Best Financial Advisors in Goleta, CA

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List of Firms

Goleta, CA Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Robert A Craig, CRPC™
Location 5656 Calle Real, Goleta, CA 93117, USA
Phone (805) 967-9797
Walpole & Co., LLP Information Technology Solutions
Location 70 Santa Felicia Dr, Goleta, CA 93117, USA
Phone (805) 569-9487
Collaborative Financial Solutions & Wealth Management
4 out of 5
Location 5266 Hollister Ave building b suite 325, Goleta, CA 93111, USA
Phone (805) 364-9082
Financial Advisors in Goleta, CA

Where Certified Financial Advisors in Goleta, CA Serve

Nestled on the coast of Southern California, Goleta is a vibrant city with a rich history and a plethora of landmarks that attract tourists from all over the world. From the iconic Goleta Beach Park to the breathtaking Ellwood Butterfly Preserve, there is no shortage of natural beauty to be found in this charming city. But Goleta is more than just a pretty face. It is also home to some of the top employers in the region, including Raytheon, Deckers Brands, and the University of California, Santa Barbara. These companies provide thousands of jobs to the local community and contribute to the city's thriving economy. Navigating Goleta is a breeze thanks to its well-connected network of highways and streets. The city is situated along the 101 freeway, which connects it to nearby cities like Santa Barbara and Ventura. Additionally, major thoroughfares like Hollister Avenue and Fairview Avenue make it easy to get around town and explore all that Goleta has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Goleta, CA have a variety of options when it comes to banking services. One of the most common ways that residents are serviced by banks is through traditional brick-and-mortar branches. Goleta is home to several major banks, including Wells Fargo, Bank of America, and Chase, which offer a range of services such as checking and savings accounts, loans, and credit cards. Additionally, many residents also take advantage of online banking and mobile apps to manage their finances on the go. One specific thing about Goleta is that it has a large student population due to the presence of the University of California, Santa Barbara. As a result, many banks in the area offer special student accounts and services tailored to the needs of college students.

Insurance Broker

Residents of Goleta, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance coverage for their clients. Goleta, CA is home to a variety of businesses, including tech companies and agricultural operations. An insurance broker can help these businesses find coverage that is tailored to their specific needs, such as protection against cyber attacks or crop damage. Additionally, an insurance broker can assist individuals in finding health insurance plans that cover the unique healthcare needs of the Goleta community, such as access to specialists in nearby Santa Barbara. Overall, an insurance broker can provide invaluable support to Goleta residents in navigating the complex world of insurance.

Retirement Planning

Residents of Goleta, CA could benefit greatly from the guidance of a retirement planner. With its close proximity to Santa Barbara, many residents of Goleta work in the tech and aerospace industries, which can provide a comfortable income but also come with unique retirement challenges. A retirement planner could help residents of Goleta navigate the complexities of retirement planning, such as maximizing employer-sponsored retirement plans, creating a diversified investment portfolio, and developing a plan for healthcare expenses in retirement. Additionally, with the high cost of living in the Santa Barbara area, a retirement planner could assist residents in creating a retirement plan that takes into account the unique financial challenges of living in Goleta.

Wealth Management

Residents of Goleta, CA would benefit from a wealth manager in several ways. Firstly, a wealth manager can help them create a personalized financial plan that takes into account their unique goals and circumstances. This plan could include strategies for saving for retirement, managing debt, and investing wisely. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and insurance needs. For residents of Goleta, CA, in particular, a wealth manager could offer insights into the local real estate market and help them navigate the complexities of buying or selling property in the area. Overall, a wealth manager can provide valuable financial advice and support to help residents of Goleta, CA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Goleta, CA can benefit from the services of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents in Goleta navigate the complex process of buying a home. With the high cost of living in Goleta, it can be challenging for residents to find affordable housing. A mortgage loan officer can help residents find the best mortgage options available to them, including low down payments, reduced interest rates, and other incentives. Additionally, Goleta is home to many retirees who may need to access their home equity to supplement their retirement income. A mortgage loan officer can help these residents understand their options for accessing their home equity through refinancing or other means. Overall, a mortgage loan officer can be a valuable resource for residents of Goleta looking to achieve their homeownership goals.

Tax Services

Residents of Goleta, CA can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on state and local tax laws. In Goleta, there are specific tax laws that residents must adhere to, and a tax advisor can help ensure that individuals are in compliance and avoid costly penalties. Additionally, a tax advisor can help residents with tax planning, whether it be for retirement or for a major life event such as buying a home. By working with a tax advisor, residents can feel confident that they are making informed decisions and maximizing their financial opportunities.

Estate Planning Lawyer

Residents of Goleta, CA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by helping them create a will or trust to protect their assets and ensure their wishes are carried out after they pass away. This is especially important in Goleta, where many residents own property and may have significant assets. Additionally, an estate planning lawyer can help residents plan for incapacity by creating a power of attorney or healthcare directive. This is important because accidents or illnesses can happen at any time, and having a plan in place can ensure that their affairs are managed according to their wishes. Overall, an estate planning lawyer can provide peace of mind to residents of Goleta by helping them plan for the future and protect what matters most to them.


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