Strategic planning services in Santa Barbara, CA
33 results found
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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 -
Strategic Wealth Management - Financial Adviser | Financial Planner | Investment Services
● ClosedStrategic Wealth Management is a reputable financial institution located at 15 West Carrillo Street in Santa Barbara, California, United States. Our team of experienced financial advisers and planners are dedicated to providing top-notch investment services to help our clients effectively manage and grow their wealth. Whether you are looking to plan for retirement, save for your children's education, or make smart investment decisions, our experts are here to guide you every step of the way. Trust Strategic Wealth Management to help you achieve your financial goals and secure a prosperous future.
15 W Carrillo St, Santa Barbara, CA 93101, 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 -
Sycamore Wealth Management - UBS Financial Services Inc.
● OpenSycamore Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. As a part of the UBS Financial Services network, Sycamore Wealth Management offers comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sycamore Wealth Management is dedicated to providing top-notch financial solutions tailored to your unique needs.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
Spach & Associates - Ameriprise Financial Services, LLC
● ClosedSpach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
136 W Canon Perdido St Ste 230, 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 -
AI Cha
● ClosedAI Cha is a cozy cafe located at 2251 Las Positas Road in Santa Barbara, California. This charming establishment offers a wide variety of delicious food and beverages, perfect for a quick bite or a leisurely meal. With a welcoming atmosphere and friendly staff, AI Cha is the ideal spot to relax and enjoy a cup of coffee or a tasty meal. Whether you're looking for a hearty breakfast, a light lunch, or a sweet treat, AI Cha has something for everyone. Come visit us today and experience the delicious flavors of our cafe in beautiful Santa Barbara.
2251 Las Positas Rd, Santa Barbara, CA 93105, United States -
Inspire
● ClosedInspire is a trendy and stylish clothing, shoe, and accessory store located at 623 Santa Barbara Street in the heart of Santa Barbara, California. Offering a wide selection of the latest fashion trends for men and women, Inspire is a must-visit destination for those looking to update their wardrobe with stylish and on-trend pieces. From casual everyday wear to elegant evening attire, Inspire has something for every fashion-forward individual. With a friendly and knowledgeable staff ready to assist you in finding the perfect outfit, shopping at Inspire is a truly inspiring experience.
623 Santa Barbara St, Santa Barbara, CA 93101, United States -
CenCal Health
● ClosedCenCal Health is a health insurance agency located at 4050 Calle Real, Santa Barbara, California, United States. Through our 2024 Community Report, we bring our Strategic Plan to life. If you have been exposed to COVID-19, you can request antibody testing from your doctor. CenCal Health offers mental health benefits, coverage for cervical cancer screening, and access to caring nurses 24/7 for members. We also provide resources for emotional wellness and healthy living, including information on proper screenings, healthy eating, and preventive care. Join our dedicated team or learn more about community-based organizations that offer a variety of services. CenCal Health is committed to promoting the health and well-being of our members and the community. Visit our website for more information and resources.
4050 Calle Real, Santa Barbara, CA 93110, United States -
Ferreira Law Group, PC
● ClosedFerreira Law Group, PC is a leading finance and legal institution located at 211 East Victoria Street in Santa Barbara, California, United States. Our team of experienced lawyers specializes in a wide range of financial and legal services, including estate planning, business law, and real estate transactions. With a proven track record of success, we are dedicated to providing our clients with personalized and strategic solutions to meet their individual needs. Contact us today to schedule a consultation and see how Ferreira Law Group, PC can help you achieve your financial and legal goals.
211 E Victoria St suite d, Santa Barbara, CA 93101, United States -
Black & Black
● ClosedBlack & Black is a prestigious law firm located at 1114 State Street in the vibrant city of Santa Barbara, California. With a team of highly skilled and experienced attorneys, Black & Black specializes in a wide range of legal services, including civil litigation, criminal defense, family law, and estate planning. Clients can expect personalized attention, strategic legal advice, and aggressive representation to achieve the best possible outcomes for their cases. Whether you are facing a complex legal issue or simply need guidance on your rights, Black & Black is dedicated to providing top-notch legal services tailored to meet your needs.
