Open Path Financial, LLC - Goleta, California

Open Path Financial, LLC

Open Path Financial, LLC is a highly regarded financial planning and advisory firm located at 5661 Ekwill St Unit 101, Goleta, CA 93117, United States. They can be reached by phone at 8053351015 or via their website at openpath.financial. The company specializes in providing expert financial planning, advice, and consulting services.

Some of the key services and features offered by Open Path Financial include online appointment scheduling, on-site services, language assistance, wheelchair accessibility throughout the facility including parking, entrance, seating, and restrooms. The firm is also known for its LGBTQ+ and transgender-friendly environment. It is recommended to schedule an appointment in advance for the best service experience.

The company boasts an impressive 5 out of 5 star rating based on 5 reviews on Google My Business. Clients praise the personalized attention, professional expertise, and exceptional results achieved by the team at Open Path Financial. Many have reported feeling confident in their financial plans following working with the firm. Notably, one client reported better than expected results in their first year of implementing the plan developed by Open Path.

Open Path Financial, LLC is an outstanding choice for anyone seeking a reliable, knowledgeable, and compassionate financial planning partner.

About Open Path Financial, LLC

Key Services and Specialties

• Financial Planning
• Financial Advice
• Financial Consulting

Other Points of Interest

• Online Appointment Scheduling
• On-Site Services
• Language Assistance
• Wheelchair Accessible Facilities
• LGBTQ+ and Transgender Friendly

Why Choose Open Path Financial, LLC

• Exceptional 5-Star Google Rating
• Personalized Attention and Expertise
• Compassionate and Understanding Team
• Proven Track Record of Successful Financial Planning Results

👍 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!