Stacey Greer

Executive Assistant at True Path Financial and Insurance Services - Newport Beach, California, United States

Stacey Greer's Colleagues at True Path Financial and Insurance Services
Parker Eckman

Financial Planner/Specialist/Advisor

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Adrian Gomez

Financial Services Professional

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Jake Martin

Financial Services Professional

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Daniel Fomenko

Financial Services Professional

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Jennifer Esq

Financial Services Professional

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Samantha Ross

Financial Services Professional

Contact Samantha Ross

Tyler Ostrovsky

Financial Services Representative

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Stacey Greer's Contact Details
HQ
["949-328-1048"]
Location
California,United States
Company
True Path Financial and Insurance Services
Stacey Greer's Company Details
True Path Financial and Insurance Services logo, True Path Financial and Insurance Services contact 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.

Details about True Path Financial and Insurance Services
Frequently Asked Questions about Stacey Greer
Stacey Greer currently works for True Path Financial and Insurance Services.
Stacey Greer's role at True Path Financial and Insurance Services is Executive Assistant.
Stacey Greer's email address is ***@truepathfinancialpartners.com. To view Stacey Greer's full email address, please signup to ConnectPlex.
Stacey Greer works in the Financial Services industry.
Stacey Greer's colleagues at True Path Financial and Insurance Services are Parker Eckman, Adrian Gomez, Jake Martin, Daniel Fomenko, Jennifer Esq, Samantha Ross, Tyler Ostrovsky and others.
Stacey Greer's phone number is ["949-328-1048"]
See more information about Stacey Greer