Retirement advice in Santa Barbara, CA
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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 -
Chown Barbara MBA, CFP ️
● ClosedChown 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 -
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 -
Santa Barbara Precious Metals
● ClosedSanta Barbara Precious Metals is a reputable institution located at 1727 State Street in Santa Barbara, California. As a finance and jewelry store, they specialize in buying and selling high-quality precious metals such as gold, silver, and platinum. With a team of experienced professionals, they offer competitive prices and expert advice to customers looking to invest in or sell precious metals. Whether you're looking to diversify your investment portfolio or find a stunning piece of jewelry, Santa Barbara Precious Metals is the place to go. Visit their store today to explore their exquisite collection of precious metal items.
1727 State St #1, Santa Barbara, CA 93101, United States -
Cresset Family Office | Santa Barbara
● ClosedCresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.
120 E De La Guerra St Suite 1, Santa Barbara, CA 93101, United States -
Santa Barbara Bank & Trust
● OpenWelcome to Santa Barbara Bank & Trust, your trusted partner in financial success, conveniently located at 495 Washington Street in the heart of Monterey, California. As a leading financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. At Santa Barbara Bank & Trust, we offer a comprehensive range of financial solutions designed to help individuals, families, and businesses achieve their financial goals. Our services include personal and business banking, loans, mortgages, investment services, and financial planning. Our team of experienced professionals is committed to delivering personalized service and expert advice to guide you through every financial decision.
495 Washington Street, Monterey, California 93940, United States -
Bankers Life
● ClosedBankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!
1525 State St Ste 103, Santa Barbara, CA 93101, 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 -
Northwestern Mutual
● OpenNorthwestern 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.
1114 State St #247, Santa Barbara, CA 93101, United States -
Cohen Joanne
● ClosedCohen 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.
State St, Santa Barbara, CA 93101, United States -
Island View Law
● ClosedIsland View Law, located at 4299 Carpinteria Avenue in Carpinteria, California, is a trusted estate planning and probate attorney serving clients across Santa Barbara and Ventura Counties. With a focus on helping individuals and families plan for their future, the firm offers a range of services to ensure that your best interests are taken care of. Whether you are looking to create a comprehensive estate plan, navigate the trust administration process, or handle the complexities of probate, Island View Law can provide the guidance and support you need. Their experienced legal team understands the emotional challenges that can arise during these processes and is dedicated to helping you through every step.
4299 Carpinteria Ave, Carpinteria, CA 93013, United States -
Richard Meaney, Bankers Life Agent
● ClosedRichard 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.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Andrew Goodwin, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedAndrew 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.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Allstate Personal Financial Representative: Eduardo Martinez
● ClosedAllstate Personal Financial Representative Eduardo Martinez is a trusted finance and insurance agency located at 1215 De La Vina Street in Santa Barbara, California. With a focus on personalized financial planning and insurance solutions, Eduardo Martinez is dedicated to helping clients achieve their financial goals and protect what matters most to them. Whether you are looking for retirement planning, investment advice, or insurance coverage, Eduardo Martinez and his team are committed to providing expert guidance and exceptional customer service. Visit their office today to start planning for a secure financial future.
1215 De La Vina St STE A, Santa Barbara, CA 93101, United States -
Simon Livingston, Bankers Life Agent
● ClosedSimon Livingston, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. As a dedicated Bankers Life agent, Simon Livingston provides expert advice and personalized insurance solutions to meet the needs of individuals and families. With a focus on financial security and peace of mind, Simon Livingston helps clients navigate the complexities of insurance products and find the best coverage options for their unique circumstances. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Simon Livingston is committed to providing top-quality service and support. Contact Simon Livingston, Bankers Life Agent today to schedule a consultation and start building a secure financial future.
1525 State St Ste 103, 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 -
Balanced Wealth Planning, Inc.
● ClosedBalanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, United States -
Matt Rowe - Raymond James
● OpenMatt 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.
1216 State St # 500, 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 -
Pacific Wealth Strategies Group
● ClosedPacific Wealth Strategies Group is a finance institution located at 4213 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Pacific Wealth Strategies Group offers comprehensive financial planning services tailored to your individual needs. Trustworthy, reliable, and dedicated to helping clients build and preserve wealth, Pacific Wealth Strategies Group is committed to providing top-notch financial advice and guidance.
4213 State St #206, Santa Barbara, CA 93110, 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 -
Timpe Wealth Management Group - Stifel
● ClosedTimpe Wealth Management Group - Stifel is a renowned finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. The team at Timpe Wealth Management Group - Stifel is dedicated to providing personalized solutions and expert advice to assist clients in making informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, Timpe Wealth Management Group - Stifel is committed to helping you secure a prosperous financial future.
206 E Anapamu St, Santa Barbara, CA 93101, 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 -
Laguna Capital Management
● ClosedLaguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
1225 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
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 -
Anodos Advisors
● ClosedAnodos Advisors is a leading finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. Specializing in providing expert financial advice and guidance, Anodos Advisors is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment management, financial planning, and wealth management. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Anodos Advisors is here to help you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
5290 Overpass Rd #217, Santa Barbara, CA 93111, United States -
Aaron Ritter, CFP
● ClosedAaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress. At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.
4961 La Gama Way, Santa Barbara, CA 93111, United States -
Brian Tisdale - Financial Advisor
● ClosedBrian 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.
3780 State St, Santa Barbara, CA 93105, 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
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