Tax planning and consulting in Santa Barbara, California
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Kaspar & Lugay, LLP
Kaspar & Lugay, LLP is a highly respected law firm located in the heart of Santa Barbara, California. Specializing in a wide range of legal services, our experienced team of lawyers is dedicated to providing top-notch representation and personalized attention to each and every client. With a commitment to excellence and a track record of success, Kaspar & Lugay, LLP is the go-to choice for individuals in need of legal assistance in the Santa Barbara area. Contact us today at 827 State Street to schedule a consultation and see how we can help you with your legal needs.
McCarthy & Kroes
McCarthy & Kroes is a prestigious law firm located at 125 East Victoria Street in Santa Barbara, California. With a team of experienced attorneys, they provide top-notch legal services in various areas of law, including corporate law, real estate law, and estate planning. Known for their dedication to their clients and their commitment to achieving the best possible outcomes, McCarthy & Kroes is a trusted and respected institution in the legal community. Whether you are in need of legal advice or representation, you can rely on McCarthy & Kroes to provide expert guidance and support.
Probate Lawyers of Werner Law Firm
Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.
Safeguard Investment Advisory Group
Safeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.
The Stoll Law Firm
The 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.
Kocmur Law Firm a Professional Corporation
Kocmur Law Firm is a Professional Corporation located in Santa Barbara, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. We specialize in a wide range of practice areas, including but not limited to, personal injury, family law, and estate planning. Our firm is committed to delivering personalized and effective legal solutions tailored to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need legal advice, Kocmur Law Firm is here to help. Contact us today to schedule a consultation.
Avalan, LLC
Avalan, LLC is a finance institution located at 233 East Carrillo Street in Santa Barbara, California, United States. With a commitment to providing top-notch financial services, Avalan, LLC offers a wide range of solutions to help individuals and businesses achieve their financial goals. From investment management to financial planning, Avalan, LLC is dedicated to delivering personalized and expert advice to its clients. Trust Avalan, LLC to help you navigate the complexities of the financial world and secure your financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a strong commitment to excellence and integrity, Morgan Stanley Financial Advisors provides tailored solutions to meet the unique needs of each individual or business. Contact us today to learn more about how we can help you secure a prosperous financial future.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.
Omega Financial Group, LLC
Omega Financial Group, LLC is a renowned finance institution located at 812 Anacapa Street in Santa Barbara, California, United States. With a team of experienced professionals, Omega Financial Group, LLC offers a wide range of financial services including investment management, retirement planning, and wealth management. Clients can expect personalized solutions tailored to their unique financial goals and objectives. With a commitment to excellence and integrity, Omega Financial Group, LLC strives to help clients achieve financial success and security.
Arlington Financial Advisors
Arlington Financial Advisors is a premier financial institution located at 100 East De La Guerra Street in Santa Barbara, California. Our team of experienced advisors is dedicated to providing personalized financial guidance to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, Arlington Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Montecito Capital Management
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.
Monarch Wealth Strategies
Monarch Wealth Strategies is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to helping clients 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 investment portfolio, we are here to provide expert guidance and support. Trust Monarch Wealth Strategies to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
Foronjy Financial
Foronjy 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.
Josh Nyholt CPA
Josh Nyholt CPA is a reputable accounting and finance institution located at 836 Anacapa Street in Santa Barbara, California, United States. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of experts is dedicated to providing top-notch service and guidance. Trust Josh Nyholt CPA to help you navigate the complexities of accounting and finance with professionalism and expertise.
Goodland CPA
Goodland CPA is a boutique accounting firm located at 735 State Street in Santa Barbara, California. Established in 2016, we specialize in providing tax, accounting, and ERP consulting services to clients in various industries. Our team of experienced professionals offers expertise in developing and implementing ERP systems, ensuring a smooth transition from pre-implementation to post-implementation maintenance. Trust Goodland CPA for all your financial needs and let us help you achieve your business goals.
Brian Boyle - Thrivent
Brian Boyle - Thrivent is a finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.
