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TOP 30 Family financial planning in Oxnard, CA
41 results found
Search for local businesses, places and services near you
John Salinas: Primerica - Financial Services
John Salinas: Primerica - Financial Services is an insurance agency located at 3401W West 5th Street in Oxnard, California. As a part of the Primerica network, this institution offers a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for insurance products, investment opportunities, or retirement planning, John Salinas and his team are dedicated to providing personalized solutions to meet your needs. With a focus on financial education and empowerment, Primerica helps clients make informed decisions to achieve their financial goals. Visit John Salinas: Primerica - Financial Services today to start planning for a more secure tomorrow.
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.
Family Resource Center
The Family Resource Center located at 405 East Dollie Street in Oxnard, California is a community hub dedicated to providing support and resources for families in need. From parenting classes and counseling services to educational workshops and emergency assistance, the center offers a wide range of programs to help families thrive. With a team of dedicated staff and volunteers, the Family Resource Center is committed to promoting the well-being and stability of families in the Oxnard area. Whether you are looking for information on childcare, housing assistance, or financial planning, the center is here to help. Visit us today and discover the many ways we can support you and your family.
Allstate Personal Financial Representative: Wayne Reed
Allstate Personal Financial Representative: Wayne Reed is a finance and insurance agency located at 3667 West 5th Street in Oxnard, California, United States. Wayne Reed is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With years of experience in the industry, Wayne Reed provides expert advice and guidance to clients looking to secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Wayne Reed is committed to providing top-notch service and support to help you reach your financial objectives. Visit Allstate Personal Financial Representative: Wayne Reed today to start planning for a brighter financial future.
John Bartley Murphy: Primerica - Financial Services
John Bartley Murphy: Primerica - Financial Services is a reputable finance and insurance agency located at 3401 West 5th Street in Oxnard, California, United States. With a focus on providing top-notch financial services to individuals and families, John Bartley Murphy and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, you can trust John Bartley Murphy: Primerica - Financial Services to provide expert guidance and personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial security and success.
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.
Ameriprise Financial
Ameriprise Financial is a renowned financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. Specializing in finance, Ameriprise Financial offers a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial is committed to helping individuals and families achieve their financial goals and secure their financial futures. Visit their office in Oxnard for personalized financial advice and expert guidance.
Edward Jones - Financial Advisor: Peter Telles Vasquez
Edward Jones - Financial Advisor: Peter Telles Vasquez is a trusted financial institution located at 2901 North Ventura Road in Oxnard, California, United States. As a finance institution, they offer personalized financial planning services to help individuals and families achieve their financial goals. Peter Telles Vasquez is a dedicated and experienced financial advisor who works closely with clients to create tailored investment strategies and retirement plans. Whether you are looking to save for the future, plan for retirement, or build wealth, Edward Jones - Financial Advisor: Peter Telles Vasquez is committed to providing expert guidance and support every step of the way.
Greg A. Gutfleisch, CFP(R) - Financial Advisor at Morgan Stanley
Greg A. Gutfleisch, CFP(R) is a highly experienced and knowledgeable financial advisor at Morgan Stanley, located at 21650 West Oxnard Street in Los Angeles, California. As a Certified Financial Planner, Greg offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a strong background in finance and a commitment to providing top-notch service, Greg A. Gutfleisch is a trusted advisor for individuals and families looking to build wealth and plan for retirement. Contact Greg A. Gutfleisch, CFP(R) at Morgan Stanley today to schedule a consultation and take the first step towards financial security.
Stephen Wright - Morgan Stanley Financial Advisor
Stephen Wright - Morgan Stanley Financial Advisor is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California. As a trusted financial advisor at Morgan Stanley, Stephen Wright provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Stephen Wright is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and wealth management. Contact Stephen Wright - Morgan Stanley Financial Advisor for professional financial advice tailored to your unique needs and objectives.
Wells Fargo Advisors Financial Network
Wells Fargo Advisors Financial Network is a leading financial institution located at 21700 West Oxnard Street in Los Angeles, California. As part of the Wells Fargo family, we provide comprehensive financial services and guidance to help clients achieve their financial goals. Our team of experienced advisors offers personalized investment strategies, retirement planning, wealth management, and more. With a commitment to excellence and integrity, Wells Fargo Advisors Financial Network is dedicated to helping clients build and protect their wealth for the future.
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.
Kourosh Keihani, DDS
Kourosh Keihani, DDS is a dental institution located at 1730 East Gonzales Road in Oxnard, California, United States. Specializing in general and cosmetic dentistry, the team at Oxnard Dentistry offers a wide range of services including veneers, dental implants, teeth whitening, sedation dentistry, orthodontic services, extractions, and treatment for periodontal issues and temporomandibular joint disorders. The team, consisting of graduates from the University of Southern California School of Dentistry, is dedicated to providing a compassionate and pleasant dental experience for their patients. With affordable rates and acceptance of most insurances, they make dental care accessible without financial worries. The use of high-quality equipment ensures that all symptoms are addressed effectively without unnecessary medication. Patient reviews praise the thoroughness of hygiene appointments and the ease of procedures like crown placements. Operating Monday to Saturday, with flexible hours, Kourosh Keihani, DDS is committed to providing quality dental care to the Oxnard community.
