Audit & Consulting in Santa Barbara, California

Located at 24 East Carrillo Street in Santa Barbara, California, U.S. Bank's Private Wealth Management team is dedicated to helping individuals and families achieve their financial goals. With a focus on business owners, corporate executives, and modern families, our experienced advisors provide tailored advice to meet unique needs and situations. Our team believes in giving back to the community, with over $8 million in donations and 10,000 volunteer hours contributed over the past three years. Through our affiliate U.S. Bancorp Investments, we offer a range of investment and insurance products to help clients grow and protect their wealth. Whether you're looking to diversify your portfolio or expand your business, our team is here to provide expert guidance and support. Contact us today to start working towards the legacy you envision.

Creditor Liquidity, LP is a finance institution located at 3536 Los Pinos Drive in Santa Barbara, California, United States. Specializing in providing liquidity solutions for creditors, our team of experts work diligently to help clients navigate financial challenges and maximize their assets. With a commitment to transparency and integrity, Creditor Liquidity, LP is dedicated to helping clients achieve their financial goals and secure their future.

Athens Capital Management LLC is a finance institution located at 812 Presidio Avenue in Santa Barbara, California, United States. Our goal is to help investors stay rich, rather than taking unnecessary risks to get rich. Our managing partner has cultivated extensive relationships and a wide network within the alternative assets industry, providing our investors with access to exclusive off-market opportunities and closed funds. Our investment strategy focuses on low correlation, offering a balance of upside potential, downside protection, and diversification to achieve our steady return objective.

Timpe Wealth Management Group - Stifel is a renowned finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. The team at Timpe Wealth Management Group - Stifel is dedicated to providing personalized solutions and expert advice to assist clients in making informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, Timpe Wealth Management Group - Stifel is committed to helping you secure a prosperous financial future.

Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.

Freestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.

Bream Accounting & Tax Service is a reputable institution located at 350 South Hope Avenue in Santa Barbara, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Bream Accounting & Tax Service for all your financial needs in the Santa Barbara area.

Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

Merrill Lynch Financial Advisor Wesley A Sanchez is a reputable finance institution located at 1096 Coast Village Road in Santa Barbara, California, United States. As a trusted financial advisor, Wesley A Sanchez provides personalized wealth management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a focus on customer satisfaction and financial success, Merrill Lynch Financial Advisor Wesley A Sanchez is dedicated to providing expert financial advice and guidance to clients in the Santa Barbara area.

Foronjy Financial is a reputable finance institution located at 401 Chapala Street in Santa Barbara, California, United States. With a team of experienced professionals, Foronjy Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Foronjy Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Foronjy Financial to provide you with expert guidance and support in all your financial endeavors.

Pensionmark Financial Group, LLC is a finance institution located at 24 East Cota Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial planning and investment management services, Pensionmark Financial Group, LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Pensionmark Financial Group, LLC to provide expert guidance and support in navigating the complexities of the financial world.

Mountain Vista Wealth Management is a premier finance institution located at 555 Mountain Drive in the beautiful city of Santa Barbara, California, United States. Our dedicated team of financial experts is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. Experience the difference with Mountain Vista Wealth Management and start building a secure financial future today.

Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.

Laguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.

West End Partners is a finance institution located at 1482 East Valley Road in Santa Barbara, California, United States. We specialize in providing strategic advisory and merchant banking investment services to a wide range of clients including emerging growth and middle market companies, private equity firms, senior management, entrepreneurs, family offices, venture investors, and lenders. Our services include M&A advisory services for public and private companies across various industry groups, senior operations and financial management, complex debt and equity structuring for US and international businesses, private equity portfolio analysis, turnarounds, and crisis management.

Ariadne Wealth Management, LP is a prestigious finance institution located at 1255 Coast Village Road in Santa Barbara, California, United States. With a strong commitment to providing personalized wealth management services, Ariadne Wealth Management, LP helps clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals and a focus on tailored solutions, Ariadne Wealth Management, LP is dedicated to helping clients build and protect their wealth for the long term.

Impact Family Office is a finance institution located at 1224 Coast Village Circle in Santa Barbara, California, United States. We believe in the power of financial decisions to make a positive impact not only on your family and livelihood, but also on the broader community and the world. With a sense of responsibility and privilege, we work with our clients to create intentional impact strategies that align financial resources with their priorities and values, creating a lasting legacy for good. At Impact Family Office, we offer a unique onboarding service called the Bus Book™, which provides a comprehensive overview of a client's financial standing and estate directive. Our customized suite of services and relationship coordination ensures that our clients' financial resources are aligned with their lifestyle and values for maximum impact.

Harmony Investment Management, LLC is a reputable finance institution located at 1187 Coast Village Road in Santa Barbara, California, United States. With a focus on providing expert financial services and solutions, Harmony Investment Management, LLC is dedicated to helping clients achieve their investment goals and secure their financial future. Their team of experienced professionals offers personalized guidance and strategic advice to help clients navigate the complexities of the financial market. Trust Harmony Investment Management, LLC to manage your investments with skill and integrity.

Client Services is a leading accounting and finance institution located at 525 Olive Street in Santa Barbara, California, United States. Our dedicated team of professionals is committed to providing top-notch services to our clients, including financial planning, tax preparation, and investment management. With years of experience and expertise in the industry, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.

Merrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.

The Forster Group at Morgan Stanley is a renowned finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a strong reputation for providing top-tier financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of each individual. Trust in The Forster Group at Morgan Stanley for all your financial needs.

unique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."

Merrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.

The Guardian CPA is a reputable accounting and finance institution located at 1408 Olive Street in Santa Barbara, California, United States. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, our team is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how The Guardian CPA can assist you with your accounting and finance needs.

Josh Nyholt CPA is a reputable accounting and finance institution located at 836 Anacapa Street in Santa Barbara, California, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of experts is dedicated to providing top-notch service and guidance. Trust Josh Nyholt CPA to help you navigate the complexities of accounting and finance with professionalism and expertise.

Anacapa Accountancy Corporation DBA Anacapa Valuations is a reputable institution located at 5290 Overpass Road in Santa Barbara, California. Specializing in accounting and finance services, they provide expert valuations and assessments for businesses and individuals. With a team of experienced professionals, they offer accurate and reliable financial advice to help clients make informed decisions. Trust Anacapa Accountancy Corporation DBA Anacapa Valuations for all your accounting and valuation needs in the Santa Barbara area.

Julio's Business Services is a trusted accounting and finance institution located at 133 South Salinas Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, payroll processing, and financial consulting. Whether you need help with personal tax returns or complex financial planning for your business, Julio's Business Services is here to provide expert guidance and support. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Antoun W. Wassef, CPA is a reputable accounting and finance institution located at 885 La Milpita Road in Santa Barbara, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and consulting. The team of professionals at Antoun W. Wassef, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Contact them today for all your accounting and finance needs.

Gibraltar CFO is a Santa Barbara-based institution offering Outsource CFO services for small businesses. Located at 1701 Mira Vista Avenue, Santa Barbara, California, United States, we are dedicated to helping small business owners with their financial needs. Whether you have questions or require assistance with your finances, our team is here to help. Contact us via phone at (805)252-6834 or fill out the form on our website and we will get back to you promptly. We look forward to assisting you with your small business financial needs.

Chrisley Reed, CPA is a reputable accounting and finance institution located at 111 East Victoria Street in Santa Barbara, California, United States. With a team of experienced and dedicated professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Chrisley Reed, CPA for accurate and reliable financial guidance to help them achieve their goals.