Collaborative Financial Solutions & Wealth Management - Goleta, California

Okay, here’s a comprehensive overview of Janet Barr Collaborative Financial Solutions & Wealth Management, presented in a formal and helpful tone, designed to inform potential clients:

Janet Barr Collaborative Financial Solutions & Wealth Management: A Trusted Partner

For individuals and families seeking expert guidance in navigating their financial future, Janet Barr Collaborative Financial Solutions & Wealth Management offers a personalized and comprehensive approach to financial planning and wealth management. Located in the heart of Goleta, California, at 5266 Hollister Ave, Building B, Suite 325, the firm is dedicated to building long-term relationships based on trust, integrity, and a deep understanding of each client’s unique circumstances.

Services Offered

Janet Barr specializes in providing a wide range of services to meet the diverse needs of her clients. Her core competencies include:

• Financial Planning: Developing tailored strategies to achieve short-term and long-term financial goals, encompassing retirement planning, education funding, estate planning, and more.
• Investment Services: Offering investment advice and management, carefully constructed to align with clients’ risk tolerance and objectives. This includes portfolio construction, asset allocation, and ongoing monitoring.

Location and Accessibility

The firm’s convenient location at 5266 Hollister Ave, Goleta, CA 93111, is easily accessible. Clients can reach Janet Barr directly at 8053649082. Furthermore, Janet Barr Collaborative Financial Solutions & Wealth Management prioritizes accessibility for all clients. The office features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available on-site.

Client Experience & Reputation

Based on available feedback, Janet Barr Collaborative Financial Solutions & Wealth Management consistently receives positive feedback regarding her knowledge, dedication, and client-focused approach. The firm boasts an average Google My Business rating of 3.7 out of 5, reflecting a generally satisfied client base. It is evident that a significant number of clients appreciate her experience and commitment to going above and beyond to meet their specific requirements.

Additional Information

Appointments are highly recommended to ensure dedicated time for thorough discussion and planning. The firm’s website, janetbarrcfs.com, provides further details about her services, philosophy, and client testimonials. The site offers insights into her background as a military veteran, suggesting a disciplined and strategic approach to financial management.

Conclusion & Recommendation

Janet Barr Collaborative Financial Solutions & Wealth Management presents a compelling option for individuals seeking a knowledgeable, trustworthy, and client-centered financial planner and investment service provider. Her dedication to accessibility, combined with her strong reputation, makes her a valuable resource for anyone looking to secure their financial future. We strongly encourage prospective clients to visit her website at janetbarrcfs.com to schedule an initial consultation and explore how she can help them achieve their financial aspirations.

👍 Reviews of Collaborative Financial Solutions & Wealth Management

Dina P.

5/5

Amazing knowledge and service and a wonderful person who truly goes above and beyond!!!. I recommend Janet Barr to family and friends often. She is a master at her craft and a military veteran who cares.

MAGA H.

1/5

Horribly rude lady...

Joe V.

5/5