Financial advisor business in Oxnard, CA
60 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Stephanie Insabella- Aflac Benefits Advisor
● ClosedStephanie Insabella- Aflac Benefits Advisor located at 300 East Esplanade Drive in Oxnard, California, is a health insurance agency that offers a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help with out-of-pocket expenses and provide financial peace of mind. Their coverage includes dental and vision plans with no networks or deductibles, as well as options for group coverage for businesses. Become an Aflac insurance agent and explore the unlimited potential and flexibility that comes with their offerings. With Aflac, you can ensure that your loved ones are protected and focus on getting better when faced with a health event. Aflac is committed to providing quality products and services to help you feel confident about your coverage.
300 E Esplanade Dr #1220, Oxnard, CA 93036, United States -
Sasson Financial Group
● OpenSasson 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.
2909 Ocean Dr #3, Oxnard, CA 93035, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036, United States -
Strategic Path Financial Group, LLC
● ClosedStrategic Path Financial Group, LLC is a finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. We specialize in providing strategic financial planning and investment services to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Strategic Path Financial Group, LLC is here to help you chart a successful financial path.
300 E Esplanade Dr STE 939, Oxnard, CA 93036, United States -
Marian Business Services
● ClosedMarian Business Services is a reputable accounting and finance institution located at 701 North A Street in Oxnard, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and more. Trust Marian Business Services for all your accounting and finance needs.
701 N A St, Oxnard, CA 93030, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 365 East Esplanade Drive in Oxnard, California. Specializing in accounting and finance services, Block Advisors offers expert guidance and support to individuals and businesses looking to navigate the complexities of taxes and financial planning. With a team of experienced professionals, Block Advisors is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is committed to delivering top-notch service and expertise. Visit us today to experience the difference that Block Advisors can make in your financial journey.
365 E Esplanade Dr Ste A, Oxnard, CA 93036, United States -
My Financial Home Enterprises
● ClosedMy Financial Home Enterprises is a finance institution located at 1011 Kumquat Place, Oxnard, California, United States. We specialize in providing accounting, tax, and consulting services to professional service providers such as therapists, attorneys, coaches, and consulting agencies. Our skilled team of financial experts has years of experience in helping businesses grow and succeed. As your trusted advisors, we work with you throughout the year to evaluate your business and ensure that your financial needs are met. Our critical analysis and practical solutions will help identify business trends, opportunities for growth, and ways to improve the operations, efficiency, and profitability of your enterprise.
1011 Kumquat Pl, Oxnard, CA 93036, United States -
Searle Financial
● ClosedSearle Financial, located at 651 Via Alondra in Camarillo, California, is a trusted institution specializing in accounting and finance services. With a focus on providing top-notch bookkeeping services, Searle Financial helps businesses manage their finances and grow their wealth. Whether you need assistance with general bookkeeping or negotiating with insurance brokers, Searle Financial offers a wide range of services to meet your needs. With almost 20 years of experience serving small and medium-sized businesses in Santa Barbara, Montecito, Ventura, Oxnard, Camarillo, and Thousand Oaks, Searle Financial prides itself on delivering trust, convenience, and value to its clients. Testimonials praise founder Robert Searle for his integrity, problem-solving skills, and dedication to providing accurate and efficient financial management services. Whether you're a construction contractor, a business owner, or in need of personalized financial assistance, Searle Financial is here to help you achieve your financial goals.
651 Via Alondra #701b, Camarillo, CA 93012, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. Our team of expert advisors are dedicated to providing comprehensive financial services and personalized investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and integrity, Morgan Stanley Financial Advisors is committed to delivering top-notch financial guidance and solutions to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States -
Wells Fargo Advisors
● OpenWells 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.
300 E Esplanade Dr # 1250, Oxnard, CA 93036, United States -
PB Financial Group Corporation - Oxnard Office
● OpenPB Financial Group Corporation - Oxnard Office is a reputable finance and real estate agency located at 300 East Esplanade Drive in Oxnard, California. With a team of experienced professionals, they provide a wide range of financial services including loans, mortgages, and real estate investments. Whether you are looking to purchase a new home or secure financing for a business venture, PB Financial Group Corporation - Oxnard Office is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
300 E Esplanade Dr 9th floor, Oxnard, CA 93036, United States -
Financial West Group
● ClosedFinancial West Group is a reputable finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a strong commitment to providing personalized financial services, they offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the team at Financial West Group is dedicated to helping you navigate the complexities of the financial world. Trustworthy and experienced, they are a valuable resource for all your financial needs.
300 E Esplanade Dr #102, Oxnard, CA 93036, United States -
Centerpoint M & A Advisors
● OpenCenterpoint M & A Advisors is a leading finance institution located at 21550 West Oxnard Street in Los Angeles, California, United States. Specializing in mergers and acquisitions, our team of experienced advisors provide strategic guidance and financial expertise to help businesses navigate the complexities of buying or selling a company. With a focus on personalized service and a commitment to delivering successful outcomes, Centerpoint M & A Advisors is the trusted partner for businesses looking to achieve their financial goals.
21550 W Oxnard St Suite 960, Woodland Hills, CA 91367, United States -
MONETARY GOLD
● Closedsecure your financial future with Monetary Gold today by visiting our location at 21800 West Oxnard Street, Los Angeles, California. As the #1 Gold IRA Company in the US, our team of experts is ready to assist you in diversifying your investments and protecting your assets during economic uncertainty. With over 50 years of experience, we offer a wide range of precious metals products at competitive prices, including Gold, Silver, and Platinum Government Bullion, as well as Semi-Numismatic U.S. and Foreign Coins. Our BBB accredited business with an A rating ensures that you receive top-notch service and guidance in safeguarding your retirement savings. Register for one of our FREE Workshops to gain valuable insights into current economic threats and enjoy a FREE consultation with one of our trusted advisors. Don't wait to secure your American dream - contact Monetary Gold today.
