Personal financial consultant in Santa Barbara, CA
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Legal Clinic of Santa Barbara
● OpenThe Legal Clinic of Santa Barbara is a nonprofit organization located at 125 Campo Vista Drive in Santa Barbara, California. Our clinic provides free legal services to low-income individuals and families in the Santa Barbara community. Our team of experienced attorneys and legal professionals offer assistance with a variety of legal issues, including housing disputes, family law matters, and immigration issues. We are committed to ensuring that all members of our community have access to quality legal representation, regardless of their financial situation. Visit us today to see how we can help you with your legal needs.
125 Campo Vista Dr, Santa Barbara, CA 93111, United States -
Anderson Financial Solutions
● OpenAnderson 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.
128 E Carrillo St, Santa Barbara, CA 93101, United States -
Mission Wealth - Santa Barbara
● OpenMission 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.
1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States -
Unison Financial Group
● OpenUnison Financial Group is a finance institution located at 2264 Lillie Avenue, Summerland, California, United States. Our team of loan experts is dedicated to providing top-notch service for your purchase or refinance needs, specializing in residential, commercial/investment properties, and mobile homes. We are proud to serve the Santa Barbara and surrounding areas, offering a wide range of products, investment tools, mortgages, and personalized attention to meet your specific needs. Through our website, you can easily submit a secure online loan application, pre-qualify for a home loan, and explore different financing options using our interactive calculators. We offer various refinance options to best suit the needs of our local borrowers, including niche programs such as Interest Only Loans, No Income Documentation Loans, and Zero-Down Loans.
2264 Lillie Ave, Summerland, CA 93067, United States -
Fainer Consulting
● OpenFainer Consulting is a reputable institution located at 5290 Overpass Road in Santa Barbara, California. Our team of experienced consultants provides top-notch services in various areas such as business development, marketing strategies, financial planning, and more. We are dedicated to helping businesses thrive and achieve their goals through personalized solutions tailored to meet their specific needs. Contact us today to learn more about how Fainer Consulting can help take your business to the next level.
5290 Overpass Rd Suite 226, Santa Barbara, CA 93111, United States -
Northwestern Mutual Financial
● OpenNorthwestern Mutual Financial, located at 1399 Greenworth Place, Santa Barbara, California, United States, is a finance and insurance agency that offers personalized financial planning and protection for individuals and families. With top ratings from major agencies and recognition for customer experience, our advisors focus on understanding your goals and guiding you through life's milestones. Our comprehensive approach combines investments, insurance, and annuities to help you achieve your financial aspirations. We prioritize diversity and inclusion in our workplace and communities, and are committed to creating a culture of respect and recognition. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial.
1399 Greenworth Pl, Santa Barbara, CA 93108, United States -
Delightful Financial Services
● OpenDelightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.
494 UCEN Rd, University of California-Santa Barbara, CA 93117, United States -
Chown Barbara MBA, CFP ️
● OpenChown 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.
4141, 141 Stony Cir #245, Santa Rosa, CA 95401, United States -
Wealthcare Partners of Santa Barbara
● ClosedWealthcare 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.
5266 Hollister Ave #325, Santa Barbara, CA 93111, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Hub Financial Management
● OpenHub Financial Management is a leading finance institution located at 115 West Canon Perdido Street in the vibrant city of Santa Barbara, California. Our team of experienced financial advisors are dedicated to providing personalized financial solutions to help our clients reach their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to guide you every step of the way. Visit us today and let us help you secure your financial future.
115 W Canon Perdido St, Santa Barbara, CA 93101, United States -
Omega Financial Group, LLC
● ClosedOmega Financial Group, LLC is a renowned finance institution located at 812 Anacapa Street in Santa Barbara, California, United States. With a team of experienced professionals, Omega Financial Group, LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. With a commitment to excellence and integrity, Omega Financial Group, LLC strives to help clients achieve financial success and security.
812 Anacapa St, Santa Barbara, CA 93101, United States -
Tremblay Financial Services
● ClosedTremblay Financial Services, located at 3902 State Street in Santa Barbara, California, is a top-rated finance institution specializing in helping individuals age 50 transition into retirement with financial security. With 16 years of experience as one of the top financial advisors in Santa Barbara, Tremblay Financial Services is dedicated to ensuring your money lasts throughout your retirement, covering the cost of healthcare, maintaining your lifestyle, independence, and legacy. Our team of dedicated advisors works with you to understand your individual needs, wants, and long-term goals, developing a personalized strategy to address your financial situation. From managing debt to saving for college to retirement, we are committed to utilizing all of our resources to help you achieve your financial goals.
3902 State St # 101, Santa Barbara, CA 93105, United States -
Merrill Lynch Financial Advisor Lisa M Daniel
● ClosedMerrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.
1424 State St, Santa Barbara, CA 93101, United States -
Rhame & Gorrell Wealth Management Santa Barbara
● OpenRhame & 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.
7 W Figueroa St #300, Santa Barbara, CA 93101, United States -
Partnervest Financial Group
● OpenPartnervest Financial Group is a finance institution located at 360 South Hope Avenue in Santa Barbara, California, United States. With a focus on providing personalized financial services, Partnervest Financial Group offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Partnervest Financial Group is dedicated to providing expert guidance and tailored strategies to meet your individual needs.
