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Odyssey Financial

We specialize in guiding our clients on the journey to and through retirement. Our holistic approach to retirement planning takes into account the many facets of life that affect your financial picture. We are here to listen to your story and present you with all of the available options before helping you make an informed decision-Retirement Planning -Financial Planning -Financial Analysis -Investment Advisory Services -403(b) and 457 Plans -Traditional and Roth IRAs -Fixed and Variable Annuities -Mutual Funds -Pooled Employer Plans (PEP) Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 (800) 874-6910. Odyssey Financial and PlanMember Securities Corporation are independently owned and operated. PSEC is not liable for ancillary products or services offered by Odyssey Financial.

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HeadquartersSt Petersburg, United StatesEmployees5(1 to 10)Websiteodysseyfinancial.netLinkedIn profileLinkedIn

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Top roles at Odyssey Financial

2 distinct titles indexed · top 2 shown.

  • 1financial advisor
  • 1founder investment advisor representative

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