Retirement and insurance planning in Santa Barbara, California
29 results found
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David Wong - State Farm Insurance Agent
● ClosedDavid Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.
267 Miller Ave, Mill Valley, CA 94941, 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 -
Farmers Insurance - Bryan Pinkerton
● ClosedFarmers Insurance - Bryan Pinkerton is an insurance agency located at 5276 Hollister Avenue, Santa Barbara, California, United States. As your local Farmers agent in Santa Barbara, CA, Bryan Pinkerton works hard to protect the things that you work hard each day to create and grow. The agency offers a variety of insurance and financial services to meet the diverse needs of individuals and families. Services include home, auto, business, life, renters, and specialty insurance lines, as well as financial and retirement planning. Bryan Pinkerton takes the time to customize a plan that best fits your family's specific needs, ensuring that all coverage options are understandable. Whether you need comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Bryan Pinkerton has you covered. Contact Bryan Pinkerton today to discuss your insurance needs and receive a personalized plan to protect your assets and future.
5276 Hollister Ave Ste 457, Santa Barbara, CA 93111, United States -
Del Hegland Ny Life Insurance
● ClosedDel Hegland New Life Insurance is a reputable insurance agency located at 23 Hitchcock Way in Santa Barbara, California, United States. With a focus on providing top-notch life insurance policies to individuals and families, this institution is committed to helping clients protect their loved ones and secure their financial future. With a team of experienced professionals, Del Hegland New Life Insurance offers personalized service and tailored insurance solutions to meet the unique needs of each client. Trustworthy, reliable, and dedicated, this agency is a trusted partner in ensuring peace of mind and security for the future.
23 Hitchcock Way, Santa Barbara, CA 93105, 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 -
HUB International
● ClosedHUB International's Santa Barbara Insurance office has a rich history in the community, dating back to the 19th century. Originally known as Caesar & Seider Insurance, it was recognized as the oldest insurance agency in Santa Barbara. In 1999, Talbot acquired Caesar & Seider before joining the Hub International family in 2004. The institution expanded further in 2009 with the acquisition of Ogilvy-Hill Insurance Services, which has roots tracing back to 1887. Located at 40 East Alamar Avenue in Santa Barbara, California, HUB International offers a wide range of insurance products and services tailored to the unique needs of its Central Coast clients. These include property and casualty insurance, life and health insurance, employee benefits, risk management solutions, retirement plan consulting, and private wealth management.
40 E Alamar Ave, Santa Barbara, CA 93105, United States -
BB&H Benefit Designs
● ClosedBB&H Benefit Designs is an insurance agency located at 109 East Victoria Street in Santa Barbara, California. We specialize in providing personalized benefit designs to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and loved ones. Whether you are looking for health, life, or disability insurance, we are here to help you navigate the complex world of insurance and find the coverage that fits your needs and budget. Contact us today to learn more about how BB&H Benefit Designs can help you secure your financial future.
109 E Victoria St, Santa Barbara, CA 93101, 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 -
Lydia Soleil, Bankers Life Agent
● ClosedLydia Soleil, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. Specializing in Bankers Life insurance products, our dedicated team of agents is committed to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, or long-term care coverage, we are here to provide personalized solutions tailored to your needs. Visit us today to learn more about how we can help you secure your financial well-being.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Anderson Financial Solutions
● OpenAnderson 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.
128 E Carrillo St, 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 -
Roody Jonka, Bankers Life Agent
● ClosedRoody Jonka, Bankers Life Agent is a trusted insurance agency located at 1525 State Street in Santa Barbara, California. As a dedicated Bankers Life Agent, Roody Jonka provides personalized insurance solutions to meet the individual needs of clients. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Roody Jonka helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other insurance products, Roody Jonka is here to help. Contact Roody Jonka, Bankers Life Agent today to learn more about how they can assist you in securing your financial future.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
New York Life
● OpenNew 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.
1806 Cliff Dr, Santa Barbara, CA 93109, United States -
Catherine James, Bankers Life Agent
● OpenCatherine James, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California, United States. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Catherine James offers a wide range of insurance products from Bankers Life. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Catherine James is dedicated to helping you protect your financial future. Contact us today to schedule a consultation and learn more about our insurance options.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
David Katra, Bankers Life Agent
● OpenDavid Katra, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted representative of Bankers Life, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, our team of experienced agents is here to help. Contact us today to schedule a consultation and secure your financial future.
