TOP 30 Personalized banking services in Santa Barbara, California

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Alta Finance Solutions is a leading finance and insurance agency located at 225 East Cota Street in Santa Barbara, California. Our team of experienced professionals is dedicated to providing tailored financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, insurance coverage, or assistance with financial planning, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Alta Finance Solutions is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.

BMO, located at 3780 State Street in Santa Barbara, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. BMO Bank N.A., a Member FDIC, provides these services in the United States. To comply with federal law, BMO collects and verifies information to identify each account holder. Third-party websites linked to BMO may have different privacy policies, and BMO does not endorse these sites. It is recommended to review the privacy and security policies of all websites reached through BMO's site. BMO does not provide tax or legal advice and recommends consulting with independent advisors for personalized guidance.

Banc of California is a trusted financial institution located at 18 West Canon Perdido Street in Santa Barbara, California. As a full-service bank, we offer a range of financial services including ATM access, personal and business banking, loans, and investment options. Our experienced team is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Visit us today to experience the convenience and reliability of Banc of California.

Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.

The Notary Steve, LLC is a finance institution located at 1000 Town Center Drive, Oxnard, California, United States. Specializing in mobile notary and loan signing services, Notary Steve is commissioned by the CA Secretary of State and known for his attention to detail. Fully bonded, certified, and insured, he provides on-demand services to businesses and individuals in Santa Barbara, Ventura, and Los Angeles Counties. Offering last-minute and emergency notarizations, Notary Steve is dedicated to helping Escrow Officers, Mortgage Lenders, and Real Estate Agents rest easy knowing they are in capable hands. Serving the Tri-County area, with the main office located in the heart of Ventura County, Notary Steve is ready to assist with all loan signing needs.

Scott Simmons - State Farm Insurance Agent is a reputable insurance agency located at 1809 Cliff Drive in Santa Barbara, California. With over 37 years of experience in the insurance industry, Scott Simmons and his dedicated team of licensed professionals are committed to providing personalized and comprehensive coverage plans for residents of Santa Barbara, Montecito, Goleta, Summerland, and Carpinteria. Scott Simmons, a long-time resident of Santa Barbara, holds a degree in Business Economics from U.C. Santa Barbara and has been serving the community since opening his agency in 2001. With a focus on auto, home, life, health, and banking insurance, the agency aims to help customers navigate the complexities of the insurance world and find the right fit for their individual needs.

The Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.

Curtis Advisory Group, LLC is a finance institution located at 735 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, Curtis Advisory Group offers personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Curtis Advisory Group is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Merrill 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.

Merrill 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.

Merrill 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.

Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.

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.

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, 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.

Christopher Gallo - UBS is a finance institution located at 222 East Carrillo Street in Santa Barbara, California. Specializing in wealth management, investment banking, and asset management services, Christopher Gallo - UBS provides personalized financial solutions tailored to meet the individual needs of their clients. With a team of experienced professionals, they offer expert advice and guidance to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Christopher Gallo - UBS is dedicated to providing top-notch financial services with integrity and excellence.

Merrill Lynch Financial Advisor Nick K Cassidy is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Their team, supported by the global resources of Merrill, consists of talented and experienced individuals who are dedicated to helping clients achieve their financial goals. They offer comprehensive financial approaches to help clients pursue their goals and values, whether they are facing life-changing events or investment challenges. The team at Merrill Lynch Wealth Management strives to treat clients with care and attention, offering guidance and support in all aspects of their financial lives. With access to the banking, credit, and lending services of Bank of America, they can help address virtually any financial need. The team focuses on helping clients start on the proper footing, aligning goals with funding, adapting to change and uncertainty, and staying on track to achieve what's most important to them. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. Working with Merrill Lynch Financial Advisor Nick K Cassidy means having a dedicated financial concierge at your disposal to help demystify the wealth management process and guide you towards your financial goals. Let Merrill Lynch Wealth Management help you achieve your goals and live your best financial life.

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.

Merrill Lynch Financial Advisor Brian Michael Tisdale, located at 1424 State Street, Santa Barbara, California, offers insights, observations, and personalized financial strategies to help clients achieve their goals. With a Bachelor's degree in Criminal Justice Administration, Brian has been assisting clients since 2007 in managing their wealth and creating tailored plans centered on their individual needs. His comprehensive approach involves understanding each client's financial situation, family dynamics, and priorities to ensure that every solution is aligned with their goals. Backed by the global resources of Merrill, Brian and his team are dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis® is used to develop and document personalized plans that focus on what clients want to achieve. The team at Merrill Lynch Wealth Management prioritizes the client's family, goals, and priorities, adapting their approach as needs or market conditions change. By understanding each client's unique circumstances and investment preferences, Brian can provide customized financial strategies to help clients pursue their most important goals.

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.

Welcome to Realtor Lixin Durborow, your trusted real estate partner located at 1190 South Victoria Avenue, Ventura, California. With a commitment to excellence and personalized service, Lixin is dedicated to helping you find the perfect home or investment property in Ventura County, Santa Barbara County, and the Greater Los Angeles area. Whether you're interested in a modern cozy house by the river with stunning mountain views or any other type of property, Lixin has the expertise and local knowledge to guide you every step of the way. With years of experience in handling single-family homes, townhomes, condos, apartments, and manufactured homes, Lixin is well-versed in both resale and new constructions. She also specializes in bank-owned, short sale, trust sale, and auction sale properties. Lixin is committed to providing you with comprehensive information about every property, including prices, terms, and locations, ensuring you make informed decisions.

Welcome to 805 Homes - Rod B. Tuazon, Broker/Realtor, your trusted partner in real estate located in the heart of Ventura, California. Situated at 674 County Square Drive, we are dedicated to providing exceptional real estate services to those looking to buy or sell homes in Ventura County and beyond. With a deep understanding of the real estate market and a commitment to excellence, Rod Tuazon is the professional you need to guide you through every step of your real estate journey. Whether you're buying or selling, Rod's extensive knowledge, coupled with his proactive approach, ensures a seamless and successful transaction from start to finish.