Who We Are
Over the years, we have found that a collaborative approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a world of complex financial minutia and a plethora of advisors from which to seek professional advice. We humbly invite you to discover and experience the power of our services as we believe our services have significant benefits for our clients. Whether you need opinions from several sources with diverse backgrounds, education, and experience to a one-on-one, hands-on approach to walk you through viewing your account online for the first time, we are available to assist you with any need, any way we can. Furthermore, no one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow through.
We also take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations before they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something you see sparks a question, please send us a quick email or call our office. We would be honored to speak with you.
yOur oculus team
Are you really impressed anymore by the big corner offices in the biggest building in the city? Doesn’t all that just cost you more money? Do you really still feel secure with the big banks and how they handle you and your accounts? Doesn't that just make you feel like another number on the tear-ticket wheel at the local deli? When you visit our office, we want you to feel like it's home. An office, where you can relax and feel comfortable talking about your goals, aspirations, and your financial future. Oculus Financial understands the needs of not just The Greatest generation but Baby Boomers and X/Y generations alike as well as future generations to come. We welcome you to check out our office and join us for a meeting so we can help you take deep breathe and relax about life.
Our family of clients
Our family of clients are just like these folks. We honor and cherish them and many of them have become a core part of our lives. We think that's something special.