Wealth Management in Santa Barbara County, CA

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Santa Barbara County, CA Wealth Management Firms

Mission Wealth
SEC File# 801-61230
CRD# 113057
5 out of 5
Location 1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, USA
Phone (805) 882-2360
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
California Wealth Advisors
4 out of 5
Location 10 E Figueroa St Suite 201, Santa Barbara, CA 93101, USA
Phone (805) 941-0444
Strategic Wealth Management - Financial Adviser | Financial Planner | Investment Services
Location 15 W Carrillo St, Santa Barbara, CA 93101, USA
Phone (805) 879-7550
Filippini Wealth Management, Inc.
Location 319 E Carrillo St #201, Santa Barbara, CA 93101, USA
Phone (805) 969-6200
Sycamore Wealth Management - UBS Financial Services Inc.
Location 222 E Carrillo St Suite 106, Santa Barbara, CA 93101, USA
Phone (805) 730-3492
Merrill Lynch Wealth Management Advisor John R Pate
Location 1096 Coast Village Rd, Santa Barbara, CA 93108, USA
Phone (805) 695-7009
Wealth Management in Santa Barbara County, CA

Where Wealth Management Advisors in Santa Barbara County, CA Serve

Santa Barbara County is a county located in the U.S. state of California. As of the 2010 census, the population was 423,895. The county seat is Santa Barbara. Some of the landmarks in Santa Barbara County include Mission Santa Barbara, the Presidio of Santa Barbara, and El Capitan State Beach. The top employers in the county are Santa Barbara City College, Cottage Hospital, and Montecito Bank & Trust. Some of the major highways and streets in the county are US-101 and CA-154. The neighborhoods in Santa Barbara County include Montecito, Goleta, and Carpinteria.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Santa Barbara County, CA provide a variety of services to their customers. Some of the most common services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a wide range of additional services, such as online banking, investment advice, and insurance products. Many banks also have ATMs located throughout the county.

Retirement Planning

Santa Barbara County, CA is a great place to retire. There are many factors to consider when planning for retirement. Some of the things you will need to take into account include: your age, health, income, and expenses. You may also want to think about what type of climate you want to live in and whether or not you will be near family and friends. Santa Barbara County has much to offer retirees. The weather is mild year-round, there are plenty of activities and events to enjoy, and the cost of living is relatively low.

Tax Services

A tax accountant in Santa Barbara County, CA helps individuals and businesses file their taxes. They can also help with other financial planning needs, such as estate planning and retirement planning. Tax accountants may work for a specific company or be self-employed.

Financial Advisor

A financial advisor in Santa Barbara County, CA helps people save money and plan for their future. They offer guidance on how to invest money, reduce debt, and protect assets. Advisors work with individuals and families, as well as businesses and organizations. They can provide tailored advice based on each client's unique needs and circumstances.

Insurance Broker

An insurance broker in Santa Barbara County, CA helps people find the right insurance policy for their needs. They work with a variety of insurance companies to find the best policies and rates for their clients. They also help people file claims and handle any problems they have with their insurance.

Mortgage Loan Officer

A mortgage loan officer in Santa Barbara County, CA helps individuals and families purchase homes. They work with clients to find the best mortgage products available, and help them through the application process. They also work with real estate agents and lenders to ensure a smooth transaction.

Estate Planning Lawyer

An estate planning lawyer in Santa Barbara County, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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