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TOP 30 Customized financial plans in Oxnard, CA
33 results found
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Oxnard Health Insurance
Oxnard Health Insurance is a reputable insurance agency located in Oxnard, California, United States. We specialize in providing comprehensive health insurance coverage for individuals and families. Our dedicated team of professionals is committed to helping our clients find the best insurance plans that meet their specific needs and budget. With a focus on quality service and customer satisfaction, Oxnard Health Insurance is the trusted choice for all your health insurance needs. Visit us at 721 South A Street to learn more about our services and how we can help you protect your health and financial well-being.
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.
Merrill Lynch Financial Advisor ALLEN SHEALS
Merrill 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.
Edelman Financial Engines
Edelman Financial Engines is a leading finance institution located at 21550 West Oxnard Street in Los Angeles, California, United States. With a focus on providing comprehensive financial planning and investment management services, Edelman Financial Engines helps individuals and families achieve their financial goals and secure their financial futures. Their team of experienced advisors offers personalized guidance and expertise to help clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Edelman Financial Engines is committed to helping you make informed decisions and build a strong financial foundation.
Merrill Lynch Financial Advisor John B Kearney
Merrill 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.
Sura
Sura is a popular Korean restaurant located at 1213 Victoria Avenue in Oxnard, California. Known for its authentic Korean cuisine and welcoming atmosphere, Sura offers a wide range of traditional dishes such as bibimbap, bulgogi, and kimchi. The restaurant is a favorite among locals and visitors alike, providing a taste of Korea in the heart of California. With its friendly staff and cozy ambiance, Sura is the perfect spot for a delicious meal with friends and family.
Aaron Keeley - State Farm Insurance Agent
Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
Farmers Insurance - Emmanuel Basurto
Farmers Insurance - Emmanuel Basurto is an insurance agency located at 400 East Esplanade Drive in Oxnard, California, United States. As a local Farmers® agent in Oxnard, CA, Emmanuel Basurto helps customers identify the insurance coverage that best fits their needs. The process is straightforward and personalized to help make customers smarter about insurance. The knowledgeable team can assist with understanding coverage options for auto, home, renters, business insurance, and more. Whether it's comprehensive coverage, collision coverage, deductibles, or medical payments, the team at Farmers Insurance - Emmanuel Basurto can take the mystery out of selecting the right insurance coverage for your needs and budget. They offer online quotes and insurance discounts to help save money.
Jaime Guevara Insurance Agency, Inc.
Jaime Guevara Insurance Agency, Inc. is a local Farmers® insurance agency located at 18344 West Oxnard Street, Los Angeles, California. As a Farmers® agent in Tarzana, CA, Jaime Guevara helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jaime has the knowledge and experience to help clients understand their coverage options. With personalized service and straightforward advice, Jaime aims to make clients smarter about insurance. Whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Jaime can help take the mystery out of selecting the right car insurance coverage for your needs and budget. With competitive rates and insurance discounts, Jaime can help you save money on your auto insurance.
Ryan Charlon - State Farm Insurance Agent
Ryan Charlon - State Farm Insurance Agent is a second-generation State Farm Agent located at 340 Rosewood Avenue in Camarillo, California. As a proud father, husband, son, friend, and small business owner, Ryan Charlon is dedicated to making a positive impact in the lives of his customers, team, and community. The agency serves Camarillo, Oxnard, Newbury Park, Thousand Oaks, Westlake Village, Malibu, and surrounding areas, offering a variety of insurance and retirement plans tailored to individual needs. Whether you're looking for life insurance, small business insurance, car insurance, homeowners insurance, or any other type of coverage, the Ryan Charlon State Farm Agency is here to help. With a focus on understanding your goals and providing personalized service, Ryan and his team are committed to helping you plan, save, and grow for the future.
Farmers Insurance - Vicente Cedre
Farmers Insurance - Vicente Cedre is an insurance agency located at 1203 Flynn Road in Camarillo, California. As your local Farmers agent in Oxnard, CA, Vicente Cedre and his team are dedicated to helping customers find the insurance coverage that best suits their needs. They offer personalized assistance to educate clients about various insurance options, including auto, home, renters, business, and life insurance. Additionally, they can provide information on annuities for retirement planning. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. Whether you need coverage for your home, car, business, or personal belongings, Vicente Cedre and his team can help tailor a policy to fit your unique requirements. They also offer financial planning services to help you secure a stable future.
City National Bank
City National Bank, located at 21800 West Oxnard Street in Los Angeles, California, is a trusted financial institution with a focus on personalized service. Founded in 1954, City National Bank has a long-standing commitment to helping clients, colleagues, and communities succeed. Offering a range of services including personal, private, and business banking, as well as wealth management and software solutions, City National Bank is dedicated to providing tailored solutions to meet the unique needs of each client. At City National Bank, clients can expect a client-first approach that prioritizes understanding their individual circumstances and financial goals. With a commitment to diversity, equity, and inclusion in the workplace, City National Bank is dedicated to creating a culture that values and respects all individuals. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, clients can trust in City National Bank's stability and expertise.
