TOP 30 Investment advisory in Santa Barbara, California

31 results found

Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor in Santa Barbara, California, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Travis can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have important conversations with your loved ones. Visit Travis Loughridge today to start planning for your future.

Timothy Bigelow, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor is an insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted agent for Bankers Life, they offer a range of insurance products and investment advisory services to help clients protect their financial futures. With a focus on personalized service and tailored solutions, Timothy Bigelow strives to provide peace of mind and financial security for individuals and families in the Santa Barbara area.

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.

Curtis Advisory Group, LLC is a finance institution located at 735 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, Curtis Advisory Group offers personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Curtis Advisory Group is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Cresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.

Welcome to Santa Barbara Bank & Trust, your trusted partner in financial services located at 2310 East Ponderosa Drive, Camarillo, California. As a leading financial institution in the area, we are dedicated to providing personalized banking solutions tailored to meet your unique needs. Our comprehensive suite of services includes personal and business banking, loans, mortgages, and investment advisory, ensuring that we support you at every stage of your financial journey. At Santa Barbara Bank & Trust, we pride ourselves on our commitment to customer satisfaction, offering a blend of traditional banking values and innovative financial solutions. Our experienced team is here to guide you with expert advice and friendly service, ensuring that your financial goals are within reach. Visit us today and discover how we can help you achieve financial success with confidence and ease. Your journey to a secure financial future begins at Santa Barbara Bank & Trust.

HUB International's Santa Barbara Insurance office has a rich history in the community, dating back to the 19th century. Originally known as Caesar & Seider Insurance, it was recognized as the oldest insurance agency in Santa Barbara. In 1999, Talbot acquired Caesar & Seider before joining the Hub International family in 2004. The institution expanded further in 2009 with the acquisition of Ogilvy-Hill Insurance Services, which has roots tracing back to 1887. Located at 40 East Alamar Avenue in Santa Barbara, California, HUB International offers a wide range of insurance products and services tailored to the unique needs of its Central Coast clients. These include property and casualty insurance, life and health insurance, employee benefits, risk management solutions, retirement plan consulting, and private wealth management.

Presidio Financial Advisors, located at 105 East De La Guerra Street in Santa Barbara, California, is a registered investment advisory firm specializing in discretionary investment and consulting services. As a fiduciary, our fundamental obligation is to act in the best interests of our clients, prioritizing their needs over our own. The name "Presidio" signifies a fortress and place of safety for the community, reflecting our commitment to creating a welcoming environment where clients can feel comfortable approaching us with questions and concerns. We believe in valuing individuals for who they are, not the size of their portfolio.

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

Pacific 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.

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

Located at 24 East Carrillo Street in Santa Barbara, California, U.S. Bank's Private Wealth Management team is dedicated to helping individuals and families achieve their financial goals. With a focus on business owners, corporate executives, and modern families, our experienced advisors provide tailored advice to meet unique needs and situations. Our team believes in giving back to the community, with over $8 million in donations and 10,000 volunteer hours contributed over the past three years. Through our affiliate U.S. Bancorp Investments, we offer a range of investment and insurance products to help clients grow and protect their wealth. Whether you're looking to diversify your portfolio or expand your business, our team is here to provide expert guidance and support. Contact us today to start working towards the legacy you envision.

Freestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.

Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.

West 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.

Merrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.

Merrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.

U.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.

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.

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.

Aaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress. At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.

Jay Parker - Morgan Stanley is a reputable finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. As a branch of the renowned Morgan Stanley financial services firm, Jay Parker offers a wide range of financial services including wealth management, investment advisory, and financial planning. With a team of experienced financial professionals, Jay Parker - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Jay Parker - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.

Dawn M Kirchner is a reputable finance institution located at 800 Garden Street in Santa Barbara, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Dawn M Kirchner is known for its expertise in wealth management, investment planning, and financial advisory services. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Dawn M Kirchner is dedicated to providing top-notch financial services tailored to meet the unique needs of each client.

Spach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

PlanMember Financial Group is a finance institution located at 1600 State Street in Santa Barbara, California, United States. With a focus on helping individuals and families achieve their financial goals, PlanMember offers a range of services including retirement planning, investment management, and insurance solutions. Their team of experienced financial advisors work closely with clients to develop personalized strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, PlanMember Financial Group is dedicated to providing expert guidance and support every step of the way.

Shalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Alamar Capital Management LLC is a finance institution located at 200 East Carrillo Street in Santa Barbara, California. Specializing in investment management and financial planning, Alamar Capital Management LLC offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alamar Capital Management LLC is dedicated to helping you secure a stable financial future.

The Stonecutter Group - Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a reputation for excellence and expertise in financial services, The Stonecutter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stonecutter Group - Morgan Stanley is committed to helping you succeed.

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