TOP 30 Best Financial professionals in Santa Barbara, California
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Kendrick Guehr Real Estate - Top Montecito and Santa Barbara Realtor
Kendrick Guehr Real Estate is a top real estate agency located at 1503 Chapala Street in Santa Barbara, California. Specializing in Montecito and Santa Barbara real estate, Kendrick Guehr is a native of Santa Barbara with over a decade of experience in the real estate industry. Known as a "power agent," Kendrick is highly respected for his professionalism, integrity, and white-glove service. He has received numerous accolades for his successful real estate transactions, including being named the #1 real estate agent at Keller-Williams for Santa Barbara and Montecito in both 2021 and 2022. With over 2,500 homes sold totaling more than $2.5 billion in sales volume, Kendrick and his team, the Epstein Partners, are the top real estate team on the South Coast. Clients praise Kendrick for his exceptional level of service and dedication to their needs. Whether you are buying or selling a home in Santa Barbara or Montecito, Kendrick Guehr Real Estate is the go-to agency for all your real estate needs. Contact them today for a personalized and professional real estate experience.
Homeowners Financial Group
Homeowners Financial Group is a finance institution located at 1525 State Street in Santa Barbara, California, United States. They specialize in providing financial services and solutions for homeowners, helping them navigate the complexities of mortgages, loans, and other financial products. With a team of experienced professionals, Homeowners Financial Group is dedicated to helping individuals achieve their financial goals and secure their dream homes. Whether you are looking to refinance, purchase a new home, or explore investment opportunities, Homeowners Financial Group is committed to providing personalized and expert guidance every step of the way.
La Cumbre Financial
La Cumbre Financial is a reputable insurance agency located in Santa Barbara, California. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the unique needs of our clients. With a focus on customer service and personalized attention, we strive to offer the best insurance options available. Visit us at 2275 Las Positas Road to learn more about how we can help protect you and your assets.
Austin Lampson at Homeowners Financial Group USA, LLC
Austin Lampson at Homeowners Financial Group USA, LLC is a finance institution located at 1525 State Street in Santa Barbara, California. The Lampson Team is dedicated to assisting veterans and active military personnel in achieving their goals of homeownership. Led by Austin Lampson, a seasoned professional with over a decade of experience in the industry, the team provides top-notch customer service and helps clients find the best mortgage product for their needs. The institution also offers support from licensed Mortgage Professional Assistants, Christine and Johanna, who guide clients through the mortgage process from start to finish. In addition, Amber Moon serves as the In-Process Team Liaison, ensuring a smooth and efficient transaction for all parties involved. Jenna manages marketing, events, client retention, and servicing, while Jacquie handles team marketing coordination.
Multiservices Santa Barbara, LLC
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.
Santa Barbara Notary Public
Santa Barbara Notary Public is a trusted institution located at 109 West Anapamu Street in Santa Barbara, California. As a finance institution, they specialize in providing notary services for a variety of financial documents. Their experienced and professional notaries are dedicated to ensuring that all documents are properly signed, witnessed, and notarized in accordance with state laws. Whether you need a power of attorney, loan documents, or real estate contracts notarized, Santa Barbara Notary Public is here to help. Trust them to handle all of your notary needs with efficiency and reliability.
