Tax planning service in Santa Barbara, CA
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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 -
Channel Wealth
● ClosedChannel Wealth is a boutique financial services firm located at 15 West Carrillo Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and reach their goals, especially during transitional events. We work collaboratively to ensure our clients can sleep soundly knowing their life savings are in good hands. At Channel Wealth, we are committed to empowering our clients with personalized financial solutions and guidance, building lasting partnerships that lead to financial success and peace of mind.
15 W Carrillo St, Santa Barbara, CA 93101, United States -
Channel Wealth
● ClosedChannel Wealth is a boutique financial services firm located at 3700 State Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and achieve their goals, especially during transitional events. We work together to position our clients' life savings for long-term success, allowing them to sleep soundly at night. Our personalized approach to financial planning ensures that we understand each client's unique needs and aspirations, building lasting partnerships that lead to financial success and peace of mind. At Channel Wealth, we are committed to empowering our clients with tailored financial solutions and guidance to help them reach their financial goals.
3700 State St # 240, Santa Barbara, CA 93105, 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 -
Saige Private Wealth
● ClosedSaige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
21 E Carrillo St #100, 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 -
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 -
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 -
Merrill Lynch Financial Advisor John R Pate
● ClosedMerrill 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.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Impact Family Office
● ClosedImpact Family Office is a finance institution located at 1224 Coast Village Circle in Santa Barbara, California, United States. We believe in the power of financial decisions to make a positive impact not only on your family and livelihood, but also on the broader community and the world. With a sense of responsibility and privilege, we work with our clients to create intentional impact strategies that align financial resources with their priorities and values, creating a lasting legacy for good. At Impact Family Office, we offer a unique onboarding service called the Bus Book™, which provides a comprehensive overview of a client's financial standing and estate directive. Our customized suite of services and relationship coordination ensures that our clients' financial resources are aligned with their lifestyle and values for maximum impact.
1224 Coast Village Cir #11, 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 -
The Forster Group - Morgan Stanley
● OpenThe Forster Group at Morgan Stanley is a renowned finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. With a strong reputation for providing top-tier financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. From investment planning to wealth management, we offer a wide range of services tailored to meet the unique needs of each individual. Trust in The Forster Group at Morgan Stanley for all your financial needs.
1014 Santa Barbara St, Santa Barbara, CA 93101, 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 -
Merrill Lynch Financial Advisor Eric Kulberg
● ClosedMerrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.
1424 State St, Santa Barbara, CA 93101, United States -
The Guardian CPA
● ClosedThe Guardian CPA is a reputable accounting and finance institution located at 1408 Olive Street in Santa Barbara, California, United States. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, our team is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how The Guardian CPA can assist you with your accounting and finance needs.
1408 Olive St, Santa Barbara, CA 93101, United States -
Josh Nyholt CPA
● ClosedJosh 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.
836 Anacapa St, Santa Barbara, CA 93102, United States -
Antoun W. Wassef, CPA
● OpenAntoun W. Wassef, CPA is a reputable accounting and finance institution located at 885 La Milpita Road in Santa Barbara, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and consulting. The team of professionals at Antoun W. Wassef, CPA is dedicated to providing top-notch financial solutions to individuals and businesses alike. Contact them today for all your accounting and finance needs.
885 La Milpita Rd, Santa Barbara, CA 93105, United States -
Chrisley Reed, CPA
● OpenChrisley Reed, CPA is a reputable accounting and finance institution located at 111 East Victoria Street in Santa Barbara, California, United States. With a team of experienced and dedicated professionals, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Clients can trust Chrisley Reed, CPA for accurate and reliable financial guidance to help them achieve their goals.
111 E Victoria St #2, Santa Barbara, CA 93101, United States -
John F. Duston IV, CPA
● OpenJohn F. Duston IV, CPA is a reputable accounting and finance institution located at 1408 Olive Street in Santa Barbara, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of skilled professionals is committed to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax filings or investment advice, John F. Duston IV, CPA is dedicated to helping you achieve your financial goals.
1408 Olive St, Santa Barbara, CA 93101, United States -
Brian Boyle - Thrivent
● ClosedBrian 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.
5290 Overpass Rd STE 115, 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 -
Edward Jones - Financial Advisor: Daniel J De Meyer
● OpenEdward Jones - Financial Advisor: Daniel J De Meyer is a reputable financial institution located at 125 East De La Guerra Street in Santa Barbara, California. As a trusted advisor, Daniel J De Meyer provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Daniel J De Meyer is committed to providing expert guidance and support in all aspects of financial planning. Whether you are looking to invest, save for retirement, or plan for the future, Daniel J De Meyer and his team are dedicated to helping you navigate the complexities of the financial world with confidence.
125 E De La Guerra St Ste 101, Santa Barbara, CA 93101, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 3660 State Street in Santa Barbara, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or create a financial strategy, Wells Fargo Advisors is committed to providing personalized and comprehensive financial solutions to meet your needs.
3660 State St, Santa Barbara, CA 93105, United States -
Howard Jay Smith - Morgan Stanley
● OpenHoward Jay Smith - Morgan Stanley is a reputable finance institution located at 1014 Santa Barbara Street in Santa Barbara, California. As a branch of the renowned Morgan Stanley, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, Howard Jay Smith - Morgan Stanley provides personalized financial planning, investment management, wealth management, and retirement planning services. Clients can trust in the expertise and integrity of this institution to help them achieve their financial goals and secure their financial future.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Mitchell E Vance - Morgan Stanley
● OpenMitchell E Vance - Morgan Stanley is a renowned finance institution located at 1014 Santa Barbara Street in the beautiful city of Santa Barbara, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at Mitchell E Vance - Morgan Stanley is dedicated to providing personalized and expert advice to assist clients in making informed decisions about their finances. Whether you are looking to grow your investments or plan for retirement, Mitchell E Vance - Morgan Stanley is committed to helping you achieve financial success.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Edward Jones - Financial Advisor: Josh Kane, AAMS™
● ClosedEdward 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.
1905 Cliff Dr STE E, Santa Barbara, CA 93109, United States -
Merrill Lynch Financial Advisor Marc Gamberdella
● ClosedMerrill 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.
1424 State St, Santa Barbara, CA 93101, United States -
D.A. Davidson
● ClosedD.A. Davidson is a finance institution located at 111 West Micheltorena Street in Santa Barbara, California, United States. With a strong reputation for providing comprehensive financial services, D.A. Davidson offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, D.A. Davidson is committed to delivering exceptional service and results.
111 W Micheltorena St #200, Santa Barbara, CA 93101, United States -
Jay Parker - Morgan Stanley
● OpenJay Parker - Morgan Stanley is a reputable finance institution located at 1014 Santa Barbara Street in Santa Barbara, California, United States. As a branch of the renowned Morgan Stanley financial services firm, Jay Parker offers a wide range of financial services including wealth management, investment advisory, and financial planning. With a team of experienced financial professionals, Jay Parker - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Jay Parker - Morgan Stanley is committed to providing personalized and comprehensive financial solutions to meet your needs.
1014 Santa Barbara St, Santa Barbara, CA 93101, United States -
Richard L. Handler, CPA
● OpenRichard L. Handler, CPA is a reputable accounting and finance institution located at 800 Garden Street in Santa Barbara, California, United States. With years of experience and expertise in the field, Richard L. Handler, CPA offers a wide range of services including tax preparation, financial planning, auditing, and more. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, Richard L. Handler, CPA is committed to helping you achieve your financial goals and secure a stable financial future.
800 Garden St H, Santa Barbara, CA 93101, United States
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