Sasson Financial Group

Sasson Financial Group, located at 2909 Ocean Drive in Oxnard, California, is a finance institution that offers a comprehensive range of financial services. Through a disciplined consultative process, they create customized, actively managed strategies and portfolios to help clients meet their individual objectives while managing risk. Their investment process focuses on Strategic & Tactical asset allocation to provide growth and income at a comfortable level of risk.

In addition to their financial services, Sasson Financial Group provides interesting videos and calculators on their website for clients to utilize. They also offer an interactive investment tool for Sailing and Rowing. The institution works closely with clients' existing advisor relationships, such as accountants, tax advisors, and lawyers, to ensure all financial, tax, and legal plans work together effectively.

Securities are offered through First Allied Securities, Inc., a Registered Broker/Dealer, and advisory services are offered through First Allied Advisory Services, a Registered Investment Adviser. The institution emphasizes the highest level of service, with daily monitoring of portfolios and ongoing reviews of long-term financial strategies to anticipate and adjust for market trends, economic conditions, and changing client needs.

Please note that the information on this site is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. It is recommended to consult with a financial or tax advisor regarding individual situations. The site is intended for residents of the United States, and individuals affiliated with the broker/dealer firm are properly registered to conduct business in specific states.

For more information about Sasson Financial Group, including background checks on their investment professionals, please visit their website.