Best Financial Advisors in Santa Barbara County, CA

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Santa Barbara County, CA Fiduciary Financial Advisors

West Coast Financial
SEC File# 801-19093
CRD# 104677

5 out of 5

Location 1435 Anacapa St, Santa Barbara, CA 93101, USA
Phone (805) 962-9131
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 319 E Carrillo St Ste 107, Santa Barbara, CA 93101, USA
Phone (805) 682-8187
Merrill Lynch Wealth Management Advisor David F Marshall
Location 1096 Coast Village Rd, Santa Barbara, CA 93108, USA
Phone (805) 695-7028
Tremblay Financial Services

4 out of 5

Location 3902 State St Suite 101, Santa Barbara, CA 93105, USA
Phone (805) 569-1982
Neunuebel Barrantes Wealth Management Group of Raymond James
Location 1216 State St, Santa Barbara, CA 93101, USA
Phone (805) 730-3350
Balanced Wealth Planning, Inc.

5 out of 5

Location 55 S La Cumbre Rd UNIT 12, Santa Barbara, CA 93105, USA
Phone (805) 967-0064
Morgan Stanley Financial Advisors

5 out of 5

Location 1014 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 963-3381
Matt Rowe - Raymond James
Location 1216 State St Ste 500, Santa Barbara, CA 93101, USA
Phone (805) 730-3363
Channel Wealth
SEC File# 801-64721
CRD# 133763
Location 3700 State St Suite 240, Santa Barbara, CA 93105, USA
Phone (805) 898-0893
Merrill Lynch Wealth Management Advisor John R Pate
Location 1096 Coast Village Rd, Santa Barbara, CA 93108, USA
Phone (805) 695-7009
Image of Santa Barbara County, CA

About Santa Barbara County, CA

Santa Barbara County is located in the southernmost part of California. It is known for its beautiful beaches, mountains, and wine country. The county seat is Santa Barbara, and the largest city is Santa Maria. Major employers in the area include Vandenberg Air Force Base, Santa Barbara City College, and the University of California, Santa Barbara. The major highways in the area are Highway 101 and Highway 154. Some of the neighborhoods in Santa Barbara County include Montecito, Carpinteria, and Goleta.

Where Certified Financial Advisors in Santa Barbara County, CA Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Santa Barbara County, CA residents have many banking needs such as depositing money, withdrawing cash, and cashing checks. In addition to these standard services, banks can provide a variety of other services to help make life easier for their customers. Some banks offer online banking which allows customers to check account balances, transfer funds between accounts, and pay bills electronically. This service is convenient because it eliminates the need to go to the bank in person. Another popular service offered by some banks is called mobile banking. With this service, customers can use their smartphones or tablets to conduct transactions such as checking account balances and depositing checks. This service is beneficial because it allows people to do their banking from anywhere at any time. Additionally, some banks offer free credit monitoring services which can help Santa Barbara County residents stay informed about their credit score and credit history. This information can be helpful in making decisions about large purchases or applying for a loan. Bank customers in Santa Barbara County should research the various services offered by different banks in order to find one that best meets their needs.

Insurance Broker

Residents of Santa Barbara County, CA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and resolve any disputes with insurance companies. In addition, insurance brokers are familiar with the laws and regulations governing insurance in California, and they can help residents understand their rights and responsibilities under those laws.

Retirement Planning

Santa Barbara County, CA residents have a number of financial concerns when it comes to retirement planning. Financial advisors can help residents create a plan that will address these concerns and ensure a comfortable retirement. Advisors can help residents understand the different types of retirement plans available, how to save for retirement, and what to do if they find themselves in a difficult financial situation later in life.

Wealth Management

Residents of Santa Barbara County, CA can benefit from wealth management services in order to help them protect their assets and grow their wealth. Wealth management can help residents make smart financial decisions that will allow them to live comfortably now and in the future. By working with a wealth manager, Santa Barbara County residents can rest assured that their finances are in good hands.

Estate Planning Lawyer

Estate planning lawyers in Santa Barbara County, CA can help residents create wills and trusts that will protect their assets and ensure their heirs receive them according to their wishes. In addition, estate planning attorneys can help residents with other legal issues such as probate and guardianship.

Mortgage Loan Officer

Mortgage loan officers in Santa Barbara County, CA can help residents by providing them with information on the best mortgage products available. By doing this, they can help residents get the best deals on mortgages and save money in the process. In addition, mortgage loan officers can also provide advice on how to improve one's credit score, which is important for getting a good interest rate on a mortgage.

Tax Services

The tax season is coming up, and many Santa Barbara County, CA residents will be looking for help in filing their taxes. Tax accountants are the perfect people to help with this, as they have the knowledge and experience to make sure that everything is done correctly. Not only that, but tax accountants can also help residents save money on their taxes by taking advantage of all the deductions and credits available to them. So if you're looking for help in filing your taxes this year, be sure to contact a tax accountant in Santa Barbara County, CA.

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