Daniela Dunne's Contact Details

Daniela Dunne's Company Details

Anderson Financial Solutions & Insurance Services

Santa Barbara, California, United States • 3 Employees
Financial Services

At Anderson Financial Solutions & Insurance Services, we have the client—and only the client—in mind.Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.We understand the challenges families face today.From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.Securities and Investment advisory services offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Please see website for full disclosures.