TOP 30 Managed accounts in Santa Barbara, California

65 results found

Multiservices Santa Barbara, LLC is a versatile institution located at 621 West Micheltorena Street in Santa Barbara, California, United States. Offering a wide range of services, including financial consulting, tax preparation, legal assistance, and more, Multiservices Santa Barbara is dedicated to providing comprehensive solutions to meet the needs of individuals and businesses in the community. With a team of experienced professionals and a commitment to exceptional customer service, Multiservices Santa Barbara is a trusted resource for all your service needs.

Sansum Clinic Patient Accounts/Billing is a finance and health institution located in the beautiful city of Santa Barbara, California, United States. Our dedicated team of professionals is committed to providing top-notch billing services for all our patients. From managing account balances to processing insurance claims, we strive to ensure a smooth and efficient experience for all. Trust Sansum Clinic Patient Accounts/Billing to handle all your financial needs with care and precision.

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.

Gerard Accounting & Taxes is a reputable institution located in Santa Barbara, California, United States. Specializing in accounting and finance services, they offer expert assistance in tax preparation, bookkeeping, payroll, and financial planning. With a team of experienced professionals, Gerard Accounting & Taxes is dedicated to helping individuals and businesses navigate the complexities of financial management. Visit their office at 2502 Orella Street for personalized and reliable accounting services.

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 Community Academy is a vibrant primary school located at 850 Portesuello Avenue in Santa Barbara, California. As an institution dedicated to providing a high-quality education for students in the local community, we offer a supportive and inclusive learning environment where every child can thrive. Our experienced teachers and staff are committed to nurturing the academic, social, and emotional growth of each student. With a focus on personalized learning and innovative teaching methods, Santa Barbara Community Academy prepares students for success in school and beyond. Join us in shaping the future leaders of tomorrow!

Old Coast Property Management, Inc. is a reputable accounting and finance institution located at 5266 Hollister Avenue, Santa Barbara, California, United States. With a focus on providing top-notch financial services, they specialize in property management and offer expert advice on investment strategies. Their experienced team is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you are a homeowner looking to rent out your property or an investor seeking guidance on real estate investments, Old Coast Property Management, Inc. is the go-to institution for all your financial needs.

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.

Athens Capital Management LLC is a finance institution located at 812 Presidio Avenue in Santa Barbara, California, United States. Our goal is to help investors stay rich, rather than taking unnecessary risks to get rich. Our managing partner has cultivated extensive relationships and a wide network within the alternative assets industry, providing our investors with access to exclusive off-market opportunities and closed funds. Our investment strategy focuses on low correlation, offering a balance of upside potential, downside protection, and diversification to achieve our steady return objective.

Santa Barbara Bookkeeping is a trusted accounting and finance institution located at 509 Brinkerhoff Avenue in Santa Barbara, California. Our team of experienced professionals provides top-notch bookkeeping services to businesses and individuals in the area. With a commitment to accuracy and attention to detail, we strive to help our clients manage their finances effectively. Whether you need assistance with payroll, tax preparation, or general bookkeeping, Santa Barbara Bookkeeping is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Santa Barbara Bookkeeping & Tax Services is a reputable accounting and finance institution located at 2050 Alameda Padre Serra in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of financial management and compliance. Whether you need assistance with tax preparation, payroll processing, or general accounting services, Santa Barbara Bookkeeping & Tax Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Sierra Managed Accounting Services is a professional accounting and finance institution located at 924 Anacapa Street in Santa Barbara, California, United States. Our team of experienced accountants and financial experts provide comprehensive managed accounting services to help businesses streamline their financial operations and achieve their goals. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, our dedicated team is here to help. Contact us today to learn more about how Sierra Managed Accounting Services can support your business.

Balance Financial Management is a financial institution located at 3 West Carrillo Street in Santa Barbara, California, United States. Specializing in accounting and finance, Balance works with top organizational leaders to create essential business structures that help companies scale and grow. With over a decade of experience, our team of dedicated professionals offers customized financial solutions focused on accuracy, transparency, and long-term sustainability. From CFO functions to accounting services, we seamlessly integrate into organizations to provide support in various financial areas. We collaborate with your organization’s leadership to quickly identify opportunities, mitigate risks, and implement structural solutions that enhance financial efficiency and effectiveness. By providing timely and accurate financial data, we empower confident decision-making to achieve your growth objectives. Whether it’s HR, payroll, cash flow management, forecasting, or financial reporting, Balance offers proven financial expertise tailored to your specific needs.

Welcome to the Santa Clara River Preserve, a stunning natural haven located at 1368 Mission Rock Road, Santa Paula, California. This expansive park spans nearly two miles of the majestic Santa Clara River, encompassing almost 1,000 acres of diverse upland habitat and riverbed. As one of the few public access points to the Santa Clara River, the preserve offers a unique opportunity to connect with this vital waterway. Managed by The Nature Conservancy (TNC), the Santa Clara River Preserve is a perfect destination for outdoor education, community gatherings, wildlife viewing, and hiking. Visitors can explore the natural beauty and learn about the ecological significance of the Santa Clara River, a critical source of drinking water and a key resource for local agriculture. The preserve also plays an essential role in providing some of the last riverside and freshwater habitats in the Los Angeles-Ventura region.

