Journey Strategic Wealth, Kristin Bartlow
Business details
- Category
- Financial Services · Financial planner, Financial advisor
- Address
- 3201 Danville Blvd Ste 180, Alamo, CA 94507
- Phone
- (415) 840-3033
- Website
- journeysw.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Journey Strategic Wealth, Kristin Bartlow, we help families in Alamo and across Contra Costa County build confident, long-term financial plans that meet their goals today and in the years ahead. We provide personal financial planning and investment advice, with a strategy built around each client's situation.
Our work also includes estate planning and insurance review, so the gaps in a family's plan get filled in. Clients often tell us they feel well supported through the big decisions, because our team stays personable, approachable, and easy to reach with questions.
We bring a high level of expertise to every engagement, and we take care to make sure each client feels they are in good hands.
Visit our contact page to schedule a conversation with our team.
Our work also includes estate planning and insurance review, so the gaps in a family's plan get filled in. Clients often tell us they feel well supported through the big decisions, because our team stays personable, approachable, and easy to reach with questions.
We bring a high level of expertise to every engagement, and we take care to make sure each client feels they are in good hands.
Visit our contact page to schedule a conversation with our team.