Ray Gonzales - State Farm Insurance Agent
Ray Gonzales - State Farm Insurance Agent is a local insurance agency located at 1701 Solar Drive, Oxnard, California, United States. As a small business owner in Ventura County, Ray and his team are dedicated to taking care of your insurance and financial needs. With a background in engineering and banking, Ray brings a wealth of knowledge to help protect you and your family. Their experienced team of bilingual professionals are available to assist with all your insurance questions and needs, including Auto, Life, Health, and now even Pet Insurance for cats and dogs in California. They are focused on providing excellent customer service and are happy to help with relocation to anywhere in Ventura County.
Carolina Perez Farmers Insurance Agency
Carolina Perez Farmers Insurance Agency is located at 338 South 5th Street in Oxnard, California. As a local Farmers® agent, Carolina Perez helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. Carolina can also assist with life insurance, renters insurance, condo insurance, and personal umbrella insurance. Additionally, she can help small business owners customize an insurance package to protect their investment. For those looking to build a solid financial plan, Carolina offers Farmers Insurance and Financial Services. Contact Carolina Perez Farmers Insurance Agency for personalized assistance in reaching your insurance and financial goals.
Ken Lydiksen - State Farm Insurance Agent
Ken 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.
Farmers Insurance - Nick Weiser
Farmers Insurance - Nick Weiser is an insurance agency located at 4310 Tradewinds Drive, Oxnard, California, United States. They pride themselves on delivering a personalized experience to protect your lifestyle and assets. With over 30 years of experience, their team specializes in a customized insurance portfolio that covers everything you love, including home, car, small business, loved ones, boats, and investment properties. They offer services in both English and Spanish. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or financial planning, Farmers Insurance - Nick Weiser has you covered. Contact them today for a comprehensive review of your insurance needs.
Farmers Insurance - Rosalie Rios Agency
Located in Oxnard, California, the Farmers Insurance - Rosalie Rios Agency is dedicated to helping customers find the best insurance coverage for their needs. Whether it's auto, home, renters, or business insurance, the knowledgeable agents at this agency are here to assist you every step of the way. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there for you in case of any unforeseen events. From life insurance to condo insurance, the agency offers a wide range of coverage options to suit your individual needs. Additionally, they can help you create a solid financial plan to secure your future. Contact the Farmers Insurance - Rosalie Rios Agency today to learn more about their insurance offerings and discounts that can help you save money.
Farmers Insurance - Larry Moraga
Farmers Insurance - Larry Moraga is an insurance agency located at 141 South A Street, Oxnard, California, United States. As your local Farmers® agent in Oxnard, CA, Larry Moraga helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business insurance, and more. Larry Moraga can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or are looking to protect your personal belongings with renters insurance, Larry Moraga is here to help. Additionally, Larry Moraga can assist with life insurance, condo insurance, and financial planning to help you secure a stable future. For small businesses, Farmers Insurance offers customized business insurance packages to reduce risk and protect investments. Contact Larry Moraga at Farmers Insurance for a quote and to learn about available discounts to save money on insurance.
Farmers Insurance - John Farrar
Farmers Insurance - John Farrar is a reputable insurance agency located at 1000 Town Center Drive in Oxnard, California. John Farrar, a second-generation Farmers agent, is dedicated to helping customers in the Oxnard and Ventura area find the insurance coverage that best suits their needs. Whether you are looking for auto, home, commercial, renters, or life insurance, the agency has the knowledge and experience to guide you through the process. Conveniently located across from The Collection at RiverPark, John Farrar is available to answer any questions you may have and provide personalized service. Additionally, Farmers Insurance offers competitive rates, multi-line discounts, and a range of insurance options to protect your assets and future earnings. Contact John Farrar today to learn more about how Farmers Insurance can help you secure a solid financial plan for the future.
Ceja Insurance Agency
Ceja Insurance Agency is a reputable finance and insurance agency located at 1824 Saviers Road in Oxnard, California, United States. With a commitment to providing top-notch insurance services to individuals and businesses, Ceja Insurance Agency offers a wide range of coverage options to meet the unique needs of their clients. Their knowledgeable agents work diligently to find the best insurance solutions at competitive rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or commercial insurance, Ceja Insurance Agency is dedicated to helping you protect what matters most. Visit their office today to discuss your insurance needs with a friendly and experienced agent.
