Estate planning services providers in Santa Barbara, California
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Multiservices Santa Barbara, LLC
● ClosedMultiservices Santa Barbara, LLC is a versatile institution located at 621 West Micheltorena Street in Santa Barbara, California, United States. Offering a wide range of services, including financial consulting, tax preparation, legal assistance, and more, Multiservices Santa Barbara is dedicated to providing comprehensive solutions to meet the needs of individuals and businesses in the community. With a team of experienced professionals and a commitment to exceptional customer service, Multiservices Santa Barbara is a trusted resource for all your service needs.
621 W Micheltorena St Suite A, Santa Barbara, CA 93101, United StatesAdvertisements -
Legal Clinic of Santa Barbara
● OpenThe Legal Clinic of Santa Barbara is a nonprofit organization located at 125 Campo Vista Drive in Santa Barbara, California. Our clinic provides free legal services to low-income individuals and families in the Santa Barbara community. Our team of experienced attorneys and legal professionals offer assistance with a variety of legal issues, including housing disputes, family law matters, and immigration issues. We are committed to ensuring that all members of our community have access to quality legal representation, regardless of their financial situation. Visit us today to see how we can help you with your legal needs.
125 Campo Vista Dr, Santa Barbara, CA 93111, United States -
Santa Barbara Apartments
● ClosedSanta Barbara Apartments is a premier real estate agency located at 10855 Church Street in Rancho Cucamonga, California. Our luxurious apartments offer a comfortable and convenient living experience for residents. With modern amenities, spacious floor plans, and a prime location in the heart of Rancho Cucamonga, Santa Barbara Apartments is the perfect place to call home. Our dedicated team is committed to providing exceptional service and ensuring that our residents feel right at home. Experience the best in apartment living at Santa Barbara Apartments.
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Santa Barbara Notary Public
● OpenSanta Barbara Notary Public is a trusted institution located at 109 West Anapamu Street in Santa Barbara, California. As a finance institution, they specialize in providing notary services for a variety of financial documents. Their experienced and professional notaries are dedicated to ensuring that all documents are properly signed, witnessed, and notarized in accordance with state laws. Whether you need a power of attorney, loan documents, or real estate contracts notarized, Santa Barbara Notary Public is here to help. Trust them to handle all of your notary needs with efficiency and reliability.
109 W Anapamu St, Santa Barbara, CA 93101, United StatesAdvertisements -
Montecito Executive Services
● ClosedMontecito Executive Services is a prestigious financial institution located at 1482 East Valley Road in beautiful Santa Barbara, California. Our experienced team of professionals provides top-notch financial services to executives and high-net-worth individuals. From wealth management to investment planning, we offer personalized solutions to help our clients achieve their financial goals. Visit us at Montecito Executive Services and experience the difference of working with a trusted and reliable partner in finance.
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Lucent Wealth Planning
● ClosedLucent Wealth Planning is a renowned finance institution located at 2920 De La Vina Street in Santa Barbara, California. Our team of experienced financial advisors is dedicated to providing personalized wealth planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. At Lucent Wealth Planning, we prioritize transparency, integrity, and trust in all our client relationships. Contact us today to schedule a consultation and start planning for a brighter financial future.
2920 De La Vina St, Santa Barbara, CA 93105, United States -
Mission Wealth - Santa Barbara
● ClosedMission 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.
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Santa Barbara Estate Planning & Elder Law
● OpenSanta 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.
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Rafael Amezaga Attorney at Law Legal Services Tax Services
● ClosedRafael Amezaga Attorney at Law Legal Services Tax Services is a reputable institution located at 34 East Sola Street, Santa Barbara, California, United States. With over 15 years of experience at the Santa Barbara Public Defender's Office, Mr. Amezaga has successfully handled a wide range of criminal cases, from minor misdemeanors to serious homicide cases. In addition to his criminal defense expertise, Mr. Amezaga also specializes in tax services, assisting clients with audits, inquiries, and disputes with the IRS and FTB. He has been preparing tax returns since 1993, ensuring compliance and maximizing deductions for his clients.
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Channel Islands Law Group, APC (Santa Barbara)
● ClosedChannel Islands Law Group, APC in Santa Barbara is a reputable institution that offers a wide range of legal services to individuals and businesses in the area. Located at 25 East Anapamu Street, Santa Barbara, California, this law group is known for their skilled team of attorneys who are dedicated to providing top-notch legal representation. Whether you are in need of assistance with estate planning, business law, real estate transactions, or any other legal matter, Channel Islands Law Group, APC is committed to helping you navigate the complexities of the legal system with expert guidance and personalized attention. With a strong focus on client satisfaction and a track record of successful outcomes, you can trust Channel Islands Law Group, APC to handle your legal needs with professionalism and integrity.
