TOP 10 Professional financial consulting in Santa Barbara, CA
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Multiservices Santa Barbara, LLC
● ClosedMultiservices Santa Barbara, LLC is a versatile institution located at 621 West Micheltorena Street in Santa Barbara, California, United States. Offering a wide range of services, including financial consulting, tax preparation, legal assistance, and more, Multiservices Santa Barbara is dedicated to providing comprehensive solutions to meet the needs of individuals and businesses in the community. With a team of experienced professionals and a commitment to exceptional customer service, Multiservices Santa Barbara is a trusted resource for all your service needs.
621 W Micheltorena St Suite A, Santa Barbara, CA 93101, United States -
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 -
Demboski & Chapman Financial and Insurance Solutions, Inc.
● ClosedDemboski & Chapman Financial and Insurance Solutions, Inc. is a leading finance, health, and insurance agency located at 200 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, we offer a wide range of financial and insurance services to meet our clients' needs. Whether you are looking for investment advice, health insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving your financial goals and securing your future.
200 E Carrillo St #203, Santa Barbara, CA 93101, United States -
Mission Wealth - Santa Barbara
● ClosedMission 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 -
Defense Tax Partners - Tax Attorney, IRS Audit Defense & Tax Relief Settlement, Free Consultation
● ClosedDefense Tax Partners is a premier institution located at 7 West Figueroa Street in Santa Barbara, California, specializing in tax law and financial matters. Our team of experienced tax attorneys is dedicated to helping individuals navigate through IRS audits, tax settlements, and other tax-related issues. With a commitment to providing the best possible outcome for our clients, we offer free consultations to assess your situation and provide expert advice on the best course of action. Tax problems can be overwhelming, but you don't have to face them alone. Our Santa Barbara tax attorneys are well-versed in tax law and have a proven track record of successfully resolving complex tax issues. Whether you are facing a tax audit, tax levy, tax fraud allegations, or other tax-related challenges, Defense Tax Partners can provide the legal expertise and support you need to achieve a favorable resolution.
7 W Figueroa St #300, Santa Barbara, CA 93101, 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 -
Morris Financial Consulting
● OpenMorris Financial Consulting, located at 3463 State Street in Santa Barbara, California, is a trusted finance institution specializing in tax preparation for individuals and small businesses. As a certified professional by the IRS and CA, I am dedicated to staying updated on the latest tax laws and regulations to provide you with expert guidance and support. Whether you need help with accounting, tax planning, or achieving your financial goals, I am here to assist you every step of the way. Contact me today to schedule a consultation and take the first step towards securing your financial future.
3463 State St #286, Santa Barbara, CA 93105, United States -
Santa Barbara Pension Consultants, Inc.
● OpenSanta Barbara Pension Consultants, Inc. is a finance institution located at 1129 State Street in Santa Barbara, California, United States. Specializing in pension consulting services, they provide expert guidance and advice to help individuals and businesses make informed decisions regarding their retirement plans. With a team of experienced professionals, Santa Barbara Pension Consultants, Inc. is dedicated to helping clients navigate the complexities of retirement planning and ensure a secure financial future.
1129 State St # 18, Santa Barbara, CA 93101, United States -
Presidio Financial Advisors
● OpenPresidio Financial Advisors, located at 105 East De La Guerra Street in Santa Barbara, California, is a registered investment advisory firm specializing in discretionary investment and consulting services. As a fiduciary, our fundamental obligation is to act in the best interests of our clients, prioritizing their needs over our own. The name "Presidio" signifies a fortress and place of safety for the community, reflecting our commitment to creating a welcoming environment where clients can feel comfortable approaching us with questions and concerns. We believe in valuing individuals for who they are, not the size of their portfolio.
105 E De La Guerra St Suite 10, 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 -
Bourke Wealth Management Certified Financial Planner
● ClosedBourke 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 -
TBI Financial
● ClosedTBI 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 -
Foronjy Financial
● ClosedForonjy 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
● ClosedPensionmark 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 -
FTI Consulting
● OpenFTI Consulting is a leading global business advisory firm located at 1018 Garden Street in Santa Barbara, California. With a strong presence in the United States and around the world, FTI Consulting offers expert services in areas such as corporate finance, economic consulting, forensic and litigation consulting, and strategic communications. Our team of professionals provides tailored solutions to help clients navigate complex challenges and achieve their business goals. Whether you are facing financial restructuring, legal disputes, or reputation management issues, FTI Consulting is here to support you with innovative strategies and unparalleled expertise.
