Open Path Financial, LLC - Goleta, California

Open Path Financial, LLC: Una empresa de asesoramiento financiero de confianza

Ubicada en Goleta, California, Open Path Financial, LLC es una empresa de asesoramiento financiero que ofrece servicios de planificación financiera, asesoramiento financiero y consultoría financiera de alta calidad. Con años de experiencia en la industria, la empresa se ha convertido en una opción confiable para personas y familias que buscan orientación en sus decisiones financieras.

La empresa se encuentra ubicada en 5661 Ekwill St Unit 101, Goleta, CA 93117, Estados Unidos y puede ser contactada por teléfono en 8053351015 o mediante correo electrónico.

Especialidades y servicios

• Financial planner
• Financial advisor
• Financial consultant

La empresa ofrece una variedad de servicios para satisfacer las necesidades de sus clientes, incluyendo la planificación financiera, la gestión de inversiones y la asesoría en pensiones.

Además, Open Path Financial, LLC cuenta con una apariencia accesible para personas con discapacidad, ya que tiene entradas y estacionamiento accesibles para personas con discapacidad y señalización en signos de braille.

La empresa también tiene un espacio seguro para personas transgénero y es LGBTQ+ amigable.

Puntos de interés

• Apoyo en línea

• Servicios en sitio

• Ayuda en idiomas

• Parque de estacionamiento accesible

• Entrada accesible

• Asiento accesible

• Toiletes accesibles

• Toiletes de género neutro

• Toiletes

Opiniones

Open Path Financial, LLC ha recibido 5 estrellas en Google My Business, demostrando la satisfacción de sus clientes.

Los clientes han comentado que Aubrey, el consultor financiero, ha sido profesional y ha proporcionado una análisis detallada de los planes financieros, lo que les ha dado confianza a sus clientes.

Además, la empresa ha demostrado ser efectiva en la planificación financiera, ya que el primer año ha producido resultados superiores a las previsiones.

En resumen, Open Path Financial, LLC es una empresa de asesoramiento financiero confiable que ofrece servicios de alta calidad y una apariencia accesible para personas con discapacidad.

👍 Reviews of Open Path Financial, LLC

Bruce K.

5/5

Aubrey helped me cut though the complexity of retirement saving/investing and now I have a solid plan. Aubrey was professional, and his knowledge of the investment options, tools and analysis gave me complete confidence that I was in good hands and everything was going to be fine. The first year produced better than predicted results! You can't go wrong with open path financial and Aubrey Williams.

sonja L.

5/5

Words cannot express my gratitude to Aubrey! To say his services have changed my life is an understatement. My finances were in turmoil and I was caught in a system that I could not navigate alone with over $88,000 of medical and business debt. In 3 days, Aubrey patiently walked me through each step in a financial and business language that no one has ever been able to explain to me so that we could clear all of my debt. Not only did he help me learn how to navigate this system but he was able to show me how to get more assistance in the future that I was unaware of. Aubrey is a financial genius and I cannot imagine anyone being able to top his work. Thank you Open Path!!!!
Sonja Lowell RN BSN

Josh L.

5/5

I had such a great experience with Open Paths Financial, thanks especially to Aubrey. He was attentive, knowledgeable, and incredibly patient. Aubrey really took the time to understand my unique financial situation and guided me with sound advice. Whether he was helping me to understand and create a solid financial plan or answering my questions with clear explanations, Aubrey made everything feel stress-free and empowering. I can’t recommend Open Paths Financial enough for anyone who’s looking for personalized and impeccable financial guidance.

Manny M.

5/5

I loved my experience with Aubrey. He was very thorough and provided super detailed budget templates for me to work with. His guidance assisted me in getting all things sorted as I prepped for buying my first home. He is gentle and didn't hesitate to call me out on blind spots. There was a whole lot to clean up on my end and he helped me get there with grace and ease. Highly recommend his services.

Mia S.

5/5

I've really enjoyed working with Aubrey! He is really focused on understanding your personal money mindset/journey, and helping TEACH you the basics towards building and implementing a financial plan. He is knowledgeable, patient, and available. I have worked with several other advisors in the past, and really appreciate how easy he made things for me to undersetand. 100% recommend!