21800 W Oxnard St #1120, Woodland Hills, CA 91367, United States -
HUB International
● ClosedHUB 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.
3585 Maple St #152, Ventura, CA 93003, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 4204 Saviers Road in Oxnard, California, United States. They specialize in providing tax preparation services and financial advice to individuals and businesses. With a team of experienced professionals, Liberty Tax is committed to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with filing your taxes or developing a comprehensive financial plan, Liberty Tax is dedicated to providing top-notch service and expertise. Visit them today to see how they can help you achieve your financial goals.
4204 Saviers Rd, Oxnard, CA 93033, United States -
Zisch Maribel
● ClosedZisch Maribel is a reputable finance and insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With a focus on providing top-notch financial services and insurance solutions to individuals and businesses, Zisch Maribel is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, insurance coverage, or financial planning services, Zisch Maribel is committed to delivering excellence in every aspect of their work. Visit their office in Los Angeles to learn more about how they can help you secure your financial future.
21800 W Oxnard St #800, Woodland Hills, CA 91367, United States -
City National Bank
● ClosedCity 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.
21800 W Oxnard St Suite 100, Woodland Hills, CA 91367, United States -
Liberty Tax
● ClosedLiberty Tax is a finance institution located at 940 North Ventura Road in Oxnard, California. They specialize in providing tax preparation services to individuals and businesses in the area. With a team of experienced professionals, Liberty Tax aims to help their clients navigate the complex world of taxes and maximize their returns. Whether you need assistance with filing your personal taxes or require expert advice on business tax planning, Liberty Tax is here to help. Visit their office in Oxnard to experience top-notch service and expertise in the field of finance.
940 N Ventura Rd, Oxnard, CA 93030, United States -
Ironman Income Tax
● ClosedIronman Income Tax is a professional accounting and finance institution located at 1243 South Oxnard Boulevard in Oxnard, California. Our team of experts is dedicated to providing top-notch income tax services to individuals and businesses in the area. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, planning, or consulting, Ironman Income Tax is here to support you every step of the way. Trust us to handle your financial needs efficiently and effectively.
1243 S Oxnard Blvd, Oxnard, CA 93030, United States -
Ray Gonzales - State Farm Insurance Agent
● ClosedRay 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.
1701 Solar Dr Ste 251, Oxnard, CA 93030, United States -
Barbara Ortiz-Lee - State Farm Insurance Agent
● ClosedBarbara 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 -
Ceja Insurance Agency
● ClosedCeja 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.
1824 Saviers Rd, Oxnard, CA 93033, United States -
The Tax Resolution Institute
● ClosedThe Tax Resolution Institute is a professional institution located at 21700 West Oxnard Street in Los Angeles, California. Specializing in accounting, finance, and legal services, this institution is dedicated to helping individuals and businesses navigate complex tax issues and find solutions to their financial challenges. With a team of experienced professionals, including lawyers and accountants, the Tax Resolution Institute serves as a valuable resource for those in need of expert guidance in dealing with tax matters. Whether you are facing an audit, dealing with back taxes, or seeking assistance with tax planning, the Tax Resolution Institute is here to provide the support and expertise you need. Contact them today for assistance with your tax resolution needs.
21700 W Oxnard St #1160, Woodland Hills, CA 91367, United States -
The Biederman Group - Morgan Stanley
● OpenThe Biederman Group - Morgan Stanley is a leading finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a strong reputation for providing top-notch financial services, they specialize in wealth management, investment banking, and advisory services for individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, The Biederman Group - Morgan Stanley is committed to providing personalized solutions tailored to your unique needs.
300 E Esplanade Dr 10th floor, Oxnard, CA 93036, United States -
Hardworking Capital
● ClosedHardworking Capital is a finance institution located at 2775 North Ventura Road in Oxnard, California, United States. We specialize in providing financial solutions and support to individuals and businesses who are dedicated to working hard and achieving their goals. Our team of professionals is committed to helping our clients succeed by offering personalized services and tailored financial products. Whether you are looking to fund a new project, expand your business, or improve your financial situation, Hardworking Capital is here to support you every step of the way. Visit us today to learn more about how we can help you reach your financial goals.
2775 N Ventura Rd #207, Oxnard, CA 93036, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
The Soter Group - Morgan Stanley
● OpenThe 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.
300 E Esplanade Dr 10th floor, Oxnard, CA 93036, United States -
The Manset and Hrabovsky Group - Morgan Stanley
● OpenThe Manset and Hrabovsky Group at Morgan Stanley is a leading financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a team of experienced professionals, they offer a wide range of financial services including wealth management, investment strategies, retirement planning, and more. Their dedication to providing personalized solutions and expert advice makes them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit The Manset and Hrabovsky Group at Morgan Stanley to start planning for a secure financial future today.
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036, United States -
The Butler Group - Morgan Stanley
● OpenThe Butler Group at Morgan Stanley is a renowned finance institution located in Los Angeles, California. With a prime location at 21650 West Oxnard Street, this institution offers top-notch financial services and expertise to its clients. Specializing in wealth management, investment strategies, and financial planning, The Butler Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Butler Group at Morgan Stanley is a trusted partner for all your financial needs.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States
- Health insurance companies
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Life insurance companies
- Small business loan
- Personal loan
- Lawyer
- Home insurance companies
- Institute
- financial advisor business in Camarillo
- financial advisor business in Los Angeles
- financial advisor business in Ventura
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos