Investment Services locations near Goleta, CA

Showing 1–10 of 10 results

Goleta, CA has 10 investment services listings across 3 ZIP codes. Details on this page were last refreshed Sep 2026.

Edward Jones - Financial Advisor: Aaron D Brown

📍 5656 Calle Real, Goleta, CA, 93117

📞 805-967-9797

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: Samantha F Anderson

📍 3010 De La Vina St, Santa Barbara, CA, 93105

📞 805-563-9633

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.

Updated Sep 2026

America West Financial Group

📍 5901 Encina Rd, Goleta, CA, 93117

📞 805-967-5951

🌐 storewithus.com

Vanguard

📍 5951 Encina Rd, Goleta, CA, 93117

📞 805-683-3503

The Towbes Group

📍 122 Sumida Gardens Ln, Goleta, CA, 93111

📞 805-964-8082

Somera Ventures

📍 5383 Hollister Ave Ste 140, Santa Barbara, CA, 93111

📞 805-967-1091

Johannsen & Associates

📍 5290 Overpass Rd Ste 208, Santa Barbara, CA, 93111

📞 805-964-6959

Updated Sep 2026

The Alliance Group

📍 5290 Overpass Rd Ste 122, Santa Barbara, CA, 93111

📞 805-683-2755

🌐 alliance2.com

The Alliance Group is a real estate firm located in Santa Barbara, California, specializing in real estate and estate planning services. They offer options for clients looking to navigate the real estate market. The firm has an online presence that was active as of 2020, indicating ongoing operations in the area.

Smart Plan SB

📍 4990 Hollister Ave, Santa Barbara, CA, 93111

📞 805-964-6186

The Towbes Group

📍 5410 Hollister Ave, Santa Barbara, CA, 93111

📞 805-964-8002