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Best Financial Services in Oxnard

Handpicked Top 3 Financial Services in Oxnard, California. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

BOYCE & ASSOCIATES

300 East Esplanade Drive, Suite 1650, Oxnard, CA 93036

Since 1995

AMERIPRISE FINANCIAL, INC. - Retirement Income and Wealth Preservation Strategies Insurance, Retirement Plan Distribution, Small Business, Charitable Giving, Family Finances, Investment & College Savings Planning

Specializes in saving for education planning ● Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies

joel.e.boyce@ampf.com

ameripriseadvisors.com/te...

Reviews

Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report

SASSON FINANCIAL GROUP

2909 Ocean Drive, Suite 3, Oxnard, CA 93035

Since 1983

Pension, Retirement, Estate, Insurance, Qualified and Non-Qualified Retirement Planning, Disability Income Insurance, Buy/Sell Agreements Business Succession Plans, Individual Stocks and Bonds, Charitable Giving, Investments Traditional/Alternative, Selective Compensation Plans, Asset Management & Investment Advisory Services

Focuses on profit sharing and defined benefit plans, gift planning for children/grandchildren/parents ● Provides a no cost or obligation consultation to prospective clients ● Offers complete plan that will take into consideration investments, tax strategies products and services

marty@sassonfinancial.com

sassonfinancial.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

ISRAEL SANTIAGO

4300 Tradewinds Drive, Suite 120, Oxnard, CA 93035

Since 2014

EDWARD JONES - 401 K, Employee Stock Ownership, 403 B, Business Retirement Planning, Entrepreneurs and Business Owners, Insurance, Simple Ir As, Annuities, Wealth, Retirement Income, Estate & Legacy Strategies

Offers cash management and saving for a child's college education ● To help protect and build on that investment by speaking with me about your financial future

Send Email

edwardjones.com/financial...

Reviews

Mon - Fri 8:30 am - 5:00 pm
Sat By Appointment Only
Sun Closed

TBR® Inspection Report