Personal finance in Santa Barbara, CA
189 results found
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Marathon Investment Programs
● OpenMarathon 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.
902 El Rancho Rd, Santa Barbara, CA 93108, United States -
Michael McGinnis - Morgan Stanley
● OpenMichael McGinnis - Morgan Stanley is a reputable finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a focus on providing top-notch financial services, the team at Michael McGinnis - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at Michael McGinnis - Morgan Stanley to provide you with personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards financial success.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Rottman Group
● OpenThe Rottman Group is a leading finance institution located at 308 East Carrillo Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial services, the Rottman Group offers a wide range of investment options and financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, the Rottman Group is committed to providing expert guidance and personalized service to help you succeed.
STOLL LAW BUILDING, 308 E Carrillo St, Santa Barbara, CA 93101, United States -
Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedHeghine Kirakosyan is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on providing personalized financial planning and investment advice, Heghine works closely with clients to help them achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, Heghine Kirakosyan offers expert guidance and support to help you navigate the complex world of finance. Contact her today to schedule a consultation and take the first step towards securing your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
50 Something Info
● Closed50 Something Info is a finance institution located at 1394 Santa Rita Circle in Santa Barbara, California, United States. We specialize in providing financial information and advice to individuals in their 50s and beyond. Our experienced team of professionals offers personalized services to help our clients make informed decisions about their money and investments. Whether you are planning for retirement, managing your savings, or looking to grow your wealth, 50 Something Info is here to help you navigate the complexities of finance with confidence. Visit us today and let us guide you towards a secure financial future.
1394 Santa Rita Cir, Santa Barbara, CA 93109, United States -
Andrew Winchester - Morgan Stanley Private Wealth Advisor
● OpenAndrew Winchester - Morgan Stanley Private Wealth Advisor is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. As a trusted advisor at Morgan Stanley, Andrew Winchester provides unparalleled financial services and expertise to high-net-worth individuals, families, and institutions. With a focus on personalized wealth management strategies, Andrew Winchester helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Andrew Winchester is dedicated to providing exceptional service and guidance every step of the way.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor David F Marshall
● ClosedMerrill Lynch Financial Advisor David F Marshall is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Our team can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. We are committed to the local community and have sponsored various charitable organizations. Our personalized wealth management strategies aim to help you pursue your financial goals effectively. Our team consists of experienced professionals dedicated to building strong client relationships based on trust and personalized service. We believe in understanding your goals and priorities to create a financial approach that reflects your unique needs. Let us work together to help you achieve your financial goals and address changes in the market and in your life. Contact Merrill Lynch Financial Advisor David F Marshall to learn more about our investment insights and personalized services.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Spach & Associates - Ameriprise Financial Services, LLC
● ClosedSpach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Michelle Ann Perry
● ClosedMerrill Lynch Financial Advisor Michelle Ann Perry is located at 1424 State Street in Santa Barbara, California, United States. As a finance institution, Michelle Ann Perry, CFP®First Vice President, Wealth Management Advisor, offers insights, observations, and ideas to help clients pursue their financial goals. Michelle is dedicated to connecting clients' financial lives with their desire to make a positive impact on their families and communities. With a personalized approach, she helps clients create a financial strategy that aligns with their values and aspirations. Michelle is a Certified Financial Planner with a background in communications and global business. She is actively involved in the local community, serving on boards and volunteering for various organizations. Michelle believes in building strong client relationships based on trust and personalized service.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Donna Weidl
● ClosedMerrill Lynch Financial Advisor Donna Weidl is a finance institution located at 1424 State Street, Santa Barbara, California, United States. The JJD Group, a team of experienced financial professionals with over 65 years of combined experience, is dedicated to helping clients with their wealth management needs. With roots dating back to 1970, the team at Merrill Lynch Wealth Management has been serving multiple generations of families and building strong client relationships through personalized service and trust. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and priorities, the team works to design customized approaches to help clients stay on track and navigate changing financial markets. By providing the latest investment insights and strategies, Merrill Lynch Financial Advisor Donna Weidl aims to help clients live their best financial lives.
1424 State St, Santa Barbara, CA 93101, United States -
Stifel
● ClosedStifel is a reputable finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Stifel's experienced team of professionals is dedicated to providing personalized solutions tailored to your specific needs. Visit Stifel today to learn more about how they can help you secure your financial future.
206 E Anapamu St, Santa Barbara, CA 93101, United States -
Crescendo Insurance Solutions, Inc.
● ClosedCrescendo 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.
2851 N Ventura Rd #102, Oxnard, CA 93036, United States -
Debra A Galin - Morgan Stanley
● OpenDebra A Galin - Morgan Stanley is a finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our experts are here to provide guidance and support every step of the way. Trust Debra A Galin - Morgan Stanley to help you secure your financial future.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor James Landeros
● ClosedMerrill 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.
