California > Santa Barbara Yellow Pages > Finance > Investment Services & Advisors

Santa Barbara Investment Services & Advisors

Local Businesses: 162 [Showing 1-100 of 162]

Advisors Inc Santa Barbara

3891 State Street Suite 103
Santa Barbara, CA 93105-3175
(805) 563-3333
John Weymouth (Owner)
Categories: Investment Services & Advisors, Financial Planning Consultants

Allen & Associates

25 Saint Francis Way
Santa Barbara, CA 93105-2551
(805) 682-8010
William Allen (Partner)
Categories: Financial Planning Consultants

American Capital Management Corporation

Santa Barbara, CA 93101
(805) 682-5551
Categories: Investment Services & Advisors

Ameriprise Financial

1625 State Street Suite 4
Santa Barbara, CA 93101-2547
(805) 687-6185 +view more
Services: A Private Wealth Advisory Practice, Financial Advice And Strategies For:, Retirement…
Categories: Financial Planning Consultants

Ameriprise Financial

1470 East Valley Road
Santa Barbara, CA 93108-1220
(805) 969-8999
Categories: Financial Planning Consultants

Arlington Financial Advisors

100 East De La Guerra Street
Santa Barbara, CA 93101-2205
(805) 699-7300
Categories: Financial Services, Financial Advisory Services

Associates West Financial & Insurance Services

1306 Santa Barbara Street
Santa Barbara, CA 93101-2017
(805) 965-3600
David Hoffman (President)
Categories: Insurance Carriers, Financial Planning Consultants

Athenaeum Capitol Partners

1482 East Valley Road
Santa Barbara, CA 93108-1200
(805) 565-3334
Categories: Security Brokers & Dealers

Baird Kevin

222 East Carrillo Street Suite 304
Santa Barbara, CA 93101-7150
(805) 898-3693 +view more
Kevin Baird
Categories: Financial Services, Investment Services & Advisors

Baird Robert W & Company Inc

559 San Ysidro Road
Santa Barbara, CA 93108-2101
(805) 969-4317
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Baird Strategy Group

222 East Carrillo Street Suite 304
Santa Barbara, CA 93101-7150
(805) 898-3693 +view more
Categories: Financial Services, Investment Services & Advisors

Balance Financial

211 East Victoria Street Suite A
Santa Barbara, CA 93101-6022
(805) 618-3125 +view more
Categories: Financial Services, Financial Planning Consultants

Bennett James

1482 East Valley Road
Santa Barbara, CA 93108-1200
(805) 969-5291
James Bennett
Categories: Financial Planning Consultants, Financial Advisory Services

Bergquist Wang Llc

1114 State Street
Santa Barbara, CA 93101-2717
(805) 568-5313
Categories: Financial Planning Consultants

Bernzott Capital Advisors

125 East De La Guerra Street
Santa Barbara, CA 93101-2239
(805) 962-8421
Categories: Financial Advisory Services

Biltmore Wealth Management Llc

735 State Street Suite 207
Santa Barbara, CA 93101-5503
(805) 770-3777
Categories: Investment Management Services

Bourke Wealth Management

1032 Santa Barbara Street
Santa Barbara, CA 93101-2109
(805) 966-2122
Kevin Bourke (Manager)
Categories: Financial Advisory Services

Centaurus Financial Inc

800 Garden Street
Santa Barbara, CA 93101-1552
(805) 966-2265
Categories: Insurance Brokers, Financial Planning Consultants

Certis Capital Management Inc

814 State Street Suite 38
Santa Barbara, CA 93101-3233
(805) 965-0509
Categories: Investment Services & Advisors

Channel Investment Co

20 South Calle Cesar Chavez
Santa Barbara, CA 93103-3641
(805) 883-1835 +view more
Categories: Security Brokers & Dealers

Colavincenzo Norman J

115 East Micheltorena Street
Santa Barbara, CA 93101-1905
(805) 966-4157
Norman Colavincenzo
Categories: Tax Return Preparation, Public Accountants, Financial Advisory Services

Commerce Capital Group

120 East De La Guerra Street Suite 3
Santa Barbara, CA 93101-7252
(805) 963-8200
Categories: Investment Services & Advisors

Commercial Maintenance Systems

1521 Robbins Street
Santa Barbara, CA 93101-4732
(805) 962-9735
Products: Canopies, Decks & Patios, Exterior Components, Garages
Categories: Investment Services & Advisors, Real Estate Property Investment Properties

Corner Capital Partners

800 Presidio Avenue
Santa Barbara, CA 93101-2210
(805) 965-5510
Mathew Martin (Executive)
Categories: Security Brokers & Dealers

Crowell Weedon And Co.

