TOP 30 Personalized financial planning for individuals in Oxnard, California
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John Salinas: Primerica - Financial Services
● ClosedJohn 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.
3401W W 5th St #220, Oxnard, CA 93030, United States -
Allstate Personal Financial Representative: Wayne Reed
● OpenAllstate 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.
3667 W 5th St, Oxnard, CA 93030, United States -
John Bartley Murphy: Primerica - Financial Services
● ClosedJohn 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.
3401 W 5th St #220, Oxnard, CA 93030, United States -
EnviaMGS Oxnard
● ClosedEnviaMGS Oxnard is a leading accounting and finance institution located at 1207 Saviers Road in Oxnard, California. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the knowledge and experience to assist you. Trust EnviamGS Oxnard to help you achieve your financial goals and secure a stable financial future.
1207 Saviers Rd, Oxnard, CA 93033, United States -
Sasson Financial Group
● OpenSasson Financial Group, located at 2909 Ocean Drive in Oxnard, California, is a finance institution that offers a comprehensive range of financial services. Through a disciplined consultative process, they create customized, actively managed strategies and portfolios to help clients meet their individual objectives while managing risk. Their investment process focuses on Strategic & Tactical asset allocation to provide growth and income at a comfortable level of risk. In addition to their financial services, Sasson Financial Group provides interesting videos and calculators on their website for clients to utilize. They also offer an interactive investment tool for Sailing and Rowing. The institution works closely with clients' existing advisor relationships, such as accountants, tax advisors, and lawyers, to ensure all financial, tax, and legal plans work together effectively.
2909 Ocean Dr #3, Oxnard, CA 93035, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.
300 E Esplanade Dr 10th 10th Floor, Oxnard, CA 93036, United States -
Edelman Financial Engines
● ClosedEdelman 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.
21550 W Oxnard St # 810, Woodland Hills, CA 91367, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a renowned financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. Specializing in finance, Ameriprise Financial offers a wide range of services including investment planning, retirement planning, wealth management, and insurance solutions. With a team of experienced financial advisors, Ameriprise Financial is committed to helping individuals and families achieve their financial goals and secure their financial futures. Visit their office in Oxnard for personalized financial advice and expert guidance.
300 E Esplanade Dr # 1650, Oxnard, CA 93036, United States -
Jason Lloyd - Morgan Stanley Financial Advisor
● OpenJason Lloyd - Morgan Stanley Financial Advisor is a leading finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. As a trusted advisor, Jason Lloyd provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Jason Lloyd - Morgan Stanley Financial Advisor is a top choice for individuals seeking expert financial guidance. Contact them today to learn more about their services and how they can help you secure your financial future.
300 E Esplanade Dr 10th floor, Oxnard, CA 93036, United States -
Edward Jones - Financial Advisor: Miguel A Noriega, CFP®|CEPA®
● ClosedEdward Jones - Financial Advisor: Miguel A Noriega, CFP®|CEPA® is a respected financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. As a Certified Financial Planner and Certified Exit Planning Advisor, Miguel A Noriega offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your wealth, Edward Jones is dedicated to providing top-notch financial services tailored to your individual needs. Visit us today to start planning for a secure financial future.
300 E Esplanade Dr Suite 570, Oxnard, CA 93036, United States -
Edward Jones - Financial Advisor: Peter Telles Vasquez
● ClosedEdward Jones - Financial Advisor: Peter Telles Vasquez is a trusted financial institution located at 2901 North Ventura Road in Oxnard, California, United States. As a finance institution, they offer personalized financial planning services to help individuals and families achieve their financial goals. Peter Telles Vasquez is a dedicated and experienced financial advisor who works closely with clients to create tailored investment strategies and retirement plans. Whether you are looking to save for the future, plan for retirement, or build wealth, Edward Jones - Financial Advisor: Peter Telles Vasquez is committed to providing expert guidance and support every step of the way.
2901 N Ventura Rd Suite 280, Oxnard, CA 93036, United States -
Merrill Lynch Financial Advisor John B Kearney
● ClosedMerrill 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.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
Financial West Group
● ClosedFinancial West Group is a reputable finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a strong commitment to providing personalized financial services, they offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the team at Financial West Group is dedicated to helping you navigate the complexities of the financial world. Trustworthy and experienced, they are a valuable resource for all your financial needs.
300 E Esplanade Dr #102, Oxnard, CA 93036, United States -
Greg A. Gutfleisch, CFP(R) - Financial Advisor at Morgan Stanley
● OpenGreg A. Gutfleisch, CFP(R) is a highly experienced and knowledgeable financial advisor at Morgan Stanley, located at 21650 West Oxnard Street in Los Angeles, California. As a Certified Financial Planner, Greg offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a strong background in finance and a commitment to providing top-notch service, Greg A. Gutfleisch is a trusted advisor for individuals and families looking to build wealth and plan for retirement. Contact Greg A. Gutfleisch, CFP(R) at Morgan Stanley today to schedule a consultation and take the first step towards financial security.
