We focus on responsiveness to our clients’ needs...
Santa Barbara, CA (PRWEB) June 15, 2013
South Coast-based AmeriFlex® Financial Services is marking its 25th Anniversary by launching a program specifically aimed at addressing the financial issues facing women.
AmeriFlex® has been a leading provider of financial advice to businesses, entrepreneurs, families and individuals for the past 25 years. The Woman Investor program focuses on helping to create financial empowerment, collaboration between spouses and trusted advisors and goals for family and individual financial security.
On average, women live longer than men, according to a Boston University study, start 70 percent of all new businesses, according to Forbes Magazine, and, by 2020 are projected to control two-thirds of the wealth in the United States.
Having provided financial and retirement planning services for the past quarter of a century, The AmeriFlex® Team members pride themselves on core company values of integrity, professionalism and client satisfaction.
“We endeavor to offer the highest level of customer satisfaction in the financial services industry," said Bibi Taylor, MBA, AmeriFlex® Wealth Manager. “We focus on responsiveness to our clients’ needs and feel our clients are best served by a holistic approach to financial planning.”
AmeriFlex® Financial Services
3700 State Street, Suite 310, Santa Barbara, CA 93105
T: (805) 898-0893
*Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through SagePoint Financial, Inc. Insurance services offered through AmeriFlex® Financial Services are not affiliated with SagePoint Financial, Inc.