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TOP 30 Financial planning for businesses in Oxnard, CA
67 results found
A convenient service for searching for businesses, places and services
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.
Strategic Path Financial Group, LLC
Strategic 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.
Marian Business Services
Marian 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.
Financial West Group
Financial 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.
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.
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.
Stephanie Insabella- Aflac Benefits Advisor
Stephanie 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.
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.
Ultratax
Ultratax is a leading accounting and finance institution located at 110 South A Street in Oxnard, California, United States. With a team of experienced professionals, Ultratax offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Whether you need assistance with filing your taxes or managing your finances, Ultratax is dedicated to providing personalized solutions to help you achieve your financial goals. Contact Ultratax today to schedule a consultation and learn how they can help you navigate the complexities of accounting and finance.
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.
Zisch Maribel
Zisch 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.
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.
Andrews & Associate Cpa - Rod Andrews Cpa
Andrews & Associate CPA, led by Rod Andrews CPA, is a renowned accounting and finance institution located at 1701 Solar Drive in Oxnard, California, United States. With years of experience and expertise in the field, the institution offers top-notch services to individuals and businesses alike. From tax preparation to financial planning, Andrews & Associate CPA is dedicated to helping clients achieve their financial goals with precision and professionalism. Visit us today to experience the difference that our team of experts can make for your financial success.
Sarita G Sharma CPA
Sarita G Sharma CPA is a renowned accounting and finance institution located at 1984 Indiana Drive in Oxnard, California, United States. With years of experience and expertise in the field, Sarita G Sharma CPA offers top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Trust Sarita G Sharma CPA for all your accounting and financial needs.
Samaniego & Associates, Inc.
Samaniego & Associates, Inc. is a reputable accounting and finance institution located at 623 South A Street in Oxnard, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with managing your finances or navigating complex tax laws, Samaniego & Associates, Inc. is dedicated to helping you achieve your financial goals.
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.
Farmers Insurance - James Oliver
Farmers Insurance - James Oliver is a local insurance agency located at 249 East Channel Islands Boulevard in Port Hueneme, California. Serving the residents of Port Hueneme, Oxnard, Ventura, Camarillo, Santa Paula, and surrounding areas, James Oliver has over 30 years of experience in the insurance industry. As a Farmers Insurance Agent, he is committed to educating clients on their options for auto, home, life, and business insurance to help them make informed decisions. Whether you need comprehensive coverage, collision coverage, or medical payments, James Oliver is here to help. The agency is conveniently located across from the Port Hueneme Naval Base, and James Oliver welcomes clients to stop by the office for personalized service. From car insurance to renters insurance to financial planning, Farmers Insurance - James Oliver offers a range of insurance products to meet your needs. Contact James Oliver today for a quote and to discuss how you can protect what matters most to you.
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 - Karen Pena
Farmers Insurance - Karen Pena is an insurance agency located at 5811 Olivas Park Drive in Ventura, California, United States. Karen Pena is a local Farmers® agent based in sunny Oxnard, CA, dedicated to helping clients prepare for bright and secure futures. She is committed to ensuring that clients are covered for any unexpected events that life may present, offering a range of insurance options including auto, home, renters, and business insurance. Karen Pena takes pride in guiding clients through a straightforward process to find the best coverage that suits their needs and budget. Clients can expect personalized service and expert advice to protect their assets and loved ones. Whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Karen Pena is here to help. She also offers life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance to provide added protection for your assets and future earnings. As a Farmers Insurance and Financial Services agent, Karen Pena can help you build a solid financial plan to reach your goals. To learn more about the insurance products offered by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates, contact Karen Pena for a consultation. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Karen Pena today to discuss your insurance needs and find the best coverage for your lifestyle.
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.
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.
Henry Velasquez Tax Service
Henry Velasquez Tax Service is a reputable accounting and finance institution located at 3645 Saviers Road in Oxnard, California. With years of experience and a team of dedicated professionals, we offer a wide range of tax services to individuals and businesses alike. Our goal is to provide our clients with expert guidance and personalized solutions to help them navigate the complexities of the tax system. Whether you need assistance with tax preparation, planning, or IRS representation, you can trust Henry Velasquez Tax Service to deliver exceptional results. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial well-being.
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.
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- financial planning for businesses in Camarillo
- financial planning for businesses in Los Angeles
- financial planning for businesses in Port Hueneme
- financial planning for businesses in Thousand Oaks
- financial planning for businesses in Ventura
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