TOP 30 Estate planning consultant in Santa Barbara, California

Fauver, Large, Archbald & Spray, LLP is a leading law firm located at 820 State Street, Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our firm is known for our strategic and practical approach to achieving results for our clients. With over 50 years of experience, we have built a reputation as trusted advisors to over 300 businesses in various industries. Our dedicated legal team listens to our clients' needs and works tirelessly to solve complex legal matters in a timely and creative manner. Whether negotiating transactions with complex business and tax terms or representing clients in court, our experienced attorneys are passionate about delivering successful outcomes for our clients.

Bulldog Law is a distinguished legal services firm located at 1117 State Street in Santa Barbara, California. Our team of experienced attorneys is dedicated to providing top-notch legal representation to clients throughout the state. Specializing in a wide range of practice areas, including personal injury, criminal defense, family law, and more, Bulldog Law is committed to fighting for the rights and best interests of our clients. With a reputation for aggressive advocacy and successful outcomes, we are here to help navigate the complexities of the legal system and achieve justice for those we represent. Contact Bulldog Law today for a consultation and see how we can assist with your legal needs.

Amherst Exchange Corporation is a reputable law firm located at 1590 Alameda Padre Serra in Santa Barbara, California. With a team of experienced lawyers, they specialize in providing legal services to clients in various areas including corporate law, real estate law, and estate planning. The firm is known for its dedication to providing personalized and professional legal representation to each client. Whether you are in need of legal advice or representation, Amherst Exchange Corporation is committed to helping you navigate through any legal challenges you may face. Contact them today to schedule a consultation.

Ponek Appraisal Service, located at 4805 Santa Cruz Road in Atascadero, California, offers appraisal services and consultation for a variety of complex real estate needs along California's Central Coast. Specializing in commercial properties in San Luis Obispo County and surrounding communities, the firm focuses on commercial office & retail properties, mixed-use developments, industrial properties, multi-family housing, large ranches, estate planning, fractional interest, and special-purpose properties. The team at Ponek Appraisal is dedicated to providing timely, cost-effective, and thorough analysis of commercial and industrial properties in San Luis Obispo County, northern Santa Barbara County, and southern Monterey County. Led by Blake, a certified general appraiser with a background in commercial real estate and a degree in Agriculture Business from Cal Poly San Luis Obispo, Ponek Appraisal prides itself on expert, localized service tailored to the unique needs of the region.

The Kinder Law Group, APC is a prestigious law firm located in Irvine, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we serve. Located at 19200 Von Karman Avenue, our office is conveniently situated in the heart of Irvine. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Delightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.

Rounds & Sutter LLP is a respected law firm located at 141 Duesenberg Drive, Westlake Village, California. Our skilled team of attorneys delivers professionalism and integrity to every case we handle. With over 25 years of combined experience, we have helped thousands of individuals and businesses in Ventura, Santa Barbara, and Westlake Village with their legal needs. Our areas of expertise include bankruptcy and debt resolution, auto shop defense, consumer advocacy, business law, real estate, employment law, estate planning, and personal injury. Whether you are facing overwhelming debt, legal disputes, or personal injury claims, our team is dedicated to providing sound advice and effective representation.

The Law Offices of Arlene Bell is a reputable legal firm located at 1158 26th Street in Santa Monica, California. With years of experience and a dedication to providing top-notch legal services, Arlene Bell and her team specialize in various areas of law including family law, estate planning, and business law. Clients can expect personalized attention, expert advice, and effective representation for their legal matters. Whether you are going through a divorce, planning your estate, or need assistance with your business, The Law Offices of Arlene Bell is here to help you navigate the legal process with confidence and peace of mind. Contact us today to schedule a consultation.

TIAA Financial Services is a reputable institution located at 7 West Figueroa Street in Santa Barbara, California, United States. As a comprehensive financial services provider, TIAA offers a range of services including banking, finance, and insurance. With a strong focus on customer satisfaction and financial security, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for banking solutions, investment opportunities, or insurance coverage, TIAA Financial Services has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Helen Fabian Law is a reputable law firm located at 3463 State Street in Santa Barbara, California. Specializing in a wide range of legal services, including family law, personal injury, and estate planning, our dedicated team of experienced attorneys is committed to providing top-notch legal representation to our clients. With a strong track record of success and a client-centered approach, Helen Fabian Law is the go-to firm for individuals seeking expert legal advice and guidance in Santa Barbara and beyond. Contact us today to schedule a consultation and see how we can help with your legal needs.

Barnes & Barnes is a well-established institution located at 1900 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, Barnes & Barnes offers expert advice and guidance to individuals and businesses alike. With a team of experienced professionals, they provide top-notch services to help clients navigate the complex world of finances and legal matters. Whether you need help with tax preparation, financial planning, or legal representation, Barnes & Barnes is dedicated to providing personalized solutions to meet your needs.

