Oxnard, CA

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Oxnard, CA
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Best Financial Advisors in Oxnard, CA

The highest-rated Financial Planning & Wealth Management companies out of 174 vetted & reviewed in the Oxnard area.

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DZ Accounting

DZ Accounting

(11)
  • Financial
  • Information
“Although I have not started my small business(Jazmin's Art & Craft Designs), Daniel was very kind to give me information and advice I will need to start my small business.”
In Business Since 2020
Free Initial Consultation
300 E Esplanade Dr floor 900, Oxnard, CA
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Strategic Path Financial Group

Strategic Path Financial Group

(13)
  • Retirement
  • Patient
“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.”
In Business Since 2019
300 E Esplanade Dr STE 939, Oxnard, CA 93036
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Dettenmayer Debra CPA

Dettenmayer Debra CPA

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 1959
LLP Certified
Offers Financing Options
405 E Esplanade Dr #300, Oxnard, CA
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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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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 2022
Licensed
300 E Esplanade Dr #1950, 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
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New Era Debt Solutions

New Era Debt Solutions

(50)
  • Questions
  • Management
  • Creditors
“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….”
In Business Since 2007
Licensed, BBB Accredited
330 Wood Rd Suite B, Camarillo, CA
Featured

Check out this ⭐⭐⭐⭐⭐ Review! "These guys do what they say they're going to do. YOU are in control. If any issues arise, they are quick to respond. Rare in business these days. They are friendly and very respectful. If you have ANY concerns about different processes or actions to take, they are happy to hold your hand and walk you through your options.. They're the real deal!!!" -- John W...

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Pacific View Tax

Pacific View Tax

(50)
Electronic Filing
“First time using Pacific view tax and I was impressed by the service, excellent customer service, very professional and Chris definitely knows what he's doing.”
In Business Since 2012
Free Initial Consultation
5811 Olivas Park Dr Suite 200, Ventura, 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 2011
Licensed, BBB Rating: A+
Transparent Fees & Pricing
651 Via Alondra #715, Camarillo, CA
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Legacy One Financial - Gaea D Verneris

Legacy One Financial - Gaea D Verneris

(22)
  • Confidence
  • Energy
  • Decisions
“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.”
In Business Since 2019
965 E Main St, Ventura, CA
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Integrity Wealth Advisors

Integrity Wealth Advisors

(2)
“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.”
Accepts All Major Credit Cards
In Business Since 1989
Licensed, BBB Rating: A+
196 S Fir St #140, Ventura, CA
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Diane Letulier - the Quickbooks Guru

Diane Letulier - the Quickbooks Guru

(19)
  • Questions
“Diane is very tuned in to her clients needs, based on their business, and always keeps on top of any tax laws that may change that would concern their profession.”
In Business Since 2009
Free Initial Consultation
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
Po Box 3606, Camarillo, CA,
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David J. Haskell

David J. Haskell

(1)
“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”
40+ Years Experience
548 Spring Oak Rd, Camarillo, CA
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Cost Segregation Initiatives

Cost Segregation Initiatives

(20)
  • Tax
  • Team
  • Saving
“Joel, Dante & their team provided us their report sooner than anticipated and it was just what our tax folks required to support the deductions needed on the tax return.”
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 1984
Licensed, BBB Rating: A+
231 Village Commons Blvd UNIT 17, Camarillo, CA
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Davinci Capital Partners

Davinci Capital Partners

(8)
  • Marketing Strategy
  • Goals
  • Portfolio
“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.”
In Business Since 2019
Serving Oxnard Area
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FZ Tax Services

FZ Tax Services

(10)
“Highly satisfied and will definitely be using their services again come tax season right around the corner!”
In Business Since 2011
Transparent Fees & Pricing
Serving Oxnard Area
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Lifetime Legal

Lifetime Legal

(1)
Estate Planning, Charitable Planning, Wills
“Exceptional!”
In Business Since 2016
Accepts Check, Cash, All Major Credit Cards
1200 Paseo Camarillo, Camarillo, 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 1987
Licensed, BBB Rating: A+
400 Mobil Ave B14, Camarillo, CA
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Lifetime Planning

Lifetime Planning

(3)
Estate Planning, Financial Planning, Investment Advisory
“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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The Lynd Group

The Lynd Group

(3)
Retirement Strategy & Risk, Asset Maximization, Taxes
“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.”
In Business Since 2011
Licensed
801 S Victoria Ave #105, Ventura, 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 1985
Accepts All Major Credit Cards
121 N Fir St UNIT D, Ventura, CA
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Cedarstone Advisors

Cedarstone Advisors

(2)
“Great company that actually cares about the well being of their clients!”
In Business Since 2013
3125 Old Conejo Rd Unit 7, Thousand Oaks, CA
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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.

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