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Guide > Estate planning advisors in California > Estate planning advisors in Santa Barbara

Estate planning advisors in Santa Barbara, California

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  • 5 3
    #1

    Mission Wealth - Santa Barbara

    ● Open
    1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States
    805-882-2360
    missionwealth.com

    Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth.

    Photo of Mission Wealth - Santa Barbara - 1111 Chapala Street, Santa Barbara, CA 93101, USA Photo of Mission Wealth - Santa Barbara - 1111 Chapala Street, Santa Barbara, CA 93101, USA Photo of Mission Wealth - Santa Barbara - 1111 Chapala Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • 5 5
    #2

    Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor

    ● Open
    1525 State St Ste 103, Santa Barbara, CA 93101, United States
    805-724-3030
    agents.bankerslife.com

    Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor in Santa Barbara, California, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company.

    Photo of Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor - 1525 State Street, Santa Barbara, CA 93101, USA
    Insurance Agency
    Details
  • 5 1
    #3

    Barbara Doherty JDLLM

    ● Open
    164 Main St Suite 202, Los Altos, CA 94022, United States
    650-250-3734
    dohertytaxlaw.com

    Barbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No.

    Photo of Barbara Doherty JDLLM - 164 Main Street, Los Altos, CA 94022, USA Photo of Barbara Doherty JDLLM - 164 Main Street, Los Altos, CA 94022, USA Photo of Barbara Doherty JDLLM - 164 Main Street, Los Altos, CA 94022, USA
    Legal Service
    Details
  • 5 1
    #4

    Morgan Stanley Financial Advisors

    ● Open
    2005 S Broadway, Santa Maria, CA 93454, United States
    805-928-4311
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors, located at 2005 South Broadway in Santa Maria, California, is a reputable finance institution offering expert financial advice and services to individuals and businesses.

    Photo of Morgan Stanley Financial Advisors - 2005 South Broadway, Santa Maria, CA 93454, USA
    Financial Service
    Details
  • 5 1
    #5

    Morgan Stanley Financial Advisors

    ● Open
    1014 Santa Barbara St, Santa Barbara, CA 93101, United States
    805-963-3381
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States.

    Financial Service
    Details
  • 5 3
    #6

    Mercer Advisors Wealth Management

    ● Open
    222 E Carrillo St #400, Santa Barbara, CA 93101, United States
    877-642-5224
    merceradvisors.com

    Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers.

    Photo of Mercer Advisors Wealth Management - 222 East Carrillo Street, Santa Barbara, CA 93101, USA Photo of Mercer Advisors Wealth Management - 222 East Carrillo Street, Santa Barbara, CA 93101, USA Photo of Mercer Advisors Wealth Management - 222 East Carrillo Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • 5 2
    #7

    Arlington Financial Advisors

    ● Open
    100 E De La Guerra St, Santa Barbara, CA 93101, United States
    805-699-7300
    arlingtonfinancialadvisors.com

    Arlington Financial Advisors is a premier financial institution located at 100 East De La Guerra Street in Santa Barbara, California.

    Photo of Arlington Financial Advisors - 100 East De La Guerra Street, Santa Barbara, CA 93101, USA Photo of Arlington Financial Advisors - 100 East De La Guerra Street, Santa Barbara, CA 93101, USA Photo of Arlington Financial Advisors - 100 East De La Guerra Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • 5 1
    #8

    Balanced Wealth Planning, Inc.

    ● Open
    55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States
    805-967-0064
    balancedwealthplanning.com

    Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States.

    Financial Service
    Details
  • 5 1
    #9

    Edward Jones - Financial Advisor: Jim Watts, CFP®

    ● Open
    595 Alamo Pintado Rd Suite B, Solvang, CA 93463, United States
    805-686-8360
    edwardjones.com

    Edward Jones - Financial Advisor: Jim Watts, CFP® is a reputable financial institution located at 595 Alamo Pintado Road in Solvang, California, United States.

    Photo of Edward Jones - Financial Advisor: Jim Watts, CFP® - 595 Alamo Pintado Road, Solvang, CA 93463, USA
    Financial Service
    Details
  • 5 2
    #10

    Edward Jones - Financial Advisor: Chris Nielsen, CFP®

    ● Open
    2933 San Marcos Ave Suite 108, Los Olivos, CA 93441, United States
    805-688-8352
    edwardjones.com

    Edward Jones - Financial Advisor: Chris Nielsen, CFP® is a trusted financial institution located at 2933 San Marcos Avenue in Los Olivos, California.

    Photo of Edward Jones - Financial Advisor: Chris Nielsen, CFP® - 2933 San Marcos Avenue, Los Olivos, CA 93441, USA
    Financial Service
    Details
  • 5 1
    #11

    Edward Jones - Financial Advisor: Leslie A Swartwood, AAMS™

    ● Open
    1090 Edison St Ste 101, Santa Ynez, CA 93460, United States
    805-688-9079
    edwardjones.com

    Edward Jones - Financial Advisor: Leslie A Swartwood, AAMS™ is a reputable finance institution located at 1090 Edison Street in Santa Ynez, California, United States.

