True Path Capital Strategies, LLC Rogue Way, West Linn

True Path Capital Strategies, LLC Reviews

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  Erin Ford
  5

  My husband and I were referred to Josh by friends and fellow clients a little more than 3 months ago. After an in depth introduction and exploration of our assets and goals, he has worked with us to build a plan that will help us to achieve those goals. Every step of the way, he has been professional and responsive, has taken the time to explain our options and his recommendations in a way that is easy to understand, and we have never felt pressured. He truly has our best interests in mind. We are now in a position where we can easily see our assets, are on track to better support our retirement, college savings, and other life goals, and have our investments automated/systematized to keep us on track with the plan. I highly recommend Josh for anyone looking for assistance in better managing their money to achieve their financial goals.

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  Daniel Russo
  5

  I meet Josh in September 2020 when he responded by phone to a request I submitted through an annuity’s website. I had just recently interviewed six certified financial planners in the Bellingham, WA area and was not comfortable with any of them. We spoke for over an hour the first time we met and I was extremely impressed with him. Over the course of the next three months, I got to know Josh very well, as my wife and I explored different options for reinvesting all of our retirement savings. Josh focused on annuities, life insurance and long-term care insurance per our request. He conducted an exhaustive search for us and presented a lot of options for each. Ultimately, we purchased two large annuities and a very comprehensive joint long term care policy. Before meeting Josh, we had sat through multiple presentations with several other insurance agents. I always left feeling like they were telling me what they thought I wanted to hear, just to make a sale. Josh is different. His primary concern is telling you what you need to know, so you can make an intelligent informed decision. I truly believe that Josh has his client’s best interest in mind and is very focused on product suitability. Josh is very sharp. He is knowledgeable, dedicated, very hard working and committed to achieving the very best outcomes for his clients. I highly recommend Josh and can confidently say that you won’t find a more thoughtful, honest and caring financial advisor.

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  peter santoro
  5

  I have known and entrusted Josh with my money for two years now. Josh is personable, knowledgeable, and dogged in his profession. He seems to have his eyes simultaneously glued to various markets, and he has never hesitated to reach out to me when exceptional opportunities arise. It’s not, “I know a guy” with Josh; I believe and know that he has my best interests at heart. The latest opportunity he brought me was simply brilliant, and met me exactly where I was (before I even knew I was there). Thank you Josh, for your tireless effort and consummate professionalism.

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  Lynda Vaughan
  5

  I couldn't be more happy working with Josh. Since day one he has put forth so much time and effort into making sure that my money is safe yet growing, for my present needs and definitely for my retirement years. He checks in on a regular basis to see if I want to make any adjustments or to give me updates on my investments and opportunities. I can easily get ahold of him, which is great for money transfers. Josh is a genuine person and friend, not just my financial advisor. He's the best and I would highly recommend his services to anyone.

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  Savannah Rhoden
  5

  I have been working with Josh for a few months. My parents have gone to him for years. He has helped my make sense of the best way to tackle student loans and growing my inheritance. He has gone above and beyond to help and is always professional, knowledgeable, and friendly. I would recommend him highly to friends and family, especially if this is the first time you have ever spoken to anyone about finances. He does a great job of making it easy to comprehend finances.

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  Lee Myers
  5

  I've been working with Josh for almost four years now, and it's a pleasure to highly recommend him. He introduced me to several investments that were ideal for my highly risk-averse status as a rookie retiree. His recent phone call regarding the opportunity for me (and many of his other clients) to exercise stock warrants will increase our personal savings by several thousand dollars. "Thanks again, Josh."

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  Dennis Adair
  5

  Josh hits the ball out of the park for me and my wife. He has designed a retirement income plan for my wife and I that is dependable. He offers personalized service and is knowledgeable about his craft. We would recommend him to anyone that is uncertain about their retirement plan as he has created certainty for us. He's a problem-solver.

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  John W. Horsley
  5

  I have been working with Josh for approximately three years. He has been very open and honest with me and my wife about how we should invest to get us to retirement. We are about to enter into the retirement phase of our life and am feeling very confident because of Josh's knowledge and expertise. He is diligent about making sure we understand how we are able to face our financial future with confidence. True Path Strategies have been the best and If your looking for financial advice , I highly recommend them. John W. Horsley

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  Charles Mallory
  5

  I have been doing business with Josh Tschirgi for 5 years. Josh has proven himself to be a man of integrity, and he has consistently demonstrated that he has my best interests at heart. He knows the business of investment advisory services extremely well and always has a great solution to any problem I have presented to him. Together, we have made and executed a plan that will allow me to retire comfortably with confidence. I would highly recommend Josh to anybody looking for a financial advisor.

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  Mary Rice
  5

  Josh is so thorough and takes great care of my assets. I have dealt with other financial advisors in the past and none come close to the service I receive. I truly feel like I have a comprehensive and well coordinated financial retirement plan.