Tailored business planning in Santa Barbara, California

Mission 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.

Welcome 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.

HUB 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.

Klein DeNatale Goldner, located at 10000 Stockdale Highway in Bakersfield, California, has been a prominent institution in the community since 1953. With additional offices in Fresno, San Diego, and Santa Barbara, our team of experienced attorneys provide legal services to both businesses and individuals. Our firm has played a vital role in shaping the San Joaquin Valley, assisting in the growth of businesses and institutions, as well as guiding individuals through challenging times to help them secure better futures. Committed to the prosperity of the region, we offer a wide range of legal services tailored to meet the unique needs of each client.

Omar's Travel is a premier travel agency located at 502 North Milpas Street in Santa Barbara, California. With a team of experienced travel experts, we specialize in creating unforgettable travel experiences for our clients. Whether you're looking for a relaxing beach getaway, an adventurous trek through the mountains, or a cultural exploration in a new city, Omar's Travel has you covered. Our personalized service and attention to detail ensure that every trip is tailored to your specific needs and desires. Contact us today to start planning your next dream vacation with Omar's Travel.

SB Picnics is located in Santa Barbara, California, United States. Our mission is to provide you with the highest quality picnic design and service for a memorable experience. We create curated picnics that immerse you in a tranquil space where you can relax, connect, and savor the moment with your loved ones. We handle the set up and pack up so all you need to do is arrive, enjoy your time, and leave with your guests without worrying about the clean up. Whether you're looking for an intimate picnic for you and your love or your bestie, or planning a special gathering for groups of 3-30 people, SB Picnics has you covered. We can even help you plan a surprise picnic for a proposal, complete with recommendations for photographers to capture the moment seamlessly.

Anderson 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.

Cohen 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.

San 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.

George-Cyr Attorneys Inc. is a prestigious law firm located at 2238 Bayview Heights Drive, Baywood-Los Osos, California, United States. Specializing in estate and tax planning, trust and probate law, and litigation related to probate, trusts, and will contests, our firm offers a comprehensive range of legal services. Established in 1976, George-Cyr Attorneys Inc. is dedicated to providing expert estate and tax planning services to clients in San Luis Obispo and Northern Santa Barbara Counties, as well as beyond. Our firm is listed in the Martindale-Hubbell Bar Register of Preeminent Lawyers, showcasing our commitment to excellence in the legal field.

Mark S. Pasternak CPA is a reputable accounting and finance institution located at 102 North Milpas Street in Santa Barbara, California, United States. With years of experience and expertise in the field, Mark S. Pasternak CPA offers a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, the institution is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Mark S. Pasternak CPA for all your accounting and finance needs.

Egan Law is a well-established institution located at 426 Barcellus Avenue in Santa Maria, California, United States. Specializing in family law and trust litigation, our team of experienced legal professionals have over 50 years of combined experience in various areas of law including business litigation, insurance, real estate, land use, and estate planning. At Egan Law, we understand the importance of protecting your children, assets, family life, and sanity during tough times. Our diverse backgrounds as lawyers allow us to provide comprehensive legal services tailored to meet your unique needs. Whether you are facing a challenging family law issue or need assistance with trust and probate litigation, our team is here to help.

Tobin Lucks LLP is a prestigious law firm located at 5425 Hollister Avenue in Santa Barbara, California. With a team of experienced and dedicated lawyers, Tobin Lucks LLP specializes in providing expert legal services to clients in need of representation. Whether it's for personal injury cases, business law matters, or estate planning, the attorneys at Tobin Lucks LLP are committed to delivering high-quality legal solutions tailored to meet the unique needs of each client. Trust in Tobin Lucks LLP for all your legal needs in Santa Barbara and beyond.

Fainer Consulting is a reputable institution located at 5290 Overpass Road in Santa Barbara, California. Our team of experienced consultants provides top-notch services in various areas such as business development, marketing strategies, financial planning, and more. We are dedicated to helping businesses thrive and achieve their goals through personalized solutions tailored to meet their specific needs. Contact us today to learn more about how Fainer Consulting can help take your business to the next level.

Lynn & O'Brien, LLP is a prestigious law firm located at 311 East Carrillo Street in Santa Barbara, California. With a team of experienced and dedicated lawyers, the firm specializes in providing high-quality legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, Lynn & O'Brien, LLP is committed to delivering personalized solutions tailored to your specific needs. Trust in their expertise and professionalism to navigate the complexities of the legal system and achieve the best possible outcome for your case.

Mullen & Henzell, located at 130 Garden Street in Santa Barbara, California, is a prestigious law firm offering a wide range of legal services. Specializing in business, real estate, employment, labor, and estate planning, our experienced attorneys provide expert guidance and representation to clients in a variety of legal matters. Our litigation group is dedicated to resolving disputes effectively, while our employment and labor group focuses on representing management in employer/employee relationships. With one of the oldest and largest estate planning and administration practices in the Santa Barbara area, our firm emphasizes personalized service tailored to the individual needs of our clients. We also offer exclusive career development opportunities for law school students and graduates through our partnership with the Scholarship Foundation of Santa Barbara.

