Smart Decisions, Smart Goals
Services Offered by Oz
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Oz
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
- 1/5/225 out of 5Rating 5.0I have met Oz through one of my friends after I was looking for some help with some short and long term investments.
Oz met us on zoom and invested the time and effort to help us with all of our questions and concerns.
my husband and myself are very happy with the plan Oz set us up with, we would recommend him to our friends and family.Response from Oz Tzvi1/11/22Thank you Vanessa for the kind words
- 1/5/225 out of 5Rating 5.0Oz provided my family and myself an amazing services and helped us with our insurance and retirement needsResponse from Oz Tzvi1/11/22Thank you Veronica, I am happy I was able to help you and your family
- 10/20/215 out of 5Rating 5.0Oz introduced me into investing several years ago since then my portfolio has grown well. He is a very professional person when it come to helping others get started investing.Response from Oz Tzvi12/16/21Thank you Duane, see you in the next review
- 7/17/215 out of 5Rating 5.0I 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.Response from Oz Tzvi1/11/22Thank you Duane, I appreciate our friendship!
- 7/16/215 out of 5Rating 5.0A 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.Response from Oz Tzvi12/16/21Thank you Leya for the kind words.
- 7/15/215 out of 5Rating 5.0oz is a wealth of knowledge and helped not just myself, but my family with all of our financial goals and needs.Response from Oz Tzvi12/16/21Thank you
- 7/14/215 out of 5Rating 5.0Ozi 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.Response from Oz Tzvi12/16/21Thank you, I'm always happy to help you and your wonderful family.
- 7/14/215 out of 5Rating 5.0Oz 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.Response from Oz Tzvi12/16/21Thank you James.
- 7/10/215 out of 5Rating 5.0I 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!!Response from Oz Tzvi12/16/21Thank you Lior, let's get together soon.
- 7/9/215 out of 5Rating 5.0Oz 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.Response from Oz Tzvi12/17/21Thank you Oran!
- 7/9/215 out of 5Rating 5.0Oz 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.Response from Oz Tzvi12/17/21Thanks Grace, glad I was able to help you and your family
- 5/18/215 out of 5Rating 5.0Oz was very professional and helped me with my short term and long term investment needs.
About Oz's Office
|Day of the Week||Hours|
|Monday||8:00 AM - 10:00 PM|
|Tuesday||8:00 AM - 10:00 PM|
|Wednesday||8:00 AM - 10:00 PM|
|Thursday||8:00 AM - 10:00 PM|
|Friday||8:00 AM - 10:00 PM|
|Saturday||8:00 AM - 10:00 PM|
|Sunday||8:00 AM - 10:00 PM|