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Address. 3793 State Street, Santa Barbara CA 93105. Directions. Office hours: Monday to Friday: 8:30 a.m. - 5:00 p.m. Contact. Not sure if you need an appointment? Call us and we’ll help! This Investor Center: 800-622-0603 (office hours only) Fidelity Customer Service Center: 800-343-3548 (24/7)
Top 10 Best Investment Firms in Santa Barbara, CA - May 2024 - Yelp - Charles Schwab, Montecito Capital Management, Fidelity Investments, Tremblay Financial Services, Mission Wealth, Zen Wealth Consultant Services, Monarch Wealth Strategies, Brady Wealth Management, Scott Malone - Edward Jones, Kristin Wyman Horton, CFA - Haven Capital Group.
Receive a multigenerational wealth plan with personalized strategies and guidance. Experience a holistic approach to investing, centered on your goals and priorities. Unlock liquidity with a variety of customized lending products, strategies and solutions.
- 1302 State Street Suite 2A, 93101, CA
- (310) 201-2600
- Mission Wealth Management. Mission Wealth Management is the first firm on our list. The firm’s client base is a mix of mostly non-high-net-worth and high-net-worth individuals, with some charitable organizations as well.
- West Coast Financial. West Coast Financial is a fee-only firm that opened for business back in 1983. It currently works with individuals, high-net-worth individuals, pooled investment vehicles, pension plans, charitable organizations and businesses.
- Arlington Financial Advisors. Arlington Financial Advisors is next on our list. Most of its client base is comprised of high-net-worth and non-high-net-worth individuals, though it also works with pension and profit-sharing plans, as well as other investment advisors.
- Ariadne Wealth Management. Ariadne Wealth Management has been doing business since 2008. It is a fee-only firm that offers advisory services solely to high-net-worth individual clients.
Address: 3660 STATE STREET, SANTA BARBARA, CA 93105. Phone: 805-730-5021 | 800-326-3686 Fax: 805-564-3208. Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.
Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.
6 days ago · Financial Planning. Retirement Planning. Investment Management. Expertise.com Concierge Service. Santa Barbara, CA. (848) 266-5776. Free booking service | Call 848.Book.Pro! Expertise.com Rating. Show details. Why choose this provider? Need help contacting a Financial Advisor in Santa Barbara?
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Discover The Breadth Of Services You Can Access When You Choose Schwab As Your Custodian. A Leader In Supporting Independent Registered Investment Advisors For Over 30 Years.
Bank of America Private Bank Offers Personalized Investment Solutions for You. Learn More. Extensive Resources Come Together in Personalized Investment Solutions.
We Take a Personalized Approach To Offer You Investment Solutions Focused On Your Future. Connect With a Financial Advisor At a Merrill Lynch Wealth Management Location Near You.
