Oculus Financial Group
No one strategy fits everyone, whether you need opinions from several sources with diverse backgrounds, education, and experience or a one-on-one, hands-on approach to walk you through viewing your account online for the first time; You will always get our undivided attention from planning to execution to follow through.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Retirement Planning
- Financial Planning
Sentiment Analysis
We meet regularly to discuss my portfolio and make changes based on my goals.
Jason has been our financial advisor for the past few years and we couldn’t be happier.
He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning.
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