Best Financial Advisors in Oxnard, CA

Handpicked from 174 vetted & reviewed Financial Planning & Wealth Management firms in the Oxnard area, discover the top 5 leading options among the selected group of 24 finalists.

Acosta Wealth Management

Acosta Wealth Management

(2)
Business Owners / Exit Strategies / Planning, Financial Planning, Retirement
“On the management side, he is the best, so much so that my clients seek out his services for everything from retirement accounts, annuities and what not.”
In Business Since 2011
Licensed
300 E Esplanade Dr #1950, Oxnard, CA
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Soares Sandall Bernacchi

Soares Sandall Bernacchi

Tax Services, Services For Individuals, Quickbooks Services
“We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual...”
Transparent Fees & Pricing
In Business Since 1958
LLP Certified
Offers Financing Options
1901 Solar Dr, Oxnard, CA
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LFA Ventura

LFA Ventura

(1)
“Clarice is a true financial professional helping her clients customize plans for their retirement and business growth and overall wealth management.”
In Business Since 2006
Licensed
300 E Esplanade Dr #1950, Oxnard, CA
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Pacific View Tax & Financial

Pacific View Tax & Financial

(5)
For Individuals, Tax Services, Additional Services
“They've dialed in a seriously well-tuned process for collecting the documents needed for filing, like simple checklists and digital submissions and scheduling.”
In Business Since 2012
1555 W 5th St #150, Oxnard, CA
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Lori Martinez - Mortgage Resource Group

Lori Martinez - Mortgage Resource Group

(4)
“I made contact with Lori and from our initial conversation Lori was able to listen and provide a variety of options available, making sure we understood the benefits of each option all the way to closing Lori was available to help in any way .”
1221 Elder St, Oxnard, CA
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Creditsurge Group

Creditsurge Group

(1)
“Professional and affordable credit repair services.”
1267 W Gonzales Rd, Oxnard, CA
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New Era Debt Solutions

New Era Debt Solutions

(28)
  • Accounts
  • Business
  • Credit Card Debt
“New Era was our rescue, we were with another company before (Arete) and they left us hanging with no solution, but New Era brought relief to our life, and now we paid off our main debt.”
In Business Since 2007
Licensed, BBB Accredited
330 Wood Rd Suite B, Camarillo, CA
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FZ Tax Services

FZ Tax Services

(6)
Tax Services, Services For Individuals, Business Services
“Highly satisfied and will definitely be using their services again come tax season right around the corner!”
Transparent Fees & Pricing
In Business Since 2009
Free Initial Consultation
Licensed, BBB Rating: A+
Serving Oxnard Area
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Channel Islands Taxes

Channel Islands Taxes

(18)
DIY Software, Tax Services, Personal Financial Planning
“He did it again my Tax 2020 Ive been so stressed out with my Tax but this Guy help me a lot and not giving up on me on what he can file on my tax return since my very NICE husband claimed my daughter as his dependent”
In Business Since 2007
2150 Pickwick Dr, Camarillo, CA
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Disabatino CPA

Disabatino CPA

(1)
New Business Formation, Bookkeeping Overview, Tax Planning & Preperation
“We appreciate the support and commitment and would recommend him for tax prep and accounting services.”
Accepts All Major Credit Cards
In Business Since 2010
Licensed, BBB Rating: A+
Transparent Fees & Pricing
651 Via Alondra #715, Camarillo, CA
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Cost Segregation Initiatives

Cost Segregation Initiatives

(11)
  • Tax
  • Team
“We have worked with Cost Segregation Initiatives for years on many of our projects and properties and have found them to be extremely knowledgeable and helpful.”
35+ Years Experience
5999B Ridge View St, Camarillo, CA
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Powell Financial Group

Powell Financial Group

“After obtaining a degree and delving into careers in Accounting and Real Estate, I found myself at a crossroads. Neither career was particularly satisfying and I found myself seeking to find a new direction for my experience, education and inner core...”
In Business Since 1983
Licensed, BBB Rating: A+
231 Village Commons Blvd Suite 17, Camarillo, CA
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Lifetime Planning

