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Business Profile

Financial Services

Carington Financial
Visit Website(805) 777-7799Email Business
See Hours
Operating Hours
Monday7:30 AM - 4:30 PM
Tuesday7:30 AM - 4:30 PM
Wednesday7:30 AM - 4:30 PM
Thursday7:30 AM - 4:30 PM
Friday7:30 AM - 4:30 PM
SaturdayClosed
SundayClosed

About

About This Business

Since 2006, Carington Financial has been working with friends, neighbors and Federal Employees throughout California to help meet their financial goals through the use of insurance and investment products. They are a financial services firm rooted in the community and have built their company on a foundation of trust by creating close, personal
relationships with our clients. Carington is committed to demonstrating extraordinary care by providing straightforward advice as they advocate to protect and build the financial landscape of their clients’ future.

Products and Services

Retirement Income Strategies » Pension Analysis – Public/Corporate » Asset Management » Wealth Accumulation » Annuities, Life Insurance » Tax Minimization Strategies » Long-Term Care » IRA & 401(k) rollovers, Trusts » Charitable Giving » IRA Legacy Planning, Estate planning » Tax planning » Probate

Business Details

BBB File Opened:
1/24/2011
Business Started:
2/11/2006
Business Started Locally:
2/11/2008
Business Incorporated:
12/19/2007
Type of Entity:
Corporation
Alternate Names:
Carington Financial and Insurance Services
Business Management:
Ms. Monica Walker, Accounts Payable and Receivable Staff
Mr. Rick Bavetz, Investment Representative
Number of Employees:
4

Additional Contact Information

Principal Contacts
Ms. Monica Walker, Accounts Payable and Receivable Staff
Mr. Rick Bavetz, Investment Representative
Customer Contacts
Ms. Monica Walker, Accounts Payable and Receivable Staff
Mr. Rick Bavetz, Investment Representative
Fax numbers
Primary Fax: (805) 351-3803
Additional Email Addresses
Primary: Email this Business
Sales: Email this Business

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.

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