TOP 30 Tax consultant services in Oxnard, California
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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.
Barbara Ortiz-Lee - State Farm Insurance Agent
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.
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.
The Werner Law Firm
The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.
Adler Law, A P.C.
Adler Law, A P.C. is a reputable law firm based in Los Angeles, California, United States. Our team of experienced lawyers is dedicated to providing expert legal representation and counsel in a variety of practice areas. With a focus on client satisfaction and achieving favorable outcomes, we strive to deliver personalized and effective legal solutions. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Adler Law, A P.C. is here to help. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Avila & Shaddow Attorneys at Law
Avila & Shaddow Attorneys at Law is a reputable law firm located at 21800 West Oxnard Street in Los Angeles, California. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with a personal injury case, criminal defense, family law matters, or estate planning, our attorneys are here to help. Trust Avila & Shaddow Attorneys at Law for professional and reliable legal services in the heart of Los Angeles.
Law Offices of Manuel D. Martinez
The Law Offices of Manuel D. Martinez is a reputable legal institution located at 336 South A Street in Oxnard, California. Specializing in various areas of law, including personal injury, criminal defense, and immigration, our dedicated team of attorneys provides expert legal representation and personalized service to each of our clients. With a strong commitment to upholding justice and protecting the rights of individuals, the Law Offices of Manuel D. Martinez is a trusted source for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
Ronald M. Beaman, Esq., Attorney at Law
Ronald M. Beaman, Esq., Attorney at Law is a reputable legal institution located at 3600 Harbor Boulevard in Oxnard, California, United States. With years of experience and expertise in various areas of law, Mr. Beaman provides top-notch legal services to his clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Ronald M. Beaman, Esq., Attorney at Law is dedicated to providing personalized and effective legal solutions to meet your needs. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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.
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.
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.
The Soter Group - Morgan Stanley
The Soter Group - Morgan Stanley is a leading financial institution located at 300 East Esplanade Drive in Oxnard, California, United States. With a strong reputation for excellence in financial services, The Soter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals provide personalized advice and guidance to individuals, families, and businesses, helping them navigate the complexities of the financial markets with confidence and peace of mind. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Soter Group - Morgan Stanley is committed to helping you succeed.
The Oehmke Group - Morgan Stanley
The Oehmke Group at Morgan Stanley is a premier financial institution located at 300 East Esplanade Drive in Oxnard, California. As a part of Morgan Stanley, one of the leading financial services firms in the world, The Oehmke Group offers a wide range of financial services including wealth management, investment advisory, retirement planning, and estate planning. With a team of experienced professionals and a commitment to personalized service, The Oehmke Group is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of the financial world.
The Manset and Hrabovsky Group - Morgan Stanley
The Manset and Hrabovsky 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 offer a wide range of financial services including wealth management, investment strategies, retirement planning, and more. Their dedication to providing personalized solutions and expert advice makes them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit The Manset and Hrabovsky Group at Morgan Stanley to start planning for a secure financial future today.
My Financial Home Enterprises
My Financial Home Enterprises is a finance institution located at 1011 Kumquat Place, Oxnard, California, United States. We specialize in providing accounting, tax, and consulting services to professional service providers such as therapists, attorneys, coaches, and consulting agencies. Our skilled team of financial experts has years of experience in helping businesses grow and succeed. As your trusted advisors, we work with you throughout the year to evaluate your business and ensure that your financial needs are met. Our critical analysis and practical solutions will help identify business trends, opportunities for growth, and ways to improve the operations, efficiency, and profitability of your enterprise.
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.
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.
Warner Center Wealth Management - Morgan Stanley
Warner Center Wealth Management - Morgan Stanley is a premier financial institution located in Los Angeles, California. Our team of experienced wealth management professionals at 21650 West Oxnard Street is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you navigate the complexities of the financial world. Trust Warner Center Wealth Management - Morgan Stanley to provide you with expert guidance and support for all your financial needs.
SteelPeak Wealth
SteelPeak Wealth is a leading financial institution located at 21650 West Oxnard Street in Los Angeles, California. With a strong reputation for providing top-notch financial services, SteelPeak Wealth offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or manage your investments, the team at SteelPeak Wealth is dedicated to helping you succeed. Trust in SteelPeak Wealth for all your financial needs and experience the difference of working with a trusted partner in finance.
Pacific Coast Wealth Strategies
Pacific Coast Wealth Strategies is a leading finance institution located at 21700 West Oxnard Street in Los Angeles, California. Our team of experienced financial advisors provides personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our experts are here to offer tailored strategies to meet your needs. Trust Pacific Coast Wealth Strategies to guide you towards financial success and security.
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