California Wealth Advisors - Santa Barbara, California

Address: 10 E Figueroa St #204, Santa Barbara, CA 93101, United States.
Phone: 8059410444.
Website: californiawealthadvisors.com
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of California Wealth Advisors

California Wealth Advisors 10 E Figueroa St #204, Santa Barbara, CA 93101, United States

☎️8059410444

⏰ Open Hours of California Wealth Advisors

Monday: 7 am–4 pm
Tuesday: 7 am–4 pm
Wednesday: 7 am–4 pm
Thursday: 7 am–4 pm
Friday: 7 am–4 pm
Saturday: Closed
Sunday: Closed

California Wealth Advisors

California Wealth Advisors, con sede en 10 E Figueroa St #204, Santa Barbara, CA 93101, Estados Unidos, es una empresa de asesoramiento financiero con una rica experiencia en la industria.

Especialidades

Financial institution

Esta empresa proporciona una amplia gama de servicios de asesoramiento financiero a sus clientes, incluyendo planificación financiera, inversiones y gestión de patrimonio.

Otras características

Wheelchair-accessible car park
Wheelchair-accessible entrance
On-site parking

Los clientes de California Wealth Advisors tienen acceso a una variedad de herramientas y recursos para ayudarlos a alcanzar sus objetivos financieros.

Opiniones

Este negocio tiene 6 reseñas en Google My Business, lo que demuestra su compromiso con la satisfacción del cliente.

Media de opinión

La media de opinión de California Wealth Advisors es de 3.7/5, lo que muestra que la mayoría de sus clientes están satisfechos con sus servicios.

Los clientes de California Wealth Advisors expresan su satisfacción con la atención personalizada que reciben y la habilidad de los asesores para abordar sus necesidades financieras únicas.

Además, destacan la capacidad de Kelley Slaught, el director de California Wealth Advisors, para realizar una investigación exhaustiva de cada propiedad, lo que les proporciona un valor añadido significativo en sus inversiones.

En resumen, California Wealth Advisors es una opción recomendada para aquellos que buscan asesoramiento financiero confiable y personalizado.

👍 Reviews of California Wealth Advisors

California Wealth Advisors - Santa Barbara, California

o M.

5/5

We have been investors with California Wealth Advisors on several large DST's in the real estate arena with very good results. We intend to continue this relationship on future real estate investments as they become available. Kelley Slaught conducts due diligence on each of the properties far beyond any we have experienced which adds a significant safety/security factor to the exit and cash flow results.

Shannon S.

5/5

California Wealth Advisors has been the key to not only growing my portfolio and investments, but also growing my knowledge of the market so I can evaluate and understand where my money is going and what specific strategy will work best for my goals (and why!). Financial planning and the stock market can seem intimidating to some, but with her decades of experience and success, Kelley has helped me create a long term financial plan for my future and I have full confidence in her guidance and in her company.

Michelle G.

1/5

Kelly has caused great financial harm to my father, my brother, myself and at least three other close friends by putting us into VERY risky investments that we CANNOT get out of. We have all been Trapped for over a decade in a half of a dozen bad investments that we cannot get out of or see any return on investment. Our initial capital has been depleted, even in the best of the times. Do NOT invest with her.

ANDREA

1/5

Kelly is ONLY interested in lining her own pockets, and not concerned about your goals and objectives. She TOOK $12K of FEES from my investment which was 12% BEFORE making me a dime . . .my goal was to preserve capital . .and well she could care less. She made MORE Money on the investment than I did!

Leslie L.

5/5

I have invested with Kelley for years. I tend to be compulsive and try to hit the “big” one. Kelley takes time to explore my ideas and keep me grounded with the big picture, long term goals in mind. My portfolio has continued to grow.

Michael D.

5/5