TOP 30 Financial management in Santa Barbara, California

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Chase Bank, located at 3768 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and investment products and services. Whether you need assistance with managing cash flow, obtaining credit solutions, or handling payroll, the team of business professionals at Chase Bank is here to help. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. With a focus on customer service and innovation, Chase Bank is committed to helping individuals and businesses achieve their financial goals. Please note that all account documents and online content are available in English only. Chase Bank is a subsidiary of JPMorgan Chase & Co., a leading global financial services firm.

Wells Fargo Bank is a trusted financial institution located at 3804 State Street in Santa Barbara, California. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and online banking services, Wells Fargo strives to provide customers with easy access to their finances and top-notch customer service. Whether you're looking to open a checking account, get a loan, or plan for your future, Wells Fargo Bank is here to help you reach your financial goals.

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.

Farmers & Merchants Bank is a trusted financial institution located at 33 East Carrillo Street in Santa Barbara, California. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and investments. Our convenient ATM services are available for easy access to cash and account management. With a commitment to providing excellent customer service and competitive financial solutions, Farmers & Merchants Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.

First Bank, located at 3304 State Street in Santa Barbara, California, is a full-service financial institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and manage their finances on the go. Some consumer accounts are eligible for online account opening, and customers can also visit a branch to establish an account. The institution provides resources to help customers achieve their financial goals and prides itself on being there for families in times of need. Please note that by clicking on external third-party websites, you are leaving the First Bank website and should review their privacy policies and security measures. Trust First Bank to help you write your own success story.

Chase Bank, located at 1302 State Street in Santa Barbara, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase Bank also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank provides investment products and services through J.P. Morgan Securities LLC and offers banking and investment products through Chase Private Client. With a focus on customer service and financial expertise, Chase Bank is committed to helping individuals and businesses achieve their financial goals.

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.

Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.

US Bank Mortgage, located at 1001 State Street in Santa Barbara, California, is a leading institution in the mortgage industry. They offer a variety of loans to meet almost every mortgage need, including options for $0 down payments for military members. The institution provides tools and resources for first-time home buyers to help eliminate the stress of buying a house and move forward with confidence. With a focus on helping borrowers qualify for mortgages, US Bank Mortgage offers affordability calculators and prequalification options. Their rates are subject to change and are based on various factors such as credit score, loan amount, and property value. For more information or to apply for a mortgage, individuals can contact a mortgage loan officer at US Bank Mortgage.

CIO Solutions is a leading managed IT provider located at 150 South Street in San Luis Obispo, California. We serve businesses in Santa Barbara, Ventura, Fresno, and San Luis Obispo, offering the expertise and support needed to manage and advance their technology. Our mission is to provide innovative solutions, expert guidance, and complete IT managed services to help businesses overcome their biggest technology challenges. With offices in multiple locations, including Santa Barbara, Fresno, and San Luis Obispo, we are dedicated to putting your business in the best position to succeed in today's competitive environment. Our support department is focused on resolving issues efficiently, with dedicated teams for reactive, planning, and implementation functions. Contact us today to experience the difference that strategic, supported business technology can make for your organization.

Fidelity Investments is a renowned financial institution located at 3793 State Street in Santa Barbara, California, United States. As a leading provider of investment management, retirement planning, and wealth management services, Fidelity Investments is committed to helping clients achieve their financial goals. With a focus on innovation, expertise, and personalized solutions, Fidelity Investments is a trusted partner for individuals and businesses seeking to secure their financial future.

JR Bookkeeping is a reputable accounting and finance institution located at 351 Santa Barbara Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of bookkeeping services to help businesses manage their financial records effectively. Our personalized approach and attention to detail ensure accurate and reliable financial reporting for our clients. Whether you are a small business or a large corporation, JR Bookkeeping is committed to providing top-notch accounting services to meet your needs. Contact us today to learn more about how we can help streamline your financial processes.

