Verified
26080 Shadow Rock Lane, Stevenson Ranch, CA, USA
26080 Shadow Rock Lane
Stevenson Ranch
California
91381
US
Contact Person
Chet Thompson
City
Stevenson Ranch
25350 Magic Mountain Parkway, Suite 300, Valencia, Santa Clarita, CA 91355, USA 2.25 km
(661) 368-5296(661) 368-5296
(661) 554-6551
We are a full service boutique financial insurance and solution based firm that strives to assist our clients with their financial decisions by providing potentially robust and personalized solutions. Areas The Strategy Partners, Inc. and myself may assist are:
- Retirement income strategies
- College funding strategies
- Insurance cost recovery & Tax recovery strategies
- Investment Strategies
- Business Buy-Sell agreement funding strategies & Business succession planning strategies
How Member Creates Value:I focus on having my clients understand, to their satisfaction, what their options are in protecting and building their assets. I do this by understanding that clients personal goals by asking deep questions. I also spend time in giving insight on how their money could work for them. Being in business since 2005, I have built relationships with other trusted advisors in other areas such as CPA’s, attorney’s, mortgage, real estate etc.
PRODUCTS
- Life Insurance: Term, Universal Life, Whole Life, Variable Universal Life
- Disability Insurance: personal and business overhead
- Traditional Long Term Care (LTC) Insurance and Asset Based LTC Funding options.
- Fixed and Variable Annuities
- Investments – mutual funds, stocks, bonds, alternative investments, managed money
COST
Commission and Fee-Based
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities., a Registered Investment Advisor, Member FINRA, SIPC. The Strategy Partners, Inc. is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Neither the companies of OneAmerica, The Strategy Partners, Inc., nor their representatives provide tax or legal advice. For answers to specific questions and before making any decision, please consult a qualified attorney or tax advisor.
Contact Person
Byron P. Alvarado, MBA

25350 Magic Mountain Parkway, #100, Valencia, Santa Clarita, CA 91355, USA 2.25 km
(661)902-5701(661)902-5701
(661)902-5700
Contact Person
Greg Wells

25945 The Old Road, Santa Clarita, CA 91381, USA 2.34 km
Contact Person
James Davis

24604 Brighton Drive, Unit B, Valencia, CA 91355, USA 2.77 km
Contact Person
Tanii Carr

25601 Avenue Stanford, Valencia, Santa Clarita, CA 91355, USA 2.81 km
(661)257-9770(661)257-9770
(661)257-2777
Contact Person
Kristin Hundley

26021 Tourelle Place, Santa Clarita, CA, USA 2.88 km
Contact Person
Jonathan Waymire

24500 Town Center Drive, Valencia, CA 91355, USA 2.94 km
Contact Person
Noel Pavia

28042 Avenue Stanford, Unit E Valencia, CA, USA 2.97 km
(661)95--5908(661)95--5908
(661)775-0455
Contact Person
Victor Lindenheim

28042 Avenue Stanford, Valencia, CA 91355, USA 2.97 km
Contact Person
Steve Stark

23845 McBean Parkway, Valencia, Santa Clarita, CA 91355, USA 3.03 km
Contact Person
Roger Seaver/Cathy Richardson

28064 Avenue Stanford, Unit K, Valencia, CA 91355, USA 3.03 km
Contact Person
Richard Dunbar

25625 Rye Canyon Road, Valencia, Santa Clarita, CA 91355, USA 3.03 km
Contact Person
Liz Seelman

24415 Town Center Drive, #115, Santa Clarita, CA, USA 3.13 km
Contact Person
Jennifer Chadwick

24305 Town Center Drive, Valencia, Santa Clarita, CA 91355, USA 3.15 km
Contact Person
Jan Burns

24204 Valencia Blvd, Valencia, CA 91355, USA 3.2 km
Contact Person
Randy Burzynski

24844 Avenue Rockefeller, Valencia, CA 91355, USA 3.21 km
Contact Person
Javan Diaz

28258 Avenue Stanford, Santa Clarita, CA, USA 3.24 km
Contact Person
Jill Mellady

24343 Magic Mountain Pkwy, Valencia, Santa Clarita, CA 91355, USA 3.3 km
Contact Person
Amy Daniels

26027 Huntington Lane, unit E Valencia, CA, USA 3.3 km
Contact Person
Jorge Lopez

27811 Avenue Hopkins, #7, Valencia, Santa Clarita, CA 91355, USA 3.33 km
Contact Person
Evelyne Bedros