Periscope Wealth Advisors - San Luis Obispo, California

Address: 1250 Peach St, San Luis Obispo, CA 93401.
Phone: 8058926219.
Website: periscopewealthadvisors.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Periscope Wealth Advisors

☎️8058926219

⏰ Open Hours of Periscope Wealth Advisors

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Periscope Wealth Advisors

Periscope Wealth Advisors - San Luis Obispo, California

Thelen B.

5/5

I recently took a retirement strategies masterclass from Periscope Wealth Advisors given by Kevin Campbell. This class was not a sales pitch but a genuine educational class focused on providing helpful information on financial planning, savings and tax strategies for retirement. Kevin is a fudiciary who is very knowledgable, kind, and genuine in wanting to help people reach their financial goals. I highly recommend taking this class and contacting Kevin for a free consultation in how he may help you with comprehensive investment and retirement strategies that include risk management, long term care, and legacy and estate planning. I found my consultation with Kevin and the answers to my questions invaluable. I highly recommend Kevin and his firm!

Estela B.

5/5

I just want to give a shoutout to Kevin Campbell, CFP with Periscope Wealth Advisors.
I am a health care worker with limited knowledge about investing. Kevin gave me common sense advise. His masterclasses are invaluable.
Kevin is conscientious, reliable, credible and genuine!

Ron M.

4/5

The retirement masterclass which was hosted by Kevin at Periscope Wealth Advisors was very informative providing a lot of information to think about for retirement planning going forward.

Lauren C.

5/5

Great class for Retirement, Investment, and Tax Strategy, highly recommended!