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TOP 30 Estate and trust management in Santa Barbara, CA
23 results found
Search for local businesses, places and services near you
Meridian Group Real Estate Management
Meridian Group Real Estate Management is a reputable property management company located at 5290 Overpass Road in Santa Barbara, California. With years of experience in the real estate industry, our team is dedicated to providing top-notch management services for residential and commercial properties. From tenant screening and rent collection to property maintenance and financial reporting, we handle all aspects of property management with professionalism and efficiency. Trust Meridian Group to help you maximize the value of your investment and ensure a positive rental experience for both landlords and tenants.
Mission Wealth - Santa Barbara
Mission 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.
Santa Barbara Estate Planning & Elder Law
Santa Barbara Estate Planning & Elder Law is a reputable law firm located at 14 West Valerio Street in Santa Barbara, California. Specializing in estate planning and elder law, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with creating a will, establishing a trust, or managing assets for long-term care, Santa Barbara Estate Planning & Elder Law is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start securing your legacy.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.
Merrill Lynch Wealth Management
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.
Cresset Family Office | Santa Barbara
Cresset 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.
Novak-Schultz Real Estate Group-COMPASS
Welcome to the Novak-Schultz Real Estate Group-COMPASS, your premier real estate agency located in the heart of Hermosa Beach, California. Situated at 1221 Hermosa Avenue, we proudly serve the vibrant community of Hermosa Beach and its surrounding areas with dedication and expertise in the real estate and finance sectors. Our team is committed to providing exceptional service and personalized attention to each of our clients. Whether you are buying, selling, or investing in property, our experienced professionals are here to guide you every step of the way. We leverage our extensive knowledge of the local market and our affiliation with leading real estate professionals, courtesy of renowned firms such as Sotheby's International Realty, Integrity Realtors Inc., and eXp Realty of Greater Los Angeles, among others.
Four Seasons Properties
Four Seasons Properties is a prestigious real estate agency located in the beautiful city of Santa Barbara, California, United States. With a team of experienced and knowledgeable real estate agents, Four Seasons Properties is dedicated to helping clients find their dream home or investment property. Whether you are looking for a luxury beachfront villa, a charming historic home, or a modern downtown apartment, Four Seasons Properties has a wide range of listings to suit every taste and budget. Trust Four Seasons Properties to provide you with exceptional service and guidance throughout the buying or selling process.
Sea Cliff Vacations
Sea Cliff Vacations is a real estate and travel agency located at 40 Oceano Avenue in Santa Barbara, California. Our goal is to simplify reservations and distribution for you and your staff, providing industry-leading education, training, and resources. Our hotel reservation system is designed to streamline the booking process and ensure a seamless experience for both guests and staff. The Cloudbeds Platform includes Hotel management software (HMS) to help manage all aspects of your property efficiently. Trust Sea Cliff Vacations to provide top-notch service and support for all your vacation rental and travel needs.
The Laurel Company
Located at 146 East Carrillo Street in Santa Barbara, California, The Laurel Company is a renowned real estate agency specializing in property management. Established in 1973 by founder Dennis A. Peterson, the company has since merged with BRISTOL PROPERTY MANAGEMENT in 2021 to become one of the first real property asset management firms in Central California. The Laurel Company's diverse portfolio includes single-family residences, condominiums, multi-family residential properties, shopping centers, mini-storage facilities, commercial office spaces, retail outlets, and industrial buildings. With a current portfolio value exceeding $100,000,000 and continuing to grow, the company utilizes state-of-the-art computer software to provide clients with sophisticated financial reports, analysis, and monitoring services.
Probate Attorneys of Werner Law Firm
The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.
Mullen & Henzell
Mullen & Henzell, located at 130 Garden Street in Santa Barbara, California, is a prestigious law firm offering a wide range of legal services. Specializing in business, real estate, employment, labor, and estate planning, our experienced attorneys provide expert guidance and representation to clients in a variety of legal matters. Our litigation group is dedicated to resolving disputes effectively, while our employment and labor group focuses on representing management in employer/employee relationships. With one of the oldest and largest estate planning and administration practices in the Santa Barbara area, our firm emphasizes personalized service tailored to the individual needs of our clients. We also offer exclusive career development opportunities for law school students and graduates through our partnership with the Scholarship Foundation of Santa Barbara.