Matthews & Company, C.P.A. is a reputable accounting and finance institution located at 5409 Paseo Orlando in Santa Barbara, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of accounting and financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and audit services, Matthews & Company, C.P.A. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Community Action Comm, located at 530 East Enos Drive in Santa Maria, California, is a dedicated school that has been serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, our institution offers Head Start, Early Head Start, and State Preschool programs for young children, as well as a variety of services aimed at improving economic security, managing energy bills, and promoting independence for individuals and families. Our Learning Academy works in partnership with the community to provide education, tools, and supportive services to staff, volunteers, clients, board members, and partners. We strive to help adolescents, young adults, and their families develop the skills needed to be healthy, resilient, and resourceful members of our community.

Located at 219 West Chapel Street in Santa Maria, California, Little Village is a dedicated school that has been serving the Santa Barbara County community for over 55 years. We offer Head Start, Early Head Start, and State Preschool programs for the care and education of young children. In addition to our educational programs, we provide a variety of services aimed at helping individuals and families improve their economic security, manage energy bills, and achieve independence. Our mission is to help adolescents, young adults, and their families develop the skills they need to be healthy, resilient, and resourceful members of our community.

Ed Attlesey - State Farm Insurance Agent is an insurance agency located at 25 Carlo Drive in Goleta, California. Situated across the street from Gold's Gym on the corner of Calle Real and Carlo, our team of licensed professionals is dedicated to providing remarkable service to our customers. With a combined 29 years of experience, we are here to assist you with all of your insurance needs. Our office manager, Krista, has been a part of our team since 1999 and is a licensed Notary Public in addition to being licensed in Property and Casualty, and Life and Health insurance. Krista, a Goleta native, is committed to helping you with a smile and ensuring that your insurance needs are met.

Margaret ("Peggy") V. Barnes is a reputable institution located at 1900 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the institution offers top-notch expertise and guidance to individuals and businesses alike. With a team of experienced professionals, Margaret V. Barnes is dedicated to providing high-quality financial and legal solutions tailored to meet the unique needs of each client. Whether you require assistance with tax planning, investment management, or legal representation, this institution is committed to delivering exceptional service and results.

Omnia Insurance & Risk Solutions is a leading insurance agency located in Santa Barbara, California. We provide a wide range of insurance products and risk management solutions to meet the needs of individuals and businesses. Our team of experienced professionals is dedicated to helping our clients protect their assets and achieve peace of mind. Whether you are looking for auto, home, life, or business insurance, we are here to provide you with personalized service and tailored coverage options. Visit us at 4213 State Street to learn more about how we can help you secure your future.

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.

UCSB Finance Connection is a school located in Santa Barbara, California, United States. This institution is dedicated to providing students with a comprehensive education in finance, preparing them for successful careers in the financial industry. With a focus on real-world applications and hands-on experience, UCSB Finance Connection offers a dynamic learning environment where students can develop their skills and knowledge in finance. Whether you are interested in investment banking, corporate finance, or financial planning, UCSB Finance Connection is the perfect place to kickstart your career in finance.

Syd Walker, CFP, AIF - Stifel is a leading finance and insurance agency located in the heart of Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support. Visit us at 206 East Anapamu Street to learn more about how we can help you secure your financial future.

Loan Servicing LLC is a finance institution located at 1313 A Castillo Street in Santa Barbara, California. We specialize in providing loan servicing solutions to individuals and businesses, helping them manage their loan accounts efficiently and effectively. Our team of experienced professionals is dedicated to providing top-notch customer service and personalized assistance to meet the unique needs of our clients. Whether you are looking to refinance your mortgage or need assistance with loan repayment, Loan Servicing LLC is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

The Mark F. Weiss Law Firm, located in Santa Barbara, California, specializes in providing strategic counsel to physician entrepreneurs and their allies in the healthcare industry. With a focus on transforming the business of healthcare, the firm offers intensive, relationship-based guidance on a wide range of healthcare law issues. Clients of the firm include large physician-owned medical groups, entrepreneurial physicians involved in various healthcare ventures, and physician-controlled outpatient facilities such as ASCs and imaging centers. Mark F. Weiss, the principal of the firm, is known for his expertise in healthcare law and regularly shares insights on industry trends and strategies through various publications and speaking engagements. By helping clients drive transformational improvement in their business relationships, The Mark F. Weiss Law Firm is dedicated to empowering healthcare professionals to secure a successful future in an ever-evolving industry. Meetings with Mark F. Weiss are by appointment only at their offices in Dallas and Los Angeles.

