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State DirectoryFinancial Planners in Summerland, CA
1. Annuity General
Serving the Summerland Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
2. Merrill Lynch Wealth Management
1096 Coast Village Rd, Santa Barbara, CA 93108
From Business: Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…
5. Edward Jones - Financial Advisor: Hunter R Sears
1230 Coast Village Cir Ste A, Montecito, CA 93108
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
7. Cornerstone Asset Group
1482 E Valley Rd Ste 653, Santa Barbara, CA 93108
9. Morgan Stanley Wealth Management
1111 Coast Village Rd, Santa Barbara, CA 93108
11. Mercer Advisors
1801 E Cabrillo Blvd, Santa Barbara, CA 93108
12. Marathon Investment Programs
902 El Rancho Rd, Santa Barbara, CA 93108
15. 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…
16. 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,…
17. 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…
18. 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…
19. James Spach - Private Wealth 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…
20. D.A. Davidson
111 W Micheltorena St Ste 200, Santa Barbara, CA 93101
From Business: Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus…
22. Christopher Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
23. Burrows/Tucker Wealth Management Group - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
24. The Oak Financial Group - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
25. Wasserman, Gallo & Associates - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
27. Sycamore Wealth Management - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
28. Frederick Burrows - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101
29. Brenner Wealth Management Group - UBS Financial Services Inc.
222 E Carrillo St Ste 106, Santa Barbara, CA 93101