The 30 Best Investment product offerings 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.

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.

The Technology Management program at UC Santa Barbara is a cutting-edge institution located in the beautiful city of Santa Barbara, California. With a focus on innovation and entrepreneurship, students are equipped with the skills and knowledge needed to thrive in the rapidly evolving technology industry. The program offers a diverse range of courses, hands-on experiences, and networking opportunities to prepare students for successful careers in technology management. Whether students are interested in product development, marketing, or strategic planning, UC Santa Barbara provides a supportive and dynamic environment for growth and success. Come join us and become a leader in the world of technology management.

David Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

Dale Lane - State Farm Insurance Agent is a trusted insurance agency located at 277 West Tefft Street, Nipomo, California. As a State Farm agent, I have a deep appreciation for the good neighbor spirit and strive to make a positive impact on our communities. Serving people across San Luis Obispo/Santa Barbara counties, my agency offers insurance and financial services in both English and Spanish. Our friendly team is dedicated to building real relationships with our customers and providing them with the right coverage for their needs. Whether you need auto, home, property, business, health, or life insurance, we are here to help you find a Personal Price Plan that fits your requirements. Additionally, we offer financial services to help you secure your future. With over a decade of insurance experience, we prioritize professional and caring customer service to ensure that you and your family are protected. Our team members, including licensed agents Rachelle Ediger and Ariana Garibay, are committed to assisting you with your insurance needs.

Kory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.

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.

Bella Rosa Galleries is a prestigious institution located at 1103-A State Street in Santa Barbara, California. This establishment offers a unique blend of finance services, exquisite jewelry, and a variety of luxury items. With a stunning collection of fine jewelry and art pieces, Bella Rosa Galleries is the perfect destination for those seeking high-end products and exceptional customer service. Whether you are looking for a special gift or a valuable investment, Bella Rosa Galleries is the place to go. Visit us today and experience the elegance and sophistication that defines our institution.

Bankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!

Corrigan & Company is an insurance agency located at 32 East Sola Street in Santa Barbara, California, United States. We specialize in meeting the complex administrative needs of financial institutions, providing timely and accurate plan information through our online systems. Our services include asset and benefit liability accounting, concentration analysis, participant statements, and tax and accounting support. We also offer expert analysis, review, and support for matters related to the BOLI/COLI asset class. As a member of M Financial Group, we work with strategic partners and third-party administrators to deliver superior products and services to our clients. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer and member of FINRA/SIPC. Independently owned and operated, Corrigan & Company is committed to providing top-notch service to our clients. Please note that this information is for informational purposes only and should not be considered legal or tax advice. For more details about our services and partnerships, visit our website or contact us at 800-456-3377 or info@corrigan-co.com.

Northwestern Mutual is a trusted finance and insurance agency located at 1114 State Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation and protect what matters most to you.

BMO, located at 3780 State Street in Santa Barbara, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. BMO Bank N.A., a Member FDIC, provides these services in the United States. To comply with federal law, BMO collects and verifies information to identify each account holder. Third-party websites linked to BMO may have different privacy policies, and BMO does not endorse these sites. It is recommended to review the privacy and security policies of all websites reached through BMO's site. BMO does not provide tax or legal advice and recommends consulting with independent advisors for personalized guidance.

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.

Montecito Bank & Trust is a trusted financial institution located at 3802 State Street in Santa Barbara, California. As a full-service bank, Montecito Bank & Trust offers a wide range of financial services, including personal and business banking, loans, mortgages, and investment options. With a commitment to providing exceptional customer service and tailored financial solutions, Montecito Bank & Trust is dedicated to helping individuals and businesses achieve their financial goals. Whether you need to access an ATM, open a checking account, or secure a loan, Montecito Bank & Trust is here to provide reliable and convenient banking services to the Santa Barbara community.

First Republic Bank, located at 1200 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and ATM services. With a focus on customized solutions and exceptional service, First Republic Bank is committed to meeting the unique needs of each client. Deposit products and related services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Additionally, J.P. Morgan Wealth Management offers investment products and services through registered broker-dealer JPMS, providing expert guidance on navigating market risks. Trust and fiduciary services are also available through affiliated trust companies, offering comprehensive financial solutions. With a dedication to customer satisfaction and a focus on responsiveness, First Republic Bank is a trusted partner for all your financial needs.

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

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

Mechanics Bank - Milpas Branch is a full-service banking institution located at 914 Carpinteria Street in Santa Barbara, California. As a trusted provider of financial services, Mechanics Bank offers a range of banking products including savings accounts, checking accounts, loans, and investment options. Customers can also access convenient ATM services at this branch location. With a commitment to providing personalized customer service and innovative financial solutions, Mechanics Bank - Milpas Branch is dedicated to helping individuals and businesses achieve their financial goals.

Unison Financial Group is a finance institution located at 2264 Lillie Avenue, Summerland, California, United States. Our team of loan experts is dedicated to providing top-notch service for your purchase or refinance needs, specializing in residential, commercial/investment properties, and mobile homes. We are proud to serve the Santa Barbara and surrounding areas, offering a wide range of products, investment tools, mortgages, and personalized attention to meet your specific needs. Through our website, you can easily submit a secure online loan application, pre-qualify for a home loan, and explore different financing options using our interactive calculators. We offer various refinance options to best suit the needs of our local borrowers, including niche programs such as Interest Only Loans, No Income Documentation Loans, and Zero-Down Loans.

New York Life is an established insurance agency located at 1806 Cliff Drive in Santa Barbara, California. With a long-standing reputation for providing reliable and comprehensive insurance services, New York Life is dedicated to helping individuals and families protect their financial future. Their team of experienced agents is committed to offering personalized solutions tailored to each client's specific needs. Whether you are looking for life insurance, retirement planning, or investment services, New York Life is a trusted partner in securing your financial well-being. Visit their office in Santa Barbara to learn more about their range of insurance products and services.

Richard Meaney, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers a range of insurance solutions to meet the needs of individuals and families. With a focus on personalized service and a commitment to helping clients protect their financial future, Richard Meaney and his team are dedicated to providing expert advice and guidance. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Richard Meaney, Bankers Life Agent is here to help you navigate the complex world of insurance and secure the coverage you need.

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

TIAA Financial Services is a reputable institution located at 7 West Figueroa Street in Santa Barbara, California, United States. As a comprehensive financial services provider, TIAA offers a range of services including banking, finance, and insurance. With a strong focus on customer satisfaction and financial security, TIAA is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for banking solutions, investment opportunities, or insurance coverage, TIAA Financial Services has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Charles Schwab is a renowned financial institution located at 900 Chapala Street in Santa Barbara, California, United States. As a leading provider of financial services, Charles Schwab offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, Charles Schwab is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.

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.

The AmeriFlex Group, Inc. is a finance institution located at 1332 Anacapa Street, Santa Barbara, California, United States. They offer a range of financial services and products to help individuals and businesses with their wealth management needs. Receive a complimentary copy of their book Your Transitional Wealth Planner today. With corporate offices in Las Vegas, NV, AmeriFlex can be contacted via phone at (702) 987-9730 or email at [email protected] Visit their website at AmeriFlex for more information.

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.

Timpe 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.