Smart Decisions, Smart Goals
Services Offered by Oz
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Oz
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 10/20/215 out of 5Rating 5.0Oz introduced me into investing several years ago since then my portfolio has grown well. He is a very professional person when it come to helping others get started investing.
- 7/17/215 out of 5Rating 5.0I met Oz several years ago, he introduced me to investing. We have become good friends over the years and I am thankful that we met he is a very knowledgeable guy and always very helpful.
- 7/16/215 out of 5Rating 5.0A friend recommended Oz to me. I had a lot of questions about life insurance and investing. He was able to answer all my questions, he took his time educating and explaining everything to me. I am extremely grateful my friend told me about Oz. He has helped me with all my financial needs. Truly a reliable, knowledgeable and trustworthy financial advisor.
- 7/15/215 out of 5Rating 5.0oz is a wealth of knowledge and helped not just myself, but my family with all of our financial goals and needs.
- 7/14/215 out of 5Rating 5.0Ozi is really great, he is so professional and very friendly. He help my family with our insurance and the investment. I recommend him one million times.
- 7/14/215 out of 5Rating 5.0Oz is great, he helped my wife and myself planning for retirement and with our life insurance needs.
we have been with Oz for 3 years and he does a review with us every few months to make sure we have our stuff up to date and we are on track for our financial goals.
- 7/10/215 out of 5Rating 5.0I was looking for life insurance and my friend recommended me Oz.
Oz came at the same day explaining every detail answered all my hard questions about the policy.
He Is definitely very professional and I’m glad I chose him to manage my life insurance.
- 7/9/215 out of 5Rating 5.0Oz was great! He is very knowledgeable and knew exactly what plan I needed for my lifestyle. After my initial life insurance through him,I decided to bundle it with more services. I would recommend Oz to all my friends and family and to anyone looking for a reliable financial adviser.
- 7/9/215 out of 5Rating 5.0Oz has a wide variety of financial knowledge has been great in addressing my business, family's personal, and education related finance goals. Oz analytical skills are second to none.
10/10 Would highly recommend.
- 5/18/215 out of 5Rating 5.0Oz was very professional and helped me with my short term and long term investment needs.
About Oz's Office
|Day of the Week||Hours|
|Monday||Open 24 Hours|
|Tuesday||Open 24 Hours|
|Wednesday||Open 24 Hours|
|Thursday||Open 24 Hours|
|Friday||Open 24 Hours|
|Saturday||Open 24 Hours|
|Sunday||Open 24 Hours|