TOP 10 Audit, Consulting in Santa Barbara, California
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Mission Wealth - Santa Barbara
● ClosedMission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States -
Fainer Consulting
● OpenFainer Consulting is a reputable institution located at 5290 Overpass Road in Santa Barbara, California. Our team of experienced consultants provides top-notch services in various areas such as business development, marketing strategies, financial planning, and more. We are dedicated to helping businesses thrive and achieve their goals through personalized solutions tailored to meet their specific needs. Contact us today to learn more about how Fainer Consulting can help take your business to the next level.
5290 Overpass Rd Suite 226, Santa Barbara, CA 93111, United States -
Defense Tax Partners - Tax Attorney, IRS Audit Defense & Tax Relief Settlement, Free Consultation
● ClosedDefense Tax Partners is a premier institution located at 7 West Figueroa Street in Santa Barbara, California, specializing in tax law and financial matters. Our team of experienced tax attorneys is dedicated to helping individuals navigate through IRS audits, tax settlements, and other tax-related issues. With a commitment to providing the best possible outcome for our clients, we offer free consultations to assess your situation and provide expert advice on the best course of action. Tax problems can be overwhelming, but you don't have to face them alone. Our Santa Barbara tax attorneys are well-versed in tax law and have a proven track record of successfully resolving complex tax issues. Whether you are facing a tax audit, tax levy, tax fraud allegations, or other tax-related challenges, Defense Tax Partners can provide the legal expertise and support you need to achieve a favorable resolution.
7 W Figueroa St #300, Santa Barbara, CA 93101, United States -
Chown Barbara MBA, CFP ️
● ClosedChown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States -
Palius & O'Kelley: CPA Santa Barbara
● ClosedPalius & O'Kelley: CPA Santa Barbara is a reputable accounting and finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. Our team of certified public accountants provides a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. With years of experience and expertise in the field, we are dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to schedule a consultation and see how we can help you with your accounting and financial needs.
5290 Overpass Rd #220, Santa Barbara, CA 93111, United States -
Wealthcare Partners of Santa Barbara
● ClosedWealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.
5266 Hollister Ave #325, Santa Barbara, CA 93111, United States -
Morris Financial Consulting
● OpenMorris Financial Consulting, located at 3463 State Street in Santa Barbara, California, is a trusted finance institution specializing in tax preparation for individuals and small businesses. As a certified professional by the IRS and CA, I am dedicated to staying updated on the latest tax laws and regulations to provide you with expert guidance and support. Whether you need help with accounting, tax planning, or achieving your financial goals, I am here to assist you every step of the way. Contact me today to schedule a consultation and take the first step towards securing your financial future.
3463 State St #286, Santa Barbara, CA 93105, United States -
Santa Barbara Pension Consultants, Inc.
● OpenSanta Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States. Specializing in pension consulting services, they provide expert guidance and advice to help individuals and businesses make informed decisions regarding their retirement plans. With a team of experienced professionals, Santa Barbara Pension Consultants, Inc. is dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.
1129 State St # 18, Santa Barbara, CA 93101, United States -
Rhame & Gorrell Wealth Management Santa Barbara
● ClosedRhame & Gorrell Wealth Management Santa Barbara is a premier financial institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide personalized and comprehensive financial solutions. Visit us at 7 West Figueroa Street to learn more about how we can help you with your financial needs.
7 W Figueroa St #300, Santa Barbara, CA 93101, United States -
Beth McDonald Consulting
● ClosedBeth McDonald Consulting is a leading consulting firm located at 22 North Voluntario Street in Santa Barbara, California. With a strong track record of success, our team of experts provides top-notch consulting services to help businesses achieve their goals and overcome challenges. From strategic planning to business development, we offer a wide range of services tailored to meet our clients' specific needs. Trust Beth McDonald Consulting to deliver innovative solutions and drive your business forward.
