Collaborative Financial Solutions

Balance Financial Management is a financial services firm based in Santa Barbara, CA, specializing in providing personalized financial planning and investment management solutions to individuals and families. With a focus on helping clients achieve their financial goals and secure their future, Balance Financial Management offers a range of services including retirement planning, tax strategies, and wealth management. Generated from their business information

Associates Insurance Agency is a trusted and independent insurance agency serving the Tampa, St. Petersburg, and West Central Florida areas for over 30 years. With a commitment to integrity and exceptional service, they offer a wide range of insurance services, including commercial insurance, employee benefits, personal insurance, marine insurance, bonding, risk management, and technology solutions. Founded on the belief that lasting customer relationships are built on honesty and uncompromising service, Associates Insurance Agency combines the power of modern technology with a personalized, old-school approach to customer interaction. Their team of experienced professionals understands the importance of offering high-quality and affordable employee benefits, as well as providing bonding services to protect the integrity of businesses. With a focus on customer needs and a dedication to saving time and money, Associates Insurance Agency is a reliable choice for all insurance needs.Generated from the website

At Stifel, Timpe Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.