Oz Tzvi

5.0 out of 5.0
Rating 5.0
(9 Reviews)
Registered Representative
+1 (818) 578-8712
Alhambra, CA
English/Hebrew

Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Oz

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
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Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Oz Tzvi

Displaying reviews 1 - 5 of the 9 most recent
  • 5 out of 5
    Rating 5.0
    I met Oz several years ago, he introduced me to investing. We have become good friends over the years and I am thankful that we met he is a very knowledgeable guy and always very helpful.
  • 5 out of 5
    Rating 5.0
    A friend recommended Oz to me. I had a lot of questions about life insurance and investing. He was able to answer all my questions, he took his time educating and explaining everything to me. I am extremely grateful my friend told me about Oz. He has helped me with all my financial needs. Truly a reliable, knowledgeable and trustworthy financial advisor.
  • 5 out of 5
    Rating 5.0
    oz is a wealth of knowledge and helped not just myself, but my family with all of our financial goals and needs.
  • 5 out of 5
    Rating 5.0
    Ozi is really great, he is so professional and very friendly. He help my family with our insurance and the investment. I recommend him one million times.
  • 5 out of 5
    Rating 5.0
    Oz is great, he helped my wife and myself planning for retirement and with our life insurance needs.
    we have been with Oz for 3 years and he does a review with us every few months to make sure we have our stuff up to date and we are on track for our financial goals.
  • 5 out of 5
    Rating 5.0
    I was looking for life insurance and my friend recommended me Oz.
    Oz came at the same day explaining every detail answered all my hard questions about the policy.
    He Is definitely very professional and I’m glad I chose him to manage my life insurance.
    Highly recommended!!
  • 5 out of 5
    Rating 5.0
    Oz was great! He is very knowledgeable and knew exactly what plan I needed for my lifestyle. After my initial life insurance through him,I decided to bundle it with more services. I would recommend Oz to all my friends and family and to anyone looking for a reliable financial adviser.
  • 5 out of 5
    Rating 5.0
    Oz has a wide variety of financial knowledge has been great in addressing my business, family's personal, and education related finance goals. Oz analytical skills are second to none.
    10/10 Would highly recommend.
  • 5 out of 5
    Rating 5.0
    Oz was very professional and helped me with my short term and long term investment needs.
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About Oz's Office

Alhambra, CA
Day of the WeekHours
MondayOpen 24 Hours
TuesdayOpen 24 Hours
WednesdayOpen 24 Hours
ThursdayOpen 24 Hours
FridayOpen 24 Hours
SaturdayOpen 24 Hours
SundayOpen 24 Hours