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 is a renowned financial institution located at 10 E Figueroa St #204, Santa Barbara, CA 93101, United States. The company has established a strong reputation for providing top-notch financial services to its clients. With a dedicated team of professionals, California Wealth Advisors aims to help individuals and businesses achieve their financial goals.

SPECIALTIES:

Financial institution

OTHER POINTS OF INTEREST:

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

OPINIONS:

This company has garnered a total of 6 reviews on Google My Business, indicating its prominence in the industry. Clients have praised the company's exceptional due diligence process, which adds an additional layer of security to their investments. Kelley Slaught, a key figure at California Wealth Advisors, is commended for conducting thorough research on each property, far surpassing the expectations of other firms in the market. This dedication to detail has resulted in successful exit strategies and consistent cash flow for investors.

With a focus on real estate investments, California Wealth Advisors has demonstrated its ability to deliver impressive results. The company's commitment to its clients and its expertise in the field make it a reliable choice for those seeking financial guidance. As the company continues to grow and expand, it remains dedicated to helping its clients achieve long-term financial success.

AVERAGE OPINION: 3.7/5

👍 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