Collaborative Financial Solutions
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5266 Hollister Ave Ste 220, Santa Barbar...Phone Number
(805) 965-0101Website
www.janetbarrcfs.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Collaborative Financial Solutions
Wealthcare Partners of Santa Barbara specializes in financial planning and investment advice, particularly aimed at empowering women and those nearing retirement. The firm offers fee-only consulting services, portfolio management, and retirement planning, focusing on creating tailored strategies for clients' financial futures. With a commitment to honesty and integrity, they provide educational support to help clients navigate financial decisions during transitions such as divorce or loss. Their mission is to ensure that clients feel confident and in control of their financial well-being.Explore more
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Wealthcare Partners of Santa Barbara specializes in financial planning and investment advice, particularly aimed at empowering women and those nearing retirement. The firm offers fee-only consulting services, portfolio management, and retirement planning, focusing on creating tailored strategies for clients' financial futures. With a commitment to... Read More
