Estate tax planning services in Santa Barbara, California
213 results found
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Patrick Flood - UBS Financial Services Inc.
● OpenPatrick Flood - UBS Financial Services Inc. is a reputable financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Patrick Flood - UBS Financial Services Inc. provides personalized financial advice and solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
● OpenChristopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc. is a prestigious finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced financial professionals led by Christopher Taylor Gallo, who holds certifications as a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA), this institution offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the expertise and professionalism of Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
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Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Miller is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, Andrew is dedicated to helping clients achieve their financial goals. From retirement planning to wealth management, Andrew offers expert guidance and support to navigate the complexities of the financial world. Trust Andrew Miller and Ameriprise Financial Services, LLC to secure your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJames 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.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United StatesAdvertisements -
The Oak Financial Group - UBS Financial Services Inc.
● OpenThe Oak Financial Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial services, the institution offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals and a strong reputation for excellence, The Oak Financial Group - UBS Financial Services Inc. is committed to delivering top-tier financial advice and guidance to individuals, families, and businesses.
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Michael Wasserman - UBS Financial Services Inc.
● OpenMichael Wasserman - UBS Financial Services Inc. is a renowned finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on providing top-notch financial services, the team at Michael Wasserman - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, clients can trust in the expertise and professionalism of the team at this institution. With a commitment to excellence and a track record of success, Michael Wasserman - UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
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Sycamore Wealth Management - UBS Financial Services Inc.
● OpenSycamore Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. As a part of the UBS Financial Services network, Sycamore Wealth Management offers comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sycamore Wealth Management is dedicated to providing top-notch financial solutions tailored to your unique needs.
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Santa Barbara Fiduciary
● OpenSanta Barbara Fiduciary is a trusted finance institution located at 1206 Coast Village Circle in beautiful Santa Barbara, California. Our team of experienced professionals provides expert fiduciary services to individuals, families, and businesses in the area. With a commitment to integrity and personalized service, we strive to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how Santa Barbara Fiduciary can assist you with your financial needs.
1206 Coast Village Cir Suite J, Santa Barbara, CA 93108, United States -
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharissa 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, Charissa Spach helps clients navigate the complexities of financial planning, investment strategies, and retirement planning. With a commitment to providing tailored solutions to meet each client's unique needs and goals, Charissa Spach is dedicated to helping individuals and families achieve financial security and peace of mind. Visit the office in Santa Barbara to start your journey towards financial success today.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenHeghine Kirakosyan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on providing personalized financial planning and investment advice, Heghine works closely with clients to help them achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Heghine Kirakosyan offers expert guidance and support to help you navigate the complex world of finance. Contact her today to schedule a consultation and take the first step towards securing your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United StatesAdvertisements -
Spach & Associates - Ameriprise Financial Services, LLC
● OpenSpach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
Cresset Family Office | Santa Barbara
● OpenCresset 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.
120 E De La Guerra St Suite 1, Santa Barbara, CA 93101, United States -
Perez Tax Services
● OpenPerez Tax Services is a trusted accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals, we provide a wide range of tax services, financial planning, and accounting solutions to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Contact us today to schedule a consultation and let us help you achieve your financial goals.
4123 State St, Santa Barbara, CA 93110, United StatesAdvertisements -
MP TAX PREPARATION SERVICES
● OpenMP Tax Preparation Services is a reputable institution located at 5276 Hollister Avenue in Santa Barbara, California. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax preparation services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to ensure that our clients receive the best possible financial advice and assistance. Trust MP Tax Preparation Services for all your tax needs and let us help you navigate the complex world of taxes with ease and confidence.
5276 Hollister Ave, Santa Barbara, CA 93111, United States -
King of Taxes
● OpenKing of Taxes is a premier accounting and finance institution located at 33 East Ortega Street in the beautiful city of Santa Barbara, California. We specialize in providing top-notch tax services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of taxes and finances with ease and confidence. Whether you need help with tax preparation, planning, or any other financial services, King of Taxes is here to assist you every step of the way. Visit us today and let us be your trusted partner in achieving financial success.
33 E Ortega St, Santa Barbara, CA 93101, United States -
International Tax Attorney Andrew L. Jones
● OpenInternational Tax Attorney Andrew L. Jones is a renowned institution located at 351 Paseo Nuevo in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the institution is dedicated to providing expert guidance and support in navigating the complexities of international tax law. With a wealth of experience and a commitment to excellence, International Tax Attorney Andrew L. Jones is the trusted partner for individuals and businesses seeking top-tier tax advice and representation.
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Kemble White, Tax Attorney
● OpenKemble White, Tax Attorney is a highly reputable institution located at 2780 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax assistance and guidance to individuals and businesses alike. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complexities of tax laws and regulations with ease. Trust Kemble White, Tax Attorney to handle all your tax-related needs with professionalism and expertise.
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Santa Barbara Bank & Trust
● OpenWelcome to Santa Barbara Bank & Trust, your trusted partner in financial services located at 2310 East Ponderosa Drive, Camarillo, California. As a leading financial institution in the area, we are dedicated to providing personalized banking solutions tailored to meet your unique needs. Our comprehensive suite of services includes personal and business banking, loans, mortgages, and investment advisory, ensuring that we support you at every stage of your financial journey. At Santa Barbara Bank & Trust, we pride ourselves on our commitment to customer satisfaction, offering a blend of traditional banking values and innovative financial solutions. Our experienced team is here to guide you with expert advice and friendly service, ensuring that your financial goals are within reach. Visit us today and discover how we can help you achieve financial success with confidence and ease. Your journey to a secure financial future begins at Santa Barbara Bank & Trust.
