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Balance Financial ManagementFinancial advisor in Santa Barbara, CA

Balance Financial Management is a financial advisor at 3 W Carrillo St, Santa Barbara, CA 93101, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Barbara, CA0 paid placements in any rankingHow we rank

Call (805) 618-3125Website ↗

Key facts

Key facts about Balance Financial Management
Address3 W Carrillo St, Santa Barbara, CA 93101Get directions
Phone(805) 618-3125
Websitebalancefm.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Santa Barbara and 3 towns within 25 miles: Goleta, Isla Vista and Carpinteria.

Based in Santa Barbara, CAView on map

Opening hours

Opening hours for Balance Financial Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Balance Financial Management

What are Balance Financial Management’s hours?

Balance Financial Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Balance Financial Management serve?

Serves Santa Barbara and 3 towns within 25 miles: Goleta, Isla Vista and Carpinteria. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Balance Financial Management?

Balance Financial Management has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Balance Financial Management?

Call Balance Financial Management on (805) 618-3125. The business is at 3 W Carrillo St, Santa Barbara, CA 93101. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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