Pivot Independent Financial serves the financial needs of individuals, families, trusts and businesses. We are a fresh and optimistic team with a fiduciary approach that is an alternative to the traditional broker mentality. We believe favorable outcomes result from matching the right plan with your circumstance. And we insist on an uncommon work ethic and attention to detail from our partners.
View Top Employees from Pivot Independent Financial| Website | http://www.pivotif.com |
| Revenue | $1 million |
| Employees | View employees |
| Founded | 2006 |
| Address | 3046 De La Vina St, Santa Barbara, California 93105, US |
| Phone | (805) 563-1117 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Reynolds Wealth Management, Stockade Wealth Management, Stone Wealth Management, Tobin Investment Planning LLC, Trinitas Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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Pivot Independent Financial Questions
The Pivot Independent Financial annual revenue was $1 million in 2024.
Pivot Independent Financial is based in Santa Barbara, California.
The NAICS codes for Pivot Independent Financial are [52, 523, 52393, 5239].
The SIC codes for Pivot Independent Financial are [628, 62].
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