DJR Financial Services, located in Simi Valley, CA, is a trusted firm specializing in investments, retirement planning, and estate planning. With a focus on simplifying complex financial concepts, they aim to help clients make informed decisions, manage risk, prepare for retirement, and preserve their wealth. By providing personalized guidance and clear steps to reach financial goals, DJR Financial Services establishes long-lasting relationships with their clients.
As a registered investment advisor, DJR Financial Services offers a range of services, including access to a personal financial website for investments, budgeting, and goal tracking. They also provide one-view account access, allowing clients to conveniently monitor their accounts. With a team led by Daniel Porter, MBA, who specializes in investments, retirement, and estate planning, DJR Financial Services is committed to helping individuals and families navigate the complexities of the financial world.
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