Balanced Wealth Planning, Inc. - Santa Barbara, California
Address: 55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States.
Phone: 8059670064.
Website: balancedwealthplanning.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, 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
Balanced Wealth Planning, Inc. is a highly regarded financial planner located at 55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States. They can be reached by phone at 8059670064 and on their website. Their specialties include financial planning.
Located in Santa Barbara, the company offers a range of services and facilities, such as wheelchair-accessible parking, entrance, and toilets. Appointments are recommended for a more personalized experience. They have received positive reviews, including an impressive 5/5 average rating on Google My Business.
Characteristics and Services
- Financial planning services
- Wheelchair-accessible parking
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Appointment services
Customer Reviews
Customers have praised Balanced Wealth Planning, Inc. for their exceptional service and dedication to their clients. Some noteworthy reviews include:
- Exceptional service We appreciate Steve and his team.
Overall, Balanced Wealth Planning, Inc. is a highly recommended financial planner in Santa Barbara, offering a range of services and facilities designed to cater to the needs of their clients.