ACOSTA WEALTH MANAGEMENT
300 East Esplanade Drive, Suite 1950, Oxnard, CA 93036 Directions
Acosta Wealth Management is located on the 19th floor of the Morgan Stanley building in the Topa Financial Plaza. The firm was founded and managed by Abiel Acosta. Their mission is to form long-lasting relationships that demonstrate their commitment. The company takes a personal strategy with their clients and pride themselves on transparency. They pride themselves on transparency and believe that it is their responsibility to help you make the most of your income, assets, and life. They create a program that is tailored to you to bring you a successful future.
Savings, Goal, Education, Income, Business and Long-Term Care Planning, Investment and Wealth Management, Social Security, Risk Management, Succession, Estate, 401K & Tax Planning
TBR® Inspection Report
SASSON FINANCIAL GROUP
2909 Ocean Drive, Suite 3, Oxnard, CA 93035 Directions
Sasson Financial Group offers a wide selection of investment products and services that can be used to create and manage a complete financial plan. Marty Sasson is the financial planner of the firm. The firm specializes in profit sharing and defined benefit plans and gift plans for children/grandchildren/parents. They offer a complete plan that will consider investments, tax strategies, products, and services. They aim to guide, educate, and support customers in developing and achieving a life-long financial plan. They provide a no-cost or obligation consultation to prospective customers.
Retirement, Estate, Insurance, Pension, Qualified and Non-Qualified Retirement Planning, Disability Income Insurance, Buy/Sell Agreements Business Succession Plans, Charitable Giving, Investments Traditional/Alternative, Individual Stocks and Bonds, Selective Compensation Plans, Asset Management & Investment Advisory Services
TBR® Inspection Report
MIGUEL A NORIEGA
300 East Esplanade Drive, Suite 570, Oxnard, CA 93036 Directions
Miguel A Noriega has been a financial advisor with Edward Jones. He focuses on retirement planning for individuals and businesses. He serves well over 500 families in Ventura County and various states across the country. When you retire to a new way of life, you want to have choices and flexibility. He delivers a more in-depth, comprehensive, and dedicated support. Edward Jones prides itself on providing personalized solutions to your financial needs.
EDWARD JONES - Portfolio Management, Estate and Legacy Strategies, Business Retirement Plans, Retirement Savings and College Planning, Insurance, Annuities, Entrepreneurs & Business Owners
Price: Starts from $1