Balanced Wealth Planning, Inc.
Balanced 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.
Merrill Lynch Financial Advisor John Spruill
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."
Advanced Property Services Inc.
Advanced Property Services Inc. is a general contractor and home goods store located at 2023 Preisker Lane in Santa Maria, California. Our dedicated crew is committed to providing quality results and reliable service, backed by a client satisfaction guarantee. As a locally owned and operated business since 2005, we are fully certified, licensed, and insured to ensure your protection. We offer stunning home remodeling services and home maintenance/repairs throughout Santa Maria and surrounding cities in the Central Coast, from SLO to Santa Barbara. Our construction crew handles all aspects of the remodeling and construction process to make your space functional and beautiful. In addition to our traditional services, we now offer Solar Installations and back up power/generators for clients throughout California.
Aaron Ritter, CFP
Aaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress. At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.
James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Spach - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on personalized wealth management services, James Spach helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, James Spach offers a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Spach is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor Marc Gamberdella
Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.
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.
The Property Mama
Welcome to The Property Mama, your trusted partner in real estate, located at 1500 Palma Drive, Ventura, California. As a proud Ventura native, I have a profound appreciation for the natural beauty and unique lifestyle that Ventura County offers. My role as a Realtor® with RESOURCE REAL ESTATE goes beyond just transactions; I am here as a friend, advisor, and community enthusiast. With over a decade of experience in property management and a deep understanding of local neighborhoods, schools, parks, and businesses, I am well-equipped to meet all your real estate needs. Whether you're buying, selling, or considering renting out your property, I provide personalized advice tailored to your unique situation. My extensive local knowledge extends beyond real estate; I can connect you with trusted partners, local events, volunteer opportunities, and more.
805 Homes - Rod B. Tuazon, Broker/Realtor
Welcome to 805 Homes - Rod B. Tuazon, Broker/Realtor, your trusted partner in real estate located in the heart of Ventura, California. Situated at 674 County Square Drive, we are dedicated to providing exceptional real estate services to those looking to buy or sell homes in Ventura County and beyond. With a deep understanding of the real estate market and a commitment to excellence, Rod Tuazon is the professional you need to guide you through every step of your real estate journey. Whether you're buying or selling, Rod's extensive knowledge, coupled with his proactive approach, ensures a seamless and successful transaction from start to finish.
Dream Home Property Solutions, LLC
Welcome to Dream Home Property Solutions, LLC, your trusted partner in real estate solutions, located at 2481 Grand Avenue, Ventura, California 93003. We proudly serve the vibrant communities of Ventura County and Santa Barbara County, offering comprehensive real estate services tailored to meet your needs. Whether you're looking to buy or sell a home, need assistance with foreclosure, or are considering a short sale, our dedicated team is here to guide you every step of the way. Our services span a wide range of real estate needs. We specialize in buying homes quickly for cash, regardless of their condition. Whether your property is vacant, tenant-occupied, or requires significant repairs, we provide fair cash offers and can close deals in as little as 10 days, or on your preferred timeline. This makes us the ideal choice for homeowners facing situations such as fire damage, costly repairs, or difficult tenants.
Tony Lopez - Berkshire Hathaway HomeServices
Welcome to Tony Lopez - Berkshire Hathaway HomeServices, your premier destination for all your real estate, finance, and general contracting needs in Cerritos, California. Located at 11306 183rd Street, Tony Lopez offers unparalleled expertise and dedication to clients looking to buy, sell, or invest in properties. Tony Lopez is renowned for his commitment to client satisfaction and his exceptional ability to guide clients through the complex real estate landscape. Whether you're selling an investment property or purchasing your dream home, Tony's personalized approach ensures a smooth and successful transaction.
List of local businesses, places and services in California
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