Open Path Financial, LLC - Goleta, California

Introducing Open Path Financial, LLC

Open Path Financial, LLC is a renowned financial planning and consulting firm located at 5661 Ekwill St Unit 101, Goleta, CA 93117. With a phone number of 8053351015, and a user-friendly website at openpath.financial, the company offers top-notch services to its clients.

Specialties and Services

• Financial planner
• Financial advisor
• Financial consultant

Key Features and Amenities

The company prides itself on providing an extensive range of services and facilities to cater to its diverse clientele. These include:

• Online appointments
• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Gender-neutral restroom
• LGBTQ+ friendly
• Transgender safe space
• Appointments recommended

Client Reviews and Testimonials

The company has garnered a strong reputation for its exceptional services, as evident from its 5/5 average rating based on 5 reviews on Google My Business. One satisfied client, Aubrey, shared their experience working with a financial advisor at Open Path Financial. They found the guidance provided on retirement saving and investing to be both professional and informative. The client's financial plan yielded better-than-expected results during the first year, further testament to the company's expertise and commitment to its clients' success.

Why Choose Open Path Financial, LLC

With a track record of excellence and a dedicated team of financial experts, Open Path Financial, LLC is the go-to choice for anyone seeking comprehensive financial planning and consulting services. The company's commitment to accessibility, coupled with its impressive array of amenities, ensures that clients of all backgrounds and needs are well-served.

We highly recommend visiting the Open Path Financial, LLC website to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to reach out to them directly to schedule an appointment and embark on a path towards a brighter financial future.

👍 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!