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We Are Different

Frequently Asked Questions

We Are Different

Frequently Asked Questions

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Blom Levy & Co

552 Pintura Drive
Santa Barbara, CA 93111

(805) 680-7018
kblom@blomlevy.com

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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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