Strategic Path Financial Group, LLC
300 East Esplanade Drive, Oxnard, CA 93036
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
300 E Esplanade Dr STE 939, Oxnard, CA 93036, United States
About the Business
Strategic Path Financial Group, LLC is a finance institution located at 300 East Esplanade Drive in Oxnard, California, United States. We specialize in providing strategic financial planning and investment services to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Strategic Path Financial Group, LLC is here to help you chart a successful financial path.
Reviews
"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!"
"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."
"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!"
"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."
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