Customized savings plans in Santa Barbara, CA
21 results found
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Balanced Wealth Planning, Inc.
● ClosedBalanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States -
Crocker Refrigeration Heating & Air
● ClosedCrocker Refrigeration Heating & Air, located at 5531 Ekwill Street in Santa Barbara, California, is a trusted general contractor specializing in HVAC services. Proudly serving Santa Barbara and surrounding communities since 1980, our licensed and certified team is experienced in installing, repairing, and replacing all Carrier model HVAC units. With a focus on honesty, integrity, and hard work, we offer fair pricing and reliable warranties to our customers. As a full-service HVAC company, we cater to both residential and commercial properties, offering services such as installing Carrier heat pumps and servicing Mini-Split systems. Our team prioritizes fast and efficient service to minimize any disruptions to your business. Contact us at (805) 285-3988 to schedule your service estimate today!
5531 Ekwill St, Santa Barbara, CA 93111, United States -
David Wong - State Farm Insurance Agent
● ClosedDavid Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.
267 Miller Ave, Mill Valley, CA 94941, United States -
Last Minute Travel
● OpenLast Minute Travel is a premier travel agency located at 1117 State Street in Santa Barbara, California. As the name suggests, we specialize in offering last-minute deals and discounts on flights, hotels, car rentals, and vacation packages. Our experienced travel agents are dedicated to helping customers find the best deals and plan unforgettable trips at the eleventh hour. Whether you're looking for a spontaneous weekend getaway or need to book a business trip on short notice, Last Minute Travel is here to make your travel dreams a reality. Visit us today and let us help you save time and money on your next adventure.
1117 State St, Santa Barbara, CA 93101, United States -
BB&H Benefit Designs
● ClosedBB&H Benefit Designs is an insurance agency located at 109 East Victoria Street in Santa Barbara, California. We specialize in providing personalized benefit designs to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and loved ones. Whether you are looking for health, life, or disability insurance, we are here to help you navigate the complex world of insurance and find the coverage that fits your needs and budget. Contact us today to learn more about how BB&H Benefit Designs can help you secure your financial future.
109 E Victoria St, Santa Barbara, CA 93101, United States -
Paul Cashman - State Farm Insurance Agent
● ClosedPaul Cashman - State Farm Insurance Agent is an insurance agency located at 1236 Coast Village Circle in Santa Barbara, California. The agency, run by Paul Cashman, has a rich history in the community, with Paul being born and raised in Santa Barbara and following in his father's footsteps as a State Farm agent. With over 40 years of experience in the industry, Paul and his team are dedicated to providing excellent service in auto, fire, life, and health insurance. The agency is committed to helping customers protect their businesses from fire damage with commercial sprinkler systems and plan for their children's education with 529 college savings plans. They also offer tips for DIY auto maintenance to save on repair costs. The team at Paul Cashman - State Farm Agent is highly trained and experienced, ensuring that customers receive the best possible service.
1236 Coast Village Cir ste d, Santa Barbara, CA 93108, United States -
Farmers Insurance - Bryan Petersen
● ClosedFarmers Insurance - Bryan Petersen is a local insurance agency located at 1 West Calle Crespis in Santa Barbara, California. As your Farmers agent, Bryan Petersen helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Bryan is here to help you understand your coverage options and make informed decisions. With over 80 years of experience, Farmers Insurance is a reliable choice for protecting your assets in the event of unforeseen circumstances. Contact Bryan Petersen today for personalized assistance and to learn about insurance discounts that can help you save money. Whether you need coverage for your car, home, life, rental property, small business, or condo, Bryan can help you create a plan to secure your financial future. Farmers Insurance also offers Personal Umbrella insurance for added protection above and beyond your existing policies. For more information or to request a quote, contact Farmers Insurance - Bryan Petersen in Santa Barbara, California.
1 W Calle Crespis, Santa Barbara, CA 93105, United States -
Merrill Lynch Financial Advisor Lisa M Daniel
● ClosedMerrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.
1424 State St, Santa Barbara, CA 93101, United States -
Bourke Wealth Management Certified Financial Planner
● ClosedBourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
222 E Canon Perdido St Suite 305, Santa Barbara, CA 93101, United States -
Freestone Capital Management
● ClosedFreestone 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.
205 E Carrillo St suite 217, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor John Spruill
● Closedunique 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."
1424 State St, Santa Barbara, CA 93101, United States -
S. Carlson Plumbing
● OpenS. Carlson Plumbing, located at 1680 El Camino Real in Atascadero, California, is your go-to plumber for all your residential and commercial plumbing needs. From simple faucet installations to complete sewer line replacements, we offer a wide range of services to meet your requirements. Our team strives to exceed customer expectations and ensure that all plumbing work is completed to the highest standards. In addition to our regular plumbing services, we also provide jetting services to help save you from having to install a new plumbing system. Our experienced team uses the highest quality parts and equipment to deliver exceptional work and satisfactory service to our clients.
