2 Best Gold IRA Investment Companies Near Me in Oxnard, CA – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Charles Schwab
ADDRESS: 300 E Esplanade Dr # 2000, Oxnard, CA 93036, United States
NUMBER: +1 800-646-4710
DESCRIPTION FROM BUSINESS: Your local Oxnard Charles Schwab branch can help you align your actions to your financial goals with a variety of tools, including brokerage accounts, investment products, retirement planning, and more. Stop in and say hi.
STORE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I needed help with a transaction in my TD Ameritrade account that has not been transferred yet. Your client service representative, Patricia O’sullivan, went to extraordinary lengths to help me. She deserves 5 gold stars. – Erwin Ruhland
REVIEW #2 – Excellent customer relations – Marc Crowther
REVIEW #3 – Great Help with my account update, I definitely would recommend Charles Schwab for your financial needs. Great service. – Roberto Candelario
UNFORTUNATE REVIEW – This is a by appointment only office. This is not a walk-in location. – Tom Bates
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Strategic Path Financial Group, LLC
ADDRESS: 300 E Esplanade Dr 14th floor Suite 1400, Oxnard, CA 93036, United States
NUMBER: +1 805-392-3205
DESCRIPTION FROM BUSINESS: Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo…
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tom Tyo took great care of me with my retirement IRA. Always had my back and made me feel reassured with my investment decisions. He also gave me great help with an annuity for my financial planning – Christopher Alonge
REVIEW #2 – Tom Tyo has been an incredible help to me. He takes the time to explain everything clearly and makes sure I understand all my options before making decisions. He’s easy to talk to, always answers my questions, and genuinely wants the best for his clients. Tom is professional, patient, and truly cares about his clients’ financial goals. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice. – Pedro Rodriguez
REVIEW #3 – 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. – Marco Leon
REVIEW #4 – I went to a workshop that Tom was doing on Social Security benefits, and I’m so glad I did! I met with Tom a few weeks later to discuss my financial plans and goals for my retirement. Tom is very knowledgeable and took the time to explain things to me in a way a non financially minded person, such as myself, could understand. I have about 11 yrs until retirement and I am confident that I will be better off financially because Tom took the time & helped guide me to make my money work smarter. I highly recommend Tom, he is an honest guy that truly likes to help people. – CHERYL IMRIE
REVIEW #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! – Veronica H
REVIEW #6 – 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! – Shari Wolvek
REVIEW #7 – 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. – Madison Christian
REVIEW #8 – 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. – Laura Rice
REVIEW #9 – 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! – Kelly Lishman
REVIEW #10 – 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 how’s and when’s 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. – mike ballerini
REVIEW #11 – My wife and I are very impressed with our experience with Strategic Path Financial Group. Tom and George were very patient and willing to meet with us several times until we fully understood the plan they had for us. They were very professional and mapped out a strategic retirement financial plan that put us on a clear path to the comfortable retirement we had always hoped to achieve. Thanks guys!! – Mark Ericson
REVIEW #12 – 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. – A. Chou
REVIEW #13 – 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. – Laurel Frahm – Hastings
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