Best Financial Advisors in Oxnard, CA

The highest-rated Financial Planning & Wealth Management companies out of 282 vetted & reviewed in the Oxnard area.

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 2006
Licensed
300 E Esplanade Dr #1950, Oxnard, CA
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Khandelwal & Company Certified Public Accountants

Khandelwal & Company Certified Public Accountants

(5)
“I usually work with Gary, who is responsive and ready to offer counsel, from stock sales to 401K's, international investments to changes in tax laws.”
In Business Since 2020
Transparent Fees & Pricing
Serving Oxnard Area
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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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AQ Financial

AQ Financial

(1)
“I've used AQ since 2019 and they've always been stellar with communication and tax prep!”
In Business Since 2016
Serving Oxnard Area
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Integrity Wealth Advisors

Integrity Wealth Advisors

(1)
“Highly recommend to anyone needing financial planning.”
In Business Since 2020
Serving Oxnard Area
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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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Creditsurge Group

Creditsurge Group

(1)
“Professional and affordable credit repair services.”
1267 W Gonzales Rd, Oxnard, CA
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Transamerica Financial Advisors

Transamerica Financial Advisors

(3)
“Awesome please great people.”
Serving Oxnard Area
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Jacobs & Jacobs

Jacobs & Jacobs

(10)
Payroll Tax Problems, Small Business Accounting, Offer In Compromise
“We have been working with Gregg Burt for over 15 years and have had wonderful service and support in managing our taxes and other accounting related items.”
Offers Financing Options
In Business Since 1946
Transparent Fees & Pricing
455 E Thousand Oaks Blvd Ste 101, Thousand Oaks, CA
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Premier Tax & Finance

Premier Tax & Finance

(22)
Financial Reporting, Entrepreneurial Success Plan, Tax Preparation
“Premier Tax and Finance has effectively become Beyond Home Theater's CFO providing the company with advice and counseling in addition to completing all our filing and regulatory compliance.”
In Business Since 2012
Licensed, BBB Rating: A+
223 Thousand Oaks Blvd # 405, Thousand Oaks, 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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David Reinus CPA

David Reinus CPA

(30)
Offer In Compromise, Reviews - Compilations, Individual Taxes
“If you want an accounting service that gives you a strategic advantage, no matter what your financial situation may be, I highly recommend David Reinus, CPA for all your tax needs.”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Serving Oxnard Area
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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 2010
Free Initial Consultation
Licensed, BBB Rating: A+
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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