Mercer Advisors Wealth Management
Financial Consultant
222 E Carrillo St #400 Santa Barbara, CA 93101They really care about their clients and employees.
Edward Jones - Financial Advisor: Josh Kane, AAMS
Financial Consultant
1905 Cliff Dr, Suite E Santa Barbara, California 93109Josh is an excellent financial advisor as well as a community leader. I have worked with him for years and would recommend him to anyone with financial questions. He ev ... more
Edward Jones - Financial Advisor: Garrett R Gruendyke, AAMS|CRPS
Financial Consultant, Investment Service, Stock Broker
2020 Alameda Padre Serra STE 200 Santa Barbara, California 93103
Montecito Capital Management
Financial Planner, Financial Consultant, Investment Company
225 E Carrillo St #203 Santa Barbara, CA 93101"Montecito Capital Management is an absolute standout in the world of investment advisories. The personalized approach to wealth and portfolio management is exceptional, ... more
Morgan Stanley Financial Advisors
Financial Consultant
1014 Santa Barbara St Santa Barbara, California 93101Agility Capital
Investment Service, Financial Consultant
1117 State St Santa Barbara, CA 93101Edward Jones - Financial Advisor: Christopher J Luxford
Financial Consultant
3010 De La Vina Street Santa Barbara, California 93105Stifel
Financial Institution, Financial Consultant, Financial Institution
206 E Anapamu St Santa Barbara, CA 93101Great local financial and investment company providing top notch customer and advice.
Avalan, LLC
Financial Consultant
233 E Carrillo St Suite B Santa Barbara, CA 93101What an awesome group. We did an event for them for their employees and we had such a great time. Everyone was so nice and welcoming and smart !! Cant wait till next year ... more
Antonia M. La Rocca - UBS Financial Services Inc.
Financial Consultant
222 E Carrillo St #106 Santa Barbara, CA 93101Merrill Lynch Financial Advisor Marc Gamberdella
Financial Consultant, Financial Planner
1424 State St Santa Barbara, CA 93101Edward Jones - Financial Advisor: Nuthira Neal, AAMS
Financial Consultant
402 East Carrillo Street, Suite B Santa Barbara, California 93101Mission Wealth - Santa Barbara
Investment Service, Financial Consultant, Investment Service
1111 Chapala St 3rd Floor Santa Barbara, CA 93101Best place for your financial planning Anywhere! They have a great network and code of ethics.
Jacqueline Duran - Morgan Stanley
Financial Consultant, Investment Service
1014 Santa Barbara St Santa Barbara, California 93101Edward Jones - Financial Advisor: Morgan Cherner
Financial Planner, Finance Broker, Financial Audit
2020 Alameda Padre Serra #200 Santa Barbara, CA 93103
Kathleen Kalp
Financial Consultant
1200 State Street, 2nd Floor Santa Barbara, California 93101Vito Gioiello
Financial Consultant
1200 State Street Santa Barbara, California 93101Andrea Borgioli
Financial Consultant
1200 State Street Santa Barbara, California 93101Edward Jones - Financial Advisor: Daniel J De Meyer
Financial Consultant
125 E De La Guerra St, Ste 101 Santa Barbara, California 93101Overtime Wealth Management - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Wasserman, Gallo & Associates - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Jon S. Bull
Financial Consultant
1200 State Street Santa Barbara, California 93101Michael Wasserman - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101SBBH Group - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Sycamore Wealth Management - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Frederick Burrows - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Predictive Financial Services
Financial Consultant
222 E Carrillo St Santa Barbara, CA 93102Bream Accounting & Tax Service
Accountant, Bookkeeping Service, Financial Consultant
350 S Hope Ave A101 Santa Barbara, CA 93105I have been using Tom Bream's office for tax preparation and I am very happy with his service. Tom and his staff are professional, friendly and knowledgeable. I recommend ... more
Burrows/Tucker Wealth Management Group - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Maloney Wealth Management Group - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Robin P. Kopeikin
Financial Consultant
1200 State Street Santa Barbara, California 93101Nasif, Hicks, Harris & Co., LLP
Accountant, Financial Consultant
104 W Anapamu St suite b Santa Barbara, CA 93101Rachelle Barnier and Jonathan Magana make a wonderful tax team and continue to look out for my family and my small business in this ever-changing and volatile tax world. ... more
Santa Barbara, CA Branch Office - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101The Oak Financial Group - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
3790 State St Santa Barbara, CA 931059am and only 1 teller. Waited 20 min and the line never moved. Came back at 1015am still only 1 teller. 4 personal bankers and at least 1 "manager". 6 people in line wait ... more
Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
834 State St Santa Barbara, CA 93101I have been calling for hours to speak to someone at this branch. Absolutely no answer. I am recovering from surgery and cannot drive there right now. How can they run a ... more
Patrick Flood - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Bank of America ATM
ATM, Financial Consultant, Financial Planner
834 State St Santa Barbara, CA 93101Easy access to 4 ATMs located in the rear parking lot. There are 2 additional ATMs located at the front of the bank on State Street.
Allstate Insurance
Insurance Agency, Auto Insurance Agency, Financial Consultant
1215 De La Vina St Santa Barbara, CA 93101I had all the paper work filled out and the policy was set once it was time for payment they were trying to make me require renters insurance. I kept telling them i only ... more
Monica Williams - Morgan Stanley
Financial Consultant, Investment Service
1014 Santa Barbara St Santa Barbara, CA 93101James Hooshman - Morgan Stanley
Financial Consultant, Investment Service
1014 Santa Barbara St Santa Barbara, CA 93101Brenner Wealth Management Group - UBS Financial Services Inc.
Financial Consultant
222 East Carrillo Street, Suite 106 Santa Barbara, California 93101Santa Barbara Pension Consultants, Inc.
Financial Consultant
1129 State St # 18 Santa Barbara, CA 93101Doug Katers has provided terrific service to our company for several years. We are very pleased with his management of our small business fund. Navigating the pension an ... more
Stifel
Investment Service, Financial Consultant, Financial Institution
820 State St Santa Barbara, CA 93101Google maps brings up 2 locations for Stifel. It is not this one. This location takes you to Bank of America.
Bank of America ATM
ATM, Financial Consultant, Financial Planner
1096 Coast Village Rd Santa Barbara, CA 93108Both ATMs out of service
Merrill Lynch Financial Advisor Wesley A Sanchez
Financial Consultant
1096 Coast Village Rd Santa Barbara, CA 93108Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
1096 Coast Village Rd Santa Barbara, CA 93108They do not answer their phone. 2 tellers working, 2 people greeting at the door, another in the back office. I called while in the teller line after confirming their pho ... more
Union Bank
Bank, Financial Consultant, Check Cashing Service
220 Nogales Ave Santa Barbara, CA 93105Quiet branch, no wait, efficient and friendly staff, great bank soon to be even better.