    Photo of Edward Jones - Financial Advisor: Leslie A Swartwood, AAMS™ - 1090 Edison Street, Santa Ynez, CA 93460, USA Photo of Edward Jones - Financial Advisor: Leslie A Swartwood, AAMS™ - 1090 Edison Street, Santa Ynez, CA 93460, USA
    Financial Service
    Details
  • 5 1
    #12

    James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States
    805-687-0355
    ameripriseadvisors.com

    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.

    Photo of James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC - 136 West Canon Perdido Street, Santa Barbara, CA 93101, USA Photo of James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC - 136 West Canon Perdido Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • 5 1
    #13

    Edward Jones - Financial Advisor: Josh Kane, AAMS™

    ● Open
    1905 Cliff Dr STE E, Santa Barbara, CA 93109, United States
    805-966-9902
    edwardjones.com

    Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States.

    Photo of Edward Jones - Financial Advisor: Josh Kane, AAMS™ - 1905 Cliff Drive, Santa Barbara, CA 93109, USA
    Financial Service
    Details
  • 5 1
    #14

    Merrill Lynch Financial Advisor Marc Gamberdella

    ● Open
    1424 State St, Santa Barbara, CA 93101, United States
    305-347-2573
    fa.ml.com

    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.

    Financial Service
    Details
  • 5 3
    #15

    Edward Jones - Financial Advisor: Aaron P Crocker

    ● Open
    5320 Carpinteria Ave Suite J, Carpinteria, CA 93013, United States
    805-684-8470
    edwardjones.com

    Edward Jones - Financial Advisor: Aaron P Crocker is a reputable financial institution located at 5320 Carpinteria Avenue in Carpinteria, California.

    Photo of Edward Jones - Financial Advisor: Aaron P Crocker - 5320 Carpinteria Avenue, Carpinteria, CA 93013, USA
    Financial Service
    Details
  • 4.7 3
    #16

    Edward Jones - Financial Advisor: Jefferson Ledgerwood

    ● Closed
    2429 Professional Pkwy Ste 103, Santa Maria, CA 93455, United States
    805-934-8430
    edwardjones.com

    Edward Jones - Financial Advisor: Jefferson Ledgerwood is a reputable finance institution located at 2429 Professional Parkway in Santa Maria, California, United States.

    Photo of Edward Jones - Financial Advisor: Jefferson Ledgerwood - 2429 Professional Parkway, Santa Maria, CA 93455, USA Photo of Edward Jones - Financial Advisor: Jefferson Ledgerwood - 2429 Professional Parkway, Santa Maria, CA 93455, USA Photo of Edward Jones - Financial Advisor: Jefferson Ledgerwood - 2429 Professional Parkway, Santa Maria, CA 93455, USA
    Financial Service
    Details
  • 4.1 9
    #17

    Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    2605 S Miller St Ste 104, Santa Maria, CA 93455, United States
    805-938-9724
    ameripriseadvisors.com

    Terry Dworaczyk is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Santa Maria, California.

    Photo of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2605 South Miller Street, Santa Maria, CA 93455, USA Photo of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2605 South Miller Street, Santa Maria, CA 93455, USA Photo of Terry Dworaczyk - Private Wealth Advisor, Ameriprise Financial Services, LLC - 2605 South Miller Street, Santa Maria, CA 93455, USA
    Financial Service
    Details
  • 4 4
    #18

    Edward Jones - Financial Advisor: Eric J Bravo, CFP®|AAMS™

    ● Open
    900 E Main St Suite 203, Santa Maria, CA 93454, United States
    805-925-9279
    edwardjones.com

    Edward Jones - Financial Advisor: Eric J Bravo, CFP®|AAMS™ is a reputable financial institution located at 900 East Main Street in Santa Maria, California, United States.

    Photo of Edward Jones - Financial Advisor: Eric J Bravo, CFP®|AAMS™ - 900 East Main Street, Santa Maria, CA 93454, USA
    Financial Service
    Details
  • 3.9 7
    #19

    California Wealth Advisors

    ● Open
    10 E Figueroa St #204, Santa Barbara, CA 93101, United States
    805-941-0444
    californiawealthadvisors.com

    California Wealth Advisors is a premier financial institution located at 10 East Figueroa Street in Santa Barbara, California.

    Photo of California Wealth Advisors - 10 East Figueroa Street, Santa Barbara, CA 93101, USA Photo of California Wealth Advisors - 10 East Figueroa Street, Santa Barbara, CA 93101, USA Photo of California Wealth Advisors - 10 East Figueroa Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • 3.7 3
    #20

    Santa Barbara Pension Consultants, Inc.

    ● Open
    1129 State St # 18, Santa Barbara, CA 93101, United States
    805-568-3814

    Santa Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States.

