The Best Real estate portfolio management in Santa Barbara, California

Catherine Stone Real Estate is a reputable real estate agency located at 10 North Ocean Avenue in Cayucos, California. With over 30 years of experience in the industry, our team of experts is dedicated to providing top-notch services such as home sales, vacation rentals, staging design, and customized property management. As a woman-owned business, we take pride in serving clients in San Luis Obispo county, Santa Barbara county, and beyond, with a focus on elevating standards in the real estate industry. Our friendly and professional team is known for their extensive knowledge and dedication to our community. Whether you are looking to buy, sell, rent, or manage a property, Catherine Stone Real Estate is here to assist you. Contact us today to experience our exceptional service firsthand!

Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.

FABS, Inc. is a well-established accounting and finance institution located in the heart of Santa Barbara, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, FABS, Inc. has the expertise to guide you towards success. Visit us at 814 East Yanonali Street to learn more about how we can help you achieve your financial goals.

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.

Located at 146 East Carrillo Street in Santa Barbara, California, The Laurel Company is a renowned real estate agency specializing in property management. Established in 1973 by founder Dennis A. Peterson, the company has since merged with BRISTOL PROPERTY MANAGEMENT in 2021 to become one of the first real property asset management firms in Central California. The Laurel Company's diverse portfolio includes single-family residences, condominiums, multi-family residential properties, shopping centers, mini-storage facilities, commercial office spaces, retail outlets, and industrial buildings. With a current portfolio value exceeding $100,000,000 and continuing to grow, the company utilizes state-of-the-art computer software to provide clients with sophisticated financial reports, analysis, and monitoring services.

Matt Rowe - Raymond James is a renowned finance institution located at 1216 State Street in Santa Barbara, California, United States. With a strong reputation for providing top-notch financial services, our team of experts at Matt Rowe - Raymond James are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we have the knowledge and experience to guide you towards financial success. Contact us today to learn more about how Matt Rowe - Raymond James can help you secure your financial future.

Castle Wealth Planning is a finance institution located at 1105 Chapala Street in Santa Barbara, California. Founded and led by Nate Cultice CFP, FSA, Castle Wealth Planning is a fee-only financial planning and asset management firm with a focus on serving the best interests of its clients. With 25 years of industry experience, including 17 years as a financial planner in Santa Barbara, Nate Cultice and his team prioritize their fiduciary duty to clients, providing unbiased advice and avoiding commission-based products. Castle Wealth Planning invests cautiously, always keeping the client's future in mind. Visit Castle Wealth Planning for expert financial planning services and secure your financial future.

Brian Tisdale - Financial Advisor is a trusted institution located at 3780 State Street in Santa Barbara, California, United States. As a finance institution, Brian Tisdale offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Brian Tisdale is dedicated to providing top-notch financial planning and investment strategies. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Brian Tisdale - Financial Advisor is here to help you every step of the way.

Michael 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.