TOP 30 Individualized financial planning in Oxnard, California

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.

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.

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.

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 - Kellie Carafelli is an insurance agency located at 3575 Saviers Road, Oxnard, California, United States. With over 15 years of experience, Kellie Carafelli helps customers identify the insurance coverage that best fits their needs. Whether it's life, auto, home, renters, business insurance, and more, Kellie is knowledgeable and experienced in helping clients understand their coverage options. As a local Farmers agent, she is dedicated to providing personalized service to make clients smarter about insurance. From comprehensive coverage to deductibles and discounts, Kellie can help you navigate the world of insurance to find the right coverage for your budget. Whether you need auto, home, life, renters, or business insurance, Kellie Carafelli is here to help you protect what matters most. Contact her today for a personalized insurance plan to secure your future.

Farmers Insurance - Fred Vance is a trusted insurance agency located at 3810 West Channel Islands Boulevard in Oxnard, California. With a focus on providing personalized and comprehensive insurance solutions, Fred Vance and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, Farmers Insurance - Fred Vance has you covered. Their friendly and knowledgeable staff are committed to delivering exceptional customer service and finding the best coverage options to suit your individual needs. Contact Farmers Insurance - Fred Vance today to learn more about their insurance offerings and how they can help you achieve peace of mind and financial security.

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.

The Economic Opportunity Commission is a school located at 601 Sequoia Street in Oxnard, California, United States. This institution is dedicated to providing educational opportunities and resources for individuals seeking to improve their economic prospects. Through a variety of programs and services, the Economic Opportunity Commission helps students develop the skills and knowledge needed to succeed in the workforce and achieve financial stability. With a focus on promoting economic empowerment and social mobility, this school is committed to helping students reach their full potential and thrive in today's competitive job market.

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.

Swift Title Loans is a reputable finance institution located at 157 West 5th Street in Oxnard, California. We specialize in providing quick and hassle-free title loans to individuals in need of fast cash. Our team of experienced professionals is dedicated to helping our clients navigate their financial challenges with ease. Whether you need funds for unexpected expenses or to cover urgent bills, Swift Title Loans is here to assist you every step of the way. Visit us today and discover how we can help you get the money you need, when you need it.

Community West Bank is a trusted financial institution located at 300 East Esplanade Drive in Oxnard, California. As a full-service bank, we are committed to providing personalized banking solutions to individuals and businesses in the community. Our experienced team of professionals is dedicated to helping our customers achieve their financial goals and secure their futures. Whether you need a checking account, a mortgage loan, or investment advice, Community West Bank is here to serve you with integrity and excellence. Visit us today to experience the difference of banking with a local institution that truly cares about its customers.

The U.S. Bank Branch located at 400 East Esplanade Drive in Oxnard, California, is a trusted financial institution providing a wide range of banking services to individuals and businesses. With a commitment to customer service and financial expertise, this branch offers personalized solutions for all your banking needs. Whether you are looking to open a checking account, apply for a loan, or explore investment options, the knowledgeable staff at U.S. Bank Branch is here to help. Visit us today to experience the convenience and security of banking with a reputable institution.

Bucio Insurance is a trusted insurance agency located at 1049 South Ventura Road in Oxnard, California. We provide a wide range of insurance services to meet the needs of individuals, families, and businesses in the area. Our experienced agents are dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, Bucio Insurance is here to help protect what matters most to you. Contact us today for personalized service and peace of mind.

Victoria's Insurance is a trusted insurance agency located at 4117 Saviers Road in Oxnard, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, life, or business, we have you covered. With a focus on exceptional customer service and competitive rates, Victoria's Insurance is your go-to agency for all of your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

Fiesta Auto Insurance Center, located at 2550 East Vineyard Avenue in Oxnard, California, is a trusted institution offering a range of accounting, finance, and insurance services. Whether you need coverage for your auto, home, business, rental property, boat, or motorcycle, Fiesta has you covered. Their team of insurance and tax professionals is dedicated to helping your family with all of your insurance and tax needs. With a full suite of personal and business tax services available, Fiesta is the perfect one-stop shop for all of your financial needs. Experience the personalized service and care of Fiesta Auto Insurance Center - where you're treated like family.