West Coast Financial
West Coast Financial is a leading finance institution located at 1435 Anacapa Street in the beautiful city of Santa Barbara, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can help you reach your financial objectives.
James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Spach - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 136 West Canon Perdido Street in Santa Barbara, California. With a focus on personalized wealth management services, James Spach helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, James Spach offers a wide range of financial services, including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, James Spach is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Edward Jones - Financial Advisor: Josh Kane, AAMS™
Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Marc Gamberdella
Merrill Lynch Financial Advisor Marc Gamberdella, located at 1424 State Street in Santa Barbara, California, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Marc, along with his team, focuses on understanding your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With expertise in financial and estate planning, the team at Merrill Lynch Wealth Management can help you manage, grow, and preserve your wealth for the future. By utilizing tools such as the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're preparing for major life events or simply looking to stay on track with your financial goals, Marc Gamberdella and his team are committed to helping you achieve what matters most to you. Please note that Marc does not provide legal or tax advice, and it is recommended to consult with your own legal and tax advisors before making any financial decisions.
Alamar Capital Management LLC
Alamar Capital Management LLC is a finance institution located at 200 East Carrillo Street in Santa Barbara, California. Specializing in investment management and financial planning, Alamar Capital Management LLC offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Alamar Capital Management LLC is dedicated to helping you secure a stable financial future.
Mac Farlane Faletti & Co LLP
Mac Farlane Faletti & Co LLP is a leading accounting and finance firm located at 3757 State Street in Santa Barbara, California. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Known for their attention to detail and commitment to excellence, Mac Farlane Faletti & Co LLP is trusted by individuals and businesses alike to handle their financial needs with precision and expertise. Contact them today to see how they can help you achieve your financial goals.
Cameron Associates
Cameron Associates is a reputable accounting and finance institution located at 923 Laguna Street in Santa Barbara, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Cameron Associates today to experience their top-notch services and expertise firsthand.
Ballew & Fuhrman, CPAs
Ballew & Fuhrman, CPAs is a reputable accounting and finance institution located at 923 Laguna Street in Santa Barbara, California. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Ballew & Fuhrman, CPAs to deliver accurate and reliable financial solutions tailored to their individual needs. Whether you are a small business owner or an individual looking for professional financial guidance, Ballew & Fuhrman, CPAs is committed to helping you achieve your financial goals.
Snowball John CPA
Snowball John CPA is a reputable accounting and finance institution located at 735 State Street in Santa Barbara, California, United States. With years of experience and expertise in the field, Snowball John CPA offers a wide range of services to individuals and businesses including tax preparation, financial planning, and consulting. Their team of certified public accountants are dedicated to providing high-quality, personalized services to help clients achieve their financial goals. Whether you need help with tax filing or financial advice, Snowball John CPA is here to assist you every step of the way.
Ramsaur Hartmann & Co CPA
Ramsaur Hartmann & Co CPA is a reputable accounting and finance institution located at 360 South Hope Avenue in Santa Barbara, California, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to audit services, Ramsaur Hartmann & Co CPA is committed to delivering top-notch financial solutions tailored to meet the unique needs of their clients. Whether you need assistance with budgeting, financial planning, or compliance with tax laws, you can rely on their expertise and professionalism to help you achieve your financial goals.
Campbell & Howard
Campbell & Howard is a reputable accounting and finance institution located at 5350 Hollister Avenue in Santa Barbara, California. With a strong focus on providing top-notch financial services, they cater to individuals and businesses alike. Their team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Clients can trust Campbell & Howard to provide expert advice and guidance to help them achieve their financial goals.
Peri & Alvarado Cpas Inc
Peri & Alvarado CPAs Inc is a leading accounting and finance institution located at 360 South Hope Avenue in Santa Barbara, California, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Carolyn F Howe & Associates
Carolyn F Howe & Associates is a reputable accounting and finance institution located at 1933 Cliff Drive in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to providing personalized and reliable services has made them a trusted partner for individuals and businesses in the Santa Barbara area. Whether you need help with your taxes or assistance with financial planning, Carolyn F Howe & Associates is dedicated to helping you achieve your financial goals.
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