1525 State St Ste 103, Santa Barbara, CA 93101, 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 -
Roody Jonka, Bankers Life Agent
● ClosedRoody Jonka, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted representative of Bankers Life, Roody Jonka provides personalized insurance solutions to meet the unique needs of each individual and family. With a focus on financial security and peace of mind, Roody Jonka offers a range of insurance products including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to protect your loved ones or plan for your future, Roody Jonka, Bankers Life Agent is dedicated to helping you achieve your goals. Visit us today to learn more about our comprehensive insurance options and start building a secure future for you and your family.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Noah Tucker, Bankers Life Agent
● ClosedNoah Tucker, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California. As a Bankers Life Agent, Noah Tucker specializes in providing insurance products and services to individuals and families in the Santa Barbara area. With a focus on helping clients protect their financial future, Noah Tucker offers a range of insurance options including life, health, and retirement planning. Whether you are looking to secure your loved ones' future or plan for your own retirement, Noah Tucker is dedicated to helping you find the insurance solutions that best fit your needs. Visit Noah Tucker, Bankers Life Agent today to learn more about how they can help you protect what matters most.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
John Stedman, Bankers Life Agent
● ClosedJohn Stedman, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California. As a trusted representative of Bankers Life, we specialize in providing comprehensive insurance solutions to meet the needs of individuals and families. Our team of experienced agents is dedicated to helping clients protect their financial future through a range of insurance products and services. Whether you are looking for life insurance, health insurance, or retirement planning, John Stedman, Bankers Life Agent is committed to helping you find the right coverage for your needs. Visit us today to learn more about how we can help you secure your financial well-being.
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 -
Morgan Bridges, Bankers Life Agent
● ClosedMorgan Bridges, Bankers Life Agent is an insurance agency located at 1525 State Street in Santa Barbara, California, United States. As a Bankers Life Agent, we specialize in providing comprehensive insurance solutions to help protect our clients' financial security and well-being. Our team of experienced professionals is dedicated to helping individuals and families make informed decisions about their insurance needs. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.
1525 State St Ste 103, Santa Barbara, CA 93101, United States -
Sean Patrick, Bankers Life Agent
● OpenSean Patrick, Bankers Life Agent is a reputable insurance agency located at 1525 State Street in Santa Barbara, California. Specializing in providing personalized insurance solutions, Sean Patrick and his team are dedicated to helping clients protect their assets and plan for their financial future. With a focus on integrity and professionalism, they offer a wide range of insurance products, including life insurance, long-term care insurance, and retirement planning services. Whether you are looking to secure your family's financial well-being or plan for your own retirement, Sean Patrick, Bankers Life Agent is committed to providing expert guidance and exceptional customer service. Contact them today to learn more about how they can help you achieve your insurance goals.
1525 State St Ste 103, 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 -
Syd Walker, CFP, AIF - Stifel
● ClosedSyd Walker, CFP, AIF - Stifel is a leading finance and insurance agency located in the heart of Santa Barbara, California. With a focus on providing personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support. Visit us at 206 East Anapamu Street to learn more about how we can help you secure your financial future.
206 E Anapamu St, 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 -
Filippini Wealth Management, Inc.
● ClosedFilippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
319 E Carrillo St #201, Santa Barbara, CA 93101, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
1165 Coast Village Rd Suite L, Montecito, CA 93108, United States -
PlanMember Financial Group
● ClosedPlanMember Financial Group is a finance institution located at 1600 State Street in Santa Barbara, California, United States. With a focus on helping individuals and families achieve their financial goals, PlanMember offers a range of services including retirement planning, investment management, and insurance solutions. Their team of experienced financial advisors work closely with clients to develop personalized strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, PlanMember Financial Group is dedicated to providing expert guidance and support every step of the way.
1600 State St, Santa Barbara, CA 93101, United States -
Shalhoub Financial
● OpenShalhoub Financial is a reputable finance institution located at 831 State Street in Santa Barbara, California, United States. With a track record of excellence in financial services, Shalhoub Financial offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and debt management, the experienced professionals at Shalhoub Financial are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
831 State St #200, Santa Barbara, CA 93101, United States
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