360 S Hope Ave C-210, Santa Barbara, CA 93101, United States -
Arlington Financial Advisors
● OpenArlington Financial Advisors is a premier financial institution located at 100 East De La Guerra Street in Santa Barbara, California. Our team of experienced advisors is dedicated to providing personalized financial guidance to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, Arlington Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
100 E De La Guerra St, Santa Barbara, CA 93101, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a trusted provider of financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a strong presence in the finance industry, UBS is dedicated to delivering personalized and innovative financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, UBS Financial Services Inc. has the expertise and resources to help you succeed. Contact us today to learn more about how we can help you secure your financial future.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Clayton R Gibson
● ClosedMerrill Lynch Financial Advisor Clayton R Gibson is a reputable finance institution located at 1424 State Street in Santa Barbara, California, United States. As a trusted financial advisor, Clayton R Gibson provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, Merrill Lynch Financial Advisor Clayton R Gibson is committed to helping individuals and families secure their financial future. Visit their office today to discuss your financial needs and start planning for a brighter tomorrow.
1424 State St, Santa Barbara, CA 93101, United States -
Bourke Wealth Management Certified Financial Planner
● OpenBourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
222 E Canon Perdido St Suite 305, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Matthew T. Yonally
● ClosedMerrill Lynch Financial Advisor Matthew T. Yonally, located at 1424 State Street in Santa Barbara, California, offers a comprehensive approach to managing wealth. The team is dedicated to understanding your values and helping you achieve your life goals and plan your legacy. With access to the investment insights of Merrill and the banking convenience of Bank of America, they can address various aspects of your financial life. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. By getting to know you personally, they can create a financial approach that reflects your personality and helps you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Matthew T. Yonally is there to help you every step of the way.
1424 State St, Santa Barbara, CA 93101, United States -
TBI Financial
● OpenTBI Financial is a reputable accounting and finance institution located at 4141 State Street in Santa Barbara, California, United States. With a team of experienced professionals, TBI Financial offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you need help with budgeting, retirement planning, or estate planning, TBI Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
4141 State St #11, Santa Barbara, CA 93110, United States -
Invest West Financial Corporation
● OpenInvest 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.
1933 Cliff Dr #1, Santa Barbara, CA 93109, United States -
Merrill Lynch Financial Advisor E. Scott Wasmuth
● ClosedMerrill Lynch Financial Advisor E. Scott Wasmuth is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Specializing in personalized wealth management strategies, E. Scott Wasmuth can help create a flexible strategy tailored to your goals in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, you can trust E. Scott Wasmuth to help you pursue your financial goals. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan focused on your goals. With a team of experienced individuals committed to building strong client relationships, you can rely on E. Scott Wasmuth for trusted and personalized service. As a Registered Senior Wealth Management Client Associate, E. Scott Wasmuth focuses on what matters most to you - family, goals, and priorities - to develop a plan that evolves with your changing needs. By understanding your goals and priorities, E. Scott Wasmuth can design and implement a personalized plan to help you manage investment risk and pursue financial goals. Communication is key to managing life's challenges, which is why E. Scott Wasmuth works to engage you and your family in the financial decision-making process. With a focus on potential solutions to turn goals into reality, E. Scott Wasmuth is dedicated to helping you achieve your financial aspirations. By utilizing the Investment Personality Assessment, E. Scott Wasmuth can gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With a commitment to helping you achieve your goals, E. Scott Wasmuth offers a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances. Whether you are planning for retirement or looking to provide financial wellness solutions for your employees, E. Scott Wasmuth can help you prioritize your financial goals and provide tailored strategies. With a focus on helping your employees pursue their financial goals, E. Scott Wasmuth offers a holistic approach to financial wellness, personalized plan advice, and comprehensive employee education programs. As your life and goals change over time, E. Scott Wasmuth will work with you to update your financial approach to reflect these changes. By getting to know you personally and understanding what matters most to you, E. Scott Wasmuth can help you create a financial approach that reflects your personality and life priorities. Let E. Scott Wasmuth help you achieve your financial goals with a customized investment approach tailored to your needs. With a dedicated one-on-one relationship, E. Scott Wasmuth is committed to putting you first every day.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Wesley A Sanchez
● OpenMerrill Lynch Financial Advisor Wesley A Sanchez is a reputable finance institution located at 1096 Coast Village Road in Santa Barbara, California, United States. As a trusted financial advisor, Wesley A Sanchez provides personalized wealth management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a focus on customer satisfaction and financial success, Merrill Lynch Financial Advisor Wesley A Sanchez is dedicated to providing expert financial advice and guidance to clients in the Santa Barbara area.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Foronjy Financial
● OpenForonjy Financial is a reputable finance institution located at 401 Chapala Street in Santa Barbara, California, United States. With a team of experienced professionals, Foronjy Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Foronjy Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Foronjy Financial to provide you with expert guidance and support in all your financial endeavors.
401 Chapala St STE 105, Santa Barbara, CA 93101, United States -
Pensionmark Financial Group, LLC
● OpenPensionmark Financial Group, LLC is a finance institution located at 24 East Cota Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial planning and investment management services, Pensionmark Financial Group, LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Pensionmark Financial Group, LLC to provide expert guidance and support in navigating the complexities of the financial world.
24 E Cota St STE 200, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor John R Pate
● OpenMerrill 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.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor John Spruill
● Closedunique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor Eric Kulberg
● ClosedMerrill 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.
1424 State St, Santa Barbara, CA 93101, United States
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