TOP 30 Best Individual investment accounts in Santa Barbara, California

Santa Barbara County Federal Credit Union is a trusted financial institution located at 2623 De La Vina Street in the beautiful city of Santa Barbara, California. As a member-owned cooperative, they offer a wide range of financial services to help individuals and families achieve their financial goals. With a commitment to providing excellent customer service and competitive rates, Santa Barbara County Federal Credit Union is dedicated to serving the community and helping members build a secure financial future. Visit them today to learn more about their banking products and services.

Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.

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.

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.

Chown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Welcome to Santa Barbara Bank & Trust, your trusted financial partner located at 19191 Vermont Avenue, Torrance, California. As a leading provider of banking and financial services, we are committed to helping individuals and businesses achieve their financial goals with ease and confidence. Our state-of-the-art ATM facilities ensure that you have 24/7 access to your funds, while our comprehensive range of banking products and services are tailored to meet your unique needs. Whether you’re looking to open a savings account, secure a loan, or explore investment opportunities, our experienced team is here to provide personalized guidance and support every step of the way. Visit us today and discover why Santa Barbara Bank & Trust is the preferred choice for financial solutions in Torrance. Your financial well-being is our priority.

H&R Block is a renowned accounting and finance institution located at 21 North Milpas Street in Santa Barbara, California, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses seeking professional assistance with their financial needs. With a team of experienced professionals, H&R Block offers a wide range of services to help clients navigate the complexities of tax laws and financial planning. Whether you need help with tax preparation, financial planning, or other accounting services, H&R Block is dedicated to helping you achieve your financial goals.

Servicios Maya / Maya Insurance Agency is a trusted institution located at 717 East Ocean Avenue in Lompoc, California. Specializing in accounting, finance, health, and insurance services, our experienced team is dedicated to providing personalized solutions to meet our clients' needs. Whether you are looking for assistance with tax preparation, investment planning, healthcare coverage, or insurance policies, Servicios Maya / Maya Insurance Agency is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Anderson Financial Solutions is a reputable finance and insurance agency located at 128 East Carrillo Street in Santa Barbara, California. With a focus on providing top-notch financial services to individuals and businesses, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance coverage, Anderson Financial Solutions is committed to providing personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Banc of California is a trusted financial institution located at 18 West Canon Perdido Street in Santa Barbara, California. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our experienced team is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Visit us today to experience the convenience and reliability of Banc of California.

Community West Bank is a trusted financial institution located at 122 East Betteravia Road in Santa Maria, California. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of individuals, businesses, and communities in the area. Our convenient location includes an ATM for easy access to cash and account services. With a strong commitment to customer service and community involvement, Community West Bank is dedicated to helping our customers achieve their financial goals.

Morgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.

Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.

Arlington Financial Advisors is a premier financial institution located at 100 East De La Guerra Street in Santa Barbara, California. Our team of experienced advisors is dedicated to providing personalized financial guidance to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, Arlington Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

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.

Monarch Wealth Strategies is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to helping clients 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 investment portfolio, we are here to provide expert guidance and support. Trust Monarch Wealth Strategies to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Brian 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.

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.

Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Campbell & Howard is a reputable accounting and finance institution located at 5350 Hollister Avenue in Santa Barbara, California. With a strong focus on providing top-notch financial services, they cater to individuals and businesses alike. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Clients can trust Campbell & Howard to provide expert advice and guidance to help them achieve their financial goals.

Walther Scott H is a reputable accounting and finance institution located at 509 Brinkerhoff Avenue in Santa Barbara, California. With a focus on providing top-notch financial services, they are dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help with your business accounts, Walther Scott H is committed to providing expert guidance and support. Visit them today to see how they can help you achieve your financial goals.

Ridgeway & Warner is a reputable accounting and finance institution located at 525 Olive Street in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to investment advice, Ridgeway & Warner is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have built a strong reputation as a trusted financial partner in the community.

FABS, Inc. is a well-established accounting and finance institution located in the heart of Santa Barbara, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, FABS, Inc. has the expertise to guide you towards success. Visit us at 814 East Yanonali Street to learn more about how we can help you achieve your financial goals.

Welcome to The Property Mama, your trusted partner in real estate, located at 1500 Palma Drive, Ventura, California. As a proud Ventura native, I have a profound appreciation for the natural beauty and unique lifestyle that Ventura County offers. My role as a Realtor® with RESOURCE REAL ESTATE goes beyond just transactions; I am here as a friend, advisor, and community enthusiast. With over a decade of experience in property management and a deep understanding of local neighborhoods, schools, parks, and businesses, I am well-equipped to meet all your real estate needs. Whether you're buying, selling, or considering renting out your property, I provide personalized advice tailored to your unique situation. My extensive local knowledge extends beyond real estate; I can connect you with trusted partners, local events, volunteer opportunities, and more.

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.

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.

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.

Bartlett, Pringle & Wolf, LLP is a leading accounting and finance institution located at 1123 Chapala Street in Santa Barbara, California. With a focus on expert advice, comprehensive solutions, and extraordinary results, our team of accountants and consultants are dedicated to helping clients achieve their financial goals. Specializing in complex tax returns, estate planning, audit services, and more, we provide tailored services to meet the unique needs of businesses and individuals. Our expertise in accounting software, cost segregation studies, and financial strategies ensures that our clients receive top-notch support and guidance. Whether you are a real estate investor, business owner, or nonprofit organization, Bartlett, Pringle & Wolf, LLP is here to help you succeed. Visit us today to experience the difference of working with a trusted and experienced CPA firm.

The U.S. Bank Branch located at 220 Nogales Avenue in Santa Barbara, California is a trusted financial institution offering a wide range of banking services. Whether you're looking to open a savings account, apply for a loan, or simply need assistance with your finances, our friendly and knowledgeable staff are here to help. With a commitment to providing top-notch customer service and personalized financial solutions, U.S. Bank Branch is dedicated to helping you achieve your financial goals. Visit us today to experience the convenience and reliability of banking with U.S. Bank.