Lifetime Planning

(1)
Retirement, Resources, List of Products & Services
“I asked my mom in law for a honest and experienced advisor because she is super smart,organized and wont trust anybody, so she told me Erick and his dad has being in this business for a long time, his dad retired and Erick is now helping people like ...”
1200 Paseo Camarillo, Camarillo, CA
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Hoffman & Associates Financial

Hoffman & Associates Financial

(2)
College Planning, Retirement Planning, Estate Planning
“Ross and his son-in-law Jason ensure their clientele understand the how's and the why's of their investing philosophy, and they take the time to make sure we understand, in lay terms, their decisions.”
In Business Since 1986
Accepts All Major Credit Cards
121 N Fir St UNIT D, Ventura, CA
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S & K California Bonds

S & K California Bonds

(1)
“I went in for a lost instrument bond and found them to be very knowledgeable and professional.”
In Business Since 2020
Free Initial Consultation
2021 Sperry Ave Suite 11, Ventura, CA
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Maranantha Financial

Maranantha Financial

(5)
“As someone who isn't naturally confident with big financial decisions, I can confidently say Michael has given us the tools to feel comfortable in understanding how to manage our money.”
In Business Since 2016
Accepts All Major Credit Cards
1106 S Seaward Ave, Ventura, CA
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Morgan & Wotman

Morgan & Wotman

(1)
Planning For a Comfortable Retirement., Keeping Your Taxes as Low as the Law Allows., Helping You Solve Your Business Problems.
“These guys are great for personal taxes!”
In Business Since 2009
LLP, LLP Certified
290 Maple Ct, Ventura, CA
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Pope Accountancy Group

Pope Accountancy Group

Individuals, Bookkeeping, Financial Planning
In Business Since 2013
3175 Trinity Dr, Ventura, CA
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Transformation Financial Life and Health Agent

Transformation Financial Life and Health Agent

“Transformation Financial Inc. is an organization that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, ...”
In Business Since 2013
80 Wood Rd Ste 204, Camarillo, CA
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Westpac Wealth Partners: Jonathan Barrera

Westpac Wealth Partners: Jonathan Barrera

Retirement Planning, College Planning, Investment Services
“Jonathan Barrera and his team haveover 25 years of experience in leadership, tax, business, and financial strategies. With this experience, they focus on providing customized planning solutions that incorporate business and personal financial objecti...”
In Business Since 2015
Licensed
2261 Palma Dr UNIT 1, Ventura, CA
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White & Associates, Susan White EA

White & Associates, Susan White EA

“White & Associates was founded in Camarillo back in 1982. With three generations of bookkeeping and tax preparation experience, we work with individuals, small to medium businesses, trusts and non-profits to make sure you don't overpay your taxes.”
Transparent Fees & Pricing
In Business Since 1984
Licensed, BBB Rating: A+
400 Mobil Ave # D7, Camarillo, CA
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Gerhart Group

Gerhart Group

(2)
“I admire Judith's unwavering commitment to empowering women.”
In Business Since 2000
1000 Paseo Camarillo #105a, Camarillo, CA
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Mitchell & Associates

Mitchell & Associates

(2)
“Professional and knowledgeable organization with great leadership and community involvement.”
In Business Since 1998
333 Lantana St, Camarillo, CA
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Financial Pointe

Financial Pointe

(1)
“His extensive knowledge of retirement financial issues allowed my accounts to generate a generous cash flow when needed.”
In Business Since 2004
Serving Oxnard Area
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Retirement Planning and Investment Management Services in Oxnard, CA Cost Estimates

Minimum cost
$1220
Maximum cost
$10364
National Average
$3658
Avg Per Hour Rates
$366
$2439
$6706
Typical price range is based on 291 cost profiles
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Average Cost $3658
Minimum cost $1220
Maximum cost $10364
Avg Per Hour Rates $366

Typical range $2439 to $6706 is based on 291 cost profiles.

Why these companies made our list

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