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We at Oculus Financial Group desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and tools to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally, and personally. We provide frequent, consistent and valuable contact with our clients to educate and inform them, so that proper decisions can be made going forth. We enjoy the process in building a trusting relationship with our clien... read more
765 Baywood Drive, Suite 336, Petaluma, CA, 94954, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 5:00 p.m.|
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.
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 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.
Oculus Financial Group has a 5 star rating with 4 reviews.
Oculus Financial Group is closed now. It will open on Tuesday at 9:00 a.m.