Estate tax planning services in Santa Barbara, California

Multiservices 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.

Montecito 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.

Lucent 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.

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.

The Tax Offices of Joel Perez, EA is a reputable accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals led by Enrolled Agent Joel Perez, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing top-notch financial advice and assistance to help our clients navigate the complex world of taxes with ease. Trust us to handle all your tax-related needs efficiently and effectively.

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.

Rafael 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.

Channel 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.

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.

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.

Court 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.

Botti & 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.

Chown 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.

Wealthcare 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.

Santa 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.

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.

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.

Rhame & 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.

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.

Castle 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.

Riviera 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.

Client 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.

Judy 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.

Dennis 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.

Burrows/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.

The Santa Barbara Group - Morgan Stanley is a prominent finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Specializing in wealth management services, investment strategies, and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide innovative solutions and expert advice to our valued clients. Contact us today to learn more about how we can help you secure your financial future.

Maloney Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Maloney Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they strive to build long-lasting relationships with their clients based on trust and integrity. Contact them today to learn more about how they can help you secure your financial future.

Antonia M. La Rocca - UBS Financial Services Inc. is a trusted finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a strong reputation for providing personalized financial solutions, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our professionals are committed to providing top-notch guidance and support. Visit us today to learn more about how we can help you secure your financial future.

SBBH Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of UBS Financial Services Inc., we provide a wide range of financial services to our clients, including wealth management, investment advice, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Brenner Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. With a focus on providing personalized wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services to meet the unique needs of each client. Trust in Brenner Wealth Management Group - UBS Financial Services Inc. for all your financial needs.