Kelley Clarke PLLC is a reputable law firm located at 7 West Figueroa Street in Santa Barbara, California. Specializing in a wide range of legal services, the firm is known for its dedication to providing top-notch representation and personalized attention to each client. With a team of experienced attorneys, Kelley Clarke PLLC is committed to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Kelley Clarke PLLC to provide expert advice and advocacy. Contact them today to schedule a consultation.

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.

JPG Law APC is a reputable law firm located at 15 West Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated attorneys, we specialize in various areas of law including personal injury, criminal defense, family law, and estate planning. Our firm is committed to providing top-notch legal representation and personalized service to each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Seige Law is a reputable legal institution located at 411 East Canon Perdido Street in Santa Barbara, California. With a team of experienced and dedicated attorneys, Seige Law offers a wide range of legal services to individuals and businesses in the area. Whether you are in need of assistance with family law matters, criminal defense, or estate planning, the skilled professionals at Seige Law are here to help. Their commitment to providing personalized and effective legal solutions sets them apart as a trusted resource for all your legal needs. Contact Seige Law today to schedule a consultation and see how they can assist you with your legal concerns.

Myer Law is a reputable law firm located at 100 West Arrellaga Street in Santa Barbara, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Myer Law is here to help. We pride ourselves on our professionalism, integrity, and commitment to achieving the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Kirker Wright Law Group APC is a reputable law firm located in Santa Barbara, California. Our team of experienced lawyers is dedicated to providing exceptional legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. We are committed to upholding the highest standards of professionalism and integrity in all of our legal dealings. Contact us today at 817 Garden Street to schedule a consultation and discuss how we can assist you with your legal needs.

Tuazon Law, APC is a reputable law firm located at 674 County Square Drive in Ventura, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in various areas of law including personal injury, criminal defense, family law, and estate planning. We pride ourselves on our personalized approach, attention to detail, and commitment to achieving the best possible outcomes for our clients. Whether you are facing a legal dispute or need assistance with planning for the future, Tuazon Law, APC is here to help. Contact us today to schedule a consultation.

Alliance Group is a leading finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Alliance Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the team at Alliance Group is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance and secure your financial future.

Old Coast Property Management, Inc. is a reputable accounting and finance institution located at 5266 Hollister Avenue, Santa Barbara, California, United States. With a focus on providing top-notch financial services, they specialize in property management and offer expert advice on investment strategies. Their experienced team is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you are a homeowner looking to rent out your property or an investor seeking guidance on real estate investments, Old Coast Property Management, Inc. is the go-to institution for all your financial needs.

Presidio Financial Advisors, located at 105 East De La Guerra Street in Santa Barbara, California, is a registered investment advisory firm specializing in discretionary investment and consulting services. As a fiduciary, our fundamental obligation is to act in the best interests of our clients, prioritizing their needs over our own. The name "Presidio" signifies a fortress and place of safety for the community, reflecting our commitment to creating a welcoming environment where clients can feel comfortable approaching us with questions and concerns. We believe in valuing individuals for who they are, not the size of their portfolio.

Morgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.

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.

Curtis Advisory Group, LLC is a finance institution located at 735 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, Curtis Advisory Group offers personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Curtis Advisory Group is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Hub Financial Management is a leading finance institution located at 115 West Canon Perdido Street in the vibrant city of Santa Barbara, California. Our team of experienced financial advisors are dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Visit us today and let us help you secure your financial future.

Omega Financial Group, LLC is a renowned finance institution located at 812 Anacapa Street in Santa Barbara, California, United States. With a team of experienced professionals, Omega Financial Group, LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. With a commitment to excellence and integrity, Omega Financial Group, LLC strives to help clients achieve financial success and security.

Tremblay Financial Services, located at 3902 State Street in Santa Barbara, California, is a top-rated finance institution specializing in helping individuals age 50 transition into retirement with financial security. With 16 years of experience as one of the top financial advisors in Santa Barbara, Tremblay Financial Services is dedicated to ensuring your money lasts throughout your retirement, covering the cost of healthcare, maintaining your lifestyle, independence, and legacy. Our team of dedicated advisors works with you to understand your individual needs, wants, and long-term goals, developing a personalized strategy to address your financial situation. From managing debt to saving for college to retirement, we are committed to utilizing all of our resources to help you achieve your financial goals.

Pacific Wealth Strategies is a leading financial institution located at 3 West Carrillo Street in Santa Barbara, California. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you navigate the complexities of the financial world. Contact us today to learn more about how Pacific Wealth Strategies can help you secure your financial future.

Strategic Wealth Management is a reputable financial institution located at 15 West Carrillo Street in Santa Barbara, California, United States. Our team of experienced financial advisers and planners are dedicated to providing top-notch investment services to help our clients effectively manage and grow their wealth. Whether you are looking to plan for retirement, save for your children's education, or make smart investment decisions, our experts are here to guide you every step of the way. Trust Strategic Wealth Management to help you achieve your financial goals and secure a prosperous future.

Merrill 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.