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™
SEC File# 801-3297
CRD# 250
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
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About Goleta, CA

Goleta is a city located in Santa Barbara County, California. It is situated on the coast of the Pacific Ocean, and is adjacent to the city of Santa Barbara. Some notable landmarks in Goleta include the University of California, Santa Barbara and the Cabrillo Marine Aquarium. The top employers in Goleta are the University of California, Santa Barbara and Google. Major highways and streets in Goleta include Highway 101 and Hollister Avenue. The neighborhoods in Goleta include Isla Vista, Samarkand, and Glen Annie.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help Goleta, CA residents with their finances. They can provide loans and mortgages, as well as investment advice and retirement planning. Banks can also offer fraud protection and identity theft services. In addition, they can provide checking and savings accounts, as well as credit and debit cards.

Insurance Broker

Residents of Goleta, CA can benefit from the services of insurance brokers. These professionals can help residents compare rates and find the best policies for their needs. In addition, insurance brokers can help residents file claims and get the money they need to rebuild after a disaster.

Retirement Planning

Most people in Goleta, CA dont realize that they need to start planning for retirement early on in their careers. Financial advisors can help by providing guidance on how much money needs to be saved and what kind of investments will provide the best return on investment. Retirement planning is an important part of financial security, and its never too late to start.

Wealth Management

Residents of Goleta, CA can take advantage of wealth management services to help them grow their money and protect it from risks. Wealth managers can provide guidance on investment options, insurance products, and estate planning. They can also help clients stay disciplined with their spending and save for important goals.

Estate Planning Lawyer

Estate planning lawyers can help Goleta, CA residents protect their assets and plan for the future. The lawyers can help residents create wills and trusts, which will ensure that their property is distributed according to their wishes after they die. The lawyers can also help residents set up powers of attorney and health care proxies, which will allow them to make decisions about their medical care if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers can help Goleta, CA residents in a number of ways. They can offer advice on what type of mortgage is best for the individual, they can help with the application process, and they can assist with any questions or concerns that the resident may have. In addition, mortgage loan officers are often aware of current interest rates and special offers, so they can help residents get the best deal possible on their mortgage.

Tax Services

Tax accountants can help Goleta, CA residents by filing their taxes and helping them get the best return possible. They can also help with other financial planning needs, such as retirement planning and estate planning. Tax accountants are a valuable resource for anyone in need of financial advice.


FAQs About Personal Financial Advisors in Goleta, CA