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TOP 30 Legal consultation services in Santa Barbara, CA
103 results found
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Merrill Lynch Wealth 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
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.
Brian Boyle - Thrivent
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.
Merrill Lynch Financial Advisor Marc Gamberdella
Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.
Merrill Lynch Financial Advisor James Landeros
Merrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
Norman D Kovanda & Associates
Norman D Kovanda & Associates is a reputable accounting and finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Norman D Kovanda & Associates to provide expert advice and personalized solutions to help them achieve their financial goals.
Tax Law Offices of David W. Klasing
The Tax Law Offices of David W. Klasing is a renowned institution specializing in accounting, finance, and legal services related to tax law. Located at 7 West Figueroa Street in Santa Barbara, California, United States, the office is led by expert tax attorney David W. Klasing. With a strong focus on providing personalized and strategic solutions for individuals and businesses facing complex tax issues, the institution offers a wide range of services including tax planning, audit representation, and tax controversy resolution. Clients can expect top-notch expertise and dedicated advocacy from the team at the Tax Law Offices of David W. Klasing.
International Tax Attorney Andrew L. Jones
International Tax Attorney Andrew L. Jones is a renowned institution located at 351 Paseo Nuevo in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the institution is dedicated to providing expert guidance and support in navigating the complexities of international tax law. With a wealth of experience and a commitment to excellence, International Tax Attorney Andrew L. Jones is the trusted partner for individuals and businesses seeking top-tier tax advice and representation.
Kemble White, Tax Attorney
Kemble White, Tax Attorney is a highly reputable institution located at 2780 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch tax assistance and guidance to individuals and businesses alike. With a focus on personalized service and attention to detail, we strive to help our clients navigate the complexities of tax laws and regulations with ease. Trust Kemble White, Tax Attorney to handle all your tax-related needs with professionalism and expertise.
LocalRoofs
Welcome to LocalRoofs: Your Trusted Roofing Partner Located at 2550 Azurite Circle, Thousand Oaks, California, LocalRoofs is your premier roofing contractor, proudly serving the homes and businesses of Ventura, Los Angeles, Santa Barbara, Orange, and San Diego Counties. With over 50 years of experience, our locally owned and operated business has been dedicated to delivering exceptional roofing services since our first roof installation in 1972.
KEITH FICHTELMAN
Welcome to Keith Fichtelman, Ventura County's premier commercial litigation and business law attorney, located at 300 East Esplanade Drive, Oxnard, California. With a steadfast dedication to providing personalized service, Keith ensures that each client fully understands their legal options, empowering them to make informed decisions to protect themselves, their families, and their businesses. Keith Fichtelman is committed to addressing your legal issues effectively and efficiently, aiming to resolve current challenges swiftly while helping you avoid future complications. His expertise spans across Ventura County, Santa Barbara County, Los Angeles County, and beyond, serving communities including Oxnard, Ventura, Camarillo, and many more.
Top Gun DUI Defense Attorney Myles L. Berman
Welcome to the Law Offices of Top Gun DUI Defense Attorney Myles L. Berman, where we are committed to providing exceptional legal representation for individuals facing DUI or DUID charges. Located at 3075 East Thousand Oaks Boulevard, Westlake Village, California, our firm serves clients throughout Southern California, including Los Angeles, Orange County, Ventura, Riverside, San Bernardino, Santa Barbara, and San Diego. Led by the nationally recognized attorney Myles L. Berman, our experienced team of DUI and DUID defense lawyers is dedicated to aggressively defending your rights in court and with the Department of Motor Vehicles. With a career spanning over four decades, Myles L. Berman has earned a stellar reputation as one of the top defense attorneys in the region, known for his successful representation and personalized approach to each case.
Joe Virnig - RE/MAX Gold Coast REALTORS
Welcome to Joe Virnig - RE/MAX Gold Coast REALTORS, your premier real estate agency located at 5720 Ralston Street, Ventura, California. Since 1991, we have proudly served Ventura County, growing into the largest real estate company in the area by assisting countless families with their real estate sales and purchases. Our dedicated team is committed to providing exceptional service and expertise to help you navigate the dynamic Ventura County real estate market. Ventura County is a picturesque region, offering miles of pristine beaches, lush forests, secluded lakes, and charming towns. The area is enriched by a warm Mediterranean climate, fostering a vibrant agricultural heritage that is evident in the vibrant produce markets and roadside stands. With a diverse economy supported by major industries such as tourism, retail, pharmaceuticals, and agriculture, Ventura County is a thriving community.
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