Josh is professional, knowledgeable, and responsive. He listens to his clients. In addition to Josh, Debi is very helpful and responsive. Together they are a great team that want to help their clients achieve their financial goals.
6. RD Financial
8515 NE Hazel Dell Ave Ste BVancouver, WA 98665
From Business: There are many financial products in the market, so choosing the ones that best meet an individual clients needs can be complicated. Informed decisions about the …
29918 NE Livingston Mountain CirCamas, WA 98607
16100 NW Cornell RdBeaverton, OR 97006
From Business: Christopher Norman is a Financial Advisor and Investment Manager with LPL Financial. He provides Financial Services, Investments, Stocks, Bonds, Financial Plannin…
I contacted Josh to help with a thorny financial decision on whether or not to hold on to our rental property. Josh was extremely helpful. While he had his own framework for how to do this type of analysis, Josh was flexible enough to agree to work with my own spreadsheet and took the time to understand how i was thinking about the problem so he could address my key questions. We had a very productive session, by the end of which I had a clear direction. I really appreciated the ability to work with such a smart person who is also a great communicator who is focused on making sure the clients get great value.
I’ve been working with Josh for the last few years and his expertise and financial wisdom has help me attain goals financially that I didn’t think possible. As a single mom with three kids in college having the extra money to put aside for my own retirement was definitely a challenge. However, Josh worked through the details with me and got me on track. I highly recommend Josh and I am truly grateful! 🤗
I have worked with Josh for several years now, and I can say that he did 99% of the work to satisfy our financial goals . I can say that I did account for 1% of the final decisions. I feel confident with all of his advice . I have never needed to second guess anything we ever discussed . He always followed through on completing any task that I could of never accomplished on my own. I have never had the pleasure of meeting him because he is 3000 miles away , but I am more confident with him than other advisors that were only 5 miles away ! Rich H.
I have had the pleasure of knowing and dealing with Josh for approx 3 yrs. We have never met personally but have become good friends (and Christian Brothers) thru our extensive phone conversations. With his guidance and knowledge I have made several investments with him while he worked with Somerset and thru his own organization. I have been extremely pleased with the investments I have made with him and feel he REALLY does have my best interest at heart. I currently have 6 different investments with him and will continue to grow additionally with him. He's wise in diversification and gives me the personal attention I have never received with previous investment companies. I would very highly recommend him to anyone desiring a knowledgeable, capable, creditable counselor. Mike Bell
I met Josh while doing research on Annuities, when he called me in response to a website inquiry. Unlike other “advisors” I spoke with during my research, he didn’t immediately launch into a hard sales pitch for a specific “amazing” product. He put no pressure on me, and actually took the time to get to know me as a person and learn what my individual needs and goals were. I can’t begin to tally the number of hours we spent on the phone over a period of several weeks getting to know each other (I don’t think any individual call was less than 3 hours), as well as exploring investment options with all of their pros and cons – a really refreshing experience compared to other financial advisors I dealt with over the past 30+ years. Over the past couple of years, I’ve transferred all of my investments into his control with a mix of vehicles. For the first time, I am very comfortable with my investments and their performance. With retirement only a couple of years in the future I’m finally comfortable that I have my financial needs met for the balance of my lifetime and will have an estate to leave to my son.
I’ve worked with Josh for almost a year now. He is dependable when he makes commitments and does exactly what he says he is going to do. I love that about people in this day in age. It quickly became apparent in conversation that he is very, very good at what he does. Josh is also a really nice guy with confidence and seems to have passion for the services he provides. Josh Tschirgi and True Path Capital are names that you can trust with your finances. Highly recommend.
Josh Tschirgi has been my financial planner and adviser for almost two years now. He has been like a godsend to me after losing my husband in late 2015; and besides dealing with the grieving of my loss, I felt overwhelmed in trying to figure out what to do with our marital assets and investments that were, quite frankly, all over the place and at risk. I did not have a feel for what my widowed income would be while simultaneously making certain I did not outlive my assets.Josh spent untold countless hours on the telephone with me for close to a year as we reviewed each account one by one, and he recommended alternatives for me that would help bulletproof my many mutual fund accounts into less risky investments with high-as-possible returns. He will take his time to get to know you, your risk tolerance, your goals and retirement plan dreams, and most impressive to me is his patience in describing how each new investment works, the up- or downside of each, the potential, the surrender schedule if an annuity, and the various and often confusing riders offered with annuity products and offer his recommendation on which rider(s) would be beneficial in your particular financial situation.Josh Tschirgi is like no other Certified Financial Planner you will ever work with, and if you've worked with a number of different advisers over the years as I have, you will immediately appreciate the difference! Josh will work very hard to earn your business, trust, confidence, and even friendship. He has the integrity, moral fiber, and business ethics you can only hope for in a financial adviser. Josh looks out for YOUR best interest, not his own! And by conducting himself with this high ethical code, his business increases based upon "word of mouth" from clients! And as a happy client of TruePath Capital Strategies, I can highly recommend Josh Tschirgi as your financial planner.
I have used Josh as my financial advisor for the past 5+ years. I would recommend him to anyone that likes to have a personal relationship with their adviser. I frequently speak with Josh and we meet for coffee and talk shop. He is very friendly and calls you on your birthday every year. If you have a financial adviser that never or rarely checks in with you and want more, look no further. Beyond the relationship is a sound strategy that gets results, no pie in the sky risky business. Just a sound and thought out plan for my unique situation.
I was looking to make a long term investment pertaining to my retirement finances. Josh was appointed as my financial advisor and consultant after I had left a voicemail message with his agency. Josh assisted me in making a prudent decision regarding my retirement finances. Josh is very knowledgeable, polite, patient, caring and does not pressure his clients into making an immediate decision regarding their finances. He explained everything to my satisfaction and he always take the time to entertain questions. Josh's administrative assistant, Debbie was the ultimate professional as she was responsible for preparing, organizing and submitting the paperwork. Josh is highly qualified to handle any financial situation and I would definitely refer customers to him without hesistation.