Financial Advising in Santa Barbara, CA
14 locations found near Santa Barbara
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Financial Advising
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.”
Financial Advising
“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”
Financial Advising
“As first-time homebuyers, we feel incredibly grateful to have worked with Peter from Paragon Mortgage Group. From the very beginning, Peter's expertise, patience, and professionalism guided us seamlessly through the mortgage process.His deep understanding of the real estate market and our unique financial situation impressed us from our first meeting. He tailored his advice and recommendations specifically to us, ensuring we made informed decisions.What stood out was Peter's dedication to finding the best mortgage deal possible. With an extensive network of lenders, he worked tirelessly to secure favorable terms and competitive rates, keeping us informed every step of the way.His responsiveness was outstanding - always there to answer calls, texts, and emails, providing reassurance and eliminating any uncertainty. Peter's friendly demeanor made discussing financial matters comfortable and straightforward.Navigating the complexities of buying our first home was made easy thanks to Peter. He handled paperwork meticulously and coordinated with all parties involved, ensuring a smooth and stress-free experience.Thanks to Peter and Paragon Mortgage Group, we are now proud homeowners, and we owe this milestone to his exceptional support and guidance. He truly went above and beyond to make our dream of owning a home a reality, and for that, we are forever grateful.If you're a first-time homebuyer or in need of a mortgage, we wholeheartedly recommend Peter. His unparalleled knowledge, dedication, and customer service will exceed your expectations. We can't thank him enough for his invaluable assistance, and we're confident he'll continue to help countless others fulfill their homeownership dreams.”
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!”
Financial Advising
“I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.”
Financial Advising
Financial Advising
“I have been very satisfied with this branch of Mechanics Bank. I make in person deposits and tellers are friendly. This location is open. I can't say about anything more than just checking and saving accounts simple transactions.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising in The Nearby Cities
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Wells Fargo
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“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.”