TOP 30 Client focused financial planning in Santa Barbara, CA
84 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
Merrill Lynch Financial Advisor Michelle Ann Perry
Merrill Lynch Financial Advisor Michelle Ann Perry is located at 1424 State Street in Santa Barbara, California, United States. As a finance institution, Michelle Ann Perry, CFP®First Vice President, Wealth Management Advisor, offers insights, observations, and ideas to help clients pursue their financial goals. Michelle is dedicated to connecting clients' financial lives with their desire to make a positive impact on their families and communities. With a personalized approach, she helps clients create a financial strategy that aligns with their values and aspirations. Michelle is a Certified Financial Planner with a background in communications and global business. She is actively involved in the local community, serving on boards and volunteering for various organizations. Michelle believes in building strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Brian Michael Tisdale
Merrill Lynch Financial Advisor Brian Michael Tisdale, located at 1424 State Street, Santa Barbara, California, offers insights, observations, and personalized financial strategies to help clients achieve their goals. With a Bachelor's degree in Criminal Justice Administration, Brian has been assisting clients since 2007 in managing their wealth and creating tailored plans centered on their individual needs. His comprehensive approach involves understanding each client's financial situation, family dynamics, and priorities to ensure that every solution is aligned with their goals. Backed by the global resources of Merrill, Brian and his team are dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis® is used to develop and document personalized plans that focus on what clients want to achieve. The team at Merrill Lynch Wealth Management prioritizes the client's family, goals, and priorities, adapting their approach as needs or market conditions change. By understanding each client's unique circumstances and investment preferences, Brian can provide customized financial strategies to help clients pursue their most important goals.
Merrill Lynch Financial Advisor James Landeros
Merrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
PlanMember Financial Group
PlanMember Financial Group is a finance institution located at 1600 State Street in Santa Barbara, California, United States. With a focus on helping individuals and families achieve their financial goals, PlanMember offers a range of services including retirement planning, investment management, and insurance solutions. Their team of experienced financial advisors work closely with clients to develop personalized strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, PlanMember Financial Group is dedicated to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Stephen Hepp
Merrill Lynch Financial Advisor Stephen Hepp is a part of The JJD Group, a team of experienced financial professionals located at 1424 State Street, Santa Barbara, California. With over 65 years of combined financial services experience, the team at The JJD Group has been serving the wealth management needs of multiple generations of families since 1970. Their personalized approach begins with a conversation to identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding education. The team at Merrill Lynch believes in helping clients make investment decisions that align with their personal goals. They offer insights, observations, and ideas to support clients in their pursuit of financial success. Recognized for their exemplary client service, the team has received accolades from Forbes for their wealth management expertise.
Santa Barbara Bank & Trust
Welcome to Santa Barbara Bank & Trust, your trusted partner in financial success, conveniently located at 495 Washington Street in the heart of Monterey, California. As a leading financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. At Santa Barbara Bank & Trust, we offer a comprehensive range of financial solutions designed to help individuals, families, and businesses achieve their financial goals. Our services include personal and business banking, loans, mortgages, investment services, and financial planning. Our team of experienced professionals is committed to delivering personalized service and expert advice to guide you through every financial decision.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
Farmers Insurance - Diana Cibrian
Farmers Insurance - Diana Cibrian is a local insurance agency located at 1433 State Street in Santa Barbara, California. Diana Cibrian has been a resident of California for over 25 years and takes pride in serving the Santa Barbara community. With a focus on outstanding customer service, the agency ensures that each client is educated on the coverage options that best suit their specific needs. Located in downtown Santa Barbara on the corner of State Street and Micheltorena, Farmers Insurance - Diana Cibrian offers comprehensive and cost-effective solutions for auto, home, life, commercial, and more insurance needs. With 5 years of experience in the insurance industry, Diana Cibrian has the knowledge to help clients understand their coverage options and make informed decisions.
