TOP 10 Investment advice in Oxnard, California
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Bank of America (Lobby Service Only)
Bank of America (Lobby Service Only) is a financial institution located at 2475 Saviers Road in Oxnard, California. As a branch of one of the largest banks in the United States, it offers a range of banking services to customers, including deposits, withdrawals, and account management. While this location only provides lobby service, customers can still access assistance from knowledgeable staff members who are dedicated to helping with their financial needs. Whether you are looking to open a new account or discuss your financial goals, Bank of America (Lobby Service Only) is committed to providing excellent customer service and support.
Disco De Oro
Disco De Oro is a finance institution located at 1118 South C Street in Oxnard, California. With a focus on providing quality financial services to the community, Disco De Oro offers a range of financial solutions to help individuals and businesses achieve their goals. Whether you need assistance with loans, investments, or other financial matters, the dedicated team at Disco De Oro is here to help. Visit us today to learn more about how we can support your financial needs.
Ken Lydiksen - State Farm Insurance Agent
Ken Lydiksen - State Farm Insurance Agent is an insurance agency located at 3481 West 5th Street, Oxnard, California, United States. Ken Lydiksen is a highly qualified agent with a BSEE from Cal State University, Long Beach and an MBA from Pepperdine University. He is a Legion of Honor Qualifier, Honor Agent Qualifier, Ambassadors for Life Qualifier, National Convention Qualifier, and Board Member of the American Heart Association. At Ken Lydiksen - State Farm Insurance Agent, you can expect personalized service and expert advice on all your insurance needs. Whether you are looking for auto, home, life, or motorcycle insurance, Ken and his team are here to help. They can also assist with annuities and financial planning.
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.
MassMutual Financial Group
MassMutual Financial Group is a reputable insurance agency located at 2751 Park View Court in Oxnard, California. With a strong presence in the United States, MassMutual offers a wide range of insurance products and financial services to help individuals and families protect their future and achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized solutions and expert guidance to meet the unique needs of each client. Visit MassMutual Financial Group in Oxnard today to secure your financial future.
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.
Allstate Personal Financial Representative: Wayne Reed
Allstate Personal Financial Representative: Wayne Reed is a finance and insurance agency located at 3667 West 5th Street in Oxnard, California, United States. Wayne Reed is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With years of experience in the industry, Wayne Reed provides expert advice and guidance to clients looking to secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Wayne Reed is committed to providing top-notch service and support to help you reach your financial objectives. Visit Allstate Personal Financial Representative: Wayne Reed today to start planning for a brighter financial future.
John Bartley Murphy: Primerica - Financial Services
John Bartley Murphy: Primerica - Financial Services is a reputable finance and insurance agency located at 3401 West 5th Street in Oxnard, California, United States. With a focus on providing top-notch financial services to individuals and families, John Bartley Murphy and his team at Primerica are dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, insurance coverage, or retirement planning services, you can trust John Bartley Murphy: Primerica - Financial Services to provide expert guidance and personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial security and success.
Century 21 Arreguin Team
Century 21 Arreguin Team is a reputable real estate agency located at 2651 South C Street in Oxnard, California, United States. With a team of experienced and dedicated real estate agents, they provide top-notch services to help clients buy, sell, or rent properties in the area. Whether you are looking for a new home, investment property, or commercial space, Century 21 Arreguin Team is committed to helping you find the perfect real estate solution. Their professionalism, expertise, and personalized approach make them a trusted choice for all your real estate needs in Oxnard.
Wescom Credit Union
Wescom Credit Union is a financial institution located at 1660 East Gonzales Road in Oxnard, California. As a full-service credit union, Wescom offers a range of financial services including savings accounts, loans, and investment options. Customers can also access their accounts through the institution's ATM services. Wescom Credit Union is committed to providing personalized financial solutions to help members achieve their financial goals.
Community West Bank
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.
California Bank & Trust
California Bank & Trust is a trusted financial institution located at 365 East Esplanade Drive in Oxnard, California. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing excellent customer service and tailored financial solutions, California Bank & Trust is here to help you achieve your financial goals.
PayPoint Funding
PayPoint Funding is a finance institution located at 21700 West Oxnard Street in Los Angeles, California, United States. We specialize in providing funding solutions to individuals and businesses in need of financial assistance. Our experienced team is dedicated to helping our clients achieve their financial goals through personalized and efficient service. Whether you are looking for a loan, investment opportunities, or financial advice, PayPoint Funding is here to help you every step of the way. Contact us today to learn more about how we can assist you with your financial needs.
Geoff Avery - State Farm Insurance Agent
Geoff Avery - State Farm Insurance Agent is an insurance agency located at 199 Thousand Oaks Boulevard in Thousand Oaks, California. Specializing in auto insurance for Thousand Oaks, Newbury Park, Ventura, and Oxnard, as well as life insurance for the same areas. Geoff Avery has been a State Farm Agent since 2010 and is a member of the Ventura Chamber and the Downtown Ventura Lions Club. They provide business insurance for small business owners and offer valuable tips on avoiding the dangers of drinking and driving. Additionally, they offer advice on discussing finances before marriage and the pros and cons of DIY home improvement projects versus hiring a professional contractor. For pet owners, they offer information on pet insurance and pre-existing conditions. State Farm also provides investment options through State Farm VP Management Corp. Please note that State Farm does not provide tax or legal advice. For more information, visit their website or contact them at (805) 644-7167.
Prudential Insurance Co
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
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.
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.
Charles Schwab
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.
Morgan Stanley Financial Advisors
Morgan 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.
RLB Financial
RLB Financial is a premier finance institution located in Oxnard, California. With a prime location at 300 East Esplanade Drive, RLB Financial offers a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, RLB Financial has a team of experienced professionals ready to assist you. Trustworthy and reliable, RLB Financial is dedicated to providing top-notch financial guidance to clients in the United States.
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.
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.
Meridian Private Wealth Management
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.
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.
The Burke Team - Morgan Stanley
The Burke Team 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 to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Burke Team is dedicated to providing personalized solutions tailored to your unique financial needs. Contact them today to learn more about how they can help you secure your financial future.
The Hopps Group - Morgan Stanley
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.
Hardworking Capital
Hardworking 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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 300 East Esplanade Drive, Oxnard, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and experience in wealth management, retirement income planning, concentrated stock positions, and traditional investments. Our advisors collaborate with clients to create long-term financial strategies tailored to their goals. Through volunteerism and charitable outreach, we support our communities. Our culture emphasizes professional training, mentoring, and technology for both new and experienced advisors. We provide individually customized investment approaches and wealth management advice to help clients achieve their financial goals. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills to assist individuals in pursuing their unique financial goals. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our broad range of services includes brokerage, investment advisory, and financial planning. We strive to provide information about products and services that may be of interest to you.
Elite Management Solutions
Elite Management Solutions is a prestigious institution located at 300 East Esplanade Drive in Oxnard, California. Specializing in accounting and finance, Elite Management Solutions offers top-notch services to individuals and businesses alike. With a team of highly skilled professionals, they provide expert financial advice and management solutions to help clients achieve their financial goals. Whether you need assistance with tax planning, budgeting, or investment strategies, Elite Management Solutions is the go-to destination for all your financial needs. Trustworthy, reliable, and dedicated, Elite Management Solutions is committed to helping you succeed financially.
Block Advisors
Block 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.
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