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Channel Wealth
金融服务
Santa Barbara，California 138 位关注者
Providing tailor made financial planning and wealth management advice for life's transitional events.
关于我们
Investment advisory services offered through Channel Wealth, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
- 网站
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https://www.channelwealth.com
Channel Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Santa Barbara，California
- 类型
- 合营企业
- 创立
- 2020
地点
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主要
获取路线
3700 State St
Suite 240
US，California，Santa Barbara，93105
Channel Wealth员工
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Chris Snowden
Wealth Advisor / Partner at Channel Wealth
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Justin Anderson, CFP?
Managing Partner / Wealth Advisor at Channel Wealth
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Dawnielle Brownell
Channel Wealth provides clarity to clients who are navigating transitional events through financial planning and sound advice. Our collaborative…
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Maxwell Phillips
3700 State Street, Suite 240, Santa Barbara, CA 93105 - (805) 898-0893