Jaime Beltran's Contact Details

Jaime Beltran's Company Details

True Path Financial and Insurance Services

Newport Beach, California, United States • 11 - 50 Employees
Financial Services

True Path Financial and Insurance Services – the General Agency of National Life Group in Southern California – is a diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision.In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. This collaborative culture maximizes our ability to partner with clients as they achieve financial security and peace of mind during times of need. Life as a financial professional is a rewarding path the provides individuals the opportunity to make a difference not only personally, but in the lives of their clients and community.Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®.Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). True Path Financial is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company(NLIC),Montpelier VT.