Laurels

Best Financial Advisors in Oxnard
2022

Acosta Wealth Management

Acosta Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Estate Planning

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.

300 East Esplanade Drive
Oxnard, CA 93036

Website

Reputation: A

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Duke Lyskin

Duke Lyskin

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Estate Planning

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.

751 East Daily Drive
Camarillo, CA 93010

Website

Professionalism: A

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

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: A

Hardworking Capital

Hardworking Capital

  • Certified Financial Planner (CFP)

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.

2775 North Ventura Road
Oxnard, CA 93036

Website

Professionalism: A+

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Integrity Wealth Advisors

Integrity Wealth Advisors

  • Certified Financial Planner (CFP)

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.

196 South Fir Street
Ventura, CA 93001

WebsiteInstagram

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Moorhouse Financial Services, Inc.

Moorhouse Financial Services, Inc.

  • Retirement Planning
  • Certified Financial Planner (CFP)
  • Estate Planning

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.

1575 Spinnaker Drive
Ventura, CA 93001

Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Safeguard Investment Advisory Group, LLC

Safeguard Investment Advisory Group, LLC

  • Retirement Planning
  • Estate Planning

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.

2851 North Ventura Road
Oxnard, CA 93036

Website

Reputation: A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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