California Wealth Advisors - Santa Barbara, California

California Wealth Advisors: A Leading Financial Institution in Santa Barbara

California Wealth Advisors is a prominent financial institution located at 10 E Figueroa St #204, Santa Barbara, CA 93101, United States. With a phone number of 805-941-0444 and a website at californiawealthadvisors.com, the company has established itself as a trusted name in the financial industry.

SPECIALTIES AND SERVICES

The primary focus of California Wealth Advisors is on providing comprehensive financial solutions to their clients. They offer a wide range of services, including investment management, wealth planning, and retirement planning. The company's expertise in these areas has earned them a strong reputation among their clients.

ON-SITE FACILITIES

In addition to their exceptional services, California Wealth Advisors also provides convenient on-site facilities. The office is equipped with a wheelchair-accessible entrance and on-site parking, ensuring that clients with varying needs can easily access their services.

CLIENT TESTIMONIALS

California Wealth Advisors has garnered a mix of reviews on Google My Business, with an average rating of 3.7 out of 5 stars. Clients have commended the company for their thorough due diligence process and their ability to provide secure and profitable real estate investments, such as DSTs. Kelley Slaught, in particular, has been praised for conducting extensive research on each property, adding a significant safety and security factor for clients.

One satisfied client, Kelley Slaught, shared their positive experience with California Wealth Advisors: "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." This testimonial highlights the company's commitment to delivering exceptional results and fostering long-term relationships with their clients.

CONCLUSION

In conclusion, California Wealth Advisors is a reputable financial institution in Santa Barbara that offers a comprehensive range of services to their clients. With a focus on investment management, wealth planning, and retirement planning, the company has built a strong foundation of trust and expertise. Their convenient on-site facilities and wheelchair accessibility further demonstrate their commitment to serving clients with diverse needs. Although the company has received mixed reviews, with an average rating of 3.7 out of 5 stars, the positive testimonials highlight the potential for successful partnerships with California Wealth Advisors. For individuals seeking a reliable financial advisor in Santa Barbara, California Wealth Advisors is definitely worth considering.

👍 Reviews of California Wealth Advisors

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