1114 State St Suite 272, Santa Barbara, CA 93101, United States -
Corrigan & Company
● ClosedCorrigan & Company is an insurance agency located at 32 East Sola Street in Santa Barbara, California, United States. We specialize in meeting the complex administrative needs of financial institutions, providing timely and accurate plan information through our online systems. Our services include asset and benefit liability accounting, concentration analysis, participant statements, and tax and accounting support. We also offer expert analysis, review, and support for matters related to the BOLI/COLI asset class. As a member of M Financial Group, we work with strategic partners and third-party administrators to deliver superior products and services to our clients. Securities are offered through M Holdings Securities, Inc., a registered broker/dealer and member of FINRA/SIPC. Independently owned and operated, Corrigan & Company is committed to providing top-notch service to our clients. Please note that this information is for informational purposes only and should not be considered legal or tax advice. For more details about our services and partnerships, visit our website or contact us at 800-456-3377 or info@corrigan-co.com.
32 E Sola St, Santa Barbara, CA 93101, United States -
San Pascual & Ortega
● OpenSan Pascual & Ortega is a bustling transit station located in the beautiful city of Santa Barbara, California, United States. This station serves as a major hub for commuters and travelers looking to navigate the city and beyond. With its convenient location and efficient services, San Pascual & Ortega is the perfect starting point for your journey. Whether you're heading to work, school, or exploring the sights and sounds of Santa Barbara, this transit station has you covered. Experience seamless transportation and exceptional customer service at San Pascual & Ortega.
Santa Barbara, CA 93101, United States -
CIO Solutions
● ClosedCIO Solutions is a leading managed IT provider located at 150 South Street in San Luis Obispo, California. We serve businesses in Santa Barbara, Ventura, Fresno, and San Luis Obispo, offering the expertise and support needed to manage and advance their technology. Our mission is to provide innovative solutions, expert guidance, and complete IT managed services to help businesses overcome their biggest technology challenges. With offices in multiple locations, including Santa Barbara, Fresno, and San Luis Obispo, we are dedicated to putting your business in the best position to succeed in today's competitive environment. Our support department is focused on resolving issues efficiently, with dedicated teams for reactive, planning, and implementation functions. Contact us today to experience the difference that strategic, supported business technology can make for your organization.
150 South St, San Luis Obispo, CA 93401, United States -
Vanessa Donati
● OpenVanessa Donati is a leading health institution located at 429 North San Antonio Road in Santa Barbara, California, United States. With a focus on providing top-quality healthcare services, Vanessa Donati offers a wide range of medical treatments and services to cater to the needs of its patients. The institution is known for its team of highly skilled healthcare professionals who are dedicated to delivering personalized care and ensuring the well-being of all patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Vanessa Donati is committed to providing exceptional healthcare services to the Santa Barbara community and beyond.
429 N San Antonio Rd, Santa Barbara, CA 931101399, United States -
The Stoll Law Firm
● ClosedThe Stoll Law Firm is a reputable legal institution located at 308 East Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated attorneys, they provide expert legal services in various areas of law including personal injury, criminal defense, family law, and estate planning. Clients can expect personalized attention, strategic representation, and a commitment to achieving the best possible outcome for their case. Whether you are facing a complex legal issue or in need of legal advice, The Stoll Law Firm is here to help. Contact them today to schedule a consultation.
308 E Carrillo St, Santa Barbara, CA 93101, United States -
Fauver, Large, Archbald & Spray, LLP
● ClosedFauver, Large, Archbald & Spray, LLP is a leading law firm located at 820 State Street, Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our firm is known for our strategic and practical approach to achieving results for our clients. With over 50 years of experience, we have built a reputation as trusted advisors to over 300 businesses in various industries. Our dedicated legal team listens to our clients' needs and works tirelessly to solve complex legal matters in a timely and creative manner. Whether negotiating transactions with complex business and tax terms or representing clients in court, our experienced attorneys are passionate about delivering successful outcomes for our clients.
820 State St 4th floor, Santa Barbara, CA 93101, United States -
Institute of Applied Psychology
● OpenThe Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.
1021 Anacapa St, Santa Barbara, CA 93101, United States -
Christopher Elstner
● OpenChristopher Elstner is a prominent doctor specializing in health and wellness, located at 5580 Calle Real in Santa Barbara, California. With a focus on providing comprehensive and personalized care to patients, Dr. Elstner is dedicated to promoting overall well-being and improving quality of life. Patients can expect top-notch medical expertise and compassionate care at this esteemed institution.
