Investment Services locations near Summerland, CA

Morgan Stanley

📍 1111 Coast Village Rd, Montecito, CA, 93108

📞 805-565-4447

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

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.

Edward Jones - Financial Advisor: Sarai Anderson

📍 2020 Alameda Padre Serra 200, Santa Barbara, CA, 93103

📞 805-730-3308

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.

Scher Investment Group

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

📞 805-969-5115

Investment Group Of Santa Barbara

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

📞 805-969-5868

Marathon Investment Programs

📍 902 El Rancho Rd, Santa Barbara, CA, 93108

📞 805-969-9646

🌐 marathonip.com

Marathon Investment Programs offers investment management services in Santa Barbara, California. The firm provides a range of financial strategies and investment solutions tailored to client needs. Recent activity indicates that it is currently operational in the area.

The Northern Trust Company

📍 1485 E Valley Rd, Montecito, CA, 93108

📞 805-565-7861

Mikles-Miller Management

📍 559 San Ysidro Rd, Santa Barbara, CA, 93108

📞 805-565-9800