Expertise.com

Best Financial Advisors in Oxnard

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Oxnard, CA
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Oxnard, CA

Business Description

Need help contacting a Financial Advisor in Oxnard? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Acosta Wealth Management logo
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Acosta Wealth Management

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300 East Esplanade Drive, Oxnard, CA 93036
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Acosta Wealth Management is a full-service financial firm that serves individuals and business owners in the community of Oxnard and surrounding areas. It provides a variety of financial planning options, such as protection, estate, and investment planning. It also handles retirement planning, private wealth management, and exit strategy. Its president and financial planner, Abiel Acosta, has been in the industry for more than 15 years. In addition, Acosta Wealth Management is licensed to perform services in various states, including Texas, Wyoming, Arizona, Oregon, and Utah.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Duke Lyskin logo
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Duke Lyskin

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751 East Daily Drive, Camarillo, CA 93010
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Duke Lyskin provides financial planning and advice to Oxnard residents and businesses. He is trained in retirement income planning including portfolio management strategies, proper use of annuities, and employer-sponsored benefits. His company, Lyskin Financial Advisory, handles all areas of financial planning and helps companies retain and attract eligible employees through its benefit solutions. Duke Lyskin has been an Investment Advisor Representative and Certified Financial Planner for 21 years. He earned his Retirement Income Certified Planner designation in 2019.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Hardworking Capital logo
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Hardworking Capital

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2775 North Ventura Road, Oxnard, CA 93036
  • Certified Financial Planner (CFP)

Business Description

Hardworking Capital is a wealth management firm that serves clients in Oxnard. Since 2003, it has been providing personalized financial and investment planning services to individuals and families. The firm's financial advisors can assist clients with budgeting, tax planning, insurance, and retirement preparation. The firm is also equipped to work with CPAs and attorneys when handling trust and estate planning matters. Hardworking Capital's managing partner, Matt Mellier, gives back to the community by volunteering with the LA Harbor Boys and Girls Club.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Integrity Wealth Advisors logo
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Integrity Wealth Advisors

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196 South Fir Street, Ventura, CA 93001
  • Certified Financial Planner (CFP)

Business Description

Integrity Wealth Advisors provides financial advice to individuals, families, and businesses in Oxnard. Previously known as Wagner Financial and Derby & Derby, this business has been established for more than 40 years. Its team helps clients in matters like planning for their retirement and knowing where to invest their money. The financial professionals of this firm have a combined experience of more than 150 years. Integrity Wealth Advisors is a member of the California Green Business Network.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Moorhouse Financial Services, Inc. logo
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Moorhouse Financial Services, Inc.

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1575 Spinnaker Drive, Ventura, CA 93001
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Moorhouse Financial Services, Inc., is a wealth management and business planning company that serves clients in Oxnard. The company offers financial planning solutions and helps with education planning and portfolio management. It also provides business planning services to aid business owners in their operational goals. Clients can likewise opt for the company's other services, such as retirement planning. Jeff Moorhouse, the company's owner, has more than 10 years of financial planning experience and volunteers as a command pilot for the non-profit organization Angel Flight West.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
4.8 / 5 (32)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Safeguard Investment Advisory Group, LLC logo
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Safeguard Investment Advisory Group, LLC

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2851 North Ventura Road, Oxnard, CA 93036
  • Estate Planning
  • Retirement Planning

Business Description

Safeguard Investment Advisory Group, LLC, is a financial advisory firm that serves clients in the Oxnard metro and nearby areas. It assists individuals with their retirement strategies, whether they involve investments or insurance products. Aside from retirement planning, the company also provides portfolio management, wealth management, and investment planning solutions. In addition, the independent firm hosts workshops for both individuals and families to help them become more confident with and educated about their retirement plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail