Financial Services locations near Summerland, CA

Showing 1–10 of 10 results

This page indexes 10 financial services listings for Summerland, CA, covering 3 ZIP codes. Details on this page were last refreshed Jul 2026.

Hocking Denton Palmquist

Financial Services

📍 1485 E Valley Rd Ste 2, Santa Barbara, CA, 93108

📞 805-284-0043

Our Santa Barbara Professionals concentrate in the areas of business accounting, financial services, estate planning and personal bookkeeping. We are client focused and dedicated to building long-term relationships with our clients in order to help them attain their financial goals. We also offer income tax preparation services for all types of business tax return as well as individual and trust tax returns.

Edward Jones - Financial Advisor: Conner D Rehage

Investment Services

📍 1230 Coast Village Cir Ste A, Montecito, CA, 93108

📞 805-565-8793

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Gaea D Verneris

Investment Services

📍 5320 Carpinteria Ave Ste J Ste J, Carpinteria, CA, 93013

📞 805-684-8470

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Daniel J De Meyer

Investment Services

📍 125 E De La Guerra St Ste 101 Ste 101, Santa Barbara, CA, 93101

📞 805-564-0011

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.