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TOP 30 Focused financial consulting in Oxnard, CA
38 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.
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.
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.
Searle Financial
Searle 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.
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.
Brian Tisdale - Financial Advisor
Brian Tisdale - Financial Advisor is a trusted institution located at 3780 State Street in Santa Barbara, California, United States. As a finance institution, Brian Tisdale offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Brian Tisdale is dedicated to providing top-notch financial planning and investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Brian Tisdale - Financial Advisor is here to help you every step of the way.
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.
Merrill Lynch Financial Advisor M Cecilia Cuevas
Merrill Lynch Financial Advisor M Cecilia Cuevas, located at 300 East Esplanade Drive, Oxnard, California, United States, offers personalized wealth planning and access to banking solutions from Bank of America. With nineteen years of experience in the financial services industry, M Cecilia Cuevas and her team of professionals provide comprehensive investment capabilities and expertise. They focus on building personalized financial plans centered around your goals and priorities, whether it's retirement planning, education funding, or wealth transfer strategies. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they tailor financial approaches to help you achieve what matters most to you. With a commitment to community involvement and a client-centered approach, M Cecilia Cuevas aims to help you navigate the complexities of your financial life and pursue your long-term financial goals.
Heidari Law Group | Oxnard
Welcome to Heidari Law Group | Oxnard Located at 300 East Esplanade Drive, Oxnard, California, Heidari Law Group is your trusted local partner in navigating the complexities of personal injury, wrongful death, and employment law. Our dedicated team of experienced lawyers is committed to providing high-quality legal representation, ensuring that your rights are protected, and that you receive the justice and compensation you deserve.
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.
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.
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.
Safeguard Investment Advisory Group
Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.
AIG Capital Services, Inc.
AIG Capital Services, Inc. is a financial institution located at 21650 West Oxnard Street, Los Angeles, California, United States. This institution provides a range of services to help individuals secure their financial future, specifically focusing on retirement and protection needs. The website offers various portals for individuals, investors, and financial professionals to access policy details, make payments, update beneficiaries, review savings balances, make transactions, and more. AIG Capital Services, Inc. also offers annuities as a long-term investment option to provide a guaranteed income stream for life, tax-deferred growth, protection from market downturns, and potential interest based on index returns. The institution partners with Retirement Plan Consultants to support clients and offers expansive solutions to help secure financial futures. Annuities are issued by American General Life Insurance Company, The United States Life Insurance Company in the City of New York, and The Variable Annuity Life Insurance Company. Securities products are distributed by Corebridge Capital Services, Inc. Guarantees are based on the claims-paying ability of the issuing insurance company. This material is for educational purposes and not intended to provide financial, legal, fiduciary, accounting, or tax advice. Users can opt-out of the sale or sharing of personal information in compliance with the California Consumer Privacy Act.
Acosta Wealth Management
Acosta Wealth Management is a premier finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning, investment management, and retirement planning, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn how Acosta Wealth Management can help you achieve financial success.
DZ Accounting Inc.
DZ Accounting Inc. is a professional institution located at 300 East Esplanade Drive, Oxnard, California, United States. Specializing in accounting, finance, and legal services, DZ Accounting Inc. offers expert assistance in recording, maintaining, and reporting financial records for businesses. With a focus on accuracy and efficiency, they ensure that all financial transactions are correctly entered into the general ledger and that financial statements are accurate. Additionally, DZ Accounting Inc. provides tax preparation services, helping clients maximize deductions and credits to reduce their tax bills or receive refunds. Their team stays up-to-date on tax laws to help clients keep more money in their hands. Payroll processing services are also offered, ensuring on-time payments and filings for employees. No matter what industry your business operates in, DZ Accounting Inc. offers valuable resources to help you stay on track financially. From CFO services to business consulting, they tailor their services to meet the unique needs of each client.
Teresa's Income Tax & Services Inc.
Teresa's Income Tax & Services Inc. is a reputable accounting and finance institution located at 520 East 3rd Street in Oxnard, California, United States. With a team of experienced professionals, they specialize in providing a wide range of services including income tax preparation, financial planning, and bookkeeping. Whether you are an individual or a small business owner, Teresa's Income Tax & Services Inc. is dedicated to helping you navigate the complexities of the financial world with personalized solutions tailored to your specific needs. Trustworthy, reliable, and client-focused, they are committed to ensuring your financial success.