1680 El Camino Real, Atascadero, CA 93422, United States -
Spach & Associates - Ameriprise Financial Services, LLC
● ClosedSpach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Timothy E. Jou
● ClosedMerrill Lynch Financial Advisor Timothy E. Jou is a part of The JJD Group, a team of experienced financial professionals located at 1424 State Street in Santa Barbara, California. With over 65 years of combined financial services experience, the team at The JJD Group is dedicated to helping clients with all of their wealth management needs. Starting with a conversation to identify and prioritize your goals, they work to customize a financial approach that aligns with your passions and priorities. The team is proud to have served multiple generations of families for over four decades, with most relationships coming from referrals. As part of Merrill Lynch Wealth Management, they have received recognition for their exemplary client service from publications like Forbes. Whether you're planning for retirement, saving for a home, or funding education, the team at Merrill Lynch Financial Advisor Timothy E. Jou is committed to helping you achieve your financial goals. They offer personalized investment strategies and comprehensive financial solutions to help you stay on track, regardless of market conditions. Get in touch with them today to start building a customized wealth management approach for your future.
1424 State St, Santa Barbara, CA 93101, United States -
PlanMember Financial Group
● ClosedPlanMember 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.
1600 State St, Santa Barbara, CA 93101, United States -
Shalhoub Financial
● OpenShalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
831 State St #200, Santa Barbara, CA 93101, United States -
Joseph P Kennedy & Associates
● OpenJoseph P Kennedy & Associates is a reputable accounting and finance institution located at 1805 East Cabrillo Boulevard in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph P Kennedy & Associates is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure their financial future.
1805 E Cabrillo Blvd Suite F, Santa Barbara, CA 93108, United States -
ACM Computers
● ClosedWelcome to ACM Computers, your trusted partner in managed IT services located at 2387 Portola Road, Ventura, California. We understand that as a small or medium-sized business, your computer network is the backbone of your operations. That's why we're committed to ensuring your systems run smoothly and efficiently, minimizing downtime and maximizing productivity. At ACM Computers, we specialize in a comprehensive range of IT solutions, including managed services, data storage, network backup, cybersecurity, virus removal, cloud services, and network consulting for both PC and MAC platforms. Our team of experts is dedicated to keeping your network secure and up-to-date, ready to respond quickly whenever an issue arises. We offer a fully managed, all-inclusive, and cost-effective IT solution designed to meet the unique needs of your organization.
2387 Portola Road, Ventura, California 93003, United States -
Coastal Chiropractic and Massage Therapy
● ClosedWelcome to Coastal Chiropractic and Massage Therapy, where the beach lifestyle meets holistic health and wellness. Located at 700 East Santa Clara Street, Ventura, California, we’re your local haven for rejuvenation and healing. Our approach is far from the typical doctor’s office experience; we offer a relaxed and friendly environment where your appointment feels more like a rejuvenating hangout session with substantial health benefits. At Coastal Chiropractic, our mission is to restore our patients to full health through high-quality chiropractic care. We specialize in addressing a wide range of conditions, including low back pain, sciatica, migraines, and more. Our method involves taking before and after X-rays to meticulously track your progress, ensuring that you receive the most effective treatment tailored to your needs.
700 East Santa Clara Street, Ventura, California 93001, United States -
Rosie Taxi Cab
● OpenWelcome to Rosie Taxi Cab, your premier transportation service located at 1300 Eastman Avenue, Ventura, California 93003. We pride ourselves on offering fast, reliable taxi and private car services available anytime, anywhere. Open 24/7, our established and recognized service is designed to meet your travel needs with a quick pick-up time of just 10 to 15 minutes. We are thrilled to announce our partnership with LYFT BUSINESS, enhancing our services from airport transfers to local rides. Whether you’re traveling to Los Angeles International Airport (LAX), Burbank Airport (BOB), or Santa Barbara Airport (SBA), we ensure a hassle-free, eco-friendly journey. Our advanced platform connects directly to LAX’s state-of-the-art data, allowing you to trace your flight in real time.
1300 Eastman Avenue, Ventura, California 93003, United States -
Marching Maids
● ClosedWelcome to Marching Maids House Cleaning Services, your trusted partner in maintaining a spotless and healthy home environment across Ventura County. Situated at 215 East Daily Drive, Camarillo, California, we proudly serve communities from the tranquil streets of Ojai to the vibrant city of Ventura, connecting you with top-tier cleaning professionals dedicated to excellence. At Marching Maids, we believe in the power of a clean home and the peace of mind it brings. Our commitment to quality and reliability is unmatched, offering eco-friendly house cleaning services tailored to meet the demands of your urban lifestyle. Each of our professional cleaners undergoes a comprehensive selection process, including interviews, experience evaluations, and background checks, ensuring that you receive only the most trustworthy and skilled service.
215 East Daily Drive, Camarillo, California 93010, United States
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- customized savings plans in Ventura
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