Show me search results for:

BBB Accredited Businesses OnlyBBB Accredited businesses have been screened by BBB and are held to higher standards for customer service, transparency and ethical business practices.

All Businesses (Accredited and Non-Accredited)

You can change this selection at any time via the Accredited Business toggle on the search results page.

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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?

These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?

These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Use functional cookies

Do not use functional cookies

Performance Cookies

What are performance cookies?

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Use performance cookies

Do not use performance cookies

Marketing Cookies

What are marketing cookies?

These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Use marketing cookies

Do not use marketing cookies

BBB Accreditation
Scam Tracker
Central Ohio Business Login

Better Business Bureau^®Homepage

Resources for Businesses

Navigation menu

Consumer Account
Get a Quote
Start a Review
File a Complaint
BBB Scam Tracker
Business Resources
Get Accredited
For Consumers
Careers
BBB Directory
Join/Apply
Customer Reviews
Consumer HQ
For Businesses
Accredited Business Portal
Center for Character Ethics
Military & Veterans Initiative
News & Alerts
Events
Board of Directors

Honeypot

Find

Near

Country

USUnited States

United States
Canada

Honeypot

Find

Near

Country

USUnited States

United States
Canada

Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley

Home
California
Oxnard
Estate Planning and Management (current page)

Category: Estate Planning and Management

Showing: 352 results for Estate Planning and Management
near Oxnard, CA

Filter by

Service Area

Serving my area

Request Consultation

Book Appointment

Get a Quote

All distances

< 5 Miles

< 10 Miles

< 25 Miles

< 50 Miles

< 100 Miles

Electrician

Financial Planning Consultants

Financial Planning Kits

No License Required Financial Consultants

Financing

Wealth Management

Insurance Companies

Insurance Agency

Insurance Agent

Accident Insurance

All ratings

A and above

B and above

C and above

D and above

F and above

AZ

CA

Filter by

Serving my area

Distance

All distances

< 5 Miles

< 10 Miles

< 25 Miles

< 50 Miles

< 100 Miles

Categories

Electrician

Financial Planning Consultants

Financial Planning Kits

No License Required Financial Consultants

Financing

Wealth Management

Insurance Companies

Insurance Agency

Insurance Agent

Accident Insurance

BBB Rating

All ratings

A and above

B and above

C and above

D and above

F and above

State/Province

AZ

CA

Get Connected

Request Consultation

Book Appointment

Get a Quote

Sort By

Distance
Rating

Search results

Soares, Sandall, Bernacchi, & Petrovich, LLP, Certified Public Accountants

CPA, Tax Return Preparation, Accountant ...

BBB Rating: A+

Service Area

Serving the following areas:

93036

not BBB accredited

405 E. Esplanade Dr., Third Floor,
Oxnard, CA 93036

Susan L. Wilson, A Professional Law Corporation

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

BBB Rating: A+

Service Area

Serving the following areas:

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

Ventura County, CA

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

A People's Choice

Legal Document Help, Paralegal, Estate Planning and Management ...

BBB Rating: A

Service Area

Serving the following areas:

California Counties we serve: Alameda, Alpine, Amador, Butte, Calaveras,<br /> Colusa, Contra Costa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, x<br /> Imperial, Inyo, Kern, Kings, Lake, Lassen, Los Angeles, Madera, Marin, <br /> Mariposa, Mendocino, Merced, Modoc, Mono, Monterey, Napa, Nevada,

Alameda County, CA
Alpine County, CA
Amador County, CA
Butte County, CA
Calaveras County, CA
Colusa County, CA
Contra Costa County, CA
Del Norte County, CA
El Dorado County, CA
Fresno County, CA
Glenn County, CA
Humboldt County, CA
Imperial County, CA
Inyo County, CA
Kern County, CA
Kings County, CA
Lake County, CA
Lassen County, CA
Los Angeles County, CA
Madera County, CA

moreservice areas

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

Safeguard Investment Advisory Group, LLC

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

BBB Rating: NR

Service Area

Serving the following areas:

CA

2851 N Ventura Rd # 102,
Oxnard, CA 93036-2213

American Legacy Solutions

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

BBB Rating: A+

Service Area

Serving the following areas:

State of California

CA

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

Secure Benefits Group, Inc.