Blaze Pizza, located at 3925 State Street in Santa Barbara, California, is a popular food institution known for its delicious pizzas. In addition to their wide variety of pizza options, Blaze Pizza offers free drinks, desserts, cheesy bread, and more through their Blaze Rewards program. By joining the program, customers can earn Flames with every dollar spent, which can be redeemed for rewards. The institution also caters to vegan customers with vegan dough options, spicy chorizo, vegan cheese, and a variety of veggies. Customers can easily manage their Blaze Rewards account and check their Flame balance through the Blaze Pizza app. Visit Blaze Pizza for a tasty and rewarding dining experience!

Insurance Incorporated is a well-established health insurance agency located at 1126 West Foothill Boulevard in Upland, California. Since 1958, our experienced agents have been providing quality insurance coverage to individuals, families, and businesses across the Western United States, including California, Nevada, and Arizona. With eight office locations in the Greater Los Angeles and San Diego areas, as well as Riverside, Ventura, Santa Barbara, Vernal, and more, we offer a wide range of personal, business, and employee benefits insurance products from the state's leading carriers. Our knowledgeable advisors specialize in customizing insurance solutions to minimize risks and maximize protection, helping you make informed decisions tailored to your needs and budget. Trust Insurance Incorporated to provide expert advice and comprehensive coverage to safeguard what matters most to you. Contact us today to see why so many clients choose us for their insurance needs.

BB&H Benefit Designs is an insurance agency located at 109 East Victoria Street in Santa Barbara, California. We specialize in providing personalized benefit designs to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and loved ones. Whether you are looking for health, life, or disability insurance, we are here to help you navigate the complex world of insurance and find the coverage that fits your needs and budget. Contact us today to learn more about how BB&H Benefit Designs can help you secure 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.

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.

Wells Fargo Bank is a trusted financial institution located at 3804 State Street in Santa Barbara, California. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and online banking services, Wells Fargo strives to provide customers with easy access to their finances and top-notch customer service. Whether you're looking to open a checking account, get a loan, or plan for your future, Wells Fargo Bank is here to help you reach your financial goals.

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.

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.

The Bank of America Financial Center located at 834 State Street in Santa Barbara, California, is a full-service banking institution offering a wide range of financial services to individuals, businesses, and corporations. With a focus on customer satisfaction and financial expertise, this branch provides services such as personal and business banking, investment management, wealth management, and lending solutions. Whether you are looking to open a checking account, apply for a mortgage, or plan for retirement, the knowledgeable staff at the Bank of America Financial Center is dedicated to helping you achieve your financial goals. Visit us today to experience the convenience and reliability of banking with Bank of America.

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.

JR Bookkeeping is a reputable accounting and finance institution located at 351 Santa Barbara Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of bookkeeping services to help businesses manage their financial records effectively. Our personalized approach and attention to detail ensure accurate and reliable financial reporting for our clients. Whether you are a small business or a large corporation, JR Bookkeeping is committed to providing top-notch accounting services to meet your needs. Contact us today to learn more about how we can help streamline your financial processes.

Matthews & Company, C.P.A. is a reputable accounting and finance institution located at 5409 Paseo Orlando in Santa Barbara, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of accounting and financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and audit services, Matthews & Company, C.P.A. is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.

Margaret ("Peggy") V. Barnes is a reputable institution located at 1900 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the institution offers top-notch expertise and guidance to individuals and businesses alike. With a team of experienced professionals, Margaret V. Barnes is dedicated to providing high-quality financial and legal solutions tailored to meet the unique needs of each client. Whether you require assistance with tax planning, investment management, or legal representation, this institution is committed to delivering exceptional service and results.

UCSB Finance Connection is a school located in Santa Barbara, California, United States. This institution is dedicated to providing students with a comprehensive education in finance, preparing them for successful careers in the financial industry. With a focus on real-world applications and hands-on experience, UCSB Finance Connection offers a dynamic learning environment where students can develop their skills and knowledge in finance. Whether you are interested in investment banking, corporate finance, or financial planning, UCSB Finance Connection is the perfect place to kickstart your career in finance.

The FedEx Drop Box at 1482 East Valley Road in Santa Barbara, California, United States offers convenient 24/7 drop-off for FedEx Express, FedEx Ground, and FedEx SmartPost prelabeled shipments. You can choose from 1-, 2-, or 3-day shipping for FedEx Express or opt for FedEx Ground for shipments to arrive in 1-5 business days. The drop box accepts a variety of packages, including FedEx Express envelopes and boxes, as well as packages with a FedEx label that fit within dimensions of up to 20" x 12" x 6". Drop-off times vary by location, with some offering extended hours and Saturday pickups. To use the drop box, create a shipping label online or fill out an airbill with your FedEx account number, then print and affix the label to your package before dropping it off. Cash, check, and credit card payments are not accepted at the drop box. If your package is too large for the drop box, bring it to a nearby FedEx location. FedEx Office locations nationwide also offer packing and shipping services, while FedEx Ship Centers provide late hours, cutoff times, and the ability to ship hazardous goods. Choose from thousands of FedEx Office, FedEx Ship Center, FedEx Authorized ShipCenter, Walgreens, Dollar General, and grocery locations across the country for your shipping needs.