Best Financial Advisors in Oxnard, CA

“I had always made my own investments and had never really considered seeking help planning my retirement but I was so impressed that I sat down with them for an initial evaluation.”

“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...”

“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.”

“Clarice is a true financial professional helping her clients customize plans for their retirement and business growth and overall wealth management.”

“I'm looking for a dept relief company…I'm waiting on a call from national dept relief but after viewing these comments I think I wanna go with this company….”

“All I can say is that I went from having no possibility of retirement to having a completely new structure that will work for me.”

“She set up my owners 401(k) for my small business, set up a small life insurance policy for my husband and myself, which then grew to a bigger policy as we built our real estate portfolio and our wealth.”

“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”

“David J Haskell is great guy he's very knowledgeable really cares about what he does for people and I can say so because I am myself”

“Any possible changes in the model or investment strategy are presented to us by phone call or a personal visit, and we reach the decision together as to how to proceed.”

“Highly satisfied and will definitely be using their services again come tax season right around the corner!”

“Exceptional!”

“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.”

“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 ...”

“I especially like that they really care about my situation, rather than being just another number at the big box financial planning offices around here.”

“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.”

“Great company that actually cares about the well being of their clients!”