Fiduciary financial services in Santa Barbara, California

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.

Bourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.

unique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."

Sycamore 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.

Santa 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.

Cresset 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.

First Republic Bank, located at 1200 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and ATM services. With a focus on customized solutions and exceptional service, First Republic Bank is committed to meeting the unique needs of each client. Deposit products and related services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Additionally, J.P. Morgan Wealth Management offers investment products and services through registered broker-dealer JPMS, providing expert guidance on navigating market risks. Trust and fiduciary services are also available through affiliated trust companies, offering comprehensive financial solutions. With a dedication to customer satisfaction and a focus on responsiveness, First Republic Bank is a trusted partner for all your financial needs.

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.

Brenner Wealth Management Group, located at 1424 State Street in Santa Barbara, California, is a bank and finance institution. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. They offer a broad range of brokerage, investment advisory, and other services, but always remind clients that investing involves risk and there is potential for loss. It is important to consult legal and tax advisors before making financial decisions. The institution does not provide legal, tax, or accounting advice. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and Member SIPC. They offer investment, insurance, and annuity products through affiliated companies of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. The institution strives to provide clients with information about products and services that may be beneficial, using relationship-based ads and online behavioral advertising to do so. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. They offer lending, derivatives, and other commercial banking activities globally, with securities, strategic advisory, and other investment banking activities performed by investment banking affiliates. Overall, Brenner Wealth Management Group is dedicated to helping clients achieve their financial goals and navigate the complexities of investing.

Channel Wealth is a boutique financial services firm located at 15 West Carrillo Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and reach their goals, especially during transitional events. We work collaboratively to ensure our clients can sleep soundly knowing their life savings are in good hands. At Channel Wealth, we are committed to empowering our clients with personalized financial solutions and guidance, building lasting partnerships that lead to financial success and peace of mind.

Channel Wealth is a boutique financial services firm located at 3700 State Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and achieve their goals, especially during transitional events. We work together to position our clients' life savings for long-term success, allowing them to sleep soundly at night. Our personalized approach to financial planning ensures that we understand each client's unique needs and aspirations, building lasting partnerships that lead to financial success and peace of mind. At Channel Wealth, we are committed to empowering our clients with tailored financial solutions and guidance to help them reach their financial goals.

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 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 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.

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.

Joseph P Kennedy & Associates is a reputable accounting and finance institution located at 1805 East Cabrillo Boulevard in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph P Kennedy & Associates is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure their financial future.