AmeriFlex Financial Services - Santa Barbara - Finance, mortgage, insurance, Santa Barbara - 2729021

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AmeriFlex Financial Services - Finance, mortgage, insurance

Ref. number: 2729021 Updated: 04-12-2018 06:09

Offering: Finance, mortgage, insurance in United States, California, Santa Barbara

Founded in 1988, AmeriFlex Financial Services provides a full range of investment and wealth management santa barbara services, with a focus on managing risk and growing your wealth. We are an independent, 100% employee-owned firm headquartered in Santa Barbara, CA, and Newport Beach. CA. Our management team is made up of experienced investment professionals, including MBAs and CERTIFIED FINANCIAL PLANNERS (CFP™). Your assets are held by a leading independent qualified custodian (Fidelity or Pershing), providing confidence and peace of mind. Address : 3700 State St #310, Santa Barbara, CA 93105, USA Ph : 805-898-0893 Timing : Mon - Fri 8:30 am - 5:00 pm Website : https://www.ameriflex.com/ Google+ : https://www.google.com/maps?cid=16763327305873383176

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First name: AmeriFlex
 
Last name: Financial Services
 
Phone number: 8058980893
 
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