Find a Financial Advisor in Orcutt, CA

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Financial Planning Firms in Orcutt, CA

Wealth Enhancement Group

5 out of 5

Location 340 E Clark Ave, Orcutt, CA 93455, USA
Phone (805) 937-4556
Language https://www.wealthenhancement.com/s/
Directions
Kasper Financial Group
Location 545 E Clark Ave, Santa Maria, CA 93455, USA
Phone (805) 934-7700
Directions
Bruno Strategic Wealth Management Inc
Location 241 Broadway St #203, Orcutt, CA 93455, USA
Phone (805) 938-7654
Directions
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About Orcutt, CA

Orcutt is a city in Santa Barbara County, California. It is located on the Pacific coast, about 33 miles (53 km) northwest of Santa Barbara and about 100 miles (160 km) southeast of Los Angeles. Orcutt is most notable for its large number of oil fields and for being the birthplace of former US President Ronald Reagan. The top employers in Orcutt are ConocoPhillips, Shell Oil Company, and the County of Santa Barbara. The major highways and streets in Orcutt are Highway 135, which runs through the city north-south, and Highway 1, which runs just east of the city. The neighborhoods in Orcutt are primarily residential, with some commercial areas near the highway intersections.

Related Services

Banks and Credit Unions

Residents of Orcutt, CA can take advantage of a variety of services offered by local banks. These include checking and savings accounts, loans, mortgages, and credit cards. Banks can also provide a variety of other services, such as online banking and bill pay, as well as wealth management and investment advice.

Insurance Broker

Residents of Orcutt, CA can rely on insurance brokers to help them find the best coverage for their needs. Insurance brokers have access to a variety of policies from a variety of providers, so they can help residents find the right policy at the right price. In addition, insurance brokers can help residents file claims and get the reimbursement they deserve after an accident or other incident.

Retirement Planning

Financial advisors in Orcutt, CA can help residents with a variety of retirement planning needs. Some residents may need help creating a budget and sticking to it, while others may need more detailed advice on how to invest their money. No matter what your needs are, there is likely a financial advisor who can help you out.

Wealth Management

Orcutt, CA residents may find that wealth management can be a great way to secure their financial future. By working with a wealth manager, Orcutt residents can create a plan that will help them make the most of their money. A wealth manager can help Orcutt residents save for retirement, invest for the future, and protect their assets.

Estate Planning Lawyer

Estate planning lawyers can help Orcutt, CA residents protect their assets and plan for the future. They can help you create a will, power of attorney, and living trust to ensure that your wishes are carried out after you die. They can also advise you on estate taxes and how to reduce your tax liability. If you have a family business, they can help you plan for its succession.

Mortgage Loan Officer

Mortgage loan officers in Orcutt, CA can help residents find the best mortgage rates and products to suit their needs. By providing a variety of options and working with each person individually, loan officers can help homeowners get the most out of their mortgages. In addition, they can offer advice on how to avoid common mistakes made during the home-buying process.

Tax Services

Tax accountants can help Orcutt, CA residents save money on their taxes. They can help residents file their taxes correctly and claim all the deductions they are eligible for. Tax accountants can also help residents plan their finances so they pay the least amount of taxes possible.