Pacific Financial Strategies, inc

Pacific Financial Strategies, inc Verified by Uberall

3.0

(2 Reviews)

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Listed In: Insurance, Financial Planning, Investment Services

3.0

2 Reviews

Write a Review
Sarah Basta

By Sarah Basta on March 17, 2026 Verified by Google

The team at Pacific Financial Strategies is heaven sent- they make investing as easy as possible for me!
I had previously invested with Trilogy Financial and the advisor on my account was not supportive nor responsive. After trying to resolve the issues with Trilogy and giving them a chance to work through issues, I ultimately reached out to Anna at PACFS and she assisted me in transferring my investments. Anna has the heart of a teacher and I feel comfortable voicing my questions/concerns and I have been a client for 6 years now. Anna and PACFS have built a reliable and trustworthy team- I recommend them to my friends and family 100%. Recently, they helped me with a living trust and made such an unknown venture very feasible and straightforward. I am grateful for PACFS!

Tiffany Bowyer

By Tiffany Bowyer on June 10, 2025 Verified by Google

I wouldn't recommend this business. The owner is shady and doesn't keep his word. I had investments he set up and then held them over my head till I signed a contract for a property we owner together, just to benefit him even more.

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Pacific Financial Strategies, inc 3.0 out of 5.0 based on 2 user reviews.

Pacific Financial Strategies, inc
223 East Thousand Oaks Boulevard, Suite 403, Thousand Oaks, CA
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Additional Business Details

Business Hours

Monday 09:00AM - 05:00PM

Tuesday 09:00AM - 05:00PM

Wednesday 09:00AM - 05:00PM

Thursday 09:00AM - 05:00PM

Friday 09:00AM - 05:00PM

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