3 Best Financial Services in Oxnard, CA

“Strategic Path Financial Group specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Tom A. Tyo is the managing director of Strategic Path Financial Group. He is one of only fifty-six Financial Advisors in California certified as a National Social Security Advisor, enabling him to teach and help students maximize their benefits. Strategic Path Financial Group has helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed. They believe that communication with their clients builds and maintains the trust that is necessary for business relationships to reach their full potential.”

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“John Salinas is a 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 they 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.”

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“Morgan Stanley Financial Advisors John McAuliffe is the Senior Vice President and Branch Manager. The team provides top-notch financial services to families and individuals with their team of expert financial advisors. 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. Morgan Stanley Financial Advisors is dedicated to guiding, educating, and supporting clients in developing lifelong financial plans.”

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