Focus: Insurance Strategies, Business Owners, Special Care, Investment Strategies
Languages: English
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
See Josh’s Licenses and Disclosures
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Oxnard Satellite Office
Satellite Office
2751 Park View Ct Suite 271
Oxnard, CA 93036