Financial service provider in Santa Barbara, CA
374 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Pacific Wealth Strategies Group
● ClosedPacific Wealth Strategies Group is a finance institution located at 4213 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Pacific Wealth Strategies Group offers comprehensive financial planning services tailored to your individual needs. Trustworthy, reliable, and dedicated to helping clients build and preserve wealth, Pacific Wealth Strategies Group is committed to providing top-notch financial advice and guidance.
4213 State St #206, Santa Barbara, CA 93110, United States -
Brenner Wealth Management Group
● ClosedBrenner 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.
1424 State St, Santa Barbara, CA 93101, United States -
Montecito Capital Management
● ClosedMontecito 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.
225 E Carrillo St #203, Santa Barbara, CA 93101, United States -
Channel Wealth
● ClosedChannel 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.
15 W Carrillo St, Santa Barbara, CA 93101, United States -
Channel Wealth
● ClosedChannel 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.
3700 State St # 240, Santa Barbara, CA 93105, United States -
Filippini Wealth Management, Inc.
● ClosedFilippini 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.
319 E Carrillo St #201, Santa Barbara, CA 93101, United States -
Timpe Wealth Management Group - Stifel
● ClosedTimpe Wealth Management Group - Stifel is a renowned finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. The team at Timpe Wealth Management Group - Stifel is dedicated to providing personalized solutions and expert advice to assist clients in making informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, Timpe Wealth Management Group - Stifel is committed to helping you secure a prosperous financial future.
206 E Anapamu St, Santa Barbara, CA 93101, United States -
Freestone Capital Management
● ClosedFreestone 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.
205 E Carrillo St suite 217, Santa Barbara, CA 93101, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
1165 Coast Village Rd Suite L, Montecito, CA 93108, United States -
Laguna Capital Management
● ClosedLaguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
1225 Coast Village Rd, Santa Barbara, CA 93108, United States -
West End Partners
● OpenWest End Partners is a finance institution located at 1482 East Valley Road in Santa Barbara, California, United States. We specialize in providing strategic advisory and merchant banking investment services to a wide range of clients including emerging growth and middle market companies, private equity firms, senior management, entrepreneurs, family offices, venture investors, and lenders. Our services include M&A advisory services for public and private companies across various industry groups, senior operations and financial management, complex debt and equity structuring for US and international businesses, private equity portfolio analysis, turnarounds, and crisis management.
1482 E Valley Rd Suite 245, Santa Barbara, CA 93108, United States -
Ariadne Wealth Management, LP
● ClosedAriadne Wealth Management, LP is a prestigious finance institution located at 1255 Coast Village Road in Santa Barbara, California, United States. With a strong commitment to providing personalized wealth management services, Ariadne Wealth Management, LP helps clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals and a focus on tailored solutions, Ariadne Wealth Management, LP is dedicated to helping clients build and protect their wealth for the long term.
1255 Coast Village Rd #201a, Santa Barbara, CA 93108, United States -
Impact Family Office
● ClosedImpact Family Office is a finance institution located at 1224 Coast Village Circle in Santa Barbara, California, United States. We believe in the power of financial decisions to make a positive impact not only on your family and livelihood, but also on the broader community and the world. With a sense of responsibility and privilege, we work with our clients to create intentional impact strategies that align financial resources with their priorities and values, creating a lasting legacy for good. At Impact Family Office, we offer a unique onboarding service called the Bus Book™, which provides a comprehensive overview of a client's financial standing and estate directive. Our customized suite of services and relationship coordination ensures that our clients' financial resources are aligned with their lifestyle and values for maximum impact.
1224 Coast Village Cir #11, Santa Barbara, CA 93108, United States -
Harmony Investment Management, LLC
● ClosedHarmony Investment Management, LLC is a reputable finance institution located at 1187 Coast Village Road in Santa Barbara, California, United States. With a focus on providing expert financial services and solutions, Harmony Investment Management, LLC is dedicated to helping clients achieve their investment goals and secure their financial future. Their team of experienced professionals offers personalized guidance and strategic advice to help clients navigate the complexities of the financial market. Trust Harmony Investment Management, LLC to manage your investments with skill and integrity.
1187 Coast Village Rd Suite 1-778, Santa Barbara, CA 93108, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Beth McDonald Consulting
● ClosedBeth McDonald Consulting is a leading consulting firm located at 22 North Voluntario Street in Santa Barbara, California. With a strong track record of success, our team of experts provides top-notch consulting services to help businesses achieve their goals and overcome challenges. From strategic planning to business development, we offer a wide range of services tailored to meet our clients' specific needs. Trust Beth McDonald Consulting to deliver innovative solutions and drive your business forward.
22 N Voluntario St, Santa Barbara, CA 93103, United States -
The Forster Group - Morgan Stanley
● OpenThe Forster Group at Morgan Stanley is a renowned finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a strong reputation for providing top-tier financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of each individual. Trust in The Forster Group at Morgan Stanley for all your financial needs.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
The Guardian CPA
● ClosedThe Guardian CPA is a reputable accounting and finance institution located at 1408 Olive Street in Santa Barbara, California, United States. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, our team is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how The Guardian CPA can assist you with your accounting and finance needs.
1408 Olive St, Santa Barbara, CA 93101, United States -
FTI Consulting
● OpenFTI Consulting is a leading global business advisory firm located at 1018 Garden Street in Santa Barbara, California. With a strong presence in the United States and around the world, FTI Consulting offers expert services in areas such as corporate finance, economic consulting, forensic and litigation consulting, and strategic communications. Our team of professionals provides tailored solutions to help clients navigate complex challenges and achieve their business goals. Whether you are facing financial restructuring, legal disputes, or reputation management issues, FTI Consulting is here to support you with innovative strategies and unparalleled expertise.
