Best Financial Advisors in Carpinteria, CA

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List of Firms

Carpinteria, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Samantha F Anderson
SEC File# 801-3297
CRD# 250
Location 5320 Carpinteria Ave Suite J, Carpinteria, CA 93013, USA
Phone (805) 684-8470
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Raymond James Financial Services
Location 4299 Carpinteria Ave #101, Carpinteria, CA 93013, USA
Phone (805) 684-2245
Merrill Lynch Wealth Management Advisor Josh N. Macaluso
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6349
Advisors Capital Management
SEC File# 801-62058
CRD# 112266
Location 1187 Coast Village Rd, Montecito, CA 93108, USA
Phone (805) 565-1001
Carpinteria Finance Department
Location 5775 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (805) 684-5405
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 4222 Market St # A, Ventura, CA 93003, USA
Phone (805) 642-2100
Brian Tisdale - Financial Advisor
Location 3780 State St, Santa Barbara, CA 93105, USA
Phone (805) 335-7893
Moorhouse Financial Services
Location 1575 Spinnaker Dr Ste 201, Ventura, CA 93001, USA
Phone (805) 684-2245
Financial Advisors | U.S. Bancorp Investments
Location 4050 E Main St Ste A1, Ventura, CA 93003, USA
Phone (805) 650-4193
Edward Jones - Financial Advisor: Chad Valchar
SEC File# 801-3297
CRD# 250
Location 1230 Coast Village Cir Suite A, Montecito, CA 93108, USA
Phone (805) 565-8793
Michelle-Marie J Burmester - Morgan Stanley
Location 1111 Coast Village Rd, Montecito, CA 93108, USA
Phone (805) 695-7115
Jack Darden Insurance & Financial Services
SEC File# 801-39177
CRD# 11869
Location 6187 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (800) 874-6910
Spach & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101, USA
Phone (805) 687-0355
Montecito Capital Management
5 out of 5
Location 225 E Carrillo St Suite 203, Santa Barbara, CA 93101, USA
Phone (805) 965-7955
Harrison Douglas
Location 5320 Carpinteria Ave # A, Carpinteria, CA 93013, USA
Phone (805) 684-4299
Aaron Ritter, CFP®
Location 233 E Carrillo St B, Santa Barbara, CA 93101, USA
Phone (805) 451-9131
Montecito Wealth Management, LLC
Location 1165 Coast Village Rd Suite L, Montecito, CA 93108, USA
Phone (805) 969-9690
Summerland Advisors, Llc
Location 1482 E Valley Rd, Santa Barbara, CA 93108, USA
Phone (805) 896-1476
Harmony Investment Management, LLC
SEC File# 801-111055
CRD# 158043
Location 1125 Coast Village Rd Suite C, Santa Barbara, CA 93108, USA
Goodbody Financial
5 out of 5
Location 4915 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (805) 566-2920
PlanMember Corporate Headquarters
SEC File# 801-39177
CRD# 11869
4 out of 5
Location 6187 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (800) 874-6910
Merrill Lynch Wealth Management Advisor Mark C Kranz
Location 1424 State St, Santa Barbara, CA 93101, USA
Phone (805) 963-6313
Financial Advisors in Carpinteria, CA

Where Certified Financial Advisors in Carpinteria, CA Serve

Carpinteria is a small town located in Santa Barbara County, California. It is known for its beaches, as well as its Strawberry Festival, which takes place every year in May. Some of the major employers in Carpinteria include Goleta Valley Cottage Hospital and Montecito Bank & Trust. The main highway in Carpinteria is Highway 101, and some of the main streets include Linden Avenue, Toro Canyon Road, and Winchester Canyon Road. Some of the neighborhoods in Carpinteria include Rincon Point, Sandyland Cove, and Summerland.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a valuable resource for Carpinteria, CA residents. Not only do they offer checking and savings accounts, but banks can also provide mortgage loans, personal loans, and credit cards. In addition, many banks offer online banking services which allow customers to access their account information from anywhere in the world.

Insurance Broker

Carpinteria, CA residents can find relief from the high cost of car insurance by working with a qualified insurance broker. A good broker will take the time to understand your needs and find a policy that fits your budget. They can also help you compare rates from different insurers, so you can get the best deal possible.

Retirement Planning

Financial advisors can help Carpinteria, CA residents with retirement planning in a number of ways. By creating a budget and investment plan, they can help ensure that retirees have enough money to live comfortably. They can also help protect retirees from financial scams and frauds. And by helping retirees stay organized, financial advisors can make the retirement process much less stressful.

Wealth Management

Carpinteria, CA residents can benefit from wealth management in order to protect their assets and plan for the future. Wealth management is a process that helps individuals and families manage their financial resources effectively. This may include creating and implementing a financial plan, investing money, and protecting assets. Wealth management services can be especially helpful for people who live in areas that are prone to natural disasters or other emergencies.

Estate Planning Lawyer

If you're a Carpinteria, CA resident and you haven't yet created an estate plan, you should strongly consider doing so. An estate plan is a document that outlines your wishes for what should happen to your property and assets after you die. Without an estate plan, the state will decide how your property is distributed, which may not be in accordance with your wishes. An estate planning lawyer can help you create an estate plan that meets your specific needs and complies with the laws of California. They can also help you make sure that your loved ones are taken care of after you're gone. If you're interested in creating an estate plan, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers can help Carpinteria, CA residents by educating them about the different types of mortgages available. Mortgages are a big commitment, and it's important to understand all the different options before making a decision. Mortgage loan officers can also help people find the best deal on a mortgage, and they can answer any questions borrowers may have.

Tax Services

Tax accountants can help Carpinteria, CA residents save money on their taxes. They can help residents find tax breaks and deductions that they may not have been aware of. Tax accountants can also help businesses in Carpinteria save money on their taxes.

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FAQs About Personal Financial Advisors in Carpinteria, CA