Strategic Path Financial Group, LLC - Oxnard, California

Address: 300 E Esplanade Dr Suite #1400, Oxnard, CA 93036, United States.
Phone: 8053923205.
Website: strategicpathfinancial.com.
Specialties: Financial planner, Retirement community.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

Location of Strategic Path Financial Group, LLC

8053923205

Strategic Path Financial Group, LLC is a financial planning firm that specializes in assisting clients with their retirement needs. They are located at Address: 300 E Esplanade Dr Suite #1400, Oxnard, CA 93036, United States. You can contact them at Phone: 8053923205. Their website is Website: strategicpathfinancial.com.

This company has 15 reviews on Google My Business with an average opinion: 5/5. Strategic Path Financial Group, LLC is a wheelchair-accessible establishment, with wheelchair-accessible parking, entrance, and toilet. They also have regular toilets and recommend making appointments.

Strategic Path Financial Group, LLC's specialties include financial planning and retirement community services. They are an excellent option for those looking for comprehensive financial planning services, particularly for those planning for retirement. Their team of experts can help clients create a personalized financial plan that meets their unique needs and goals.

Furthermore, their website contains a wealth of information about their services, team, and approach. It is recommended that you visit their website to learn more about how they can help you achieve your financial objectives.

Reviews of Strategic Path Financial Group, LLC

Strategic Path Financial Group, LLC - Oxnard, California

Veronica H

5/5

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!

Shari Wolvek

5/5

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!

Madison Christian

5/5

I recently had the good fortune to have Tom and George assist me with some retirement planning. They were knowledgeable, accessible, responsive, trustworthy, and spoke a financial language that I could understand and that didn’t overwhelm. These guys had some really helpful ideas that will be beneficial to, and will help me achieve, my retirement objectives. Can't recommend Strategic Path Financial enough.

Laura Rice

5/5

Tom and George Tyo have been extremely helpful in our financial planning for the future. They have provided their expertise so we were able to feel financially confident as we entered into retirement. We have been pleased with the results we have received , and would highly recommend their services.

Kelly Lishman

5/5

It was a wonderful experience to work with Tom Tyo! Tom was informative and professional while keeping me on track with all that I needed to do with moving my 401K. I also really valued the personal approach and outstanding customer service Tom extended to me. He made sure I had all the information I needed to make the best decision possible. I highly recommend Tom Tyo and Strategic Path Financial Group!

mike ballerini

5/5

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.

Laurel Frahm - Hastings

5/5

I had the opportunity working with Tom and one of his valued clients in Las Vegas Nevada. If you are looking for a professional, personable, and talented strategic financial planner Tom Tyo with Strategic Path Financial Group will exceed your expectations.

He is extremely patient, kind, honest and treats each client with the upmost respect and integrity. He is truly knowledgeable in financial planning and has the experience it takes to achieve your financial goals.

Toms dedication and appreciation for his clients shines through, from California to Las Vegas and the western states.

It was an absolute pleasure working with such quality people. I look forward in working together again in the future.

Sincerely, Laurel Frahm Hastings

A. Chou

5/5

It was a real pleasure working with Tom and George Tyo. Both men are extremely professional and knowledgeable. Our family found them to be both forthright and honest in their assessments and recommendations. We were also impressed with how Tom and George were willing to spend time to answer our questions and discuss even the smallest of details. Based on our recent interactions with SPFG and the Tyos, we expect a long, productive relationship.