1018 Garden St #208, Santa Barbara, CA 93101, United States -
Josh Nyholt CPA
● ClosedJosh Nyholt CPA is a reputable accounting and finance institution located at 836 Anacapa Street in Santa Barbara, California, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of experts is dedicated to providing top-notch service and guidance. Trust Josh Nyholt CPA to help you navigate the complexities of accounting and finance with professionalism and expertise.
836 Anacapa St, Santa Barbara, CA 93102, United States -
Anacapa Accountancy Corporation DBA Anacapa Valuations
● OpenAnacapa Accountancy Corporation DBA Anacapa Valuations is a reputable institution located at 5290 Overpass Road in Santa Barbara, California. Specializing in accounting and finance services, they provide expert valuations and assessments for businesses and individuals. With a team of experienced professionals, they offer accurate and reliable financial advice to help clients make informed decisions. Trust Anacapa Accountancy Corporation DBA Anacapa Valuations for all your accounting and valuation needs in the Santa Barbara area.
5290 Overpass Rd STE 227, Santa Barbara, CA 93111, United States -
Antoun W. Wassef, CPA
● OpenAntoun W. Wassef, CPA is a reputable accounting and finance institution located at 885 La Milpita Road in Santa Barbara, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and consulting. The team of professionals at Antoun W. Wassef, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Contact them today for all your accounting and finance needs.
885 La Milpita Rd, Santa Barbara, CA 93105, United States -
John F. Duston IV, CPA
● OpenJohn F. Duston IV, CPA is a reputable accounting and finance institution located at 1408 Olive Street in Santa Barbara, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is committed to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax filings or investment advice, John F. Duston IV, CPA is dedicated to helping you achieve your financial goals.
1408 Olive St, Santa Barbara, CA 93101, United States -
State Street Jewelry & Loan
● ClosedState Street Jewelry & Loan is a reputable finance institution and jewelry store located at 3122 State Street in Santa Barbara, California. Our store offers a wide range of high-quality jewelry pieces, watches, and other valuable items for purchase or loan. With a team of experienced professionals, we provide fair and confidential loan services to help our customers meet their financial needs. Visit us today to explore our collection and experience top-notch customer service.
3122 State St, Santa Barbara, CA 93105, United States -
U.S. Bank - Private Wealth Advisor: Manny Molera
● ClosedU.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.
24 E Carrillo St, Santa Barbara, CA 93101, United States -
Goodland CPA
● ClosedGoodland CPA is a boutique accounting firm located at 735 State Street in Santa Barbara, California. Established in 2016, we specialize in providing tax, accounting, and ERP consulting services to clients in various industries. Our team of experienced professionals offers expertise in developing and implementing ERP systems, ensuring a smooth transition from pre-implementation to post-implementation maintenance. Trust Goodland CPA for all your financial needs and let us help you achieve your business goals.
735 State St Suite 512, Santa Barbara, CA 93101, United States -
Northwestern Mutual - Robert G Dibley
● ClosedNorthwestern Mutual - Robert G Dibley is a trusted finance institution located at 1114 State Street in Santa Barbara, California, United States. With a commitment to helping clients achieve financial security and success, the team at Northwestern Mutual - Robert G Dibley offers personalized financial planning services and expert guidance. Whether you are looking to plan for retirement, invest wisely, or protect your assets, you can rely on the experienced professionals at Northwestern Mutual - Robert G Dibley to provide you with the guidance and support you need to reach your financial goals.
1114 State St #247, Santa Barbara, CA 93101, United States -
JNE TAX & ACCOUNTING
● ClosedJNE Tax & Accounting is a reputable institution located at 631 North Milpas Street in Santa Barbara, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial guidance and tax solutions to individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust JNE Tax & Accounting for all your accounting and financial needs in Santa Barbara.
631 N Milpas St, Santa Barbara, CA 93103, United States -
Abundant Wealth Partners, LLC
● ClosedAbundant Wealth Partners, LLC is a finance institution located at 4961 La Gama Way, Santa Barbara, California, United States. As an independent fee-only wealth management firm, we prioritize peace of mind and simplicity in helping individuals achieve their financial goals. Our main focus is on providing financial context that creates peace of mind for our clients. We believe that having a clear understanding of your financial situation can reduce stress and lead to more effective decision-making. We understand that the financial world can be complex, which is why we strive to simplify and declutter our clients' finances. Just as Marie Kondo suggests decluttering your living space, we aim to streamline your finances to align with your goals and spark joy in your financial life.
4961 La Gama Way, Santa Barbara, CA 93111, United States -
Brian Boyle - Thrivent
● ClosedBrian Boyle - Thrivent is a finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.
5290 Overpass Rd STE 115, Santa Barbara, CA 93111, United States
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Jewelry store
- financial service provider in Camarillo
- financial service provider in Goleta
- financial service provider in Lompoc
- financial service provider in Long Beach
- financial service provider in Los Angeles
- financial service provider in Mill Valley
- financial service provider in Monterey
- financial service provider in Nipomo
- financial service provider in Oxnard
- financial service provider in Paso Robles
- financial service provider in Port Hueneme
- financial service provider in Riverside
- financial service provider in Salinas
- financial service provider in San Diego
- financial service provider in San Luis Obispo
- financial service provider in Santa Fe Springs
- financial service provider in Santa Maria
- financial service provider in Santa Rosa
- financial service provider in Seaside
- financial service provider in Thousand Oaks
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos