Barr Janet CHFC CLU Financial Advisor

Advisors Inc Santa Barbara is a professional services firm based in Santa Barbara, CA, specializing in providing tailored advisory solutions to individuals and businesses. With a focus on personalized guidance and strategic planning, the company offers a range of services to help clients navigate financial decisions and achieve their goals. Generated from their business information

Collaborative Financial Solutions is a Santa Barbara-based financial planning firm led by Janet Barr, a highly experienced and knowledgeable Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). With a focus on comprehensive financial planning, Janet and her team assist individuals and businesses in addressing their financial goals, offering expertise in areas such as insurance selection, estate planning, and retirement planning. As a registered investment advisor, Collaborative Financial Solutions provides investment advice through Wealthcare Advisory Partners, ensuring clients receive personalized and tailored solutions. With a commitment to creating financial confidence and understanding, Janet Barr and her team strive to guide clients towards a clearer financial vision, empowering them to take control of their happiness and achieve their desired outcomes.Generated from the website

I’ve gotten to know many local families as an Allstate agent in Santa Barbara. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Santa Barbara residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Santa Barbara today.