Investment Advisor: The Source Financial Group
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Company: The Source Financial Group
Contact: Joseph J. Fonte, CRPS
1203 De La Vina Street
Santa Barbara, California, 93101
Phone: (805) 965-2800
Fax:
(805) 456-6425
Website: http://www.thesourcefinancial.com
Retirement Plan Specialists for Growing Companies and Individual Investors
We are a Santa Barbara-based financial consulting firm dedicated to providing retirement plan solutions to businesses as well as individual investors who are nearing retirement
Serves Counties: Kern (CA), Los angeles (CA), Orange (CA), San diego (CA), Santa barbara (CA), Ventura (CA)
License #: 2020095
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: CRPS
Products:
Life Insurance
Annuities
Mutual Funds
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type: Series 6,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, (800) 874-6910
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