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TBC Financial

TBC Financial

Financial ServicesFlag of USThousand Oaks, California, United States1-10 Employees

Company overview

Headquarters3625 E Thousand Oaks Blvd, Ste 238, Westlake Village, CA 91362, US
Phone number+18057788588
Website
NAICS52
Founded2023
Employees1-10

Key Contact at TBC Financial

Flag of US

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.

FormatExamplePercentage
{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.

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TBC Financial revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

TBC Financial has never raised funding before.

Frequently asked questions

TBC Financial is located in Thousand Oaks, California, US.
You can reach TBC Financial at +18057788588.
TBC Financial was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
TBC Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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