Daly Law Offices, located at 55 Hitchcock Way in Santa Barbara, California, is a reputable law firm specializing in various legal services. With a team of experienced and dedicated lawyers, Daly Law Offices provides expert legal advice and representation to clients in need of assistance with their legal matters. Whether you are facing a personal injury case, need help with estate planning, or require guidance in a business dispute, Daly Law Offices is committed to providing quality legal services tailored to meet your individual needs. Contact them today to schedule a consultation and learn how they can help you navigate the complexities of the legal system.

Margaret ("Peggy") V. Barnes is a reputable institution located at 1900 State Street in Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, the institution offers top-notch expertise and guidance to individuals and businesses alike. With a team of experienced professionals, Margaret V. Barnes is dedicated to providing high-quality financial and legal solutions tailored to meet the unique needs of each client. Whether you require assistance with tax planning, investment management, or legal representation, this institution is committed to delivering exceptional service and results.

HACKETT LAW, located at 315 Meigs Road in Santa Barbara, California, is a dedicated institution providing personalized legal solutions tailored to meet your specific needs. Specializing in areas such as bankruptcy, real estate law, estate planning, and business law, Hackett Law offers a comprehensive range of services to assist you in navigating legal matters. With a focus on estate planning, Hackett Law can help you create wills, trusts, and complex estate plans to protect your assets and achieve your goals. Whether you are buying, selling, or leasing property, their qualified attorneys can ensure that all transactions are carefully reviewed and negotiated to meet your objectives.

Del 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.

The Law Offices of Brian L. Fox, APLC, located at 290 Maple Court in Ventura, California, is a reputable law firm specializing in Business Law, Tax Law, Estate Planning and Administration, Probate Law, Real Estate Law, and Civil Litigation. With additional office locations in Santa Barbara, our firm offers comprehensive and meticulous legal services tailored to each client's individual needs. Our experienced attorneys provide personalized attention and strive to achieve successful results for our clients. We have built a strong reputation for our professionalism and expertise, leading to long-term relationships with clients who trust us to handle their various legal needs. Contact us today for customized legal representation for you and your family.

AQ Law is a prestigious law firm located at 7 West Figueroa Street in Santa Barbara, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in a wide range of practice areas, including business law, real estate law, and estate planning, we are committed to delivering personalized and effective legal solutions tailored to meet the unique needs of each client. With a reputation for excellence and a track record of success, AQ Law is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation.

Rogers Sheffield Campbell, LLP has been providing top legal representation to individuals, families, and businesses in Santa Barbara and the surrounding areas since 1973. Our team of experienced attorneys offers a wide range of specialized legal services, including estate planning, business transactions, real estate law, and personal injury litigation. We are committed to providing our clients with high-quality legal representation at cost-effective rates, and our attorneys have been recognized by industry publications for their expertise and ethical standards. Our firm also places a high value on community service, and we are dedicated to serving the local community. Contact us today for efficient and effective legal solutions tailored to your specific needs.

Ponek Appraisal Service, located at 4805 Santa Cruz Road in Atascadero, California, offers appraisal services and consultation for a variety of complex real estate needs along California's Central Coast. Specializing in commercial properties in San Luis Obispo County and surrounding communities, the firm focuses on commercial office & retail properties, mixed-use developments, industrial properties, multi-family housing, large ranches, estate planning, fractional interest, and special-purpose properties. The team at Ponek Appraisal is dedicated to providing timely, cost-effective, and thorough analysis of commercial and industrial properties in San Luis Obispo County, northern Santa Barbara County, and southern Monterey County. Led by Blake, a certified general appraiser with a background in commercial real estate and a degree in Agriculture Business from Cal Poly San Luis Obispo, Ponek Appraisal prides itself on expert, localized service tailored to the unique needs of the region.

Doug Brewer - State Farm Insurance Agent is located at 3358 Mather Field Road in Rancho Cordova, California. As an insurance agency, Doug Brewer offers a range of insurance products to protect your home, car, business, and family's financial future. With a B.A. degree in business economics from UC Santa Barbara, Doug brings a unique perspective to serving his clients. In addition to his professional work, Doug is deeply committed to supporting Canine Companions, an organization that trains dogs to assist individuals with disabilities. He has personally raised and trained eight puppies for this cause, experiencing firsthand the impact these dogs have on people's lives.

Klein DeNatale Goldner is a respected law firm with a long history of serving the communities of Bakersfield, Fresno, San Diego, and Santa Barbara since 1953. Located at 171 Saxony Road in Encinitas, California, our experienced attorneys provide a wide range of legal services tailored to the unique needs of businesses and individuals. With a commitment to helping the San Joaquin Valley grow and prosper, our firm has played a key role in shaping the area through our representation of thriving enterprises and institutions. We handle cases that have a significant impact on our communities, offering clear, competent, and innovative legal solutions to our clients.

Montecito Capital Management is a reputable finance institution located at 225 East Carrillo Street in the beautiful city of Santa Barbara, California, United States. With a focus on providing personalized investment strategies and financial planning services, Montecito Capital Management caters to individuals, families, and businesses looking to grow and protect their wealth. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Montecito Capital Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.

Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.

Beth 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.