Financial Services locations near Summerland, CA

Showing 1–10 of 10 results

Hocking Denton Palmquist

📍 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

📍 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

📍 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

📍 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.

Alan Cerf Financial Services

📍 1908 Boundary Dr, Santa Barbara, CA, 93108

📞 805-695-8600

LPL Financial

📍 1225 Coast Village Rd, Santa Barbara, CA, 93108

📞 805-969-9935

🌐 lpl.com

Montecito Financial Services

📍 1470 E Valley Rd, Santa Barbara, CA, 93101

📞 805-565-7797

Bennett James

📍 1482 E Valley Rd, Santa Barbara, CA, 93108

📞 805-969-5291

Kauffman Wealth Services

📍 550 Periwinkle Ln, Santa Barbara, CA, 93108

📞 805-969-5444

Capital Financial Services

📍 1187 Coast Village Rd, Santa Barbara, CA, 93108

📞 805-565-5348

🌐 capfinserv.com