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TOP 30 Family financial planning in Santa Barbara, CA
58 results found
Search for local businesses, places and services near you
New York Life
New York Life is an established insurance agency located at 1806 Cliff Drive in Santa Barbara, California. With a long-standing reputation for providing reliable and comprehensive insurance services, New York Life is dedicated to helping individuals and families protect their financial future. Their team of experienced agents is committed to offering personalized solutions tailored to each client's specific needs. Whether you are looking for life insurance, retirement planning, or investment services, New York Life is a trusted partner in securing your financial well-being. Visit their office in Santa Barbara to learn more about their range of insurance products and services.
Morgan Macdonald, Bankers Life Agent
Morgan Macdonald, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing life insurance products and services, our team of experienced agents is dedicated to helping individuals and families protect their financial futures. With a focus on personalized service and tailored solutions, we strive to ensure that our clients have the coverage they need to safeguard their loved ones and assets. Contact us today to learn more about our insurance offerings and how we can assist you in planning for the unexpected.
Del Hegland Ny Life Insurance
Del Hegland New Life Insurance is a reputable insurance agency located at 23 Hitchcock Way in Santa Barbara, California, United States. With a focus on providing top-notch life insurance policies to individuals and families, this institution is committed to helping clients protect their loved ones and secure their financial future. With a team of experienced professionals, Del Hegland New Life Insurance offers personalized service and tailored insurance solutions to meet the unique needs of each client. Trustworthy, reliable, and dedicated, this agency is a trusted partner in ensuring peace of mind and security for the future.
Richard Meaney, Bankers Life Agent
Richard Meaney, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers a range of insurance solutions to meet the needs of individuals and families. With a focus on personalized service and a commitment to helping clients protect their financial future, Richard Meaney and his team are dedicated to providing expert advice and guidance. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Richard Meaney, Bankers Life Agent is here to help you navigate the complex world of insurance and secure the coverage you need.
Roody Jonka, Bankers Life Agent
Roody Jonka, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted representative of Bankers Life, Roody Jonka provides personalized insurance solutions to meet the unique needs of each individual and family. With a focus on financial security and peace of mind, Roody Jonka offers a range of insurance products including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to protect your loved ones or plan for your future, Roody Jonka, Bankers Life Agent is dedicated to helping you achieve your goals. Visit us today to learn more about our comprehensive insurance options and start building a secure future for you and your family.
Noah Tucker, Bankers Life Agent
Noah Tucker, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a Bankers Life Agent, Noah Tucker specializes in providing insurance products and services to individuals and families in the Santa Barbara area. With a focus on helping clients protect their financial future, Noah Tucker offers a range of insurance options including life, health, and retirement planning. Whether you are looking to secure your loved ones' future or plan for your own retirement, Noah Tucker is dedicated to helping you find the insurance solutions that best fit your needs. Visit Noah Tucker, Bankers Life Agent today to learn more about how they can help you protect what matters most.
Taylor Didomenico, Bankers Life Agent
Taylor Didomenico, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, Taylor Didomenico offers personalized solutions to meet the unique needs of individuals and families. With a focus on customer satisfaction and financial security, this agency is dedicated to helping clients protect their assets and plan for the future. Contact Taylor Didomenico today to learn more about their insurance offerings and how they can help you achieve peace of mind.
John Stedman, Bankers Life Agent
John Stedman, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted representative of Bankers Life, we specialize in providing comprehensive insurance solutions to meet the needs of individuals and families. Our team of experienced agents is dedicated to helping clients protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, health insurance, or retirement planning, John Stedman, Bankers Life Agent is committed to helping you find the right coverage for your needs. Visit us today to learn more about how we can help you secure your financial well-being.
Marvin Pinto, Bankers Life Agent
Marvin Pinto, Bankers Life Agent is a trusted insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing comprehensive insurance solutions, Marvin Pinto is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, Marvin Pinto, Bankers Life Agent is committed to helping individuals and families secure their assets and plan for the unexpected. Contact us today to learn more about our insurance offerings and how we can help you achieve peace of mind.
Morgan Bridges, Bankers Life Agent
Morgan Bridges, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. As a Bankers Life Agent, we specialize in providing comprehensive insurance solutions to help protect our clients' financial security and well-being. Our team of experienced professionals is dedicated to helping individuals and families make informed decisions about their insurance needs. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
Sean Patrick, Bankers Life Agent
Sean Patrick, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California. Specializing in providing personalized insurance solutions, Sean Patrick and his team are dedicated to helping clients protect their assets and plan for their financial future. With a focus on integrity and professionalism, they offer a wide range of insurance products, including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to secure your family's financial well-being or plan for your own retirement, Sean Patrick, Bankers Life Agent is committed to providing expert guidance and exceptional customer service. Contact them today to learn more about how they can help you achieve your insurance goals.
