Blom Levy & Co. - Santa Barbara, California

Blom Levy & Co.: A Trusted Financial Advisory Firm in Santa Barbara

Blom Levy & Co. is a renowned financial advisory firm located at 552 Pintura Dr, Santa Barbara, CA 93111, United States. Established with the goal of providing personalized financial solutions to clients, the company has built a strong reputation for its expertise and commitment to excellence.

The firm's specialties include financial advising, with a focus on helping clients achieve their financial goals through strategic planning and investment management. Blom Levy & Co.'s team of experienced professionals works closely with clients to understand their unique needs and develop tailored strategies that align with their goals.

One of the key factors that sets Blom Levy & Co. apart from other financial advisory firms is its exceptional customer service. The company prides itself on its availability and willingness to go the extra mile for its clients. Clients consistently praise the firm's knowledgeable and responsive staff, who are always ready to answer questions and provide guidance.

In addition to its commitment to customer service, Blom Levy & Co. also takes pride in its accessibility. The firm offers a wheelchair-accessible entrance and parking, ensuring that all clients can easily access its services. This attention to accessibility is just one example of the company's dedication to providing a welcoming and inclusive environment for all clients.

With an average rating of 4.3 out of 5 stars based on 6 reviews on Google My Business, it is clear that Blom Levy & Co. has earned the trust and satisfaction of its clients. Many reviewers note the firm's ability to provide clear explanations and educate clients on financial matters, helping them feel more confident and in control of their finances.

Overall, Blom Levy & Co. is a top-tier financial advisory firm that combines expertise, personalized service, and a commitment to accessibility. For anyone seeking a trusted partner in achieving their financial goals, Blom Levy & Co. is definitely worth considering.

Keywords: Financial advisory, financial planning, investment management, personalized service, accessibility

👍 Reviews of Blom Levy & Co.

Lisa F.

5/5

Having worked with Kristian for many years now my respect and appreciation for him only continues to grow. His steady, knowledgable, deeply considered strategies consistently match my goals. Kristian is a great communicator; readily available to explore my questions, offer explanations, or help me learn new things. Working with Kristian gives me the sense of ease and confidence regarding my finances.

Tom W.

5/5

Kristian Blom has been our investment advisor since February 2011.
My wife and i are extraordinarily satisfied with his management of out modest financial assets. Thanks to his work we were able to retire comfortably several years ago.
Kristian works diligently to ensure that we understand his approach and how he applies it to our particular circumstances.
I would recommend Kristian’s services as an investment advisor heartily and without reservation.Kristian Blom has been our investment advisor since February 2011.

Paula H.

5/5

Kristian has been helping me for over 15 years now, very professional and informative. He has always been there when questions arise. I highly recommend his services and you can tell this man loves his profession by his passion and expertise.

Nickie C.

5/5

Kristian has been handling my retirement finances now for going on 2 decades. I have every confidence in him. In addition, I consider him to be a good friend who is always willing to listen to my concerns and needs.

Dino V.

5/5

Securing a skilled financial advisor can significantly enhance your financial management. Kristian excels in this role, cutting through market noise with practical, insightful advice.

Jarrad Y.

1/5

Quite simply put this man is a racist, do business with him at your own risk. There are many examples of his overt racism on social media as well as dealings with potential Clients. I urge all to immediately sever any ties with this company..he also isn’t very good at what he does to say the least