111 West Micheltorena Street
Santa Barbara, CA 93101-3095
(805) 560-0960 +view more
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Curtis Advisory Group

735 State Street Suite 214
Santa Barbara, CA 93101-5503
(805) 963-6181
Categories: Business Brokers, Security Brokers & Dealers

Cycad Group

1270 Coast Village Circle Suite 1
Santa Barbara, CA 93108-3726
(805) 684-6515
Categories: Security Brokers & Dealers

Cycad Group Llc

1270 Coast Village Circle Suite 1
Santa Barbara, CA 93108-3726
(805) 969-2729 +view more
Categories: Security Brokers & Dealers

Demboski & Chapman Financial And Insurance Solutions Inc

3868 State Street
Santa Barbara, CA 93105-3183
(805) 682-5578
Categories: Insurance Carriers, Financial Planning Consultants

Edward Jones - Financial Advisor: Daniel J De Meyer

MAKING SENSE OF INVESTING
125 East De La Guerra Street Suite 101
Santa Barbara, CA 93101-2252
(805) 564-0011
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Josh Kane

MAKING SENSE OF INVESTING
1905 Cliff Drive Suite East
Santa Barbara, CA 93109-1503
(805) 966-9902
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Matt Kelleher

MAKING SENSE OF INVESTING
1600 Garden Street Apartment 29
Santa Barbara, CA 93101-1144
(805) 982-0474
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Sam Anderson

MAKING SENSE OF INVESTING
3010 De La Vina Street
Santa Barbara, CA 93105-3312
(805) 563-9633
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Sarai Anderson

MAKING SENSE OF INVESTING
2020 Alameda Padre Serra Suite 200
Santa Barbara, CA 93103-1761
(805) 730-3308
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Scott Malone

MAKING SENSE OF INVESTING
113 West Mission Street Suite A
Santa Barbara, CA 93101-5880
(805) 569-9525
Products: Santa Barbara Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Eisler Investment Co Inc

1315 De La Vina Street
Santa Barbara, CA 93101-3120
(805) 564-8884
Categories: Investment Services & Advisors

Equity Communications

1512 Grand Avenue
Santa Barbara, CA 93103-2015
(805) 897-1882 +view more
Categories: Financial Planning Consultants

Estate Valuation Pricing Systems

1531 Chapala Street Front 5
Santa Barbara, CA 93101-6604
(805) 324-5180
Categories: Investment Services & Advisors, Legal Professionals

Estate Valuations & Pricing

1105 Chapala Street
Santa Barbara, CA 93101-3111
(805) 308-8760
Categories: Security Brokers & Dealers, Real Estate

Evergreen Capital

735 State Street
Santa Barbara, CA 93101-3351
(805) 564-1373
Categories: Investment Management Services, Security Brokers & Dealers

Fidelity Investments

3793 State Street
Santa Barbara, CA 93105-5610
(805) 687-2606 +view more
Products: Bonds, Mutual Funds, Stocks, Annuities, Equities, Fixed Income Securities
Categories: Financial Advisory Services, Investment Management Services, Security Brokers & Dealers

Fidelity Investments

3791 State Street
Santa Barbara, CA 93105-3198
(805) 687-5063 +view more
Categories: Investment Management Services, Security Brokers & Dealers

Figueroa Investors Ltd

1100 Santa Barbara Street
Santa Barbara, CA 93101-2008
(805) 560-0099
Categories: Investment Bankers, Security Brokers & Dealers

Financial Network Of Santa Barbara

3891 State Street Suite 211
Santa Barbara, CA 93105-3171
(805) 682-9908
Categories: Security Brokers & Dealers

Financial Network Of Santa Barbara-Quigley Michae

3891 State Street Suite 211
Santa Barbara, CA 93105-3171
(805) 682-4209
Categories: Investment Services & Advisors

Financial Network Of Santa Barbara-Schmidt Marylou

3891 State Street Suite 211
Santa Barbara, CA 93105-3171
(805) 898-2570
Categories: Investment Services & Advisors

First Republic Investment Management Investmnts

111 West Micheltorena Street
Santa Barbara, CA 93101-3095
(805) 963-0264 +view more
Patrick Steele (Sales Executive)
Categories: Investment Management Services

Fortelus Capital Management

1470 East Valley Road
Santa Barbara, CA 93101
(805) 845-1454
Categories: Investment Services & Advisors

Freestone Capital

205 East Carrillo Street Suite 217
Santa Barbara, CA 93101-7184
(805) 845-8555 +view more
Categories: Financial Management & Consulting, Financial Advisory Services

Freestone Capital Management

735 State Street Suite 201
Santa Barbara, CA 93101-5502
(805) 845-8555
Categories: Financial Management & Consulting, Financial Advisory Services

Fti Consulting Inc

1018 Garden Street
Santa Barbara, CA 93101-1466
(805) 963-5770
Categories: Business Management Consultants, Financial Advisory Services

G C Steele & Company - Santa Ynez Valley

Santa Barbara, CA 93101
(805) 693-8900
Gregory Steele
Services: A Fee-Only Financial Planning & Investment Management Company, Specializing…
Categories: Financial Planning Consultants

Glacier Partners

735 State Street Suite 203
Santa Barbara, CA 93101-5502
(805) 564-6769
David Grotenhuis (Owner)
Categories: Financial Advisory Services

Goleta Invs Partners Llc

5276 Hollister Avenue
Santa Barbara, CA 93111-2073
(805) 967-7600
Categories: Security Brokers & Dealers

Green Sherpa

1315 State Street
Santa Barbara, CA 93101-2609
(805) 456-5999
Sherpa Green
Categories: Financial Planning Consultants

Greenwich Investors Xi Ll

559 San Ysidro Road
Santa Barbara, CA 93108-2101
(805) 969-4885
Categories: Asset Management

Gregg Hackethal Investment Counsel

924 Anacapa Street
Santa Barbara, CA 93101-2115
(805) 962-5252
Categories: Investment Services & Advisors

Hickman Karen

55 Hitchcock Way Suite 109
Santa Barbara, CA 93105-6165
(805) 569-1778 +view more
Karen Hickman
Categories: Financial Planning Consultants

Hilliard O'neill & Company

33 West Mission Street
Santa Barbara, CA 93101-2455
(805) 687-1544 +view more
Richard Hilliard (Partner)
Categories: Public Accountants, Financial Advisory Services

International Management

827 State Street Suite 9
Santa Barbara, CA 93101-3240
(805) 730-1603 +view more
Products: Real Estate
Services: Assessments, Brokerage Services, Estate Planning, Analysis, Inheritance Planning
Categories: Business Management Consultants, General Management Consulting Services, Management Consultants & Services, Investment Management Services

Investec

200 East Carrillo Street Suite 200
Santa Barbara, CA 93101-2144
(805) 962-8989
Categories: Investment Services & Advisors, Real Estate Agent - Property Lessors

Investment Group Of Santa Barbara

1485 East Valley Road
Santa Barbara, CA 93108-1251
(805) 969-5868
Categories: Investment Services & Advisors

Janet Barr Financial Advisor

5266 Hollister Avenue
Santa Barbara, CA 93111-2037
(805) 965-0101
Barr Janet (Financial Advisor)
Products: Tax Free Investments, Rollover Plans
Services: Employee Benefit Plans, Tax Services, Wealth Management, Divorce Planning,…
Categories: Financial Planning Consultants, Financial Advisory Services

Johannsen & Associates

5290 Overpass Road Suite 208
Santa Barbara, CA 93111-2051
(805) 964-6959
David Johannsen (Owner)
Categories: Investment Services & Advisors

John Joseph Group Llc

1114 State Street
Santa Barbara, CA 93101-2717
(805) 899-9100 +view more
Products: Bonds, Stocks, Equities, Fixed Income Securities
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

John Venable

Santa Barbara, CA 93101
(805) 845-9876
John Venable
Categories: Financial Planning Consultants

Jpr Financial Services

735 State Street
Santa Barbara, CA 93101-3351
(805) 564-4284
Products: Money Markets, Mutual Funds, Real Estate
Services: Brokerage Services, Business Services, Consultations, Corporate Services, Institutional…
Categories: Financial Planning Consultants, Investment Management Services

Kauffman Wealth Services

550 Periwinkle Lane
Santa Barbara, CA 93108-2122
(805) 969-5444
Categories: Financial Planning Consultants

Kirchner Dawn M Cfp

800 Garden Street Suite H
Santa Barbara, CA 93101-7509
(805) 966-2265
Dawn Kirchner (Cfp)
Categories: Financial Planning Consultants, Financial Advisory Services

Laguna Capital Management

1225 Coast Village Road
Santa Barbara, CA 93108-2733
(805) 969-9975
Categories: Financial Planning Consultants

Lawyers Mortgage And Investment Corp.

1836 State Street
Santa Barbara, CA 93101-2420
(805) 682-2332
Harrison Bull (President)
Categories: Security Brokers & Dealers

Leonard Capital Investment Inc

931 Las Alturas Road
Santa Barbara, CA 93103-1660
(805) 845-7157 +view more
Categories: Security Brokers & Dealers

London Family Trust

1485 East Valley Road
Santa Barbara, CA 93108-1251
(805) 565-0021
Categories: Trust Companies, Security Brokers & Dealers

Lpl Financial - - Ken Keith

1225 Coast Village Road
Santa Barbara, CA 93108-2733
(805) 969-9935
Ken Keith
Products: Defined Benefit, Government Securities, International Securities, Iras, Mutual…
Services: Asset Management, Brokerage Services, Consultations, Educational Planning,…
Categories: Financial Services, Financial Planning Consultants

Macfarlane Faletti & Co Llp

115 East Micheltorena Street
Santa Barbara, CA 93101-1905
(805) 966-4157 +view more
David Duarte (Cpa)
Services: Income Tax Preparation & Planning, Individuals Partnerships & Corporations,…
Categories: Tax Return Preparation, Public Accountants, Financial Advisory Services

Manchester Capital Mgmt Llc

1155 Coast Village Road
Santa Barbara, CA 93108-2728
(805) 969-5670
Gary Dorfman (Manager)
Categories: Investment Services & Advisors

Marathon Investment Programs

902 El Rancho Road
Santa Barbara, CA 93108-1932
(805) 969-9646
Categories: Investment Management Services

Mckenna Philip J Financl Planners

321 East Mission Street
Santa Barbara, CA 93101-1046
(805) 682-0302
Philip McKenna
Categories: Financial Planning Consultants

Mercer

1801 East Cabrillo Boulevard
Santa Barbara, CA 93108-2897
(805) 565-1681
Categories: Financial Planning Consultants

Mercer Global Advisors

1801 East Cabrillo Boulevard
Santa Barbara, CA 93108-2836
(805) 565-1681
Categories: Financial Planning Consultants

Mericier Advisory

1801 East Cabrillo Boulevard
Santa Barbara, CA 93108-2836
(805) 565-8700
Categories: Financial Planning Consultants, Security Brokers & Dealers

Meridian Retirment Plan Advisors

3916 State Street
Santa Barbara, CA 93105-5602
(805) 845-7961
Categories: Retirement Planning Consultants & Services

Merrill Lynch

Santa Barbara, CA 93101
(800) 362-4887
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Merrill Lynch

1424 State Street
Santa Barbara, CA 93101-2512
(805) 963-0333
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Mga

1801 East Cabrillo Boulevard
Santa Barbara, CA 93108-2836
(805) 565-1681
Categories: Financial Planning Consultants

Mikles-Miller Management

559 San Ysidro Road
Santa Barbara, CA 93108-2101
(805) 565-9800
Categories: Investment Management Services

Miltonian Capital Management

707 Anacapa Street
Santa Barbara, CA 93101-2203
(805) 845-4432
Categories: Investment Services & Advisors

Mission Wealth Fax

1111 Chapala Street Suite 300
Santa Barbara, CA 93101-3100
(805) 882-2362
Categories: Financial Planning Consultants

Mission Wealth Management

1111 Chapala Street Suite 300
Santa Barbara, CA 93101-3100
(805) 882-2360
Categories: Investment Services & Advisors

Mission Wealth Management Llc

1123 Chapala Street Suite 200
Santa Barbara, CA 93101-3142
(805) 882-2360
Colleen Moriarity (Executive Assistant)
Products: Loans, Real Estate
Services: Accounting, Charitable Giving, Business Services, Employee Benefit Plans, Family…
Categories: Investment Services & Advisors, Financial Advisory Services

Monarch Wealth Strategies

1501 State Street
Santa Barbara, CA 93101-2513
(805) 564-0800 +view more
Aaron Clark (President)
Categories: Financial Planning Consultants

Montecito Capital Management

225 East Carrillo Street
Santa Barbara, CA 93101-2121
(805) 965-7955
Kip Lytle (President)
Categories: Financial Planning Consultants, Investment Management Services

Montecito Equity Partners

225 East Carrillo Street
Santa Barbara, CA 93101-2121
(805) 965-7955
Categories: Financial Planning Consultants, Investment Management Services

Morgan Stanley Wealth Management

1014 Santa Barbara Street
Santa Barbara, CA 93101-2126
(805) 963-3381
Categories: Financial Planning Consultants

Nelson B Trichler Cfp

928 Santa Barbara Street
Santa Barbara, CA 93101
(805) 963-5822
Nelson Trichler (Cfp)
Categories: Financial Planning Consultants

Northern Trust

206 East Anapamu Street
Santa Barbara, CA 93101-2006
(805) 965-6200 +view more
Alison Winter (President)
Categories: Banks, Investment Services & Advisors

Nuveen Investments

925 De La Vina Street
Santa Barbara, CA 93101-3243
(805) 966-1551
Categories: Investment Management Services

Omega Financial Group

812 Anacapa Street
Santa Barbara, CA 93101-2285
(805) 617-4363
Categories: Financial Services, Financial Planning Consultants

Origami Capital Partners

559 San Ysidro Road
Santa Barbara, CA 93108-2101
(805) 565-4499
Categories: Financial Services, Security Brokers & Dealers

Pacific Wealth Strategies

4213 State Street Suite 200
Santa Barbara, CA 93110-2852
(805) 324-4661 +view more
Categories: Financial Planning Consultants
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