TOP 30 Investments for retirement in Santa Barbara, California

Mechanics Bank - Santa Barbara Branch is a full-service financial institution located at 3757 State Street in Santa Barbara, California. As a trusted bank in the community, we offer a range of banking and financial services to meet your needs. Our branch features an ATM for convenient access to cash and account information. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, our friendly staff is here to assist you. Visit Mechanics Bank - Santa Barbara Branch today for all your banking needs.

Santa Barbara Teachers Federal Credit Union is a financial institution located at 3970 La Colina Road in Santa Barbara, California. As a credit union specifically for teachers, this institution offers a range of financial services tailored to the unique needs of educators. From savings accounts to loans, Santa Barbara Teachers Federal Credit Union provides personalized assistance and competitive rates to help teachers achieve their financial goals. With a focus on member satisfaction and community involvement, this institution is committed to supporting the local educational community 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.

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.

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.

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.

Wealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.

Santa Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States. Specializing in pension consulting services, they provide expert guidance and advice to help individuals and businesses make informed decisions regarding their retirement plans. With a team of experienced professionals, Santa Barbara Pension Consultants, Inc. is dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.

Strategic Wealth Management is a reputable financial institution located at 15 West Carrillo Street in Santa Barbara, California, United States. Our team of experienced financial advisers and planners are dedicated to providing top-notch investment services to help our clients effectively manage and grow their wealth. Whether you are looking to plan for retirement, save for your children's education, or make smart investment decisions, our experts are here to guide you every step of the way. Trust Strategic Wealth Management to help you achieve your financial goals and secure a prosperous future.

Rhame & Gorrell Wealth Management Santa Barbara is a premier financial institution located in the heart of Santa Barbara, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide personalized and comprehensive financial solutions. Visit us at 7 West Figueroa Street to learn more about how we can help you with your financial needs.

Invest West Financial Corporation is a leading financial institution located at 1933 Cliff Drive in Santa Barbara, California. Specializing in finance, our team of experts is dedicated to providing personalized investment solutions and financial services to help our clients achieve their financial goals. With a commitment to excellence and integrity, Invest West Financial Corporation is a trusted partner for individuals and businesses seeking sound financial advice and expert guidance. Contact us today to learn more about how we can help you secure your financial future.

Santa Barbara Precious Metals is a reputable institution located at 1727 State Street in Santa Barbara, California. As a finance and jewelry store, they specialize in buying and selling high-quality precious metals such as gold, silver, and platinum. With a team of experienced professionals, they offer competitive prices and expert advice to customers looking to invest in or sell precious metals. Whether you're looking to diversify your investment portfolio or find a stunning piece of jewelry, Santa Barbara Precious Metals is the place to go. Visit their store today to explore their exquisite collection of precious metal items.

Santa Barbara Coastal Advisors is a prestigious financial institution located at 3700 State Street in Santa Barbara, California, United States. With a team of experienced advisors, they offer personalized financial planning and investment management services to help clients achieve their financial goals. Specializing in coastal living and wealth management, Santa Barbara Coastal Advisors is dedicated to providing top-notch service and guidance to their clients. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Santa Barbara Coastal Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Marathon Investment Programs is a leading finance institution located at 902 El Rancho Road in Santa Barbara, California, United States. Our team of experienced professionals offers a wide range of investment programs tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or achieve financial independence, we are here to help you every step of the way. With a commitment to excellence and personalized service, Marathon Investment Programs is dedicated to helping you reach your financial goals. Contact us today to learn more about how we can assist you in achieving financial success.

Tyler Powell, CRPC, AAMS, Vice President/Investments at Stifel is a reputable finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a focus on providing top-notch investment services, Tyler Powell and his team offer personalized financial solutions to help clients achieve their financial goals. With years of experience and expertise in the industry, they are dedicated to providing excellent customer service and sound financial advice to their clients. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Tyler Powell and his team at Stifel are here to help you every step of the way.

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 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.

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.

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.

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.

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.

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.

Steven P Byrd Insurance & Financial is a reputable insurance agency located at 924 Anacapa Street in Santa Barbara, California. With a focus on providing top-notch insurance and financial services, our team of experienced professionals is dedicated to helping clients protect their assets and plan for their financial future. Whether you are looking for auto, home, life, or business insurance, we have the expertise to find the right coverage for your needs. Contact us today to learn more about how we can help you secure your financial well-being.

Alta Finance Solutions is a leading finance and insurance agency located at 225 East Cota Street in Santa Barbara, California. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with financial planning, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Alta Finance Solutions is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in 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.

Demboski & Chapman Financial and Insurance Solutions, Inc. is a leading finance, health, and insurance agency located at 200 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial and insurance services to meet our clients' needs. Whether you are looking for investment advice, health insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving your financial goals and securing your future.

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.