21650 W Oxnard St #1800, Los Angeles, CA 91367, United States -
Stephen Wright - Morgan Stanley Financial Advisor
● OpenStephen Wright - Morgan Stanley Financial Advisor is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California. As a trusted financial advisor at Morgan Stanley, Stephen Wright provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Stephen Wright is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and wealth management. Contact Stephen Wright - Morgan Stanley Financial Advisor for professional financial advice tailored to your unique needs and objectives.
21650 W Oxnard St Ste 1800, Woodland Hills, CA 91367, United States -
Jbd Financial Services Inc
● OpenWelcome to Jbd Financial Services Inc, your trusted partner in accounting and finance solutions. Conveniently located at 254 West 1st Street, Oxnard, California, we are committed to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced professionals specializes in a wide range of services, including bookkeeping, tax preparation, financial planning, and business consulting. At Jbd Financial Services Inc, we pride ourselves on delivering personalized and reliable service, ensuring your financial health and success. Whether you're a small business owner seeking expert advice or an individual looking for comprehensive tax solutions, we are here to help you navigate the complexities of the financial world with confidence. Visit us today and discover how we can support your financial journey.
254 West 1st Street, Oxnard, California 93030, United States -
Sura
● ClosedSura 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.
1213 Victoria Ave, Oxnard, CA 93035, United States -
Julio's Auto Insurance
● ClosedJulio's Auto Insurance is a trusted insurance agency located at 505 South Oxnard Boulevard in Oxnard, California. They offer a wide range of insurance services including auto, home, business, commercial, motorcycle, boat, renters, RV, SR-22, and Mexico Insurance. With a commitment to providing excellent customer service and comprehensive coverage options, Julio's Auto Insurance Agency, Inc. is dedicated to helping clients protect what matters most to them. Contact them today for all your insurance needs.
505 S Oxnard Blvd, Oxnard, CA 93030, United States -
Jayme Riggio: Allstate Insurance
● ClosedJayme Riggio: Allstate Insurance is a trusted insurance agency located at 300 East Esplanade Drive in Oxnard, California. With a dedication to providing personalized insurance solutions to meet the needs of individuals and families, Jayme Riggio and her team offer a range of insurance products including auto, home, life, and more. With a commitment to excellent customer service and a deep understanding of the insurance industry, clients can trust Jayme Riggio: Allstate Insurance to provide reliable coverage and peace of mind. Visit their office today to speak with a knowledgeable agent and find the right insurance plan for you.
300 E Esplanade Dr Ste 380, Oxnard, CA 93036, United States -
Irene V Henry - State Farm Insurance Agent
● ClosedIrene V Henry - State Farm Insurance Agent is a dedicated insurance agency located at 1445 Donlon Street, Ventura, California, United States. In March, as many people hit the road for spring break, it's the perfect time to ensure you have the right auto insurance coverage. Irene V Henry, a loving mom and community leader, along with her experienced team, have over 60 years of combined State Farm insurance proficiency. They offer a wide range of insurance services including Auto Insurance, Life Insurance, Professional Liability Insurance, Medi-care, Pet Insurance, Surety & Fidelity, and more. The team is committed to helping customers with personalized insurance proposals designed to their needs, serving Ventura, Oxnard, Santa Barbara, Los Angeles, and surrounding communities. They are involved in various community initiatives and organizations, providing support and volunteering efforts. Irene and her team are advocates for professional development and inclusivity, actively supporting young leaders and athletes with intellectual disabilities. Their mission is to help people by providing exceptional service and care. They operate with dignity and respect, building personal relationships with customers and addressing their insurance needs. Irene Henry State Farm Insurance Agency is a place where customers are treated like family. Meet Team Irene, a group of caring individuals dedicated to helping customers with various insurance products. Stop by the office to experience what it means to be a Good Neighbor and receive assistance with car insurance, homeowners insurance, renters insurance, life insurance, small business insurance, workers comp insurance, and more. If you need assistance with the website, please call (805) 650-9900.
