3 Best Financial Services in Oxnard, CA

Here’s The Deal:
Strategic Path Financial Group, LLC, is an independent financial planner in Oxnard, California. Tom A. Tyo is the Managing Director. He graduated from San Diego State University with a bachelor’s degree and earned his MBA. The Strategic Path Financial Group, LLC team believes that each person is innately valuable and worthy of respect and honor. They believe that relationships matter and that business is relational, from top to bottom. They believe suitability and ethical practices come from placing a high value on others and their needs before their own. The team specializes in providing strategies and guidance for those seeking a better retirement lifestyle. They have assisted individuals and couples from various economic backgrounds reach their financial and long-term goals. Working diligently and intelligently, they help clients prepare for and enjoy a comfortable retirement. Their mission is to serve individuals and couples in all areas of financial planning. They provide customized financial strategies to help you achieve long-term goals and enjoy a more secure financial life.

Here’s The Deal:
John Salinas is a leading licensed financial representative at Primerica. He became a Primerica Financial Representative because he wanted to assist his neighbors in Oxnard and nearby communities with their financial and life goals using personalized investment strategies. His main focus is to bring his clients value and peace of mind. Whether you need help with financial services, investments, or term life insurance, he can guide you to the right solutions. He takes pride in offering top-notch customer service to everyone who visits his office. The team at Primerica strives to treat each customer how he would want to be treated – with respect and integrity. They welcome Oxnard residents to call or visit their office to see how they can help them achieve their financial goals and dreams.

Here’s The Deal:
Morgan Stanley Financial Advisors is one of the leading financial consultants in Oxnard, California. John McAuliffe is the senior vice president and branch manager at the Oxnard location. The team provides top-notch financial services to families and individuals with their team of expert financial professionals. They offer financial planning and asset management services to deliver resources tailored to clients' unique objectives. Their focus is on enabling clients to maximize the potential of their finances, whether it is building, growing, or preserving their wealth. They value establishing trusted relationships with their clients through reliable face-to-face service. The company is dedicated to guiding, educating, and supporting clients in developing lifelong financial plans.