See What Clients Are Saying About Us

See What Clients Are Saying About Us!

See What Clients Are Saying About Us!

By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ and Henry Zupko, MBA, CFP® 

Finding a professional you can trust to help you navigate your financial worries and hopes is no small task. Whatever motivated you to consider seeking help, we want you to know that we at Tranquility Path Investment Advisors are your advocates. We are dedicated to putting you first, always, and strive to guide you toward a strong financial future, tailoring our services to your unique needs. 

But you don’t have to just take our word for it. Recently we asked our clients to share their experience working with us. Here’s what they had to say:

Knowledgeable Guidance Toward the Future

When my wife and I decided to have kids, we knew we needed to enlist the help of a financial advisor. One of my patients highly recommended Oscar Casas at Tranquility Path Investment Advisors, and since partnering, he has helped me plan for retirement and understand my risk tolerance. When I have questions, he always gets back to me, and he helps me understand my options so I feel confident I’m making the best decision. I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.

Alex

Financial Confidence With a Lifelong Partnership

Our relationship with Henry Zupko goes way back. My husband had been working with Henry before we got married, so we joke that Henry was part of my husband’s dowry to me. Henry and his wife were at our wedding back in the 1980s and now our sons work with his son-in-law. We never considered working with anyone else!

Because of Henry’s expertise, I was able to retire from a very stressful career as a physician in order to volunteer as a health and education advocate while being available when our youngest child had special needs. Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives. My youngest is now in his fifth year of his Ph.D. at age 23 and has also partnered with Tranquility Path as his financial advisor. 

Henry has been so helpful that we have referred many others to him. We moved to Washington State over 20 years ago, and Tranquility Path was able to continue advising us, our friends, and the next generation. Henry’s ethics and effectiveness are what had us working with him in the first place and what keep us working with him. We appreciate the comfort and confidence Henry and his team give us during and despite terribly uncertain times!

— Jae

Tailored Advice to Achieve Goals

I had recently retired and was at a complete loss as to what to do with my small retirement funds. My husband and I were introduced to Henry Zupko and his wife by close friends of ours, and we shared a table with them at an event we attended. Henry was gracious and professional, and so we made our first appointment to see him. Through our partnership, we watched our investments grow, which has allowed us to do so many more things that I previously could only dream of, like extensive traveling.

Please do yourself a favor and make an appointment with Tranquility; they’re professional, courteous, and easy to work with. They never pressure—just great advice. (And they actually get back to you!) You won’t be sorry! We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.

— Linda

Timely Responsiveness and Reliable Strategies

We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests.

We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.

— Diane & Mike

Take the Next Step

Like any small business, we thrive on client testimonials. If you’d like to share your experience with Tranquility Path Investment Advisors—so more people who need our help can find us—please click the buttons below to leave us a review on Google or Facebook. We’d greatly appreciate it!

I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, schedule an introductory meeting online or reach us at (908) 759-6322.

These testimonials are provided by current clients of our firm. We did not provide cash or non-cash compensation in exchange for the testimonials. Our firm helped prepare the content of these testimonials based on interviews with the clients.

About Oscar

Oscar Casas is the chief executive officer at Tranquility Path Investment Advisors, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. Oscar has over 10 years of experience helping clients plan for a confident retirement. He is known for being an empathetic and compassionate listener and for prioritizing his clients’ needs and goals above all else. He acts as a coach, advising his pre-retiree and retiree clients through all the ups and downs on their financial journey. He loves that he has the opportunity to make a difference in people’s lives and take some of the stress off their shoulders. 

Oscar has a bachelor’s degree in finance, a master’s degree in personal financial planning, and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor℠, Master Planner Advanced StudiesSM and Accredited Behavioral Finance Professional℠ professional.  When he’s not working, you can find him enjoying the outdoors with his three children. He is an avid tennis player who also loves golf, the beach, snowboarding, traveling, and volunteering with the Scouts. 

About Henry

Henry Zupko is president and founder at Tranquility Path Investment Advisors, an independent Registered Investment Advisor firm dedicated to putting their clients first, always. With over 30 years of experience, Henry sets the direction of the firm, manages, and in many cases personally interacts with clients to help develop financial strategies that sets them on a tranquil retirement path. He is passionate about being a trusted partner to his clients, developing long-lasting relationships so he can guide them through life’s milestones, twists, and turns. In all he does, Henry strives to make a positive impact on others and help change their lives for the better. 

Henry is a CERTIFIED FINANCIAL PLANNER™ professional and holds an MBA from the University of Massachusetts and a bachelor’s degree in electrical engineering from the New Jersey Institute of Technology. Henry is a proud Eagle Scout who loves traveling the world and spoiling his grandchildren. To learn more about Henry, connect with him on LinkedIn.