1445 Donlon St STE 8, Ventura, CA 93003, United States -
Efrain Cazares - State Farm Insurance Agent
● ClosedEfrain Cazares - State Farm Insurance Agent is a reputable insurance agency located at 4300 Tradewinds Drive in Oxnard, California. Situated off of Wooley Rd. between Harbor and Victoria in Westport Mandalay, this agency specializes in providing a wide range of insurance services to individuals and businesses in the area. Whether you are looking for auto insurance, homeowners insurance, renters insurance, life insurance, or business insurance, Efrain Cazares and his team are dedicated to helping you find the right coverage to protect what matters most to you. Efrain Cazares became a State Farm agent in 2018, bringing with him years of experience in the insurance industry. His agency serves residents in Oxnard and surrounding areas such as Los Angeles, Hollywood, Thousand Oaks, West Hollywood, Malibu, and Ventura. Fluent in both English and Spanish, the team at Efrain Cazares - State Farm Insurance Agent is committed to providing personalized service and attention to detail for every client.
4300 Tradewinds Dr #160, Oxnard, CA 93035, United States -
Primerica
● OpenPrimerica is a reputable insurance agency located at 108 West 5th Street in Oxnard, California, United States. They offer a wide range of insurance products and services to meet the needs of individuals and families. With a team of experienced professionals, Primerica is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning, Primerica is committed to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about their insurance options and how they can help you secure your financial future.
108 W 5th St, Oxnard, CA 93030, United States -
Ryan Charlon - State Farm Insurance Agent
● ClosedRyan 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.
340 Rosewood Ave STE I, Camarillo, CA 93010, United States -
SolidQuote
● ClosedSolidQuote is a reputable insurance agency located at 2651 South C Street in Oxnard, California, United States. We specialize in providing personalized insurance quotes for our clients, ensuring they have the coverage they need at competitive rates. Our team of experienced agents is dedicated to helping clients navigate the complex world of insurance and find the best policies to meet their individual needs. Whether you are looking for auto, home, life, or business insurance, SolidQuote is here to help you protect what matters most. Contact us today for a free quote and see why we are a trusted name in the insurance industry.
2651 S C St, Oxnard, CA 93033, United States -
Ultratax
● ClosedUltratax 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.
110 S A St C, Oxnard, CA 93030, United States -
ACE Cash Express
● ClosedACE Cash Express is a reputable financial institution located at 2694 East Vineyard Avenue in Oxnard, California. As a trusted resource for financial services, ACE Cash Express offers a variety of services including payday loans, check cashing, bill payment, and money transfers. With a commitment to providing fast and reliable financial solutions, ACE Cash Express is dedicated to helping individuals meet their financial needs in a convenient and efficient manner. Visit their location in Oxnard to experience their professional and friendly service firsthand.
2694 E Vineyard Ave, Oxnard, CA 93036, United States -
Frank Salazar - GEM Mortgage
● ClosedFrank Salazar - GEM Mortgage is a finance institution located at 2775 North Ventura Road in Oxnard, California, United States. Specializing in mortgage services, they provide expert guidance and support to clients seeking home loans. With a commitment to personalized service and a wealth of experience in the industry, Frank Salazar - GEM Mortgage is dedicated to helping individuals and families achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, their team of professionals is ready to assist you every step of the way. Visit their office in Oxnard today to learn more about their services and how they can help you secure the perfect mortgage for your needs.
2775 N Ventura Rd #102, Oxnard, CA 93036, United States -
Zisch Maribel
● ClosedZisch Maribel is a reputable finance and insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With a focus on providing top-notch financial services and insurance solutions to individuals and businesses, Zisch Maribel is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, insurance coverage, or financial planning services, Zisch Maribel is committed to delivering excellence in every aspect of their work. Visit their office in Los Angeles to learn more about how they can help you secure your financial future.
21800 W Oxnard St #800, Woodland Hills, CA 91367, United States -
City National Bank
● ClosedCity National Bank, located at 21800 West Oxnard Street in Los Angeles, California, is a trusted financial institution with a focus on personalized service. Founded in 1954, City National Bank has a long-standing commitment to helping clients, colleagues, and communities succeed. Offering a range of services including personal, private, and business banking, as well as wealth management and software solutions, City National Bank is dedicated to providing tailored solutions to meet the unique needs of each client. At City National Bank, clients can expect a client-first approach that prioritizes understanding their individual circumstances and financial goals. With a commitment to diversity, equity, and inclusion in the workplace, City National Bank is dedicated to creating a culture that values and respects all individuals. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, clients can trust in City National Bank's stability and expertise.
21800 W Oxnard St Suite 100, Woodland Hills, CA 91367, United States -
Sal's Income Tax
● ClosedSal's Income Tax is a trusted accounting and finance institution located at 434 South A Street in Oxnard, California. With a team of experienced professionals, we specialize in helping individuals and businesses with their income tax needs. Whether you need assistance with tax preparation, filing, or planning, we are here to provide personalized and reliable services. Our goal is to help our clients navigate the complex world of taxes and finances with ease, ensuring they receive the maximum returns and benefits. Visit us today to experience our top-notch services and expertise in the field of accounting and finance.
434 S A St D, Oxnard, CA 93030, United States
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