22 N Voluntario St, Santa Barbara, CA 93103, United States -
FTI Consulting
● OpenFTI Consulting is a leading global business advisory firm located at 1018 Garden Street in Santa Barbara, California. With a strong presence in the United States and around the world, FTI Consulting offers expert services in areas such as corporate finance, economic consulting, forensic and litigation consulting, and strategic communications. Our team of professionals provides tailored solutions to help clients navigate complex challenges and achieve their business goals. Whether you are facing financial restructuring, legal disputes, or reputation management issues, FTI Consulting is here to support you with innovative strategies and unparalleled expertise.
1018 Garden St #208, Santa Barbara, CA 93101, United States -
The Santa Barbara Group - Morgan Stanley
● OpenThe Santa Barbara Group - Morgan Stanley is a prominent finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Specializing in wealth management services, investment strategies, and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide innovative solutions and expert advice to our valued clients. Contact us today to learn more about how we can help you secure your financial future.
1014 Santa Barbara St Suite 200, Santa Barbara, CA 93101, United States -
Santa Barbara Coastal Advisors
● OpenSanta Barbara Coastal Advisors is a prestigious financial institution located at 3700 State Street in Santa Barbara, California, United States. With a team of experienced advisors, they offer personalized financial planning and investment management services to help clients achieve their financial goals. Specializing in coastal living and wealth management, Santa Barbara Coastal Advisors is dedicated to providing top-notch service and guidance to their clients. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Santa Barbara Coastal Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3700 State St, Santa Barbara, CA 93105, United States -
Santa Barbara Fiduciary
● ClosedSanta Barbara Fiduciary is a trusted finance institution located at 1206 Coast Village Circle in beautiful Santa Barbara, California. Our team of experienced professionals provides expert fiduciary services to individuals, families, and businesses in the area. With a commitment to integrity and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Santa Barbara Fiduciary can assist you with your financial needs.
1206 Coast Village Cir Suite J, Santa Barbara, CA 93108, United States -
Cresset Family Office | Santa Barbara
● ClosedCresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.
120 E De La Guerra St Suite 1, Santa Barbara, CA 93101, United States -
Santa Barbara Bookkeeping
● ClosedSanta Barbara Bookkeeping is a trusted accounting and finance institution located at 509 Brinkerhoff Avenue in Santa Barbara, California. Our team of experienced professionals provides top-notch bookkeeping services to businesses and individuals in the area. With a commitment to accuracy and attention to detail, we strive to help our clients manage their finances effectively. Whether you need assistance with payroll, tax preparation, or general bookkeeping, Santa Barbara Bookkeeping is here to help. Contact us today to learn more about how we can assist you with your financial needs.
509 Brinkerhoff Ave, Santa Barbara, CA 93101, United States -
Women In Tax Inc
● ClosedWomen In Tax Inc is a pioneering institution located at 1933 Cliff Drive in Santa Barbara, California, United States. Specializing in accounting and finance, this organization is dedicated to supporting and empowering women in the tax industry. Through networking events, mentorship programs, and educational resources, Women In Tax Inc strives to promote gender diversity and equality in the financial sector. Join us in our mission to create a more inclusive and equitable workplace for all women in tax.
1933 Cliff Dr # 4, Santa Barbara, CA 93109, United States -
Santa Barbara Bookkeeping & Tax Services
● OpenSanta Barbara Bookkeeping & Tax Services is a reputable accounting and finance institution located at 2050 Alameda Padre Serra in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of financial management and compliance. Whether you need assistance with tax preparation, payroll processing, or general accounting services, Santa Barbara Bookkeeping & Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
2050 Alameda Padre Serra, Santa Barbara, CA 93103, United States -
MedClaim (Medical Billing in Santa Barbara)
● ClosedMedClaim is a reputable medical billing institution located in Santa Barbara, California. Situated at 130 Robin Hill Road in Goleta, MedClaim specializes in providing top-notch accounting and finance services to healthcare providers in the area. With a team of skilled professionals, MedClaim ensures accurate and efficient billing processes, allowing healthcare facilities to focus on delivering quality care to their patients. Trust MedClaim for all your medical billing needs in Santa Barbara.