Estate Planning and Management

BBB Rating: NR

Service Area

Serving the following areas:

Ventura County, CA

not BBB accredited

674 County Square Drive #209B,
Ventura, CA 93003

STAKERLaw

Estate Planning and Management, Probate Attorneys, Elder Law Attorneys ...

BBB Rating: A+

Service Area

Serving the following areas:

Ventura County, CA
Agoura Hills, CA

1200 Paseo Camarillo #280,
Camarillo, CA 93010

Rick Scott Financial and Insurance Solutions

Estate Planning and Management, Financial Services, Homeowners Insurance ...

BBB Rating: A+

Service Area

Serving the following areas:

Ventura County, CA

not BBB accredited

6633 Telephone Rd Ste 218,
Ventura, CA 93003-5569

BrightPath Wealth Planning

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

BBB Rating: NR

not BBB accredited

5999 Ridge View St Ste B,
Camarillo, CA 93012-9442

ESP Estate Planners

Estate Planning and Management, Financial Services

BBB Rating: F

Service Area

Serving the following areas:

Ventura County, CA

not BBB accredited

925 Broadbeck Drive, Suite 220,
Thousand Oaks, CA 91320

Sterling Legal Plans

Paralegal, Estate Planning and Management, Geologist

BBB Rating: NR

Service Area

Serving the following areas:

Ventura County, CA

not BBB accredited

925 Broadbeck Drive, Suite 220,
Thousand Oaks, CA 91320

The Flaig Law Firm

Lawyers, Estate Planning Attorneys, Probate Attorneys ...

BBB Rating: A+

Service Area

Serving the following areas:

Los Angeles County, CA
Ventura County, CA

not BBB accredited

5707 Corsa Avenue, Ste.104,
Westlake Village, CA 91362

Mark D. Reader, CPA

CPA, Tax Return Preparation, Business Consultants ...

BBB Rating: A+

Service Area

Serving the following areas:

Los Angeles County, CA
Ventura County, CA

2945 Townsgate Road, Suite 200,
Westlake Village, CA 91361

Keller Williams Real Estate

Estate Planning and Management

BBB Rating: NR

not BBB accredited

82 Mollison Dr.,
Simi Valley, CA 93065

Keller Williams Real Estate

Estate Planning and Management

BBB Rating: NR

not BBB accredited

2655 First St #150,
Simi Valley, CA 93065

Page 1
Page 2
...
Page 15

Related Categories

Electrician
Financial Planning Consultants
Financial Planning Kits
No License Required Financial Consultants
Financing
Wealth Management
Insurance Companies
Insurance Agency
Insurance Agent
Accident Insurance

Accreditation and Ratings Overview

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.

Request a Business

For Consumers

Language Translation Information
Search for a Business
Get a Quote
Start a Review
File a Complaint
BBB Scam Tracker
File an Auto Warranty Complaint
Sign up for Scam Alerts
Frequently Asked Questions (FAQ)
Consumer HQ

For Businesses

Search Business Profiles
Get Accredited
Data Privacy Framework Program
Cross-Border Privacy Rules Certification
Get Your Business Listed
Partner Code of Conduct
Apply for BBB Accreditation
Business HQ

About BBB®

Mission & Vision
Directory of Local BBBs
International Association of Better Business Bureaus
BBB Institute for Marketplace Trust
Careers
BBB Wise Giving Alliance (Give.org)
BBB National Programs
Give.org
BBB Institute for Marketplace Trust
BBB Business Partner Code
Central Ohio BBB Service Area

our Facebook (opens in a new tab)
our Twitter (opens in a new tab)
our LinkedIn (opens in a new tab)
our Pinterest (opens in a new tab)
our YouTube (opens in a new tab)
our Instagram (opens in a new tab)

Terms of Use
Privacy Policy
Your Ad Choices
Trademarks
Hyperlinking Policy

© 2025, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US and Canada, and BBB Institute for Marketplace Trust, Inc. All rights reserved. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License.