C3 Financial Strategies

  • Financial Services
CA
805-375-8228
(888) 971-3745 (fax)
Hours:
Monday - Friday: 8:00 am - 4:00 pm

About Us

C3 Financial Strategies provides a back-to-basics, simplistic approach to Financial Planning and Investment Management. Ever wish you could bring that big box of financial stuff into the office and read more
  • About

    C3 Financial Strategies provides a back-to-basics, simplistic approach to Financial Planning and Investment Management. Ever wish you could bring that big box of financial stuff into the office and yell help? Have you saved enough? Will your investments adequately provide for a home, college education or retirement? What is your planning number? We all lead busy lives and after meeting the demands of the day often have little time or energy left to maintain our financial planning efforts.

    Financial goals and objectives are personal and vary from individual to individual. As a Registered Investment Advisory firm C3 Financial Strategies believes in being a contributing team member while partnering with the other professionals in your life to secure an improved state of financial well-being. C3 is prepared to assist by: working to develop an individual comprehensive financial plan, addressing areas of risk and managing investments while remaining focused on your objectives.

    Success is entirely possible when your choice, courage and commitment intersect. If you are ready, contact C3 Financial Strategies today!

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  • Whom to Contact

    • Ariana McDonald
      Financial Advisor
      Phone: 805-375-8228
      Fax: (888) 971-3745