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Business Profile

Retirement Planning Services

Filippini Wealth Management, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 969-6200Email BusinessWrite a Review

About

Overview

Filippini Wealth Management, Inc.

1203 De la Vina St

Santa Barbara, CA 93101-3118

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Filippini Wealth Management, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This firm offers insurance, financial, real estate, tax and estate planning, estate settlement, and asset protection advice as well as other financial services.

BBB Accredited Since: 2/17/2000

Years in Business: 58

Products and Services

Annuities, Bonds, Commercial Real Estate, Estate Planning, ETFs, Index Funds, Life Insurance, Long Term Care, Mutual Funds, REITs, Residential Real Estate, Stocks, Tax Planning

Business Details

Local BBB:
BBB of the Tri-Counties
BBB File Opened:
2/16/2000
Business Started:
6/1/1967
Business Started Locally:
6/1/1967
Business Incorporated:
6/1/1967
Type of Entity:
Corporation
Business Management:
Mr. Ian Filippini, Clinic Administrator

Additional Contact Information

Principal Contacts
Mr. Ian Filippini, Clinic Administrator
Customer Contacts
Mr. Ian Filippini, Clinic Administrator
Additional Email Addresses
Primary: Email this Business
Additional Websites
seniortaxplanners.com
ianfilippini.com
filippiniusa.com
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
California Tax Education Council
P.O. Box 2890
Sacramento CA 95812
Phone Number: (877) 850-2832
Fax Number: (916) 447-3447
http://www.ctec.org/
Department of Insurance
300 South Spring Street, 14th Floor
Los Angeles CA 90013
Phone Number: (213) 346-6464
http://www.insurance.ca.gov
[email protected]
Internal Revenue Service - Enrolled Agents
901 D Street Southwest P.O. Box 68
Washington DC 20224
Phone Number: (313) 234-1280
Fax Number: (202) 401-6657
http://www.irs.gov/
Business Categories
Retirement Planning Services, Tax Consultant, Financial Planning Consultants, Insurance Agent, Real Estate Broker, Estate Planning and Management, Wealth Management

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