Farmers Insurance is a trusted insurance agency located at 1825 North Oxnard Boulevard in Oxnard, California, United States. As a leading provider of insurance services, Farmers Insurance offers a wide range of coverage options to protect individuals, families, and businesses from unforeseen events. With a commitment to personalized service and competitive rates, Farmers Insurance is dedicated to helping clients find the right insurance solutions to meet their specific needs. Contact Farmers Insurance today to learn more about their comprehensive insurance offerings and start securing your future.

The 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.

Farmers Insurance is an insurance agency located at 331 North A Street in Oxnard, California, United States. We provide a range of insurance products and services to help protect individuals and businesses from unexpected financial losses. Our experienced agents are dedicated to finding the right coverage options for our clients, whether it's auto, home, life, or business insurance. With a strong commitment to customer service and a reputation for reliability, Farmers Insurance is a trusted choice for all your insurance needs.

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 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.

Prudential Insurance Co is a reputable insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With a long history of providing reliable insurance products and services, Prudential is committed to helping individuals and businesses protect what matters most. Whether you are looking for life insurance, health insurance, or investment solutions, Prudential has a team of experienced professionals ready to assist you. Trust Prudential Insurance Co for all your insurance needs in the United States.

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.

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.

Dr. Aimee R. Brecht-Doscher, MD is a reputable medical institution located at 2000 Outlet Center Drive in Oxnard, California. Specializing in various aspects of health and wellness, Dr. Brecht-Doscher offers expert medical care and personalized treatment plans for her patients. With a focus on providing compassionate and comprehensive healthcare services, this institution is dedicated to improving the overall well-being of individuals in the community. Whether you are in need of a routine check-up or seeking treatment for a specific health issue, Dr. Aimee R. Brecht-Doscher, MD is committed to delivering top-notch medical care to all those who walk through its doors.

The Protector Legal Services is a trusted finance institution located at 300 South C Street in Oxnard, California, United States. Our dedicated team of professionals provides expert legal services to protect your financial interests and ensure your assets are safeguarded. Whether you need assistance with estate planning, tax issues, or business transactions, we are here to provide personalized solutions tailored to your unique needs. Trust The Protector Legal Services to help you navigate the complex world of finance with confidence and peace of mind.

The Tax Law Offices of David W. Klasing, P.C. is a renowned institution located at 1000 Town Center Drive in Oxnard, California, United States. Specializing in accounting, finance, and legal services, this firm is dedicated to providing expert guidance and representation in all matters related to tax law. With a team of experienced lawyers and financial professionals, clients can trust in the expertise and professionalism of the Tax Law Offices of David W. Klasing, P.C. for all their tax-related needs.

Access Point Consulting is a leading institution located at 336 Hollywood Boulevard in Oxnard, California. We specialize in providing expert consulting services to help individuals and businesses navigate the complexities of today's ever-changing business landscape. Our team of experienced consultants offers personalized solutions to help clients achieve their goals and stay ahead of the competition. Whether you need assistance with strategic planning, project management, or financial analysis, Access Point Consulting is here to provide you with the guidance and support you need. Visit us today to see how we can help you reach your full potential.

Charles Schwab is a renowned financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. Specializing in finance, Charles Schwab offers a wide range of services including investment management, retirement planning, and wealth management. With a strong reputation for providing expert financial advice and personalized solutions, Charles Schwab is a trusted partner for individuals looking to grow and protect their assets. Visit their office in Oxnard to learn more about their comprehensive financial services.

Meridian Private Wealth Management is a finance institution located at 500 East Esplanade Drive, Oxnard, California, United States. They offer a range of financial services and products through Wells Fargo Advisors Financial Network, LLC. Residents of select states can access their calculators and informative videos on their website. Please note that securities-related services may not be available to individuals residing outside of the listed states. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. Please review the terms and conditions of the third-party website before proceeding. Social Media content is intended for U.S. residents only and may not reflect the views of Meridian Private Wealth Management or Wells Fargo Advisors.

The Hopps 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 provide a wide range of financial services including wealth management, investment banking, and financial advisory. Clients can expect personalized and strategic financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Hopps Group at Morgan Stanley is dedicated to helping you achieve your financial objectives.