Aaron Keeley - State Farm Insurance Agent
Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
Farmers Insurance - Jill Mongeon
Farmers Insurance - Jill Mongeon is a trusted insurance agency located at 99 North Reino Road in Thousand Oaks, California. With over 55 years of experience as a California resident, Jill Mongeon is proud to serve Ventura, LA, and Santa Barbara Counties, as well as the surrounding areas. The agency specializes in providing exceptional service and understanding your insurance needs. Whether you're looking for auto, home, renters, life, or business insurance, Jill Mongeon and her team are dedicated to helping you understand your coverage options and find the most affordable premiums. Conveniently located in the local Trader Joe's Shopping Center near Newbury Park High School, the agency is easily accessible to residents of Lake Sherwood, Dos Vientos, Westlake, Agoura Hills, and Thousand Oaks. The team at Jill Mongeon Insurance & Financial Services treats their clients like family, offering dedicated annual policy reviews to ensure that you have a complete understanding of your insurance needs.
Alta Finance Solutions
Alta Finance Solutions is a leading finance and insurance agency located at 225 East Cota Street in Santa Barbara, California. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with financial planning, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Alta Finance Solutions is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Fidelity Investments
Fidelity Investments is a renowned financial institution located at 3793 State Street in Santa Barbara, California, United States. As a leading provider of investment management, retirement planning, and wealth management services, Fidelity Investments is committed to helping clients achieve their financial goals. With a focus on innovation, expertise, and personalized solutions, Fidelity Investments is a trusted partner for individuals and businesses seeking to secure their financial future.
Morgan Macdonald, Bankers Life Agent
Morgan Macdonald, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing life insurance products and services, our team of experienced agents is dedicated to helping individuals and families protect their financial futures. With a focus on personalized service and tailored solutions, we strive to ensure that our clients have the coverage they need to safeguard their loved ones and assets. Contact us today to learn more about our insurance offerings and how we can assist you in planning for the unexpected.
Del Hegland Ny Life Insurance
Del Hegland New Life Insurance is a reputable insurance agency located at 23 Hitchcock Way in Santa Barbara, California, United States. With a focus on providing top-notch life insurance policies to individuals and families, this institution is committed to helping clients protect their loved ones and secure their financial future. With a team of experienced professionals, Del Hegland New Life Insurance offers personalized service and tailored insurance solutions to meet the unique needs of each client. Trustworthy, reliable, and dedicated, this agency is a trusted partner in ensuring peace of mind and security for the future.
Catherine James, Bankers Life Agent
Catherine James, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Catherine James offers a wide range of insurance products from Bankers Life. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Catherine James is dedicated to helping you protect your financial future. Contact us today to schedule a consultation and learn more about our insurance options.
Richard Meaney, Bankers Life Agent
Richard Meaney, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers a range of insurance solutions to meet the needs of individuals and families. With a focus on personalized service and a commitment to helping clients protect their financial future, Richard Meaney and his team are dedicated to providing expert advice and guidance. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Richard Meaney, Bankers Life Agent is here to help you navigate the complex world of insurance and secure the coverage you need.
Noah Tucker, Bankers Life Agent
Noah Tucker, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a Bankers Life Agent, Noah Tucker specializes in providing insurance products and services to individuals and families in the Santa Barbara area. With a focus on helping clients protect their financial future, Noah Tucker offers a range of insurance options including life, health, and retirement planning. Whether you are looking to secure your loved ones' future or plan for your own retirement, Noah Tucker is dedicated to helping you find the insurance solutions that best fit your needs. Visit Noah Tucker, Bankers Life Agent today to learn more about how they can help you protect what matters most.
Taylor Didomenico, Bankers Life Agent
Taylor Didomenico, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, Taylor Didomenico offers personalized solutions to meet the unique needs of individuals and families. With a focus on customer satisfaction and financial security, this agency is dedicated to helping clients protect their assets and plan for the future. Contact Taylor Didomenico today to learn more about their insurance offerings and how they can help you achieve peace of mind.
Marvin Pinto, Bankers Life Agent
Marvin Pinto, Bankers Life Agent is a trusted insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing comprehensive insurance solutions, Marvin Pinto is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, Marvin Pinto, Bankers Life Agent is committed to helping individuals and families secure their assets and plan for the unexpected. Contact us today to learn more about our insurance offerings and how we can help you achieve peace of mind.
Sean Patrick, Bankers Life Agent
Sean Patrick, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California. Specializing in providing personalized insurance solutions, Sean Patrick and his team are dedicated to helping clients protect their assets and plan for their financial future. With a focus on integrity and professionalism, they offer a wide range of insurance products, including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to secure your family's financial well-being or plan for your own retirement, Sean Patrick, Bankers Life Agent is committed to providing expert guidance and exceptional customer service. Contact them today to learn more about how they can help you achieve your insurance goals.
