Strategic Path Financial Group, LLC - Oxnard, California

Address: 300 E Esplanade Dr 14th floor Suite 1400, Oxnard, CA 93036, United States.
Phone: 8053923205.
Website: strategicpathfinancial.com
Specialties: Financial planner, Retirement community.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Strategic Path Financial Group, LLC

Strategic Path Financial Group, LLC 300 E Esplanade Dr 14th floor Suite 1400, Oxnard, CA 93036, United States

☎️8053923205

⏰ Open Hours of Strategic Path Financial Group, LLC

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–3 pm
Saturday: Closed
Sunday: Closed

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Strategic Path Financial Group, LLC: A Premier Financial Planning Solution

Strategic Path Financial Group, LLC, located at 300 E Esplanade Dr 14th floor Suite 1400, Oxnard, CA 93036, is a distinguished financial planning firm dedicated to helping clients navigate their financial futures with confidence. With an impressive 17 reviews on Google My Business and an average rating of 5/5, this company stands out for its exceptional customer service and comprehensive financial planning services tailored to retirement communities. The business emphasizes accessibility and convenience, offering online appointments, on-site services, and wheelchair-accessible facilities. For those seeking personalized financial guidance, Strategic Path Financial Group is a highly recommended choice.

Key Features:

Financial Planning: Expert financial planners assist clients in creating customized investment strategies and retirement plans.
Retirement Community Specialization: Specialized services for clients interested in living in retirement communities.
Online Appointments: The convenience of scheduling sessions online to fit busy lifestyles.
On-Site Services: Immediate access to professional advice without the need to travel.
Accessibility: Wheelchair-accessible parking, entrance, seating, and toilet facilities ensure a comfortable experience for all clients.
Appointment Policy: While appointments are required to ensure personalized service, they are recommended to maximize the effectiveness of the consultation.

Contact Information:

For prospective clients interested in exploring their financial strategies, Strategic Path Financial Group can be reached at 805-392-3205. Their website, strategicpathfinancial.com, provides detailed information about their services and how to schedule an appointment.

Location and Services:

Strategic Path Financial Group is conveniently situated in Oxnard, California, offering a range of services designed to support individuals and families in managing their finances effectively. The location at 300 E Esplanade Dr, 14th floor Suite 1400, is not only easily accessible but also equipped with state-of-the-art facilities to ensure a comfortable and productive environment for consultations.

Location Details:	300 E Esplanade Dr, 14th floor Suite 1400, Oxnard, CA 93036, United States
Contact Information:	Phone: 805-392-3205 \| Website: strategicpathfinancial.com

Accessibility Features:

Understanding the importance of accessibility, Strategic Path Financial Group has made significant efforts to accommodate clients with disabilities. The office features wheelchair-accessible parking, a barrier-free entrance, seating arranged to facilitate comfort, and accessible toilets and restrooms. These thoughtful amenities ensure that all clients, regardless of mobility, can receive the high-quality financial advice they seek.

Client Reviews and Ratings:

The company's commitment to excellence is evident from the overwhelmingly positive reviews it has received on Google My Business. With 17 reviews and an average rating of 5/5, clients consistently praise the firm's professionalism, attention to detail, and the personalized approach taken by the financial planners. This high level of satisfaction underscores the company's reputation for delivering superior financial planning services.

Recommendations:

For individuals looking to solidify their financial future, especially those considering retirement in a community setting, Strategic Path Financial Group is highly recommended. The firm's comprehensive services, coupled with its accessible location and commitment to customer satisfaction, make it an ideal partner for anyone seeking to navigate the complexities of financial planning with confidence.

Summary:

Strategic Path Financial Group offers top-tier financial planning services with a focus on retirement communities, all within an accessible and client-friendly environment. Their high ratings and positive reviews highlight their expertise and commitment to helping clients achieve financial security.

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👍 Reviews of Strategic Path Financial Group, LLC

Strategic Path Financial Group, LLC - Oxnard, California

Marco L.

5/5

I want to thank Tom Tyo from Strategic path Financial Group for guiding me through the process of making the correct decisions on my purchase of whole life insurance, revocable living trust, Last will and Testament and financial decisions. Being that I was a total rookie at this I had many, many questions regarding this subject. Tom was very patient with me and answered all my questions. Tom was able to see and understand what my thoughts and intensions were and was able to guide me exactly to what I consider the perfect plan to accomplish what I was looking for. I truly appreciate Tom's professionalism knowledge and help in this matter because I was apprehensive of taking this step for a long time. Thank you Tom for being so patient, helpful and making the process so easy. Thankyou my friend.

Lu M.

5/5

Tom would be a true asset for any individual looking to utilize a financial advisor to help them achieve their financial goals.

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 W.

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 C.

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 R.

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 L.

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 B.

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.