The U.S. Bank Branch located at 20 East Carrillo Street in Santa Barbara, California is a reputable financial institution offering a wide range of banking services to its customers. Whether you need assistance with personal or business banking, loans, investments, or wealth management, the knowledgeable staff at this branch is dedicated to providing excellent customer service and helping you achieve your financial goals. With a convenient location and a strong reputation for reliability and trustworthiness, U.S. Bank Branch is a top choice for all your banking needs in the Santa Barbara area.

Omega Point Institute, located at 2020 Alameda Padre Serra in Santa Barbara, California, has been a beacon of charitable support since its establishment in 1981. As a 501(c)(3) public charity, Omega Point Institute has dedicated itself to assisting other charitable organizations and individuals in their noble endeavors. Through financial aid, logistical support, general management, and outreach efforts, Omega Point Institute has made a significant impact on over 300 charitable organizations over the past four decades. Committed to bringing attention to important issues in a non-political manner, Omega Point Institute continues to be a driving force for positive change in the community.

The Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.

Ramon Pantoja - State Farm Insurance Agent is a reputable insurance agency located at 714 West Olympic Boulevard in Los Angeles, California. Situated in the Petroleum Building, just one block east of LA Live and the Staples Center, our agency is led by a knowledgeable professional with a B.A. from the University of California - Santa Barbara and over 20 years of experience as a small business owner. Since 2007, we have been proudly serving the auto insurance needs of the Los Angeles community, offering free auto insurance quotes, life insurance policies, motorcycle insurance, business auto insurance, recreational vehicle insurance, and even pet insurance. At Ramon Pantoja - State Farm Insurance Agent, we prioritize safety and financial security. We provide valuable tips on avoiding drunk driving, motorcycle safety, and savings strategies. Our goal is to help you make informed decisions to protect yourself and your loved ones. Additionally, we offer a range of investment options through State Farm VP Management Corp. and deposit products through U.S. Bank National Association.

California Divorce Mediation, located at 12250 El Camino Real in San Diego, California, is a reputable institution specializing in helping individuals navigate the complexities of divorce in a peaceful and efficient manner. With over 1,000 successful cases and more than 10,000 hours of mediation experience, our team of experts, led by David and Holly, are dedicated to providing expert guidance and support to our clients. David, a Certified Financial Planner with a BA from Stanford and a JD from Georgetown, offers his clients a wealth of financial expertise to help them make informed decisions during the divorce process. Holly, with a BA from UC Santa Barbara, a JD from Southwestern Law School, and an LLM in taxation, is one of the few mediators in the country with a focus on tax-related issues in family law.

Collins & Associates is a reputable institution located at 213 West Canon Perdido Street in Santa Barbara, California. Specializing in accounting, finance, and legal services, their team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. With a focus on professionalism and client satisfaction, Collins & Associates is committed to helping their clients navigate the complexities of financial and legal matters with ease and confidence. Whether you are in need of tax preparation, financial planning, or legal advice, Collins & Associates is here to help you achieve your goals.

Ryan Associates is a leading health institution located at 226 East Canon Perdido Street in Santa Barbara, California, United States. Our team of dedicated professionals is committed to providing high-quality healthcare services to our patients. With a focus on personalized care and cutting-edge medical treatments, Ryan Associates strives to improve the health and well-being of all individuals in our community. Visit us today to experience the difference that compassionate and comprehensive healthcare can make in your life.