- Local Business
Fiduciary Financial Advisor in Santa Barbara, CA 93101
About Channel Wealth
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Deciding the right next move in changing markets can be a challenge. Get the right financial advice from the professionals of Channel Wealth and take advantage of opportunities and mitigate loss. We provide financial services like 401k plans for retirement, portfolio management for stocks and investments, and succession planning for timely will planning.
Channel Wealth takes great pride in helping clients reach their financial goals. We have been providing valuable services to the community since 2008. Our knowledgeable investment advisory will ensure you are equipped with the correct information to make timely financial decisions.
If you are interested in finding a professional fiduciary financial advisor specializing in income investment, municipal bonds, and social security, head to Channel Wealth in Santa Barbara, CA. Sign up today to access the vast experience of our stock brokers in investments. Contact us at (805) 879-7550 to schedule an appointment. Also, visit our website, channelwealth.com, to learn more about the services we offer our clients.
Specialities
- Municipal Bonds
- IRA Advisor
- Social Security
- Retirement Planner
- Guaranteed Retirement Income
- Income Investment
- Financial Planning
- Investment Advisory
- Fiduciary Financial Advisor
- Stock Broker
Languages Spoken
English
Hours of Operation
Sunday: CLOSED
Monday: 8:00AM to 5:00PM
Tuesday: 8:00AM to 5:00PM
Wednesday: 8:00AM to 5:00PM
Thursday: 8:00AM to 5:00PM
Friday: 8:00AM to 5:00PM
Saturday: CLOSED