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TOP 30 Consultancy firm for financial planning in Oxnard, CA
8 results found
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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.
David Olnick - Raymond James
David Olnick - Raymond James is a finance institution located at 21600 West Oxnard Street in Los Angeles, California. As a part of the renowned Raymond James financial services firm, this institution offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced professionals, David Olnick - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David Olnick - Raymond James is committed to providing personalized and comprehensive financial solutions to meet your needs.
Manuel DerManuelian - Morgan Stanley
Manuel DerManuelian - Morgan Stanley is a prestigious financial institution located at 21650 West Oxnard Street in Los Angeles, California. As a branch of Morgan Stanley, one of the leading financial services firms in the world, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, Manuel DerManuelian - Morgan Stanley is dedicated to providing personalized financial solutions and investment strategies to help clients achieve their financial goals. Whether you are looking for wealth management, investment advice, or retirement planning, you can trust Manuel DerManuelian - Morgan Stanley to provide expert guidance and support.
Jason Fernandez - Morgan Stanley
Jason Fernandez - Morgan Stanley is a renowned financial institution located at 21650 West Oxnard Street in Los Angeles, California. As a branch of Morgan Stanley, one of the leading global financial services firms, Jason Fernandez provides a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Jason Fernandez - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Jason Fernandez - Morgan Stanley is committed to providing personalized solutions and expert advice to meet your financial needs.
MHM (Mayer Hoffman McCann P.C.)
Welcome to MHM (Mayer Hoffman McCann P.C.), your trusted partner in accounting and financial services located in the heart of Oxnard, California. Situated at 300 West Esplanade Drive, our firm is committed to delivering exceptional financial solutions tailored to meet the unique needs of individuals and businesses alike. At MHM, we pride ourselves on our comprehensive range of services, including audit and assurance, tax planning and compliance, business consulting, and financial advisory. Our team of experienced professionals is dedicated to providing insightful guidance and strategic advice to help you navigate the complexities of the financial landscape.
Schiellack & Associates
Welcome to Schiellack & Associates, your trusted partner in accounting and financial services located in the heart of Oxnard, California. Situated at 300 East Esplanade Drive, our firm is dedicated to providing personalized and professional solutions to meet all your financial needs. At Schiellack & Associates, we understand that managing finances can be complex and time-consuming. Our team of experienced accountants and financial advisors is committed to helping you navigate these challenges with ease and confidence. We offer a comprehensive range of services, including tax planning and preparation, bookkeeping, payroll management, financial consulting, and more, tailored to both individuals and businesses.
Farber Hass Hurley LLP
Welcome to Farber Hass Hurley LLP, your trusted partner in accounting and finance located in the heart of Oxnard, California. Situated at 300 East Esplanade Drive, our firm is dedicated to providing exceptional financial services to individuals and businesses in the local community and beyond. With a team of experienced professionals, Farber Hass Hurley LLP offers a comprehensive range of accounting and financial solutions tailored to meet your unique needs. Whether you're looking for tax preparation, auditing, bookkeeping, or financial planning, we are here to help you achieve your financial goals with precision and integrity.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
List of local businesses, places and services in California
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