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8:30AM - 5PM
1525 State StSuite 104, Santa Barbara
Financial Advising
“I highly recommend Tremblay Financial Services to anyone looking for top-notch financial guidance. The team is knowledgeable, professional, and truly cares about their clients' financial success. Whether you're looking to invest for the future or plan for retirement, Tremblay Financial Services is the way to go.”
“This review is about an employee of this bank. Brae is one of the finest people you could ask for to handle your banking. She goes above and beyond and is incredibly competent. That is a rare gem to find these days. She cares, is personable and goes out of her way to give you excellent five star service. When Brae retires I will have to find another bank as she has set the bar so high no others can shine that brightly”
6:30AM - 6:30PM
225 East Carrillo StSuite 203, Santa Barbara
Financial Advising
“"Montecito Capital Management is an absolute standout in the world of investment advisories.The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise.Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!”
“I went into the office today to change my security code on my accounts and J was there to greet me. A very helpful and pleasant young lady that knew what I was talking about and quickly and efficiently handled my needs. Additionally, they had a terminal there to make sure I could log in to my account online. Really great service from Schwab SB! Thanks”
Financial Advising
Financial Advising
Financial Advising
“Being new to the area and hoping to find someone we could trust, my husband and I went with a friend's recommendation that Austin was trustworthy, reliable, and \"on the ball\". She absolutely was. She was warm, communicative, and helpful every step of the way until closing. We couldn't be happier.”