25 E Anapamu St 2nd Flr, Santa Barbara, CA 93105, United StatesAdvertisements -
Bulldog Law - California legal services
● OpenBulldog 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.
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Ponek Appraisal Service
● ClosedPonek 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.
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Delightful Financial Services
● OpenDelightful 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.
494 UCEN Rd, University of California-Santa Barbara, CA 93117, United StatesAdvertisements -
Tomm and Buck Insurance Services
● ClosedTomm and Buck Insurance Services is a reputable insurance agency and real estate agency located at 4141 State Street in Santa Barbara, California. With a strong focus on providing personalized service and tailored solutions, our experienced team is dedicated to helping clients protect their assets and find their dream homes. Whether you are in need of home, auto, life, or commercial insurance, or looking to buy or sell a property, Tomm and Buck Insurance Services is here to guide you every step of the way. Visit us today and let us help you secure your future.
4141 State St, Santa Barbara, CA 93110, United States -
TIAA Financial Services
● OpenTIAA 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.
7 W Figueroa St Suite 305, Santa Barbara, CA 93101, United States -
Court Connection Legal Services, Inc.
● ClosedCourt Connection Legal Services, Inc. is a reputable legal institution located at 315 Meigs Road in Santa Barbara, California. Our team of experienced professionals is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with court filings, document preparation, or legal research, we are here to help. With a focus on efficiency and accuracy, Court Connection Legal Services, Inc. is your go-to resource for all your legal needs. Contact us today to learn more about how we can assist you.
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Botti & Morison Estate Planning Attorneys, Ltd.
● ClosedBotti & Morison Estate Planning Attorneys, Ltd. is a trusted law firm located at 924 Anacapa Street in Santa Barbara, California. Specializing in estate planning, our experienced attorneys provide personalized legal services to help clients protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, our team is dedicated to providing expert guidance and support. Contact us today to schedule a consultation and start planning for your future.
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Chown Barbara MBA, CFP ️
● ClosedChown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States -
Wealthcare Partners of Santa Barbara
● ClosedWealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.
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Santa Barbara Pension Consultants, Inc.
● OpenSanta Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States. Specializing in pension consulting services, they provide expert guidance and advice to help individuals and businesses make informed decisions regarding their retirement plans. With a team of experienced professionals, Santa Barbara Pension Consultants, Inc. is dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.
1129 State St # 18, Santa Barbara, CA 93101, United States -
Tremblay Financial Services
● ClosedTremblay 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.
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Strategic Wealth Management - Financial Adviser | Financial Planner | Investment Services
● ClosedStrategic 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.
15 W Carrillo St, Santa Barbara, CA 93101, United StatesAdvertisements -
Rhame & Gorrell Wealth Management Santa Barbara
● ClosedRhame & Gorrell Wealth Management Santa Barbara is a premier financial institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide personalized and comprehensive financial solutions. Visit us at 7 West Figueroa Street to learn more about how we can help you with your financial needs.
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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 -
Castle Wealth Planning
● OpenCastle Wealth Planning is a finance institution located at 1105 Chapala Street in Santa Barbara, California. Founded and led by Nate Cultice CFP, FSA, Castle Wealth Planning is a fee-only financial planning and asset management firm with a focus on serving the best interests of its clients. With 25 years of industry experience, including 17 years as a financial planner in Santa Barbara, Nate Cultice and his team prioritize their fiduciary duty to clients, providing unbiased advice and avoiding commission-based products. Castle Wealth Planning invests cautiously, always keeping the client's future in mind. Visit Castle Wealth Planning for expert financial planning services and secure your financial future.
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Riviera Private Wealth Services | Joshua Griep, WMA
● OpenRiviera 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.
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- Client Services
● OpenClient Services is a leading accounting and finance institution located at 525 Olive Street in Santa Barbara, California, United States. Our dedicated team of professionals is committed to providing top-notch services to our clients, including financial planning, tax preparation, and investment management. With years of experience and expertise in the industry, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
525 Olive St, Santa Barbara, CA 93101, United States -
Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJudy Pirkowitsch - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 319 East Carrillo Street in Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, Judy Pirkowitsch helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Judy Pirkowitsch is dedicated to providing expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.
319 E Carrillo St Ste 107, Santa Barbara, CA 93101, United StatesAdvertisements -
Dennis W. Boneck - UBS Financial Services Inc.
● OpenDennis W. Boneck - UBS Financial Services Inc. is a reputable finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. From wealth management to investment planning, we offer a wide range of services tailored to meet the unique needs of each individual or business. Trust in Dennis W. Boneck - UBS Financial Services Inc. for all your financial needs.
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Burrows/Tucker Wealth Management Group - UBS Financial Services Inc.
● OpenBurrows/Tucker Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
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