(805) 690-1290
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partnervest.com
Optimize your wealth management
Partnervest Advisory Group goes beyond offering the standard wealth management. Utilizing innovative software and asset management strategies, we offer comprehensive wealth solutions to our clients.
Protect your family
Serving the Santa Barbara community for over two decades with our 100+ years of industry experience, we are confident in our ability to lead you and your family to a stable and secure financial future.
Passing on your legacy for future generations
Schedule a meeting with us today so we can discuss ways in which we can help manage the challenges and opportunities that come with building a stable financial future and retiring successfully.
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Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21