2310 East Ponderosa Drive, Camarillo, California 93010, United States -
Kingston, Martinez & Hogan LLP
● OpenKingston, Martinez & Hogan LLP is a prestigious law firm located in Santa Barbara, California, United States. With a team of experienced and knowledgeable lawyers, they provide top-notch legal services in a variety of practice areas. Whether you are in need of assistance with personal injury, family law, business law, or any other legal matter, the skilled attorneys at Kingston, Martinez & Hogan LLP are here to help. Their commitment to excellence and dedication to their clients make them a trusted choice for legal representation in the Santa Barbara area.
1300 Santa Barbara Street 2nd Floor, Santa Barbara, CA 93101, United StatesAdvertisements -
Law Office of Hogan Ganschow
● OpenThe Law Office of Hogan Ganschow is a reputable legal institution located at 1032 Santa Barbara Street in Santa Barbara, California. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. With a strong focus on professionalism, integrity, and client satisfaction, we strive to achieve the best possible outcome for each case we handle. Whether you are in need of legal advice, representation, or assistance with a legal matter, you can trust the Law Office of Hogan Ganschow to provide you with expert guidance and support. Contact us today to schedule a consultation.
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Law Offices of Monica Robles
● OpenThe Law Offices of Monica Robles is a reputable finance and legal institution located at 308 East Carrillo Street in Santa Barbara, California. Specializing in a variety of legal services, including finance law, Monica Robles and her team are dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success, they are committed to delivering personalized and effective solutions to meet the unique needs of each individual or business they serve. Trust the Law Offices of Monica Robles for expert legal advice and representation in Santa Barbara and beyond.
308 E Carrillo St, Santa Barbara, CA 93101, United States -
Ferreira Law Group, PC
● OpenFerreira Law Group, PC is a leading finance and legal institution located at 211 East Victoria Street in Santa Barbara, California, United States. Our team of experienced lawyers specializes in a wide range of financial and legal services, including estate planning, business law, and real estate transactions. With a proven track record of success, we are dedicated to providing our clients with personalized and strategic solutions to meet their individual needs. Contact us today to schedule a consultation and see how Ferreira Law Group, PC can help you achieve your financial and legal goals.
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Hayes Law Offices
● OpenHayes Law Offices, located at 1035 Santa Barbara Street in Santa Barbara, California, is a dedicated team of lawyers who prioritize client communication and honesty. Unlike other firms, we are always available to our clients and return all calls promptly. We believe in keeping a low profile to protect our clients' interests, rather than seeking out publicity for ourselves. Our focus is on providing the best possible outcome for each client, without making unrealistic promises. With 40 years of experience in criminal defense, our team at Hayes Law Offices is committed to fighting for our clients' rights and obtaining the best results possible.
1035 Santa Barbara St Suite 8, Santa Barbara, CA 93101, United States -
Law Office of Michael Hanley
● OpenThe Law Office of Michael Hanley is a reputable legal practice located at 222 East Carrillo Street in Santa Barbara, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Michael Hanley provides expert legal representation and guidance to clients in the Santa Barbara area. With a commitment to excellence and a track record of successful case outcomes, the Law Office of Michael Hanley is dedicated to serving the legal needs of individuals and families in California.
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Elizabeth E Vogt Law Offices
● OpenElizabeth E Vogt Law Offices is a prestigious legal institution located at 926 Garden Street in the beautiful city of Santa Barbara, California. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a reputation for integrity, professionalism, and personalized attention, Elizabeth E Vogt Law Offices is committed to achieving the best possible outcomes for our clients. Contact us today for expert legal representation you can trust.
926 Garden St, Santa Barbara, CA 93101, United StatesAdvertisements -
Jefferson Advisors
● OpenJefferson 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. Whether you are looking to buy, sell, or invest in property, Jefferson Advisors is here to help you every step of the way. With a wealth of knowledge and experience in the local market, we strive to deliver exceptional results and exceed our clients' expectations. Contact us today to see how Jefferson Advisors can assist you in achieving your real estate goals.
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Frank Thompson Housing Consultants
● OpenFrank Thompson Housing Consultants is a reputable real estate agency located at 114 East Gutierrez Street in the beautiful city of Santa Barbara, California. With a team of experienced consultants, we offer expert guidance and personalized services to help clients find their dream homes or investment properties. Whether you are looking to buy, sell, or rent, our dedicated team is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
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Alta Finance Solutions
● OpenAlta Finance Solutions is a leading finance and insurance agency located at 225 East Cota Street in Santa Barbara, California. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with financial planning, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Alta Finance Solutions is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
225 E Cota St, Santa Barbara, CA 93101, United StatesAdvertisements -
Anderson Financial Solutions
● OpenAnderson Financial Solutions is a reputable finance and insurance agency located at 128 East Carrillo Street in Santa Barbara, California. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Anderson Financial Solutions is committed to providing personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Demboski & Chapman Financial and Insurance Solutions, Inc.
● OpenDemboski & Chapman Financial and Insurance Solutions, Inc. is a leading finance, health, and insurance agency located at 200 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial and insurance services to meet our clients' needs. Whether you are looking for investment advice, health insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving your financial goals and securing your future.
200 E Carrillo St #203, Santa Barbara, CA 93101, United States
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