Retirement Planning in Santa Barbara County, CA

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List of Firms

Top Retirement Planners in Santa Barbara County, CA

PlanMember Financial Group
SEC File# 801-39177
CRD# 11869
Location 1600 State St, Santa Barbara, CA 93101, USA
Phone (805) 845-8172
Lucent Wealth Planning®
SEC File# 801-111055
CRD# 158043
Location 2920 De La Vina St, Santa Barbara, CA 93105, USA
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Foronjy Financial
SEC File# 801-107913
CRD# 283824
5 out of 5
Location 401 Chapala St STE 105, Santa Barbara, CA 93101, USA
Phone (805) 880-9444
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
The Forster Group - Morgan Stanley
Location 1014 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 564-7904
Matt Rowe - Raymond James
Location 1216 State St Ste 500, Santa Barbara, CA 93101, USA
Phone (805) 730-3363
Summerland Advisors, Llc
Location 1482 E Valley Rd, Santa Barbara, CA 93108, USA
Phone (805) 896-1476
Anderson Financial Solutions
5 out of 5
Location 128 E Carrillo St, Santa Barbara, CA 93101, USA
Phone (805) 569-7666
Retirement Planning in Santa Barbara County, CA

About Santa Barbara County, CA for Those Planning to Retire

Santa Barbara County is located in the southern portion of California and is made up of 84 cities and communities. The county seat is Santa Barbara which is also the largest city in the county. Other major cities include Goleta, Carpinteria, and Santa Maria. Some of the most popular landmarks in Santa Barbara County include the Santa Barbara Mission, Butterfly Beach, Stearns Wharf, and the Old Spanish National Historic Trail. The top employers in the area include Raytheon Company, Westmont College, and Montecito Union School District. Major highways and streets in Santa Barbara County include US Highway 101, California State Route 1, and US Highway 154. Some of the most popular neighborhoods in the area include Montecito, Hope Ranch, and Carpinteria..

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Santa Barbara County, CA can benefit from banks or credit unions in their area by taking advantage of the products and services that these institutions offer. For example, both banks and credit unions typically offer checking and savings accounts, loans, and mortgages. In addition, many banks and credit unions also offer online banking options, which allow customers to manage their accounts from anywhere with an internet connection. This can be a great convenience for those who live or work in Santa Barbara County.

Estate Planning Lawyer

Residents of Santa Barbara County, CA can benefit from working with an estate planning lawyer to create a will and other legal documents that will help protect their assets and ensure their wishes are carried out after they die. An estate planning lawyer can also help residents in the event of incapacity, helping them to make decisions about their health care and financial affairs.

Mortgage Loan Officer

If you're a resident of Santa Barbara County, CA, there are many benefits to working with a mortgage loan officer. For one, they can help you get pre-approved for a home loan, which will give you an idea of how much money you can afford to spend on a house. They can also help you find the best mortgage rates and terms available. And if you already own a home and need to refinance, they can help with that too.

Wealth Management

People in Santa Barbara County, CA can benefit by working with a wealth manager in their area. Wealth managers have the expertise to help people grow their money and protect it from taxes. They can also help people plan for retirement and save for important goals.

Financial Advisor

People living in Santa Barbara County, CA can benefit by working with a financial advisor. Financial advisors can provide guidance on how to save for retirement, invest money wisely and plan for future expenses. Advisors can also help people stay disciplined about their spending and protect themselves from financial risks. In addition, many advisors offer free consultations, so it's worth taking the time to meet with one to see if they would be a good fit for your needs.

Insurance Broker

If you live in Santa Barbara County, CA, and are looking for ways to save money on your insurance premiums, working with a qualified insurance broker can be a great way to do just that. Brokers have access to a wide variety of insurance products and rates from a variety of different carriers, which means they can help you find the best coverage at the best price. What's more, brokers are experts when it comes to understanding the complex world of insurance, so they can help you make sure you have the right coverage in place for your specific needs.

Tax Services

Residents of Santa Barbara County, CA can benefit in a number of ways by working with a tax accountant. For one, an accountant can help residents stay up to date on the latest changes to the tax code, ensuring they take advantage of all available deductions and credits. Additionally, an accountant can help residents file their taxes accurately and on time, preventing costly penalties from the IRS. Finally, an accountant can provide valuable advice on how to best structure one's finances in order to minimize taxes paid.

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