Joanne M. Crowley, MBA, RICP
Joanne M. Crowley, MBA, RICP is a reputable finance institution located at 21700 West Oxnard Street in Los Angeles, California, United States. With a focus on financial planning and investment strategies, Joanne M. Crowley offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joanne M. Crowley, MBA, RICP is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
Goetzman Group
The Goetzman Group is a renowned finance institution located at 21333 West Oxnard Street in Los Angeles, California, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in investment strategies, wealth management, and financial planning. Clients trust the Goetzman Group for their dedication to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments or secure your financial future, the Goetzman Group is here to provide expert guidance and support.
Charles Morrison - Morgan Stanley
Charles Morrison - Morgan Stanley is a reputable finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a focus on providing top-notch financial services, Charles Morrison - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Charles Morrison - Morgan Stanley is dedicated to providing personalized advice and guidance to help you make informed decisions. Trust in Charles Morrison - Morgan Stanley to help you secure your financial future.
jim c. manuel cfed
Jim C. Manuel CFED is a reputable finance institution located at 300 West Esplanade Drive in Oxnard, California, United States. With a focus on financial education and empowerment, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, the experts at Jim C. Manuel CFED are dedicated to providing personalized solutions and guidance to their clients. Whether you are looking to grow your wealth or secure your financial future, this institution is committed to helping you succeed.
Todd Krueger - Morgan Stanley
Todd Krueger - Morgan Stanley is a reputable finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a focus on providing top-notch financial services, Todd Krueger - Morgan Stanley offers a wide range of investment strategies and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Todd Krueger - Morgan Stanley is committed to delivering personalized and comprehensive financial advice and guidance.
Crescendo Insurance Solutions, Inc.
Crescendo Insurance Solutions, Inc. is a finance institution located at 2851 North Ventura Road in Oxnard, California, United States. Our team is dedicated to creating amazing retirements for the families we serve through a disciplined approach rooted in education, integrity, and earned trust. As an independent financial firm, we are not bound to any specific institution or product, allowing us to focus solely on your best interests. Are you wearing blinders that could be affecting your financial decisions? Just like racehorses wear blinders to stay focused on the finish line, investors sometimes wear blinders that may hinder their view of the bigger picture. Our workshops and seminars address common financial concerns individuals and families face in retirement, helping you feel more confident about the future.
Centerpoint M & A Advisors
Centerpoint 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.
Strategic Private Wealth Management
Strategic Private Wealth Management is a leading finance institution located at 21700 West Oxnard Street in Los Angeles, California, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on strategic planning and tailored investment solutions, we strive to maximize our clients' wealth and ensure long-term financial success. Contact us today to learn more about how Strategic Private Wealth Management can help you build and protect your wealth.
Craig Johnson - Morgan Stanley
Craig Johnson - Morgan Stanley is a renowned financial institution located at 21650 West Oxnard Street in Los Angeles, California. As a part of Morgan Stanley, one of the world's leading financial services firms, Craig Johnson provides a wide range of financial services including wealth management, investment banking, and asset management. With a focus on personalized service and expert financial advice, Craig Johnson - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures.
Richardson David M
Richardson David M is a reputable finance institution located at 21550 West Oxnard Street in Los Angeles, California. With a strong focus on providing top-notch financial services, Richardson David M is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Richardson David M are here to help. Trustworthy and reliable, this institution is committed to providing personalized solutions to meet your specific needs. Contact Richardson David M today to learn more about how they can assist you with your financial needs.
WD III Bookkeeping
WD III Bookkeeping is a reputable institution specializing in accounting and finance services. Located at 1000 Town Center Drive in Oxnard, California, United States, our team of experts is dedicated to providing top-notch bookkeeping solutions for businesses of all sizes. With a focus on accuracy and efficiency, we help our clients manage their financial records and make informed decisions to support their growth and success. Trust WD III Bookkeeping for all your accounting needs.
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