Oxnard, CA104 Financial Advisors near you

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Oxnard Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Oxnard.

Carlsen Financial
4.9
from 17 reviews
  • 20 years in business
  • 43 hires on Thumbtack
Liz S.
Verified review

I would highly recommend using Carlsen Financial. After my initial meeting, I hired the company to assist me with financial advice and guidance with my new business. They are very customer focused and have been incredible to work with.

  • 15 years in business
Paula B.
Verified review

I have used Kipley Lytel as my wealth advisor for over eight years. Over that time, Kipley has been invaluable in helping me stay advised and in tune with my ever changing and sometimes complicated financial situation. As a trusted advisor, Kipley has always treated me with the highest regard and unmatched care. I have found his honesty and integrity in our business dealings to be unmatched. My financial situation has changed several times during our relationship. All the while Kipley has always been there to help me make well informed decisions about my financial life and future. His council has always been well researched, specific to my needs and effective. I highly recommend Kipley and his services without hesitation.

Narine T.
Verified review

Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!

  • 13 years in business
David S.
Verified review

I would like to recommend the services of Saniah for all your bookkeeping needs. Saniah has been providing bookkeeping services for our law firm for the past eight years, and we have only praise for her accurate, efficient and value oriented services. For a small business, such as ours, Saniah provides all we need in the way of general bookkeeping. She reviews the firms financials, prepares budgets, prepares our tax returns as well as my personal returns. She also performs her services for my wife’s PR firm. Moreover, Saniah provides all these services at a reasonable and affordable price. Finally, Saniah is available to answer questions and help for all your accounting needs. Saniah has our highest recommendation for bookkeeping and related financial and administrative services, and we have enjoyed and come to value our relationship with her tremendously and we forward to a continued working relationship.

About

Elite Financial provides expert personal service to help you make the best decisions according to your personal interests. With the local mortgages provided by Elite Financial, you can begin building your future as soon as possible, and despite difficult credit, your past financial complications do not have to burden your future well-being in the Conejo Valley. Contact Elite Financial of Westlake Village to discover why we have been providing safe loans.

About

We specialize in financial planning, insurance, investment and business planning, money basics, tax saving, and estate planning.

About

I help clients maximize shareholder value through financial transactions, including capital raises, debt restructurings, sell-side and buy-side acquisition projects and public equity offerings.

About

I offer financial services that are custom tailored to each clients' needs, from bill pay and financial management to tax preparation, so that getting one's taxes done at the end of the year is not an ordeal. I have 15 years experience with using Qb's and can organize and set up your business so that it is easy to manage. I like to get to know each of my clients and find out what their specific needs are. Please call me and let me know what your specific needs are.

About

Investment Planning, Retirement Planning, Small Business Services

About

Let me help you realize your dreams. I will work with you to uncover and achieve life's most important goals. I am a certified financial planner and believe deeply in a client service-centered approach to wealth management, placing the relationship with the client at the forefront of my business. I assist my clients in outlining and organizing their financial goals and assist them in accomplishing them. The services I provide are comprehensive wealth management, financial planning, investment management, tax planning, education planning, insurance planning, estate planning, and my specialization is in retirement planning. Your finances may be complicated, and the stock market can be a very intimidating place. You don't have to go it alone!

About

Andrew Eddy, AIF®,ChFC®,CLU®,CFP® Wealth Management Advisor Serving Professionals, Entrepreneurs, and Businesses

About

We do internal financial controls/general accounting procedures/P&L responsibility. We are a highly accomplished financial controller and tax accountant with extensive experience in financial management across diverse industries. We are able to deliver strong and sustainable financial gains through cost reduction, cash flow improvement, and asset management. We have outstanding analytical, problem solving, leadership, technology, and communication skills. We have expertise in introducing and implementing accounting systems, practices, and processes. We are bottom-line-oriented with a consistent record of exceeding standards and expectations in making a favorable impact on financial performance. We have a proven track record for delivering strong financial results. Our core competencies include the following: * Financial Plans and Policies * Accounting Practices and Principles * GAAP Compliance * Financial Analysis and Reporting * Human Resources Administration * Foreign Tax and Exchange Loss Analysis * Multi-level Partnership Tax Preparation * Internal Accounting Controls * Reconstruction of General Ledger * Financial Compilation and Review

About

College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.

About

I could teach only by-ear type of students. I constantly practice, have excellent ear and music capabilities, and a good attitude. I am available near Burbank, California. You can reach me on my phone number. I teach one night weekly at Trade Tech college in Downtown Los Angeles. I could also tutor Spanish, accounting, economics, mathematics and English as a Second Language.

About

De Groote Financial Group is an independent wealth management firm serving high-net-worth clients. Our mission is to help the families we serve find the clarity that allows them to live a richer, more meaningful life.

About

I help families define their future (best of their dreams) and create steps to help them achieve their goals in this life. I represent over 200 different financial institutions. Based on your needs, I am confident that we can find a company that will work for you.

About

Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.

About

Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.

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If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.

About

I work with all types of situations with understanding and patience. I am not your typical "money manager". I know first hand how frustrating, scary, and overwhelming finances can become. My objective is to empower others and help take away the anxiety and sometimes paralyzing fear that can come from money problems. I approach every client with compassion and NEVER judge anyone. Financial security is my goal for my clients. I work with you and hold your hand as long as you need me. The biggest myth is that good financial decisions are inate. Sound financial decisions is something everyone must be taught. I would be honored to be your teacher and/or the person that helps you find peace of mind.

About

We offer a free advisor with every plan bought or sold! We are employee benefits specialists: individual and group health, life, dental, vision, LTD, STD, 401K and other pension. We also offer investment management and retirement planning services. We bring a creative, collaborative approach to helping businesses grow and attract great employees.

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