Investing in Santa Barbara, CA
20 locations found near Santa Barbara
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“"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!”
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“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.”
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“These guys are absolutely amazing. I've used them twice and I can't imagine ever using a different moving service. These guys literally run back and forth when they aren't carrying something. Very hard workers, fair pricing, top notch!”
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“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.”