Signature Services | CA_Oxnard

Signature Services

We are independent wealth and estate advisors focusing on the following specialized areas:

· Financial Advice and Planning

· Investment and Portfolio Management

· Estate, Gift and Legacy Design

· Risk Management and Insurance Strategies

· Business Succession

· Corporate Financial Education

Trust Services

As time passes and your assets grow, your needs become more complex. In some cases, trustee services are required. We can work with any personal or institutional trustee you choose, or we can help you find the right one for you. Together with experts at United Capital we can help you think through the various benefits of personal trusts, irrevocable life insurance trusts, charitable trusts, and special asset trusts.

Privacy | Our Offices

United Capital Financial Advisers, LLC's (United Capital) web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. United Capital provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. United Capital is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.
*United Capital Financial Partners, Inc., is the parent company of United Capital Financial Advisers, LLC, and its affiliate.

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC, United Capital Financial Partners, Inc. and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with United Capital.

Third-Party Websites
Some links on this website will direct you to third-party sites. United Capital is not responsible for the content or information provided by these third-party organizations.

Securities offered through Girard Securities, Inc (GSI), a broker dealer and member of FINRA/SIPC. GSI is not affiliated with United Capital Financial Advisers, LLC.