5580 Calle Real, Santa Barbara, CA 93111, United States -
PD Ltda
● OpenPD Ltda is a leading health institution located in the picturesque city of Santa Barbara, California, United States. With a focus on providing top-quality healthcare services to its patients, PD Ltda offers a wide range of medical treatments and services to cater to the diverse needs of its clientele. The institution is known for its state-of-the-art facilities, experienced healthcare professionals, and commitment to excellence in patient care. Whether you are in need of routine medical check-ups or specialized treatments, PD Ltda is dedicated to ensuring your health and well-being are taken care of.
Calle 118 # 19 - 52 Office 505 Acocentro 118 Building, Santa Barbara, CA 93101, United States -
Ryan Associates
● ClosedRyan Associates is a leading health institution located at 226 East Canon Perdido Street in Santa Barbara, California, United States. Our team of dedicated professionals is committed to providing high-quality healthcare services to our patients. With a focus on personalized care and cutting-edge medical treatments, Ryan Associates strives to improve the health and well-being of all individuals in our community. Visit us today to experience the difference that compassionate and comprehensive healthcare can make in your life.
226 E Canon Perdido St UNIT M, Santa Barbara, CA 93101, United States -
Freestone Capital Management
● ClosedFreestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.
205 E Carrillo St suite 217, Santa Barbara, CA 93101, United States -
Beth McDonald Consulting
● ClosedBeth McDonald Consulting is a leading consulting firm located at 22 North Voluntario Street in Santa Barbara, California. With a strong track record of success, our team of experts provides top-notch consulting services to help businesses achieve their goals and overcome challenges. From strategic planning to business development, we offer a wide range of services tailored to meet our clients' specific needs. Trust Beth McDonald Consulting to deliver innovative solutions and drive your business forward.
22 N Voluntario St, Santa Barbara, CA 93103, United States -
Gibraltar CFO
● OpenGibraltar CFO is a Santa Barbara-based institution offering Outsource CFO services for small businesses. Located at 1701 Mira Vista Avenue, Santa Barbara, California, United States, we are dedicated to helping small business owners with their financial needs. Whether you have questions or require assistance with your finances, our team is here to help. Contact us via phone at (805)252-6834 or fill out the form on our website and we will get back to you promptly. We look forward to assisting you with your small business financial needs.
1701 Mira Vista Ave, Santa Barbara, CA 93103, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a reputable financial institution located at 1216 State Street in Santa Barbara, California. As a leading provider of financial services, Raymond James & Associates offers a wide range of investment and wealth management solutions to clients in the United States. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Raymond James & Associates can provide the expertise and resources to help you succeed.
1216 State St # 500, Santa Barbara, CA 93101, United States -
Haven Capital Group Inc / Kristin Wyman Horton CFA
● ClosedHaven Capital Group Inc, led by Kristin Wyman Horton CFA, is a reputable finance institution located at 735 State Street in Santa Barbara, California, United States. With a focus on providing expert financial services, Haven Capital Group Inc offers a range of investment opportunities and wealth management solutions to help clients achieve their financial goals. Kristin Wyman Horton, a Chartered Financial Analyst, leads a team of experienced professionals dedicated to delivering personalized and strategic financial advice to clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Haven Capital Group Inc is committed to guiding you towards financial success.
735 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 -
The Stonecutter Group - Morgan Stanley
● OpenThe Stonecutter Group - Morgan Stanley is a prestigious finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a reputation for excellence and expertise in financial services, The Stonecutter Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stonecutter Group - Morgan Stanley is committed to helping you succeed.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Donna M Dawson CPA
● OpenDonna M Dawson CPA is a reputable accounting and finance institution located at 115 South La Cumbre Lane in Santa Barbara, California, United States. With a team of qualified professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Donna M Dawson CPA is dedicated to helping you navigate the complex world of finances with ease and confidence. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
115 S La Cumbre Ln, Santa Barbara, CA 93105, United States -
Tax Law Offices of David W. Klasing
● ClosedThe Tax Law Offices of David W. Klasing is a renowned institution specializing in accounting, finance, and legal services related to tax law. Located at 7 West Figueroa Street in Santa Barbara, California, United States, the office is led by expert tax attorney David W. Klasing. With a strong focus on providing personalized and strategic solutions for individuals and businesses facing complex tax issues, the institution offers a wide range of services including tax planning, audit representation, and tax controversy resolution. Clients can expect top-notch expertise and dedicated advocacy from the team at the Tax Law Offices of David W. Klasing.
7 W Figueroa St Suites 200 & 300, Santa Barbara, CA 93101, United States
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