130 Robin Hill Rd Suite 242, Goleta, CA 93117, United States -
McGowan Guntermann, CPA's and Business Consultants
● OpenMcGowan Guntermann, CPA's and Business Consultants is a renowned accounting and finance institution located in the heart of Santa Barbara, California. Our team of experienced professionals specializes in providing a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maximize their success. Visit us at 200 East Carrillo Street to learn more about how we can assist you with your accounting and finance needs.
200 E Carrillo St #300, Santa Barbara, CA 93101, United States -
Bankers Life
● ClosedBankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Anderson Financial Solutions
● OpenAnderson Financial Solutions is a reputable finance and insurance agency located at 128 East Carrillo Street in Santa Barbara, California. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Anderson Financial Solutions is committed to providing personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
128 E Carrillo St, Santa Barbara, CA 93101, United States -
NFP
● ClosedNFP is a leading finance and insurance agency located at 25 East Anapamu Street in Santa Barbara, California. Our dedicated team of professionals is committed to providing top-notch financial and insurance solutions to individuals and businesses in the area. With a focus on personalized service and tailored recommendations, NFP strives to help our clients achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you with your financial and insurance needs.
25 E Anapamu St Second Floor, Santa Barbara, CA 93101, United States -
Demboski & Chapman Financial and Insurance Solutions, Inc.
● ClosedDemboski & Chapman Financial and Insurance Solutions, Inc. is a leading finance, health, and insurance agency located at 200 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial and insurance services to meet our clients' needs. Whether you are looking for investment advice, health insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving your financial goals and securing your future.
200 E Carrillo St #203, Santa Barbara, CA 93101, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a trusted finance and insurance agency located at 1114 State Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation and protect what matters most to you.
1114 State St #247, Santa Barbara, CA 93101, United States -
SB Tax Pros
● ClosedSB Tax Pros is a reputable accounting and finance institution located in Santa Barbara, California. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients achieve their financial goals and maximize their tax savings. Visit us at 55 Hitchcock Way to see how SB Tax Pros can assist you with all your accounting and finance needs.
55 Hitchcock Way Unit 108, Santa Barbara, CA 93105, United States -
Gerard Accounting & Taxes
● OpenGerard Accounting & Taxes is a reputable institution located in Santa Barbara, California, United States. Specializing in accounting and finance services, they offer expert assistance in tax preparation, bookkeeping, payroll, and financial planning. With a team of experienced professionals, Gerard Accounting & Taxes is dedicated to helping individuals and businesses navigate the complexities of financial management. Visit their office at 2502 Orella Street for personalized and reliable accounting services.
2502 Orella St, Santa Barbara, CA 93105, United States -
Lucent Wealth Planning
● ClosedLucent Wealth Planning is a renowned finance institution located at 2920 De La Vina Street in Santa Barbara, California. Our team of experienced financial advisors is dedicated to providing personalized wealth planning services 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. At Lucent Wealth Planning, we prioritize transparency, integrity, and trust in all our client relationships. Contact us today to schedule a consultation and start planning for a brighter financial future.
2920 De La Vina St, Santa Barbara, CA 93105, United States -
Northern Trust
● ClosedNorthern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.
1485 E Valley Rd Suite 7, Santa Barbara, CA 93108, United States -
Unison Financial Group
● ClosedUnison Financial Group is a finance institution located at 2264 Lillie Avenue, Summerland, California, United States. Our team of loan experts is dedicated to providing top-notch service for your purchase or refinance needs, specializing in residential, commercial/investment properties, and mobile homes. We are proud to serve the Santa Barbara and surrounding areas, offering a wide range of products, investment tools, mortgages, and personalized attention to meet your specific needs. Through our website, you can easily submit a secure online loan application, pre-qualify for a home loan, and explore different financing options using our interactive calculators. We offer various refinance options to best suit the needs of our local borrowers, including niche programs such as Interest Only Loans, No Income Documentation Loans, and Zero-Down Loans.
2264 Lillie Ave, Summerland, CA 93067, United States
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