Gatl Santa Barbara Ca
are prohibited, or in a location where Gatl Santa Barbara Ca does not have an available lender or lending partner, you will not be connected to a lender or lending partner. You are urged to read and understand the terms of any loan offered by any lender or lending partner, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. By submitting your information via this website, you are authorizing Gatl Santa Barbara Ca and its partners to do a credit check, which may include verifying your social security number, driver license number or other identification, and a review of your creditworthiness. Credit checks are usually performed by one of the major credit bureaus such as Experian, Equifax and TransUnion, but also may include alternative credit bureaus. You also authorize Gatl Santa Barbara Ca to share your information and credit history with its network of approved lenders and lending partners. For qualified consumers, our lenders offer loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR (including the interest rates plus fees and other costs) is 35.99%. All loans are subject to the lender’s approval based on its own unique underwriting criteria. Example: Loan Amount: $5000. Annual Percentage Rate: 35.99%. Number of Monthly Payments: 30. Monthly Payment Amount: $222.64. Total Amount Payable: $6679.52. Loans include a minimum repayment plan of 12 months and a maximum repayment plan of 30 months. In some cases, you may be given the option of obtaining a loan from a tribal lender. Tribal lenders are subject to tribal and certain federal laws while being immune from state law including usury caps. If you are connected to a tribal lender, please understand that the tribal lender’s rates and fees may be higher than state-licensed lenders. Additionally, tribal lenders may require you to agree to resolve any disputes in a tribal jurisdiction. You are urged to read and understand the terms of any loan offered by any lender, whether tribal or state-licensed, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. The purpose of shorter duration loans is to provide the borrower temporary financial relief. Such loans are not a long-term financial solution. Persons facing serious financial difficulties should consider other alternatives or should seek out professional financial advice. This website is not an offer to lend. Gatl Santa Barbara Ca is not a lender and does not make loan or credit decisions. Gatl Santa Barbara Ca connects consumers with lenders who may provide loans. For this reason, Gatl Santa Barbara Ca cannot supply you with an exact APR (Annual Percentage Rate) that you will be charged if you are approved for a loan. APRs vary according to the information supplied by you in your loan request and your lender. You will be given the APR, loan fees, and other terms by your lender when you are redirected to your loan agreement in the loan request process. The APR on a short term loan can range from 200% to 2,290% depending on how the APR is calculated (nominal vs. effective), the duration of the loan, loan fees incurred, late payment fees, non-payment fees, loan renewal actions, and other factors. Keep in mind that the APR range is not your finance charge and your finance charge will be disclosed later on. See a Representative Example. The APR on online personal loans can reach up to 35.99%, but for qualified consumers, rates can be much lower. The actual APR may vary depending on your credit score, loan amount, loan term, and the credit provider’s policies. Late Payment Implications: It is important to contact your lender if you are unable to repay your loan on time. Gatl Santa Barbara Ca is not a lender, and we do not have any information regarding the status of your loan. Please contact your lender directly for information on your payment status. If your payment is not made within a specified period, your lender may report the late payment to the credit bureaus. As a result, your credit score may be negatively affected. Loan Renewal Policies: Loan renewal options are not always available to you. It is essential to contact your lender directly if you need to renew your loan. If you choose to renew your loan, your lender may charge you a fee, which will be added to your loan balance. The renewal fee varies depending on the lender. Short-term loans are meant to be a short-term financial solution and should not be used as a long-term financial solution. We are not a lender. Only your lender can provide you with information about your specific loan terms and APR and the implications for non-payment of your loan. 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Mission Wealth - Santa Barbara
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.
Omega Financial Group, LLC
Omega Financial Group, LLC is a renowned finance institution located at 812 Anacapa Street in Santa Barbara, California, United States. With a team of experienced professionals, Omega Financial Group, LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. With a commitment to excellence and integrity, Omega Financial Group, LLC strives to help clients achieve financial success and security.
Foronjy Financial
Foronjy Financial is a reputable finance institution located at 401 Chapala Street in Santa Barbara, California, United States. With a team of experienced professionals, Foronjy Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Foronjy Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Foronjy Financial to provide you with expert guidance and support in all your financial endeavors.
West Coast Financial
West Coast Financial is a leading finance institution located at 1435 Anacapa Street in the beautiful city of Santa Barbara, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can help you reach your financial objectives.
Women In Tax Inc
Women In Tax Inc is a pioneering institution located at 1933 Cliff Drive in Santa Barbara, California, United States. Specializing in accounting and finance, this organization is dedicated to supporting and empowering women in the tax industry. Through networking events, mentorship programs, and educational resources, Women In Tax Inc strives to promote gender diversity and equality in the financial sector. Join us in our mission to create a more inclusive and equitable workplace for all women in tax.
Anapamu Professional Center
Anapamu Professional Center is a trusted institution located at 232 East Anapamu Street in Santa Barbara, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, Anapamu Professional Center is your go-to destination for all your financial needs in the Santa Barbara area.
Balance Financial Management
Balance Financial Management is a financial institution located at 3 West Carrillo Street in Santa Barbara, California, United States. Specializing in accounting and finance, Balance works with top organizational leaders to create essential business structures that help companies scale and grow. With over a decade of experience, our team of dedicated professionals offers customized financial solutions focused on accuracy, transparency, and long-term sustainability. From CFO functions to accounting services, we seamlessly integrate into organizations to provide support in various financial areas. We collaborate with your organization’s leadership to quickly identify opportunities, mitigate risks, and implement structural solutions that enhance financial efficiency and effectiveness. By providing timely and accurate financial data, we empower confident decision-making to achieve your growth objectives. Whether it’s HR, payroll, cash flow management, forecasting, or financial reporting, Balance offers proven financial expertise tailored to your specific needs.
