Powell Wealth Management - Santa Barbara, California

Powell Wealth Management Overview

Location: Powell Wealth Management is conveniently situated at 7 W Figueroa St Suite 300, Offices 308 and 315, Santa Barbara, CA 93101, United States. This location offers easy access for clients in the Santa Barbara area, equipped with facilities such as a wheelchair-accessible car park and entrance, ensuring inclusivity for all visitors. The office also provides basic amenities including a toilet and parking space specifically designed for wheelchair users.

Contact Information:

For those seeking to reach out to Powell Wealth Management, they can be contacted via phone at 805-695-4830. This straightforward number makes it easy for potential clients to initiate discussions about their financial planning needs.

Services and Specialties:

The core service offered by Powell Wealth Management is financial planning, guided by experienced professionals who specialize in assisting clients with their monetary strategies. This focus on financial planning sets the company apart, catering to individuals and businesses looking to secure their financial futures.

Website and Online Presence:

Powell Wealth Management's official website is a valuable resource for those interested in learning more about their services. It provides detailed information about their expertise, approach to financial planning, and client testimonials.

Reviews and Ratings:

The company boasts a commendable reputation based on 3 reviews on Google My Business, with an impressive average opinion of 5/5. Such high ratings reflect the quality of service and client satisfaction, indicating a trusted and reliable financial advisor.

Accessibility and Appointments:

Powell Wealth Management places importance on accessibility, making their office wheelchair-friendly. Clients with mobility issues can navigate the premises comfortably. Additionally, the office recommends scheduling appointments to ensure a focused and personalized consultation experience.

Additional Points of Interest:

Clients visiting Powell Wealth Management can enjoy a number of amenities, including a dedicated wheelchair-accessible parking and entrance. The office also provides a toilet for the convenience of visitors. These thoughtful features demonstrate the company's commitment to accommodating all clients.

Recommendations for Potential Clients:

For individuals considering engaging with Powell Wealth Management, it's advisable to prepare by reflecting on their financial goals and any specific concerns they may have. Given the high ratings and positive feedback, prospective clients can approach their first consultation with confidence, knowing they are in capable hands.

Powell Wealth Management's combination of specialized financial planning services, excellent customer reviews, and accessible office environment makes it a standout choice for those seeking professional guidance in managing their finances.

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