg.com
Phone: (805) 435-0030
Cross Streets: Near the intersection of N Westlake Blvd and E Thousand Oaks Blvd
Open now
- Sun Open 24 Hours
100 N Westlake Blvd, Ste 203 Thousand Oaks, CA 91362 ·2216.49 mi
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Reviews
yelpI went to Michael for an assessment of my financial position and to see if I'm on track to retire at some point. I learned so much from our meeting and saved thousands from his advice. He will be...
MoreWe highly recommend the work from Michael McGlashen and Bucks Country Financial Planning Group. Michael helped us map out our financial planning in a thoughtful, creative way and was available...
MoreI am very pleased with the financial services I received from Bucks County Financial Planning Group! Michael and Joe took the time to get to know me as a person and establish a relationship of...
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