True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision.

In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. 

Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®.

Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P

Insurance

Investment Management

True Path Financial and Insurance Services

Robert J. Waltos Jr., CLU,ChFC,CFP,CASL,MSFS,MSM

Phil Jones

The Financial Services Team at True Path Financial and Insurance Services is dedicated to delivering personalized financial solutions, including insurance, financial planning, investment management, and retirement strategies. By collaborating closely with clients, team members leverage their expertise to align services with individual goals, ensuring each client experiences a comprehensive approach to securing their financial future. The team operates in a dynamic environment that fosters growth, autonomy, and strong client relationships, ultimately empowering individuals and businesses to achieve their financial aspirations.

Financial Services Team

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