Guide > Audit & Consulting in California > Audit & Consulting in Santa Barbara > Montecito Capital Management
Montecito Capital Management
225 East Carrillo Street, Santa Barbara, CA 93101
Location & Phone number
225 E Carrillo St #203, Santa Barbara, CA 93101, United States
About the Business
Montecito Capital Management is a reputable finance institution located at 225 East Carrillo Street in the beautiful city of Santa Barbara, California, United States. With a focus on providing personalized investment strategies and financial planning services, Montecito Capital Management caters to individuals, families, and businesses looking to grow and protect their wealth. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Montecito Capital Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Photos
Hours open
Monday:
6:30 AM - 6:30 PM
Tuesday:
6:30 AM - 6:30 PM
Wednesday:
6:30 AM - 6:30 PM
Thursday:
6:30 AM - 6:30 PM
Friday:
6:30 AM - 6:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
""Montecito Capital Management is an absolute standout in the world of investment advisories. The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise. Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!"
"Very hands-on, knowledgeable and well-thought out investment (& retirement) planning. The fees are fair, and lower than the others advisors I met during my vetting process. I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio. Happy with results!"
"An overall amazing advisory firm."
"Outstanding advisory experience. Very patient, good returns overall and helps with my other asset decisions."
"Truly excellent investment advisory services. Kipley and the team have an incredible depth of knowledge, and it shows not only in their performance, but in their frequent articles and newsletters, and their clear, understandable responses to questions. I've never been anything less than satisfied."
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