3 Best Financial Services in Oxnard, CA

Morgan Stanley Smith Barney LLC is a well-known financial firm located in Oxnard. They provide top-notch financial services to your families and individuals through their team of expert financial professionals. They offer financial planning and asset management services with the aim of delivering resources tailored to each client's 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 the importance of establishing trusted relationships with their clients through reliable face-to-face service. Their intimate environment allows them to get to know each client personally and develop a customized financial plan to suit their specific needs and goals.

Acosta Wealth Management is one of the best financial services located in Oxnard. Their mission is to develop enduring relationships that showcase their client commitment. The firm delivers solutions tailored to meet your unique needs by employing a disciplined, structured approach to financial planning. Their professionals are ready to evaluate and support all your financial planning requirements. Acosta Wealth Management is a full-service financial planning firm emphasizing personal attention and transparency with its clients. They take a distinctive approach to financial planning and firmly believe in transparency, recognizing their responsibility to assist clients in maximizing their income, assets, and overall life. They collaborate closely with clients to assess opportunities and capitalize on those prospects to generate a customized plan for a prosperous future. They hold transparency in high esteem and their responsibility to assist you in maximizing your earnings.

Sasson Financial Group provides a range of investment services and products to help individuals create and manage a comprehensive financial plan. The company has expertise in profit sharing, defined benefit plans, and gift plans for all family members. They offer a holistic approach that takes into account various investment options, tax strategies, and services. Using a structured consultation process, they create tailored and actively managed portfolios to achieve clients' objectives while managing risk. Their specialty lies in offering comprehensive financial planning that encompasses investment management, tax optimization, estate planning, and insurance solutions. This complete plan is tailored to help clients achieve their financial objectives. The company is dedicated to guiding, educating, and supporting clients in developing lifelong financial plans. They also offer a free consultation with no obligation to prospective clients.