State: | California |
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Address: | 765 Baywood Dr Ste. 336, Petaluma, CA 94954 |
Zip code: | 94954 |
Phone: | (707) 230-6525 |
Website: | https://www.oculusfg.com/ |
Monday: | 9:00 AM – 5:00 PM |
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Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 9:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
Jason has been our financial advisor for the past few years and we couldn’t be happier. He is so personable and really makes sure we understand everything. If you need someone to help with your financial planning and retirement...he’s your guy.
I have been a client of Jason’s for over two years. His professionalism and integrity is incredible. We meet regularly to discuss my portfolio and make changes based on my goals. He does not just get your business and forget you. He truly listens to my goals and makes suggestions that I can understand. I love working with Jason and plan on being a client for many more years!
Jason Diaz has been my financial advisor for several years now. He has always gone above and beyond to make sure I understand all the intricacies of my portfolio and what I need to be confident in my retirement planning. When he started Oculus Financial I was happy to move my assets with him! He works hard for his clients and does not take their trust in him or his company lightly. He treats all with the same care and respect.
The phone number for Oculus Financial Group is (707) 230-6525.
Oculus Financial Group is located at 765 Baywood Dr Ste. 336, Petaluma, CA 94954
The website (URL) for Oculus Financial Group is: https://www.oculusfg.com/
Oculus Financial Group is open:
Monday:9:00 AM – 5:00 PM
Tuesday:9:00 AM – 5:00 PM
Wednesday:9:00 AM – 5:00 PM
Thursday:9:00 AM – 5:00 PM
Friday:9:00 AM – 5:00 PM
Saturday:Closed
Sunday:Closed