Simon Livingston, Bankers Life Agent
Simon Livingston, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. As a dedicated Bankers Life agent, Simon Livingston provides expert advice and personalized insurance solutions to meet the needs of individuals and families. With a focus on financial security and peace of mind, Simon Livingston helps clients navigate the complexities of insurance products and find the best coverage options for their unique circumstances. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Simon Livingston is committed to providing top-quality service and support. Contact Simon Livingston, Bankers Life Agent today to schedule a consultation and start building a secure financial future.
Doug Brewer - State Farm Insurance Agent
Doug Brewer - State Farm Insurance Agent is located at 3358 Mather Field Road in Rancho Cordova, California. As an insurance agency, Doug Brewer offers a range of insurance products to protect your home, car, business, and family's financial future. With a B.A. degree in business economics from UC Santa Barbara, Doug brings a unique perspective to serving his clients. In addition to his professional work, Doug is deeply committed to supporting Canine Companions, an organization that trains dogs to assist individuals with disabilities. He has personally raised and trained eight puppies for this cause, experiencing firsthand the impact these dogs have on people's lives.
Montecito Capital Management
Montecito Capital Management is a reputable finance institution located at 225 East Carrillo Street in the beautiful city of Santa Barbara, California, United States. With a focus on providing personalized investment strategies and financial planning services, Montecito Capital Management caters to individuals, families, and businesses looking to grow and protect their wealth. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Montecito Capital Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Filippini Wealth Management, Inc.
Filippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
Saige Private Wealth
Saige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.
Freestone Capital Management
Freestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.
U.S. Bank - Private Wealth Advisor: Manny Molera
U.S. Bank - Private Wealth Advisor: Manny Molera is a leading financial institution located at 24 East Carrillo Street in Santa Barbara, California. As a trusted advisor, Manny Molera provides personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and creating customized financial strategies, U.S. Bank - Private Wealth Advisor: Manny Molera helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Manny Molera and his team are dedicated to providing expert guidance and exceptional service. Trust U.S. Bank - Private Wealth Advisor: Manny Molera to help you navigate the complexities of the financial world and make informed decisions that align with your unique needs and objectives.
Aaron Ritter, CFP
Aaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress. At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.
VIDA Wealth Partners
VIDA Wealth Partners is a leading finance institution located in the heart of Santa Barbara, California. 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, VIDA Wealth Partners is here to provide expert guidance and support. Visit us at 929 Santa Barbara Street to learn more about how we can help you secure your financial future.
Ameriprise Private Wealth Advisor
Ameriprise Private Wealth Advisor is a prestigious finance institution located at 1625 State Street in Santa Barbara, California, United States. As a trusted advisor, they offer personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Ameriprise Private Wealth Advisor strives to help clients achieve their financial goals and secure their financial future.
California Wealth Advisors
California Wealth Advisors is a premier financial institution located at 10 East Figueroa Street in Santa Barbara, California. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on integrity, transparency, and client satisfaction, California Wealth Advisors is committed to helping you secure a brighter financial future.
Andrew Winchester - Morgan Stanley Private Wealth Advisor
Andrew Winchester - Morgan Stanley Private Wealth Advisor is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. As a trusted advisor at Morgan Stanley, Andrew Winchester provides unparalleled financial services and expertise to high-net-worth individuals, families, and institutions. With a focus on personalized wealth management strategies, Andrew Winchester helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Andrew Winchester is dedicated to providing exceptional service and guidance every step of the way.
The Stonecutter Group - Morgan Stanley
The Stonecutter Group - Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a reputation for excellence and expertise in financial services, The Stonecutter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stonecutter Group - Morgan Stanley is committed to helping you succeed.
Coastal Chiropractic and Massage Therapy
Welcome to Coastal Chiropractic and Massage Therapy, where the beach lifestyle meets holistic health and wellness. Located at 700 East Santa Clara Street, Ventura, California, we’re your local haven for rejuvenation and healing. Our approach is far from the typical doctor’s office experience; we offer a relaxed and friendly environment where your appointment feels more like a rejuvenating hangout session with substantial health benefits. At Coastal Chiropractic, our mission is to restore our patients to full health through high-quality chiropractic care. We specialize in addressing a wide range of conditions, including low back pain, sciatica, migraines, and more. Our method involves taking before and after X-rays to meticulously track your progress, ensuring that you receive the most effective treatment tailored to your needs.
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