Jayme Riggio: Allstate Insurance
Jayme Riggio: Allstate Insurance is a trusted insurance agency located at 300 East Esplanade Drive in Oxnard, California. With a dedication to providing personalized insurance solutions to meet the needs of individuals and families, Jayme Riggio and her team offer a range of insurance products including auto, home, life, and more. With a commitment to excellent customer service and a deep understanding of the insurance industry, clients can trust Jayme Riggio: Allstate Insurance to provide reliable coverage and peace of mind. Visit their office today to speak with a knowledgeable agent and find the right insurance plan for you.
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.
HUB International
HUB International is an insurance agency located at 3585 Maple Street in Ventura, California, United States. This office is the newest addition to Hub International’s Central Coast family of insurance professionals. The Ventura office was established in December 2009 when Hub acquired the former Ogilvy Hill insurance company, which merged with Hub’s Westlake Village and Thousand Oaks offices. Additionally, the Ventura office also includes the Laubacher Insurance Agency, which was acquired by Hub in March 2014. Laubacher Insurance Agency has a long history, dating back to 1903 when it was founded by the grandfather of one of the Company’s former principals. The HUB Ventura insurance office provides a wide range of insurance services, catering to various industries such as agriculture, ranching, arborists, gaming, construction, technology, and real estate. Services offered include property and casualty, life and health, employee benefits, investment, and risk management solutions. The office also offers claims management and employee benefits consulting resources.
New York Life
New York Life is a reputable insurance agency located at 300 East Esplanade Drive in Oxnard, California, United States. They offer a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and provide expert guidance on creating investment strategies and estate plans. They also offer insurance for employees, executives, and business owners, as well as charitable giving and bereavement support. With over 12,000 agents nationwide, New York Life is committed to helping individuals, families, and communities thrive. Their mission to make the world a better place is reflected in their diverse workforce and philanthropic initiatives. You can trust New York Life to provide best-in-class products and solutions to help secure your financial future and peace of mind.
Primerica
Primerica is a reputable insurance agency located at 108 West 5th Street in Oxnard, California, United States. They offer a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, Primerica is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning, Primerica is committed to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about their insurance options and how they can help you secure your financial future.
Debbie's Tax Service
Debbie's Tax Service, located at 650 Hobson Way in Oxnard, California, specializes in accounting and finance. Military Tax Preparation is their specialty, offering tax preparation services for all states. Their team is fully knowledgeable in all aspects of military tax law, ensuring that service members do not have to deal with tax headaches. They can file returns electronically for faster refunds and provide full notary services in office or mobile. With a reputation for experience and expertise, Debbie's Tax Service is dedicated to providing accurate and professional service to help clients maximize their tax dollars. They take the time to listen to each client's unique needs and goals, working closely with them to create the best possible plan for their financial success. Clients appreciate their personalized approach and often refer friends and family to Debbie's Tax Service for their tax needs.
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.
Barbara Ortiz-Lee - State Farm Insurance Agent
Barbara 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.
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 - 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.
Charles Allison - State Farm Insurance Agent
Charles Allison - State Farm Insurance Agent is an established insurance agency located at 2401 Ventura Boulevard in Camarillo, California. With a team of highly motivated individuals, we are dedicated to helping our customers prepare for the future and recover from the unexpected. Our team, led by Charles Allison, has been serving customers in Oxnard, Camarillo, and surrounding Ventura County with passion and commitment. Charles Allison has been with State Farm since 1997, starting as a team member and eventually becoming an agent in 2004. Born in Peru with a multicultural background, Charles is passionate about building personal relationships with his customers. He believes in helping people plan for their future and providing support during unexpected events such as car accidents or house fires.
John Alden Life Insurance
John Alden Life Insurance is a reputable insurance agency located at 21600 West Oxnard Street in Los Angeles, California. As a trusted provider of life insurance policies, John Alden Life Insurance is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and competitive rates, they offer a range of insurance options to meet the unique needs of each client. Whether you are looking for term life, whole life, or other coverage, John Alden Life Insurance is here to provide you with peace of mind and security. Contact them today to learn more about their services and how they can help you plan for the unexpected.
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.
The Soter Group - Morgan Stanley
The Soter Group - Morgan Stanley is a leading financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a strong reputation for excellence in financial services, The Soter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and guidance to individuals, families, and businesses, helping them navigate the complexities of the financial markets with confidence and peace of mind. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Soter Group - Morgan Stanley is committed to helping you succeed.
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