Balanced Wealth Planning, Inc.
IRS PTINBalanced Wealth Planning, Inc. is a financial planning in Santa Barbara, California offering financial planning. Early Google reviews give it a 5.0★ rating from 1 review. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the Santa Barbara average of 4.4★ across 68 rated firms.
Hours
Google rating breakdown
★ 5.0 · 1 reviewsAggregate review counts from Google.
Services & details
About Balanced Wealth Planning, Inc.
Where is Balanced Wealth Planning, Inc. located?+
Balanced Wealth Planning, Inc. is located at 55 S La Cumbre Rd Unit 12, Santa Barbara, CA 93105.
What are Balanced Wealth Planning, Inc.'s hours?+
Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
How do I contact Balanced Wealth Planning, Inc.?+
You can reach Balanced Wealth Planning, Inc. by phone at +1805-967-0064, and through its website.
What services does Balanced Wealth Planning, Inc. offer?+
Balanced Wealth Planning, Inc. is categorized as a financial planning, offering financial planning. Contact the firm to confirm current service offerings.
Is Balanced Wealth Planning, Inc. registered with the IRS?+
Balanced Wealth Planning, Inc. appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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