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Reviews for Strategic Path Financial Group, LLC

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  • July 2023

    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!

  • July 2023

    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!

  • April 2023

    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!

  • Strategic Path Financial Group, LLC

    300 E Esplanade Dr STE 939, Oxnard

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