Personal finance organization in Santa Barbara, California

Winn Hyundai of Santa Maria is a premier car dealership located at 800 West Main Street in Santa Maria, California. We proudly serve the communities of Pismo Beach, San Luis Obispo, Grover Beach, Lompoc, and the entire Santa Barbara region. Our dealership offers a wide selection of new and pre-owned vehicles, as well as flexible auto financing options to fit any budget. Whether you're in the market for a Hyundai Elantra, Tucson, Kona, Santa Fe, Sonata, Palisade, or any other Hyundai model, we have the perfect vehicle for you. If we don't have the exact vehicle you're looking for in stock, we can special order it for you quickly. Our goal is to provide exceptional customer service and help you find your dream car, truck, or SUV.

Palius & O'Kelley: CPA Santa Barbara is a reputable accounting and finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. Our team of certified public accountants provides a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. With years of experience and expertise in the field, we are dedicated to helping our clients achieve their financial goals and maximize their financial success. Contact us today to schedule a consultation and see how we can help you with your accounting and financial needs.

NFP is a leading finance and insurance agency located at 25 East Anapamu Street in Santa Barbara, California. Our dedicated team of professionals is committed to providing top-notch financial and insurance solutions to individuals and businesses in the area. With a focus on personalized service and tailored recommendations, NFP strives to help our clients achieve their financial goals and protect their assets. Contact us today to learn more about how we can assist you with your financial and insurance needs.

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.

Austin Lampson at Homeowners Financial Group USA, LLC is a finance institution located at 1525 State Street in Santa Barbara, California. The Lampson Team is dedicated to assisting veterans and active military personnel in achieving their goals of homeownership. Led by Austin Lampson, a seasoned professional with over a decade of experience in the industry, the team provides top-notch customer service and helps clients find the best mortgage product for their needs. The institution also offers support from licensed Mortgage Professional Assistants, Christine and Johanna, who guide clients through the mortgage process from start to finish. In addition, Amber Moon serves as the In-Process Team Liaison, ensuring a smooth and efficient transaction for all parties involved. Jenna manages marketing, events, client retention, and servicing, while Jacquie handles team marketing coordination.

Hillside House Cerebral Palsy School is a specialized educational institution located in Santa Barbara, California, United States. Our school is dedicated to providing a supportive and inclusive learning environment for students with cerebral palsy. Our experienced staff and personalized curriculum cater to the unique needs of each student, helping them reach their full potential. At Hillside House Cerebral Palsy School, we strive to empower our students to overcome challenges, build confidence, and achieve academic success. Join us in creating a brighter future for individuals with cerebral palsy.

Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.

Josh Nyholt CPA is a reputable accounting and finance institution located at 836 Anacapa Street in Santa Barbara, California, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of experts is dedicated to providing top-notch service and guidance. Trust Josh Nyholt CPA to help you navigate the complexities of accounting and finance with professionalism and expertise.

Howard Jay Smith - Morgan Stanley is a reputable finance institution located at 1014 Santa Barbara Street in Santa Barbara, California. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, Howard Jay Smith - Morgan Stanley provides personalized financial planning, investment management, wealth management, and retirement planning services. Clients can trust in the expertise and integrity of this institution to help them achieve their financial goals and secure their financial future.

The Bank of America Financial Center located at 1096 Coast Village Road in Santa Barbara, California, is a leading banking and financial institution in the United States. With a wide range of services including personal and business banking, loans, investments, and wealth management, the Bank of America Financial Center is committed to providing top-notch financial solutions to its customers. Whether you are looking to open a checking account, apply for a mortgage, or plan for your retirement, the knowledgeable staff at this institution is here to help. Visit the Bank of America Financial Center today and take control of your financial future.

Merrill 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.

Merrill 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.

H&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.

Jones 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.

Snowball 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.

Ridgeway & Warner is a reputable accounting and finance institution located at 525 Olive 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 in the area. From tax preparation to investment advice, Ridgeway & Warner is dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, they have built a strong reputation as a trusted financial partner in the community.

Maida Smith Bookkeeping is a reputable accounting and finance institution located at 928 Carpinteria Street in Santa Barbara, California, United States. With a team of experienced professionals, we provide top-notch bookkeeping services to businesses and individuals in the area. Our services are tailored to meet the unique needs of each client, ensuring accurate and timely financial reporting. Trust Maida Smith Bookkeeping to help you streamline your financial processes and make informed decisions for your financial success.

Carrara Bookkeeping is a trusted accounting and finance institution located at 3463 State Street in Santa Barbara, California. Our team of experienced professionals provides top-notch bookkeeping services to individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients maintain organized financial records and make informed financial decisions. Whether you need assistance with tax preparation, payroll services, or general bookkeeping, Carrara Bookkeeping is here to help. Contact us today to learn more about how we can support your financial needs.