    Financial Service
    Details
  • 3.5 2
    #21

    Wells Fargo Advisors

    ● Open
    3660 State St, Santa Barbara, CA 93105, United States
    805-963-9561
    home.wellsfargoadvisors.com

    Wells Fargo Advisors is a leading financial institution located at 3660 State Street in Santa Barbara, California, United States.

    Financial Service
    Details
  • 3 2
    #22

    Associated Professional Advisors

    ● Open
    205 Union Ave, Santa Maria, CA 93455, United States
    805-937-8787
    associatedprofessionaladvisors.com

    Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States.

    Photo of Associated Professional Advisors - 205 Union Avenue, Santa Maria, CA 93455, USA
    Accounting Service Financial Service
    Details
  • 2.5 4
    #23

    Kingsway Financial Advisors

    ● Open
    1512 N H St Suite A, Lompoc, CA 93436, United States
    805-735-8348
    kingswayfinancialadvisors.com

    Kingsway Financial Advisors is a finance institution located at 1512 North H Street, Lompoc, California, United States. This institution offers securities-related services to residents of specific states listed on their website.

    Photo of Kingsway Financial Advisors - 1512 North H Street, Lompoc, CA 93436, USA
    Financial Service
    Details
  • 1 1
    #24

    U.S. Bank - Private Wealth Advisor: Manny Molera

    ● Open
    24 E Carrillo St, Santa Barbara, CA 93101, United States
    805-325-0371
    usbank.com

    U.S. Bank - Private Wealth Advisor: Manny Molera is a leading financial institution located at 24 East Carrillo Street in Santa Barbara, California.

    Photo of U.S. Bank - Private Wealth Advisor: Manny Molera - 24 East Carrillo Street, Santa Barbara, CA 93101, USA Photo of U.S. Bank - Private Wealth Advisor: Manny Molera - 24 East Carrillo Street, Santa Barbara, CA 93101, USA Photo of U.S. Bank - Private Wealth Advisor: Manny Molera - 24 East Carrillo Street, Santa Barbara, CA 93101, USA
    Financial Service
    Details
  • #25

    Jefferson Advisors

    ● Open
    430 S Fairview Ave, Santa Barbara, CA 93117, United States
    212-533-1300
    jeffersonadvisors.com

    Jefferson Advisors is a premier real estate agency located at 430 South Fairview Avenue in Santa Barbara, California. Our team of experts is dedicated to providing top-notch service and guidance to our clients in all their real estate needs.

    Photo of Jefferson Advisors - 430 South Fairview Avenue, Santa Barbara, CA 93117, USA
    Real Estate Agent
    Details
  • #26

    Presidio Commercial Real Estate

    ● Open
    1482 E Valley Rd Suite 111, Montecito, CA 93108, United States
    805-845-8481
    presidiocommercialre.com

    Presidio Commercial Real Estate, located in Montecito, California, is a premier real estate agency specializing in tailored planning for buying and selling properties.

    Real Estate Agent
    Details
  • #27

    Lucent Wealth Planning

    ● Open
    2920 De La Vina St, Santa Barbara, CA 93105, United States
    lucentwealth.com

    Lucent Wealth Planning is a renowned finance institution located at 2920 De La Vina Street in Santa Barbara, California.

    Photo of Lucent Wealth Planning - 2920 De La Vina Street, Santa Barbara, CA 93105, USA Photo of Lucent Wealth Planning - 2920 De La Vina Street, Santa Barbara, CA 93105, USA Photo of Lucent Wealth Planning - 2920 De La Vina Street, Santa Barbara, CA 93105, USA
    Financial Service
    Details
  • #28

    Associated Professional Advisors Inc.

    ● Open
    3769 Constellation Rd, Lompoc, CA 93436, United States
    805-733-4834
    associatedprofessionaladvisors.com

    Associated Professional Advisors Inc. is a reputable accounting and finance institution located at 3769 Constellation Road in Lompoc, California, United States.

    Photo of Associated Professional Advisors Inc. - 3769 Constellation Road, Lompoc, CA 93436, USA Photo of Associated Professional Advisors Inc. - 3769 Constellation Road, Lompoc, CA 93436, USA Photo of Associated Professional Advisors Inc. - 3769 Constellation Road, Lompoc, CA 93436, USA
    Accounting Service Financial Service
    Details
  • #29

    Chown Barbara MBA, CFP ️

    ● Open
    4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States
    707-523-3500

    Chown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California.

    Photo of Chown Barbara MBA, CFP ️ - 141 Stony Circle, Santa Rosa, CA 95401, USA
    Financial Service
    Details
  • #30

    Wealthcare Partners of Santa Barbara

    ● Open
    5266 Hollister Ave #325, Santa Barbara, CA 93111, United States
    805-965-0101
    janetbarrcfs.com

    Wealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California.

    Financial Service
    Details
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