TOP 10 Personalized wealth management in Santa Barbara, California

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.

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.

Northwestern Mutual is a trusted finance and insurance agency located at 1114 State Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs and objectives. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to helping you build a solid financial foundation and protect what matters most to you.

Montecito Executive Services is a prestigious financial institution located at 1482 East Valley Road in beautiful Santa Barbara, California. Our experienced team of professionals provides top-notch financial services to executives and high-net-worth individuals. From wealth management to investment planning, we offer personalized solutions to help our clients achieve their financial goals. Visit us at Montecito Executive Services and experience the difference of working with a trusted and reliable partner in finance.

Cohen Joanne is a reputable finance institution located on State Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial services, Cohen Joanne is a trusted partner for individuals and businesses looking to manage their finances effectively. The institution offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or help with managing your assets, Cohen Joanne has the expertise and experience to help you achieve your financial goals. Visit them today to learn more about how they can help you secure your financial future.

SB Tax Pros is a reputable accounting and finance institution located in Santa Barbara, California. Our team of professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients achieve their financial goals and maximize their tax savings. Visit us at 55 Hitchcock Way to see how SB Tax Pros can assist you with all your accounting and finance needs.

Cervantes Susan is a reputable finance institution located at 24 West Calle Laureles in Santa Barbara, California, United States. With a strong focus on providing top-notch financial services, Cervantes Susan is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, the experienced team at Cervantes Susan is here to provide expert guidance and support. Trust Cervantes Susan for all your financial needs in the Santa Barbara area.

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.

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.

Montecito Bank & Trust is a trusted financial institution located at 3802 State Street in Santa Barbara, California. As a full-service bank, Montecito Bank & Trust offers a wide range of financial services, including personal and business banking, loans, mortgages, and investment options. With a commitment to providing exceptional customer service and tailored financial solutions, Montecito Bank & Trust is dedicated to helping individuals and businesses achieve their financial goals. Whether you need to access an ATM, open a checking account, or secure a loan, Montecito Bank & Trust is here to provide reliable and convenient banking services to the Santa Barbara community.

Pacific Premier Bank is a trusted financial institution located at 1035 State Street in Santa Barbara, California. As a full-service bank, we offer a wide range of services to meet your banking and financial needs. Whether you're looking to open a checking account, apply for a loan, or simply withdraw cash from our convenient ATMs, our friendly and knowledgeable staff is here to assist you every step of the way. Visit us today and experience the exceptional service and expertise that Pacific Premier Bank has to offer.

Community West Bank is a trusted financial institution located in the heart of Santa Barbara, California. As a full-service bank, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need a checking or savings account, a loan for a new home or business venture, or simply want to access your funds through our convenient ATM services, Community West Bank is here to serve you. Our friendly and knowledgeable staff are dedicated to providing personalized and professional service to our valued customers. Visit us at 1501 State Street and experience the difference that Community West Bank can make in your financial future.

First Republic Bank, located at 1200 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and ATM services. With a focus on customized solutions and exceptional service, First Republic Bank is committed to meeting the unique needs of each client. Deposit products and related services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Additionally, J.P. Morgan Wealth Management offers investment products and services through registered broker-dealer JPMS, providing expert guidance on navigating market risks. Trust and fiduciary services are also available through affiliated trust companies, offering comprehensive financial solutions. With a dedication to customer satisfaction and a focus on responsiveness, First Republic Bank is a trusted partner for all your financial needs.

Montecito Bank & Trust is a trusted financial institution located at 1000 State Street in beautiful Santa Barbara, California. As a full-service bank, we offer a range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services provide easy access to your funds 24/7. With a commitment to exceptional customer service and community involvement, Montecito Bank & Trust is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with a local, community-focused institution.

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.

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.

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.

Compass First is a finance institution located at 1114 State Street in Santa Barbara, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate their way to financial success. Our team of experienced professionals is dedicated to offering personalized solutions and guidance to meet our clients' unique financial needs. Whether you are looking to invest, save, or plan for the future, Compass First is here to help you every step of the way. Visit us today to start your journey towards a secure financial future.

The Tax Offices of Joel Perez, EA is a reputable accounting and finance institution located at 4123 State Street in Santa Barbara, California, United States. With a team of experienced professionals led by Enrolled Agent Joel Perez, we offer a wide range of tax services to individuals and businesses. Our dedicated staff is committed to providing top-notch financial advice and assistance to help our clients navigate the complex world of taxes with ease. Trust us to handle all your tax-related needs efficiently and effectively.

Mullen & Henzell L.L.P. is a prestigious law firm located at 112 East Victoria Street in Santa Barbara, California, United States. Our Business and Real Estate Group specializes in a wide range of legal matters, from small business transactions to complex commercial real estate deals. Our litigation group assists clients in resolving disputes through court proceedings or arbitration. The Employment and Labor Group focuses on representing management in all aspects of the employer/employee relationship. With one of the oldest and largest estate planning and administration practices in Santa Barbara, our firm emphasizes personalized service to meet the individual needs of our clients. We offer exclusive career development opportunities for law school students and graduates through a partnership with the Scholarship Foundation of Santa Barbara.

The Law Office of Susan J. Salehi is a reputable institution located in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the office provides expert guidance and representation for a wide range of legal matters. With a focus on personalized attention and exceptional client care, Susan J. Salehi and her team are dedicated to achieving the best possible outcomes for their clients. Whether you are in need of financial advice, legal representation, or assistance with accounting services, the Law Office of Susan J. Salehi is committed to providing top-notch expertise and support.

New York Life is an established insurance agency located at 1806 Cliff Drive in Santa Barbara, California. With a long-standing reputation for providing reliable and comprehensive insurance services, New York Life is dedicated to helping individuals and families protect their financial future. Their team of experienced agents is committed to offering personalized solutions tailored to each client's specific needs. Whether you are looking for life insurance, retirement planning, or investment services, New York Life is a trusted partner in securing your financial well-being. Visit their office in Santa Barbara to learn more about their range of insurance products and services.

Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor in Santa Barbara, California, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Travis can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have important conversations with your loved ones. Visit Travis Loughridge today to start planning for your future.

Timothy Bigelow, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor is an insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted agent for Bankers Life, they offer a range of insurance products and investment advisory services to help clients protect their financial futures. With a focus on personalized service and tailored solutions, Timothy Bigelow strives to provide peace of mind and financial security for individuals and families in the Santa Barbara area.

Richard Meaney, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers a range of insurance solutions to meet the needs of individuals and families. With a focus on personalized service and a commitment to helping clients protect their financial future, Richard Meaney and his team are dedicated to providing expert advice and guidance. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Richard Meaney, Bankers Life Agent is here to help you navigate the complex world of insurance and secure the coverage you need.

Andrew Goodwin, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 1525 State Street in Santa Barbara, California. Specializing in providing insurance and financial services, Andrew Goodwin and his team are dedicated to helping clients protect their assets and plan for their financial future. With a focus on personalized service and tailored solutions, they strive to build long-lasting relationships with their clients. Whether you are looking for life insurance, retirement planning, or investment advice, Andrew Goodwin and his team are here to help you achieve your financial goals.