Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies

Select a Language

Category: Estate Planning and Management

Filter by

BBB Accredited

Get a Quote

Service Area

Filter by

Distance
Category
BBB Rating
Sort By
  • Best Match
  • Distance
  • Rating
  • A-Z
  • Z-A

Showing: 400 results for Estate Planning and Management
near Oxnard, CA

Search results

Susan L. Wilson, A Professional Law Corporation

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

<p>All of California, virtually.&nbsp;</p> <p>Ventura, southern Santa Barbara county and northern Los Angeles county.</p>

  • Ventura County, CA
  • CA
  • USA

1000 Town Center Dr Ste 300,
Oxnard, CA 93036-1117

Get a Quote

Safeguard Investment Advisory Group, LLC

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

Accredited Business
BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Riverside County, CA
  • San Bernardino County, CA
  • San Diego County, CA
  • Santa Barbara County, CA
  • CA
  • USA
(805) 985-8650

2851 N Ventura Rd # 102,
Oxnard, CA 93036

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • Santa Barbara County, CA
  • Ventura County, CA
  • CA
  • USA
(805) 963-7511

300 W. Esplanade Dr,
Oxnard, CA 93036

Get a Quote

American Legacy Solutions

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

State of California

  • CA
  • USA
(805) 684-6480

5808 Telephone Rd Fl 2,
Ventura, CA 93003-5330

Get a Quote

Montecito Bank & Trust

Bank, Loans, Credit and Debt Counseling ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • 93001
  • 93002
  • 93003
  • 93004
  • 93005
  • 93006
  • 93007
  • 93009
  • CA
  • USA
(805) 963-7511

4730 Telephone Rd,
Ventura, CA 93003-5210

Get a Quote

Montecito Bank & Trust - Camarillo

Bank, Loans, Mortgage Lenders ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • Santa Barbara County, CA
  • Ventura County, CA
  • CA
  • USA
(805) 979-4485

770 Paseo Camarillo Suite 120,
Camarillo, CA 93010

Get a Quote

GAP Tax Advisors, Inc.

Tax Consultant, Tax Return Preparation, Financial Planning Consultants ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
  • CA
  • USA
(805) 724-4600

4000 Calle Tecate 113,
Camarillo, CA 93012

Get a Quote

DRS Law

Lawyers, Estate Planning Attorneys, Probate Attorneys ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Los Angeles County, CA
  • Santa Barbara County, CA
  • Ventura County, CA
  • CA
  • USA
(805) 374-8777

325 E Hillcrest Dr Ste 195,
Thousand Oaks, CA 91360-7795

Montecito Bank & Trust

Bank, Loans, Credit and Debt Counseling ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • 91359
  • 91361
  • 91362
  • CA
  • USA
(805) 963-7511

101 N. Westlake Blvd., #110,
Thousand Oaks, CA 91362

Get a Quote

John C. Owens New York Life Insurance Agent

Life Insurance, Retirement Planning Services, Investment Advisory Services ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
  • CA
  • USA
(805) 650-7333

4564 Telephone Road Ste 807,
Ventura, CA 93003

Get a Quote

Carington Corporation

Financial Services, Insurance Services Office, Life Insurance ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
  • CA
  • USA
(805) 777-7799

2660 Townsgate Rd Ste 110,
Westlake Village, CA 91361-5725

Get a Quote

Roundtree Financial

Fiduciary, Financial Services, Financial Planning Consultants ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • CA
  • USA
(818) 587-4215

4035 E Thousand Oaks Blvd Ste 260,
Westlake Village, CA 91362

Milgram Financial & Insurance Services

Insurance Agent, Business Consultants, Financial Planning Consultants ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • USA
(818) 919-2461

2801 Townsgate Rd Ste 320,
Westlake Village, CA 91361-5853

Get a Quote

Mark D. Reader, CPA

CPA, Tax Return Preparation, Business Consultants ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

  • Los Angeles County, CA
  • Ventura County, CA
  • CA
  • USA
(805) 574-7911

2945 Townsgate Rd Ste 200,
Westlake Village, CA 91361-5866

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

Accredited Business
BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp; <br>Serving both personal and business clients throughout Southern California<br>

  • Santa Barbara County, CA
  • Ventura County, CA
  • CA
  • USA
(805) 963-7511

1023 Casitas Pass Rd,
Carpinteria, CA 93013-2108

Get a Quote