Santa Barbara Bank & Trust
Welcome to Santa Barbara Bank & Trust, your trusted partner in financial success, conveniently located at 495 Washington Street in the heart of Monterey, California. As a leading financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. At Santa Barbara Bank & Trust, we offer a comprehensive range of financial solutions designed to help individuals, families, and businesses achieve their financial goals. Our services include personal and business banking, loans, mortgages, investment services, and financial planning. Our team of experienced professionals is committed to delivering personalized service and expert advice to guide you through every financial decision.
Edward Jones - Financial Advisor: Jefferson Ledgerwood
Edward Jones - Financial Advisor: Jefferson Ledgerwood is a reputable finance institution located at 2429 Professional Parkway in Santa Maria, California, United States. With a focus on personalized financial planning and investment strategies, Jefferson Ledgerwood and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jefferson Ledgerwood is committed to providing top-notch service and support to ensure your financial success.
Santa Barbara Teachers Federal Credit Union
Santa Barbara Teachers Federal Credit Union is a financial institution located at 3970 La Colina Road in Santa Barbara, California. As a credit union specifically for teachers, this institution offers a range of financial services tailored to the unique needs of educators. From savings accounts to loans, Santa Barbara Teachers Federal Credit Union provides personalized assistance and competitive rates to help teachers achieve their financial goals. With a focus on member satisfaction and community involvement, this institution is committed to supporting the local educational community in Santa Barbara.
Santa Barbara Pension Consultants, Inc.
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.
Legal Aid Foundation of Santa Barbara County
The Legal Aid Foundation of Santa Barbara County is a non-profit organization dedicated to providing free legal services to low-income individuals and families in Santa Barbara County. Located at 201 South Miller Street in Santa Maria, California, our team of experienced lawyers and legal professionals are committed to ensuring that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or in need of assistance with a consumer rights matter, our team is here to help. Contact us today to learn more about our services and how we can assist you with your legal needs.
Legal Clinic of Santa Barbara
The Legal Clinic of Santa Barbara is a nonprofit organization located at 125 Campo Vista Drive in Santa Barbara, California. Our clinic provides free legal services to low-income individuals and families in the Santa Barbara community. Our team of experienced attorneys and legal professionals offer assistance with a variety of legal issues, including housing disputes, family law matters, and immigration issues. We are committed to ensuring that all members of our community have access to quality legal representation, regardless of their financial situation. Visit us today to see how we can help you with your legal needs.
BBSI Santa Barbara
BBSI Santa Barbara is a reputable institution located in the vibrant city of Santa Barbara, California, United States. Specializing in finance, health, and insurance services, our agency is dedicated to providing top-notch solutions for individuals and businesses alike. Our experienced team of professionals is committed to helping our clients achieve their financial and health goals, while also ensuring they have the necessary insurance coverage to protect their assets. With a focus on personalized service and a strong commitment to excellence, BBSI Santa Barbara is the go-to destination for all your finance, health, and insurance needs.
Steven P Byrd Insurance & Financial
Steven P Byrd Insurance & Financial is a reputable insurance agency located at 924 Anacapa Street in Santa Barbara, California. With a focus on providing top-notch insurance and financial services, our team of experienced professionals is dedicated to helping clients protect their assets and plan for their financial future. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Contact us today to learn more about how we can help you secure your financial well-being.
Demboski & Chapman Financial and Insurance Solutions, Inc.
Demboski & 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.
Delightful Financial Services
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.
Morris Financial Consulting
Morris Financial Consulting, located at 3463 State Street in Santa Barbara, California, is a trusted finance institution specializing in tax preparation for individuals and small businesses. As a certified professional by the IRS and CA, I am dedicated to staying updated on the latest tax laws and regulations to provide you with expert guidance and support. Whether you need help with accounting, tax planning, or achieving your financial goals, I am here to assist you every step of the way. Contact me today to schedule a consultation and take the first step towards securing your financial future.
Presidio Financial Advisors
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
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.
TBI Financial
TBI Financial is a reputable accounting and finance institution located at 4141 State Street in Santa Barbara, California, United States. With a team of experienced professionals, TBI Financial offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you need help with budgeting, retirement planning, or estate planning, TBI Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC is a finance institution located at 24 East Cota Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial planning and investment management services, Pensionmark Financial Group, LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Pensionmark Financial Group, LLC to provide expert guidance and support in navigating the complexities of the financial world.
Coastal Financial Group
Coastal Financial Group, located at 5290 Overpass Road in Santa Barbara, California, is a finance institution offering a range of products and services. Licensing is available through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The team at Coastal Financial Group, operating under the marketing name Thrivent Financial for Lutherans, provides advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for a fee, resulting in written recommendations. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit the Thrivent website or FINRA's Broker Check.
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