Balanced Wealth Planning, Inc. - Santa Barbara, California
Address: 55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105.
Phone: 8059670064.
Website: balancedwealthplanning.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Balanced Wealth Planning, Inc.
⏰ Open Hours of Balanced Wealth Planning, Inc.
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About Balanced Wealth Planning, Inc.
Located at 55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, Balanced Wealth Planning, Inc. stands out as a premier financial planning service, dedicated to helping individuals navigate the complexities of their financial futures with expertise and care. Their contact details are straightforward: for inquiries or to schedule a consultation, you can reach them at Phone: 805-967-0064 or visit their professional website at balancedwealthplanning.com.
Key Features and Services
As a Financial Planner, Balanced Wealth Planning, Inc. specializes in crafting personalized financial strategies tailored to meet the unique needs and goals of their clients. Their commitment to providing exceptional service is evident in the glowing reviews they've received. The company's focus on financial planning suggests a comprehensive approach to wealth management, encompassing budgeting, investment advice, retirement planning, and more.
Accessibility and Convenience
Understanding the importance of accessibility, Balanced Wealth Planning, Inc. boasts a wheelchair accessible entrance, parking lot, and restroom, ensuring their services are available to everyone. Their office hours encourage appointments, emphasizing their dedication to providing personalized attention without the hustle and bustle of walk-in traffic.
Customer Reviews and Experience
Customers have raved about their experience, highlighting the exceptional service provided by Steve and his team. With only one review currently available on Google My Business, the average opinion stands at a commendable 5/5. This indicates a high level of satisfaction among their clients, showcasing the team's proficiency and the positive impact of their financial planning services on people's lives.
Getting Started with Balanced Wealth Planning, Inc.
For anyone considering seeking financial guidance or looking to enhance their financial strategy, Balanced Wealth Planning, Inc. is a valuable resource. Their website not only provides essential contact information but also offers insights into the services they offer. Given the positive feedback and the accessibility of their facilities, it's highly recommended to schedule a consultation via their website or call them directly.
👍 Reviews of Balanced Wealth Planning, Inc.
