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Best Financial Advisors in Oxnard

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Oxnard, CAOxnard, CA

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.

Oxnard, CAOxnard, CA

Website

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: --

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

Website(800) 500-6153

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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)

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

Website(805) 383-4600

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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:

1 (Good)

Score Consistency:

Consistent (Best)

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

2775 North Ventura Road, Oxnard, CA 93036
Oxnard, CA 93036
  • 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
Oxnard, CA 93036

Website(760) 340-3277

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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

770 Paseo Camarillo, Camarillo, CA 93010
Camarillo, CA 93010
  • Certified Financial Planner (CFP)

Independent Capital Management, Inc., is a firm of financial advisors serving clients from Oxnard and the nearby metros. It was founded in 1988 and has since then been providing financial advice to individuals and business owners. Some of its services include helping clients with their retirement plans, preparing clients for their children's college education, and assisting clients with estate management. The firm aims to empower women as 57% of its branch managers, 34% of its board members, and 40% of its top 15 advisors are women.

770 Paseo Camarillo, Camarillo, CA 93010
Camarillo, CA 93010

Website(805) 484-1011

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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)

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+

196 South Fir Street, Ventura, CA 93001
Ventura, CA 93001
Instagram
  • 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
Ventura, CA 93001

InstagramWebsite(805) 339-0760

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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:

1 (Good)

Score Consistency:

Consistent (Best)

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+

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

Website(888) 880-6822

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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:

1 (Good)

Score Consistency:

Consistent (Best)

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: --

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

Website(877) 213-7233

Show Number

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)

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+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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