Oculus Financial Group
765 Baywood Drive, Petaluma, CA 94954
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Oculus Financial Group is a leading finance institution located at 765 Baywood Drive in Petaluma, California, United States. With a commitment to providing expert financial services, our team of professionals offers tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Oculus Financial Group is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about how we can support your financial success.
Reviews
"Jason has been our financial advisor for the past few years and we couldn’t be happier. He is so personable and really makes sure we understand everything. If you need someone to help with your financial planning and retirement...he’s your guy."
"I have been a client of Jason’s for over two years. His professionalism and integrity is incredible. We meet regularly to discuss my portfolio and make changes based on my goals. He does not just get your business and forget you. He truly listens to my goals and makes suggestions that I can understand. I love working with Jason and plan on being a client for many more years!"
"Jason Diaz has been my financial advisor for several years now. He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning. When he started Oculus Financial I was happy to move my assets with him! He works hard for his clients and does not take their trust in him or his company lightly. He treats all with the same care and respect."
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