California > Santa Barbara Yellow Pages > Finance > Investment Services & Advisors > Financial Planning Consultants

Santa Barbara Financial Planning Consultants

Local Businesses: 75

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

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

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

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

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

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

Equity Communications

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

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

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

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

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

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

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

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

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

Merrill Lynch

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

Mga

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

Mission Wealth Fax

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

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

Omega Financial Group

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

Pacific Wealth Strategies

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

Pensionmark Retirement Group

24 East Cota Street
Santa Barbara, CA 93101-1665
(805) 456-6260
Troy Hammond (Ceo)
Categories: Financial Planning Consultants

Quigley Michael-Financial Services

3757 State Street
Santa Barbara, CA 93105-3133
(805) 898-2570 +view more
Michael Quigley (Manager)
Categories: Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
735 State Street
Santa Barbara, CA 93101-3351
(805) 565-7506
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services,…
Categories: Financial Services, Financial Planning Consultants

Retirement Solutions

3419 State Street
Santa Barbara, CA 93105-2625
(805) 563-4471 +view more
Diana Lambeth (Principal)
Categories: Estate And Property Attorneys & Lawyers, Retirement Planning Consultants & Services, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Roxbury Capital

25 El Paseo
Santa Barbara, CA 93101-2230
(805) 845-1043 +view more
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Santa Barbara Wealth Management

3433 State Street Suite C
Santa Barbara, CA 93105-2602
(805) 563-7699
Services: Consultations, Diversification, Educational Planning, Indexes, Online Services,…
Categories: Financial Planning Consultants, Investment Management Services

Shasta Financial Planning

Santa Barbara, CA 93101
(805) 845-7444 +view more
Categories: Financial Planning Consultants

Silsbury Katherine

1625 State Street
Santa Barbara, CA 93101-2539
(805) 687-0355
Katherine Silsbury
Categories: Financial Planning Consultants

Silsbury Wealth Advisors

1625 State Street
Santa Barbara, CA 93101-2539
(805) 845-0328
Categories: Financial Planning Consultants

Strategic Wealth Management

15 West Carrillo Street
Santa Barbara, CA 93101-8215
(805) 879-7550
Categories: Financial Planning Consultants, Security Brokers & Dealers

Strategic Wealth Management

West Carrillo Street
Santa Barbara, CA 93101
(805) 618-1774 +view more
Services: Business Services, Indexes, Online Services, Wealth Management, Commercial…
Categories: Financial Planning Consultants

Technology Finance Partners

510 State Street
Santa Barbara, CA 93101-1663
(805) 770-2376
Categories: Financial Services, Financial Planning Consultants

The Kelt Group

2050 Alameda Padre Serra
Santa Barbara, CA 93103-1704
(805) 962-2900
Categories: Investment Services & Advisors, Financial Advisory Services

The Northern Trust Company

206 East Anapamu Street
Santa Barbara, CA 93101-2006
(805) 965-6200 +view more
Services: Wealth Management
Categories: Asset Management, Investment Management Services, Investment Advisory Service Referrals

Timothy Hayes Financial

Santa Barbara, CA 93101
(805) 962-1911
Categories: Financial Planning Consultants

Tracker

1732 Prospect Avenue
Santa Barbara, CA 93103-1948
(805) 845-9616 +view more
Categories: Financial Planning Consultants

U.S. Bank

936 State Street
Santa Barbara, CA 93101-2702
(805) 957-2222 +view more
Lilly Allen (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

U.S. Bank

5170 Hollister Avenue
Santa Barbara, CA 93111-2526
(805) 683-6208 +view more
Position (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants

Vida Wealth Partners

929 Santa Barbara Street
Santa Barbara, CA 93101-2106
(805) 962-8455
Matthew Lum (President)
Categories: Financial Planning Consultants

Wellworth Financial

PO Box 30226
Santa Barbara, CA 93130-0226
(805) 692-4000
Brenda Wilson (Manager)
Categories: Financial Services, Financial Planning Consultants

West Coast Financial Llc

1525 State Street Suite 104
Santa Barbara, CA 93101-6510
(805) 962-9131
E Yossem (President)
Categories: Financial Planning Consultants
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