Here’s The Deal: Strategic Path Financial Group, LLC, is an independent financial planner in Oxnard, California. Tom A. Tyo is the Managing Director. He graduated from San Diego State University with a bachelor’s degree and earned his MBA. The Strategic Path Financial Group, LLC team believes that each person is innately valuable and worthy of respect and honor. They believe that relationships matter and that business is relational, from top to bottom. They believe suitability and ethical practices come from placing a high value on others and their needs before their own. The team specializes in providing strategies and guidance for those seeking a better retirement lifestyle. They have assisted individuals and couples from various economic backgrounds reach their financial and long-term goals. Working diligently and intelligently, they help clients prepare for and enjoy a comfortable retirement. Their mission is to serve individuals and couples in all areas of financial planning. They provide customized financial strategies to help you achieve long-term goals and enjoy a more secure financial life.
3 Best Financial Services in Oxnard, CA
Expert recommended Top 3 Financial Services in Oxnard, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 STRATEGIC PATH FINANCIAL GROUP, LLC REVIEWS
I had the good fortune to meet George and Tom Tyo at a social security seminar they put together at our local JC. The class was very eye opening! their knowledge of the hows and whens of the SS maze was enlightening. I had always made my own investments and had never really considered seeking help planning my retirement but I was so impressed that I sat down with them for an initial evaluation. They opened my eyes to some aspects of retirement planning that I had ignored in the past. The changes that we made have absolutely made my retirement plan stronger and I am very happy that I gave them the chance to advise me.
We met Tom at strategic path during a workshop. We signed up for him to review our finances for retirement. He worked diligently through everything and came up with nice plans and suggested couple financial moves to help secure some of our money so to confirm our retirement won’t run out way before we do!! We feel better about our money and see a more comfortable retirement down the road. If you have any issues or uncertainties or snags, Tom will help and resolve them for you! Glad we met him.
What a blessing to find Tom! He took the time to look at my situation, advise me on the pros/cons of when to begin social security benefits, reviewed my other retirement assets and created a solid, workable plan for retirement. But the true gift is he provided me with peace of mind knowing I will be solid financially as I age. He provides a wealth of financial information in a way that a "non-financial" person can understand! Tom makes retirement planning a breeze! Stop reading these reviews and just call him.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![John Salinas - Primerica Oxnard Financial Services John Salinas - Primerica Oxnard Financial Services](https://threebestrated.com/images/JohnSalinasPrimerica-Oxnard-CA.jpeg)
Here’s The Deal: John Salinas is a leading licensed financial representative at Primerica. He became a Primerica Financial Representative because he wanted to assist his neighbors in Oxnard and nearby communities with their financial and life goals using personalized investment strategies. His main focus is to bring his clients value and peace of mind. Whether you need help with financial services, investments, or term life insurance, he can guide you to the right solutions. He takes pride in offering top-notch customer service to everyone who visits his office. The team at Primerica strives to treat each customer how he would want to be treated – with respect and integrity. They welcome Oxnard residents to call or visit their office to see how they can help them achieve their financial goals and dreams.
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TOP 3 JOHN SALINAS - PRIMERICA REVIEWS
I wouldnt trust any other company but PRIMERICA. Best service possible.
Very professional people ... looking for reliable service agents.. I,suggest to try this first.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Morgan Stanley Financial Advisors Oxnard Financial Services Morgan Stanley Financial Advisors Oxnard Financial Services](https://threebestrated.com/images/MorganStanleyFinancialAdvisors-Oxnard-CA.jpeg)
MORGAN STANLEY FINANCIAL ADVISORS
Here’s The Deal: Morgan Stanley Financial Advisors is one of the leading financial consultants in Oxnard, California. John McAuliffe is the senior vice president and branch manager at the Oxnard location. The team provides top-notch financial services to families and individuals with their team of expert financial professionals. They offer financial planning and asset management services to deliver resources tailored to clients' unique objectives. Their focus is on enabling clients to maximize the potential of their finances, whether it is building, growing, or preserving their wealth. They value establishing trusted relationships with their clients through reliable face-to-face service. The company is dedicated to guiding, educating, and supporting clients in developing lifelong financial plans.
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TOP 3 MORGAN STANLEY FINANCIAL ADVISORS REVIEWS
Overall, I highly recommend Morgan Stanley Financial Advisors in Oxnard for anyone looking for dedicated and professional financial guidance. The level of service and the genuine care they show for their clients' financial well-being set them apart from other firms I've worked with in the past.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.