1018 Garden St #208, Santa Barbara, CA 93101, United States -
Coastal Financial Group
● ClosedCoastal Financial Group, located at 5290 Overpass Road in Santa Barbara, California, is a finance institution offering a range of products and services. Licensing is available through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The team at Coastal Financial Group, operating under the marketing name Thrivent Financial for Lutherans, provides advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for a fee, resulting in written recommendations. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit the Thrivent website or FINRA's Broker Check.
5290 Overpass Rd STE 115, Santa Barbara, CA 93111, United States -
Frederick Burrows - UBS Financial Services Inc.
● OpenFrederick Burrows - UBS Financial Services Inc. is a prestigious finance institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of the renowned UBS Financial Services Inc., they offer a wide range of financial services to their clients, including wealth management, investment advice, and financial planning. With a team of experienced professionals, Frederick Burrows - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Their commitment to excellence and personalized service sets them apart as a trusted partner in the world of finance.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Fred Przekop - Morgan Stanley Financial Advisor
● OpenFred Przekop - Morgan Stanley Financial Advisor is a renowned finance institution located at 1014 Santa Barbara Street in Santa Barbara, California. As a trusted advisor, Fred Przekop offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Fred Przekop - Morgan Stanley Financial Advisor is a top choice for individuals seeking professional wealth management services in Santa Barbara and beyond.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Burrows/Tucker Wealth Management Group - UBS Financial Services Inc.
● OpenBurrows/Tucker Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is committed to providing expert guidance and exceptional service. 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 -
The Santa Barbara Group - Morgan Stanley
● OpenThe Santa Barbara Group - Morgan Stanley is a prominent finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Specializing in wealth management services, investment strategies, and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, we strive to provide innovative solutions and expert advice to our valued clients. Contact us today to learn more about how we can help you secure your financial future.
1014 Santa Barbara St Suite 200, Santa Barbara, CA 93101, United States -
Maloney Wealth Management Group - UBS Financial Services Inc.
● OpenMaloney Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Maloney Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they strive to build long-lasting relationships with their clients based on trust and integrity. Contact them today to learn more about how they can help you secure your financial future.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Antonia M. La Rocca - UBS Financial Services Inc.
● OpenAntonia M. La Rocca - UBS Financial Services Inc. is a trusted finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a strong reputation for providing personalized financial solutions, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our professionals are committed to providing top-notch guidance and support. Visit 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 -
SBBH Group - UBS Financial Services Inc.
● OpenSBBH Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of UBS Financial Services Inc., we provide a wide range of financial services to our clients, including wealth management, investment advice, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Patrick Flood - UBS Financial Services Inc.
● OpenPatrick Flood - UBS Financial Services Inc. is a reputable financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Patrick Flood - UBS Financial Services Inc. provides personalized financial advice and solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
West Coast Financial
● ClosedWest Coast Financial is a leading finance institution located at 1435 Anacapa Street in the beautiful city of Santa Barbara, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can help you reach your financial objectives.
1435 Anacapa St, Santa Barbara, CA 93101, United States -
Overtime Wealth Management - UBS Financial Services Inc.
● OpenOvertime Wealth Management - UBS Financial Services Inc. is a premier finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on providing expert financial advice and wealth management services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your individual needs. Trust Overtime Wealth Management - UBS Financial Services Inc. to guide you towards a secure financial future.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
● OpenChristopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc. is a prestigious finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced financial professionals led by Christopher Taylor Gallo, who holds certifications as a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA), this institution offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the expertise and professionalism of Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
The Oak Financial Group - UBS Financial Services Inc.
● OpenThe Oak Financial Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial services, the institution offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals and a strong reputation for excellence, The Oak Financial Group - UBS Financial Services Inc. is committed to delivering top-tier financial advice and guidance to individuals, families, and businesses.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Michael Wasserman - UBS Financial Services Inc.
● OpenMichael Wasserman - UBS Financial Services Inc. is a renowned finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on providing top-notch financial services, the team at Michael Wasserman - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, clients can trust in the expertise and professionalism of the team at this institution. With a commitment to excellence and a track record of success, Michael Wasserman - UBS Financial Services Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
WANG 王 FINANCIAL, LLC
● ClosedWANG 王 FINANCIAL, LLC is a reputable finance institution located at 1114 State Street in Santa Barbara, California, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust WANG 王 FINANCIAL, LLC to provide you with reliable and professional financial solutions.
1114 State St #300, Santa Barbara, CA 93101, United States
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