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Blom Levy & Co
Our Services
Process
We Are Different
About Us
Frequently Asked Questions
Client Portal
Learning
Blog
Contact Us
Blom Levy & Co
Our Services
Process
We Are Different
About Us
Frequently Asked Questions
Client Portal
Learning
Blog
Contact Us
Our Services
Process
We Are Different
About Us
Frequently Asked Questions
Client Portal
Learning
Blog
Contact Us

Blom Levy & Co. is a Registered Investment Advisor with the state of California. Blom Levy & Co. offers investment management and financial, tax and estate planning. Blom Levy & Co. is not a broker-dealer and does not offer specific tax or legal advice. This website does not represent an offer of or a solicitation for advisory services in any state or jurisdiction of the U.S. or any country where Blom Levy & Co. is not registered, notice filed, or exempt. Advisory services are only offered where Blom Levy & Co. and its representatives are licensed or exempt from licensure. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. Blom Levy & Co. provides advice and makes recommendations based on the specific needs and circumstances of each client. No advice is provided by Blom Levy & Co. unless a signed client service agreement is in place.

 

Location

552 Pintura Drive
Santa Barbara, CA 93111

Contact

kblom@blomlevy.com

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