TOP 30 Best Investments for families in Santa Barbara, California

Utopia Property Management in Santa Barbara, California, offers expert management services for rental investment properties. With over 25 years of experience, our licensed property managers provide comprehensive services including marketing, tenant screening, rent collection, maintenance, and more. Our team has insight into the local real estate market and can handle properties of all sizes. We also offer property valuation, sales, and financing services through our affiliate company, Utopia Lending. Located at 7 West Figueroa Street, our office serves the Santa Barbara area and is known as a market leader in rental property management. We utilize effective marketing techniques to quickly fill properties with reliable tenants at advantageous rates. Our team has a strong presence in the market and can tailor our methods to the unique needs of each property.

Santa Barbara Rental Property is a premier property management company located at 123 West Padre Street in the beautiful city of Santa Barbara, California. We specialize in providing high-quality rental properties for both long-term and vacation tenants. Our team of experienced professionals is dedicated to ensuring that our tenants have a seamless and enjoyable living experience. From cozy apartments to luxurious beachfront homes, Santa Barbara Rental Property has a wide range of options to suit every lifestyle and budget. Contact us today to find your perfect rental property in Santa Barbara!

Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.

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.

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.

Impact 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.

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.

Green Table is a unique and innovative restaurant located in Santa Barbara, California, offering original, organic, gluten-free, and vegetarian foods. Our menu is carefully crafted to provide super light yet nutrient-dense meals that are not only delicious but also promote physical energy and mental clarity. We prioritize using organic, local, and healthy ingredients to create powerful superfood combinations with amazing flavors. Our General Manager, Rebekah, is a nutritionist who has dedicated over a decade to helping individuals and families transition to a plant-based, mostly raw, and high-energy lifestyle. At Green Table, we are constantly pushing the limits of purity, nutrient density, and energy value in our dishes to ensure that our customers experience every day with more purpose and passion.

Los Adobes de Maria II is an institution located at 1148 West Boone Street in Santa Maria, California, United States. This institution is part of People's Place, a new development in the City of Santa Paula that provides 68 one-, two-, and three-bedroom units for low-income households and farmworkers. Pre-applications for People's Place are currently available and due on Monday, April 1st. Los Adobes de Maria II offers year-round after-school programs for students in grades K-8 through its onsite Learning Centers. Visitors are invited to take a virtual tour of these facilities to see the programs in action.

Del Hegland New Life Insurance is a reputable insurance agency located at 23 Hitchcock Way in Santa Barbara, California, United States. With a focus on providing top-notch life insurance policies to individuals and families, this institution is committed to helping clients protect their loved ones and secure their financial future. With a team of experienced professionals, Del Hegland New Life Insurance offers personalized service and tailored insurance solutions to meet the unique needs of each client. Trustworthy, reliable, and dedicated, this agency is a trusted partner in ensuring peace of mind and security for the 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.

Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families 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 investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and 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.

James Spach - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on personalized wealth management services, James Spach helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, James Spach offers a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Spach is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

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.

Crescendo Insurance Solutions, Inc. is a finance institution located at 2851 North Ventura Road in Oxnard, California, United States. Our team is dedicated to creating amazing retirements for the families we serve through a disciplined approach rooted in education, integrity, and earned trust. As an independent financial firm, we are not bound to any specific institution or product, allowing us to focus solely on your best interests. Are you wearing blinders that could be affecting your financial decisions? Just like racehorses wear blinders to stay focused on the finish line, investors sometimes wear blinders that may hinder their view of the bigger picture. Our workshops and seminars address common financial concerns individuals and families face in retirement, helping you feel more confident about the future.

Prog Vision Painting: Elevating Spaces with Expert Craftsmanship Welcome to Prog Vision Painting, your trusted painting partner located at 1713 Terronez Place, Oxnard, California. We specialize in transforming both residential and commercial spaces with our comprehensive range of painting services. Whether you're looking to refresh a single room or undertake a complete property makeover, our skilled team is here to turn your vision into reality.

Welcome to 805 Homes - Rod B. Tuazon, Broker/Realtor, your trusted partner in real estate located in the heart of Ventura, California. Situated at 674 County Square Drive, we are dedicated to providing exceptional real estate services to those looking to buy or sell homes in Ventura County and beyond. With a deep understanding of the real estate market and a commitment to excellence, Rod Tuazon is the professional you need to guide you through every step of your real estate journey. Whether you're buying or selling, Rod's extensive knowledge, coupled with his proactive approach, ensures a seamless and successful transaction from start to finish.

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.

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.

Compass First is a finance institution located at 1114 State Street in Santa Barbara, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate their way to financial success. Our team of experienced professionals is dedicated to offering personalized solutions and guidance to meet our clients' unique financial needs. Whether you are looking to invest, save, or plan for the future, Compass First is here to help you every step of the way. Visit us today to start your journey towards a secure financial future.

The Law Offices of Monica Robles is a reputable finance and legal institution located at 308 East Carrillo Street in Santa Barbara, California. Specializing in a variety of legal services, including finance law, Monica Robles and her team are dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success, they are committed to delivering personalized and effective solutions to meet the unique needs of each individual or business they serve. Trust the Law Offices of Monica Robles for expert legal advice and representation in Santa Barbara and beyond.

California Wealth Advisors is a premier financial institution located at 10 East Figueroa Street in Santa Barbara, California. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on integrity, transparency, and client satisfaction, California Wealth Advisors is committed to helping you secure a brighter financial future.

Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.

Nye, Stirling, Hale Miller & Sweet, LLP is a prestigious law firm located at 33 West Mission Street in Santa Barbara, California. With a second location in Pittsburgh, Pennsylvania, the firm is dedicated to providing top-notch legal services to clients nationwide. Specializing in various areas of law, the team of experienced attorneys at Nye, Stirling, Hale Miller & Sweet, LLP is committed to delivering exceptional representation and achieving successful outcomes for their clients. Contact them at 805.963.2345 in Santa Barbara or 412.857.5350 in Pittsburgh for expert legal assistance.

First Bank, located at 3304 State Street in Santa Barbara, California, is a full-service financial institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and manage their finances on the go. Some consumer accounts are eligible for online account opening, and customers can also visit a branch to establish an account. The institution provides resources to help customers achieve their financial goals and prides itself on being there for families in times of need. Please note that by clicking on external third-party websites, you are leaving the First Bank website and should review their privacy policies and security measures. Trust First Bank to help you write your own success story.