Simon Livingston, Bankers Life Agent
Simon Livingston, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. As a dedicated Bankers Life agent, Simon Livingston provides expert advice and personalized insurance solutions to meet the needs of individuals and families. With a focus on financial security and peace of mind, Simon Livingston helps clients navigate the complexities of insurance products and find the best coverage options for their unique circumstances. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Simon Livingston is committed to providing top-quality service and support. Contact Simon Livingston, Bankers Life Agent today to schedule a consultation and start building a secure financial future.
Syd Walker, CFP, AIF - Stifel
Syd Walker, CFP, AIF - Stifel is a leading finance and insurance agency located in the heart of Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support. Visit us at 206 East Anapamu Street to learn more about how we can help you secure your financial future.
Institute of Applied Psychology
The Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.
Doug Brewer - State Farm Insurance Agent
Doug Brewer - State Farm Insurance Agent is located at 3358 Mather Field Road in Rancho Cordova, California. As an insurance agency, Doug Brewer offers a range of insurance products to protect your home, car, business, and family's financial future. With a B.A. degree in business economics from UC Santa Barbara, Doug brings a unique perspective to serving his clients. In addition to his professional work, Doug is deeply committed to supporting Canine Companions, an organization that trains dogs to assist individuals with disabilities. He has personally raised and trained eight puppies for this cause, experiencing firsthand the impact these dogs have on people's lives.
Collins & Associates
Collins & Associates is a reputable institution located at 213 West Canon Perdido Street in Santa Barbara, California. Specializing in accounting, finance, and legal services, their team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on professionalism and client satisfaction, Collins & Associates is committed to helping their clients navigate the complexities of financial and legal matters with ease and confidence. Whether you are in need of tax preparation, financial planning, or legal advice, Collins & Associates is here to help you achieve your goals.
Ryan Associates
Ryan Associates is a leading health institution located at 226 East Canon Perdido Street in Santa Barbara, California, United States. Our team of dedicated professionals is committed to providing high-quality healthcare services to our patients. With a focus on personalized care and cutting-edge medical treatments, Ryan Associates strives to improve the health and well-being of all individuals in our community. Visit us today to experience the difference that compassionate and comprehensive healthcare can make in your life.
Riviera Private Wealth Services | Joshua Griep, WMA
Riviera Private Wealth Services, led by Joshua Griep, WMA, is a prestigious finance institution located in the heart of Santa Barbara, California. Our team of experienced wealth management advisors provides personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, estate planning, and more. Visit us at 7 West Figueroa Street to learn how we can help you navigate the complexities of wealth management and achieve your financial aspirations.
Montecito Capital Management
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.
BAIRD Wealth Strategy Group
BAIRD Wealth Strategy Group is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning and investment management, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how BAIRD Wealth Strategy Group can help you reach your financial goals.
Painted Porch Advisors
Painted Porch Advisors, located at 115 South La Cumbre Lane in Santa Barbara, California, is a finance institution with a unique approach to wealth management. Unlike traditional firms that focus on sales and unrealistic promises, Painted Porch Advisors prioritizes self-discovery and helping clients live their best lives. With a deep understanding of asset management and financial stewardship, the team at Painted Porch Advisors offers free up-front planning, problem-solving, and consultation without any sales pitches or pressure. They provide comprehensive analysis and review of clients' financial situations and life goals, helping them unlock their full potential as humans. With extensive experience in financial markets, Painted Porch Advisors offers critical thinking around risk and return, integrated with clients' goals and financial plans. They are invested for the long-term and also offer a curated alternative investment platform for qualified investors with accessible minimum investment levels and a highly aligned fee structure. At Painted Porch Advisors, clients can expect genuine help and support in structuring their financial lives for abundance and success.
- Financial advisor
- Life insurance companies
- Home insurance companies
- Health insurance companies
- Financial consulting
- Tax advisor
- Law company
- Medical clinic
- client focused financial planning in Monterey
- client focused financial planning in Oxnard
- client focused financial planning in Rancho Cordova
- client focused financial planning in Salinas
- client focused financial planning in Santa Rosa
- client focused financial planning in Thousand Oaks
- client focused financial planning in Ventura
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos