661.294.8088
661.294.8088

THE STRATEGY PARTNERS INS &FIN. SVCS. FWDTHINK

Verified
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25350 Magic Mountain Parkway, Suite 300, Valencia, Santa Clarita, CA 91355, USA
25350 Magic Mountain Parkway Santa Clarita California 91355 US

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
City
Valencia
Strat Part 1.png 7 months ago
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25350 Magic Mountain Parkway, Suite 150, Valencia, Santa Clarita, CA 91355, USA 0 km
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Terri McGraw
25350 Magic Mountain Pkwy, Valencia, Santa Clarita, CA 91355, USA 0 km
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Jeff Meyer
25350 Magic Mountain Parkway, #100, Valencia, Santa Clarita, CA 91355, USA 0 km
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Greg Wells
25350 Magic Mountain Parkway, Suite 300, Santa Clarita, CA, USA 0 km
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Jim Strickland
27451 Tourney Road, Valencia, Santa Clarita, CA 91355, USA 0.29 km
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Fabienne McGeever
27441 Tourney Rd, Suite 200, Valencia, Santa Clarita, CA 91355, USA 0.29 km
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Calvin Hedman
27441 Tourney Road, Suite 180, Santa Clarita, CA 91355, USA 0.29 km
(661)287-3657
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Rosalind Wayman
27441 Tourney Road, Suite 160, Valencia, Santa Clarita, CA 91355, USA 0.29 km
(661)263-8943
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Scott Wilk
25031 W. Avenue Stanford, Suite 10 Valencia, Santa Clarita, CA 91355, USA 0.37 km
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Alison Lindemann
27201 Tourney Road, Valencia, Santa Clarita, CA 91355, USA 0.71 km
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Jim Roberts
27201 Tourney Road, Suite 201, Valencia, Santa Clarita, CA 91355, USA 0.71 km
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Dean Cho
27200 Tourney Road, Suite 475, Valencia, Santa Clarita, CA 91355, USA 0.79 km
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Robert N. Jensen
27200 Tourney Road, Suite 30, Valencia, Santa Clarita, CA 91355, USA 0.79 km
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Jason Renno
26101 Magic Mountain Parkway, Valencia, CA 91355, USA 1.12 km
(661)255-4149(661)255-4149
(661)255-4710
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Tim Burkhart
25030 Avenue Tibbitts, Suite K, Valencia, CA 91355, USA 1.13 km
(661)294-8188(661)294-8188
(661)294-8088
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Kathy Norris
25601 Avenue Stanford, Valencia, Santa Clarita, CA 91355, USA 1.14 km
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Kristin Hundley
27811 Avenue Hopkins, #7, Valencia, Santa Clarita, CA 91355, USA 1.2 km
(661)257-3356(661)257-3356
(661)257-3339
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Evelyne Bedros
24800 Avenue Rockefeller, Valencia, Santa Clarita, CA 91355, USA 1.25 km
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Sandra Hansen
25215 Avenue Stanford, Valencia, Santa Clarita, CA 91355, USA 1.35 km
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Tony Madormo
25050 Avenue Kearny, Santa Clarita, CA 91355, USA 1.38 km
Contact Person
Melanie Volt-Kilker
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