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State DirectoryFinancial Services in Santa Barbara, CA
1. California Wealth Advisors
10 E Figueroa St Ste 201, Santa Barbara, CA 93101
From Business: About California Wealth Advisors Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and…
2. Filippini Wealth Management
319 E Carrillo St Ste 201, Santa Barbara, CA 93101
From Business: Filippini Wealth Management Inc - As a multifaceted group,we serve our clients with a single full-service group of companies they can turn to for all of their financial…
3. Tremblay Financial Services
3902 State St Ste 101, Santa Barbara, CA 93105
From Business: Tremblay Financial Services is an independent investment firm located in Santa Barbara, CA, owned by Timothy Tremblay. Tim has been a long-time member of the Santa Barbara…
4. PlanMember Financial Corporation
6187 Carpinteria Ave, Carpinteria, CA 93013
5. Mercer Advisors
1801 E Cabrillo Blvd, Santa Barbara, CA 93108
6. Wintrust Mortgage
3700 State St Ste 210, Santa Barbara, CA 93105
7. Direct Mortgage Funding
1736 State St, Santa Barbara, CA 93101
From Business: Our team is committed to providing our clients with the highest quality financial services combined with the lowest rates available in your area. Our outstanding mortgage…
8. Powell Wealth Management
7 W Figueroa St Ste 300, Santa Barbara, CA 93101
From Business: Powell Wealth Management is a financial services company that has been serving the Santa Barbara community for many years. We offer a wide range of financial services,…
9. U.S. Bank
5170 Hollister Ave, Santa Barbara, CA 93111
10. Santa Barbara Asset Management
200 E Carrillo St, Santa Barbara, CA 93101
11. Collaborative Financial Solutions
206 E Victoria St, Santa Barbara, CA 93101
12. Monarch Wealth Strategies
1501 State St, Santa Barbara, CA 93101
13. West Coast Financial
1525 State St Ste 104, Santa Barbara, CA 93101
14. Stewart Financial
100 N Hope Ave Ste 17, Santa Barbara, CA 93110
15. Keypoint Credit Union
7062 Market Place Dr, Goleta, CA 93117
17. Gandrud Financial Services
1180 Eugenia Pl, Ste 220, Carpinteria, CA 93013
"I have been doing my taxes with Greg for many years and have always been happy with their excellent service."
Wheelchair accessible18. Edward Jones - Financial Advisor: Daniel J De Meyer
125 E De La Guerra St Ste 101, Santa Barbara, CA 93101
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
19. Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services
319 E Carrillo St Ste 107, Santa Barbara, CA 93101
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
20. Timpe Wealth Management Group - Stifel
206 E Anapamu St, Santa Barbara, CA 93101
From Business: At Stifel, Timpe Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. their affiliation with…
21. Fidelity Investments
3793 State St, Santa Barbara, CA 93105
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
22. Chase Bank
1165 Coast Village Rd Ste K, Montecito, CA 93108
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
23. Edward Jones - Financial Advisor: Robert A Craig, CRPC™
5656 Calle Real, Goleta, CA 93117
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
24. Edward Jones - Financial Advisor: Aaron P Crocker
1145 Eugenia Pl Ste 203, Carpinteria, CA 93013
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
25. Wells Fargo Advisors
3660 State St, Santa Barbara, CA 93105
From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…
26. Belay Wealth Partners
813 Anacapa St Ste 111, Santa Barbara, CA 93101
From Business: Belay Wealth Partners is a financial services company in Santa Barbara, California. They have been in business for over 20 years and specialize in financial planning,…
27. Charles Schwab
900 Chapala St # 100, Santa Barbara, CA 93101
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
28. Spach & Associates - Ameriprise Financial Services
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101
From Business: At Spach & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
29. Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
30. Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…