Farmers Insurance - Jose Diaz
Farmers Insurance - Jose Diaz is an insurance agency located at 1618 South Oxnard Boulevard in Oxnard, California. As a local Farmers® agent, Jose Diaz helps customers find the insurance coverage that best suits their needs. The agency now offers MEDICARE and also provides services in Spanish for those who prefer to communicate in their native language. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, Jose Diaz can help take the mystery out of selecting the right car insurance coverage for your budget. With competitive rates and discounts available, getting an online auto insurance quote is a great way to start saving money.
Farmers Insurance - Dennis Manizza
Farmers Insurance - Dennis Manizza is a trusted insurance agency located at 2610 Harbor Boulevard, Oxnard, California, United States. As your local Farmers® agent, Dennis Manizza and his staff are dedicated to helping customers find the insurance coverage that best suits their needs. Whether you are looking for auto, home, renters, life, or business insurance, Dennis has the knowledge and experience to guide you through the process and ensure you are well-informed about your options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. Whether you need comprehensive coverage for your car, protection for your home in case of a disaster, or a customized business insurance package, Dennis Manizza can help you find the right solution.
Farmers Insurance - Johnny Speed
Farmers Insurance - Johnny Speed is an insurance agency located at 1000 Town Center Drive in Oxnard, California. As your local Farmers agent, Johnny Speed helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of coverage options including auto, home, renters, business insurance, bonds, EPLI, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Johnny Speed can help you navigate the complexities of insurance and find the right policy for your budget. Farmers Insurance also offers discounts to help you save money on your premiums.
Farmers Insurance - Daniel Dolby
Farmers Insurance - Daniel Dolby is an insurance agency located at 1000 Town Center Drive, Oxnard, California, United States. As your local Farmers® agent, Daniel Dolby helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides coverage options for auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Daniel Dolby can help you navigate the insurance process and find the right coverage for your budget. Protect your most valuable possessions with Farmers Insurance, and get competitive rates with multi-line insurance discounts. Review your life insurance policy to provide financial support for your loved ones. Renters insurance is essential to protect your personal belongings in case of a disaster. For small businesses, Farmers Insurance offers customizable insurance packages to reduce risk and protect investments.
Farmers Insurance - Stella Tan
Farmers Insurance - Stella Tan is an insurance agency located at 3205 Old Conejo Road, Thousand Oaks, California, United States. As a local Farmers® agent in Oxnard, CA., Stella Tan helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a wide range of insurance products, including auto, home, life, business insurance, and retirement planning. Whether you need comprehensive coverage, collision coverage, or medical payments, Stella Tan can help you understand your options and find the right insurance plan for your budget. Protect your most valuable possessions with Farmers® insurance products, such as home insurance, renters insurance, and condo insurance. Stella Tan can also assist you in creating a solid financial plan for your future, including personal umbrella insurance for added protection. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliates offer competitive rates and discounts to help you save money while ensuring your assets are secure.
Transamerica Agency Network
Transamerica Agency Network is a leading insurance agency located at 21600 West Oxnard Street in Los Angeles, California. Our dedicated team of professionals is committed to providing top-notch insurance products and services to meet the individual needs of our clients. With a focus on integrity, innovation, and excellence, we strive to build lasting relationships with our customers and help protect what matters most to them. Whether you are looking for life, health, or retirement insurance, Transamerica Agency Network is here to help you secure your future. Contact us today to learn more about our comprehensive insurance solutions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 300 East Esplanade Drive, Oxnard, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience in wealth management, retirement income planning, concentrated stock positions, and traditional investments. Our advisors collaborate with clients to create long-term financial strategies tailored to their goals. Through volunteerism and charitable outreach, we support our communities. Our culture emphasizes professional training, mentoring, and technology for both new and experienced advisors. We provide individually customized investment approaches and wealth management advice to help clients achieve their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills to assist individuals in pursuing their unique financial goals. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our broad range of services includes brokerage, investment advisory, and financial planning. We strive to provide information about products and services that may be of interest to you.
Northwestern Mutual - Woodland Hills
Northwestern Mutual - Woodland Hills is a reputable finance and insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With a strong presence in the community, they offer a wide range of financial services and insurance products to help individuals and families achieve their financial goals and protect their assets. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service to clients in the Los Angeles area. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual - Woodland Hills is committed to helping you secure a brighter financial future.
Retirement Thru Design
Retirement Thru Design is a finance institution located at 21550 West Oxnard Street in Los Angeles, California. Specializing in retirement planning and investment strategies, Retirement Thru Design helps individuals and families create a customized financial plan to achieve their retirement goals. With a team of experienced financial advisors, they provide personalized guidance and support to help clients build a secure financial future. Whether you are just starting to plan for retirement or looking to optimize your current investments, Retirement Thru Design offers comprehensive services to help you navigate the complexities of retirement planning.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is committed to helping you make informed decisions and secure your financial future.
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