1424 State St, Santa Barbara, CA 93101, United States -
Homeowners Financial Group
● ClosedHomeowners Financial Group is a finance institution located at 1525 State Street in Santa Barbara, California, United States. They specialize in providing financial services and solutions for homeowners, helping them navigate the complexities of mortgages, loans, and other financial products. With a team of experienced professionals, Homeowners Financial Group is dedicated to helping individuals achieve their financial goals and secure their dream homes. Whether you are looking to refinance, purchase a new home, or explore investment opportunities, Homeowners Financial Group is committed to providing personalized and expert guidance every step of the way.
1525 State St #104, Santa Barbara, CA 93101, United States -
PlanMember Financial Group
● ClosedPlanMember Financial Group is a finance institution located at 1600 State Street in Santa Barbara, California, United States. With a focus on helping individuals and families achieve their financial goals, PlanMember offers a range of services including retirement planning, investment management, and insurance solutions. Their team of experienced financial advisors work closely with clients to develop personalized strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, PlanMember Financial Group is dedicated to providing expert guidance and support every step of the way.
1600 State St, Santa Barbara, CA 93101, United States -
Tyler Powell, CRPC , AAMS , Vice President/Investments - Stifel
● ClosedTyler 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.
206 E Anapamu St, Santa Barbara, CA 93101, United States -
Haven Capital Group Inc / Kristin Wyman Horton CFA
● ClosedHaven Capital Group Inc, led by Kristin Wyman Horton CFA, is a reputable finance institution located at 735 State Street in Santa Barbara, California, United States. With a focus on providing expert financial services, Haven Capital Group Inc offers a range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Kristin Wyman Horton, a Chartered Financial Analyst, leads a team of experienced professionals dedicated to delivering personalized and strategic financial advice to clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Haven Capital Group Inc is committed to guiding you towards financial success.
735 State St, Santa Barbara, CA 93101, United States -
The Vance / Pearlman Group - Morgan Stanley
● OpenThe Vance/Pearlman Group at Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a team of experienced financial advisors, they offer a wide range of services including wealth management, investment planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to achieve their financial goals.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Shalhoub Financial
● OpenShalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
831 State St #200, Santa Barbara, CA 93101, United States -
Alamar Capital Management LLC
● ClosedAlamar Capital Management LLC is a finance institution located at 200 East Carrillo Street in Santa Barbara, California. Specializing in investment management and financial planning, Alamar Capital Management LLC offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alamar Capital Management LLC is dedicated to helping you secure a stable financial future.
200 E Carrillo St #304, Santa Barbara, CA 93101, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 3890 La Cumbre Plaza Lane in Santa Barbara, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to provide expert assistance. Trust H&R Block for all your accounting and finance needs.
3890 La Cumbre Plaza Ln Ste D, Santa Barbara, CA 93105, United States -
Tolan Tax Services
● ClosedTolan Tax Services is a reputable accounting and finance institution located at 3459 State Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complex world of taxes with ease and confidence. Trust Tolan Tax Services to deliver personalized solutions tailored to your unique financial needs.
3459 State St, Santa Barbara, CA 93105, United States -
Cameron Associates
● OpenCameron Associates is a reputable accounting and finance institution located at 923 Laguna Street in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Cameron Associates today to experience their top-notch services and expertise firsthand.
923 Laguna St, Santa Barbara, CA 93101, United States -
Jones William H CPA
● ClosedJones William H CPA is a reputable accounting and finance institution located at 1332 Santa Barbara Street in Santa Barbara, California, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch professional services to individuals and businesses alike. Whether you need help with your personal finances or managing your company's accounts, Jones William H CPA is the go-to institution for all your accounting needs.
1332 Santa Barbara St # 9, Santa Barbara, CA 93101, United States -
Snowball John CPA
● ClosedSnowball John CPA is a reputable accounting and finance institution located at 735 State Street in Santa Barbara, California, United States. With years of experience and expertise in the field, Snowball John CPA offers a wide range of services to individuals and businesses including tax preparation, financial planning, and consulting. Their team of certified public accountants are dedicated to providing high-quality, personalized services to help clients achieve their financial goals. Whether you need help with tax filing or financial advice, Snowball John CPA is here to assist you every step of the way.
735 State St, Santa Barbara, CA 93101, United States -
Howard R Hudson & Co
● OpenHoward R Hudson & Co is a reputable accounting and finance institution located at 225 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Howard R Hudson & Co is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to meet your specific needs.
225 E Carrillo St #300, Santa Barbara, CA 93101, United States -
Burleigh J Skidmore & Associates
● ClosedBurleigh J Skidmore & Associates is a reputable accounting and finance institution located at 3710 State Street in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust in their expertise and personalized approach to help them achieve their financial goals.
3710 State St # D1, Santa Barbara, CA 93105, United States -
Nasif, Hicks, Harris & Co., LLP
● ClosedNasif, Hicks, Harris & Co., LLP is a leading accounting and finance firm located at 104 West Anapamu Street in Santa Barbara, California. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
104 W Anapamu St suite b, Santa Barbara, CA 93101, United States -
The Stonecutter Group - Morgan Stanley
● OpenThe Stonecutter Group - Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a reputation for excellence and expertise in financial services, The Stonecutter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stonecutter Group - Morgan Stanley is committed to helping you succeed.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States
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