Best financial advisor tips in Oxnard, CA
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Merrill Lynch Financial Advisor ALLEN SHEALS
● OpenMerrill Lynch Financial Advisor ALLEN SHEALS, located at 300 East Esplanade Drive, Oxnard, California, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, ALLEN SHEALS can create a flexible strategy tailored to each client's unique financial picture. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work towards achieving their financial aspirations. At Merrill Lynch Wealth Management, the financial advisor, ALLEN SHEALS, prioritizes understanding the client's family, goals, and priorities. Through personalized conversations, ALLEN SHEALS helps clients identify and prioritize their most important financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, ALLEN SHEALS can create a customized financial approach designed to help clients pursue what matters most to them.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
Merrill Lynch Financial Advisor John B Kearney
● OpenMerrill Lynch Financial Advisor John B Kearney is a finance institution located at 300 East Esplanade Drive, Oxnard, California, United States. The institution is supported by the global resources of Merrill and consists of a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As recognized by Forbes “Best-in-State Wealth Advisors” list, the institution focuses on understanding each client's unique goals and priorities, offering personalized financial approaches to help them pursue what matters most. The team at Merrill Lynch Wealth Management believes in providing comprehensive financial solutions tailored to each client's needs, with a focus on helping them achieve their financial goals and stay on track regardless of market fluctuations. Through in-depth conversations and personalized investment strategies, clients can work with dedicated advisors to build a customized approach that reflects their individual needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can receive the latest investment insights, tips, and strategies to help them live their best financial life. Whether planning for retirement, saving for a home, funding a child's education, or passing wealth to future generations, Merrill Lynch Financial Advisor John B Kearney is committed to helping clients achieve their financial goals and navigate the complexities of their financial lives.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
Ken Lydiksen - State Farm Insurance Agent
● OpenKen Lydiksen - State Farm Insurance Agent is an insurance agency located at 3481 West 5th Street, Oxnard, California, United States. Ken Lydiksen is a highly qualified agent with a BSEE from Cal State University, Long Beach and an MBA from Pepperdine University. He is a Legion of Honor Qualifier, Honor Agent Qualifier, Ambassadors for Life Qualifier, National Convention Qualifier, and Board Member of the American Heart Association. At Ken Lydiksen - State Farm Insurance Agent, you can expect personalized service and expert advice on all your insurance needs. Whether you are looking for auto, home, life, or motorcycle insurance, Ken and his team are here to help. They can also assist with annuities and financial planning.
3481 W 5th St #105, Oxnard, CA 93030, United States -
Barbara Ortiz-Lee - State Farm Insurance Agent
● OpenBarbara Ortiz-Lee - State Farm Insurance Agent is a reputable insurance agency located at 3481 West 5th Street, Oxnard, California. With a BA in Communications from California Polytechnic State University, San Luis Obispo, Barbara has been serving families, individuals, and business owners for over 100 years as a Good Neighbor. She is actively involved in the community, contributing to causes such as Cancer walk for Breast Cancer Awareness and Kimball Community Park and Aquatic Center. Barbara's office is dedicated to providing exceptional service to policyholders, whether it's fire insurance, auto insurance, or navigating a claim. Josie Guerra, a team member with over 23 years of insurance experience, adds valuable expertise to the office. Josie's bilingual skills help make all customers feel comfortable and confident.
3481 W 5th St #105, Oxnard, CA 93030, United States -
The Rosenberg Bunnin Group
● OpenThe Rosenberg Bunnin Group is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their individual needs and goals. The Rosenberg Bunnin Group is dedicated to helping clients achieve financial success and security.
21650 W Oxnard St #1800, Woodland Hills, CA 91367, United States
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