


TBC Financial
Financial Services • Thousand Oaks, California, United States • 1-10 Employees
Company overview
| Headquarters | 3625 E Thousand Oaks Blvd, Ste 238, Westlake Village, CA 91362, US |
| Phone number | +18057788588 |
| Website | |
| NAICS | 52 |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at TBC Financial
Sean M. Fitzpatrick
President
TBC Financial Email Formats
TBC Financial uses 1 email format. The most common is {first name} (e.g., john@tbc.financial), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@tbc.financial | 100% |
About TBC Financial
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. TBC Financial and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
TBC Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
TBC Financial has never raised funding before.
Frequently asked questions
4.8
40,000 users



