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Financial Services in Montecito, CA

Sepulveda Escrow Corporation - Financial Services
(818) 838-1831

Serving the
Montecito Area

Melissa was great to work with! Very responsive to all requests."

Raymund's Jr Tax Service Inc - Tax Return Preparation
(818) 435-4168

Serving the
Montecito Area

closed now

From Business: Raymund's Jr Tax Service specializes in Accounting, Payroll, Tax preparation, Notary services. Call today for an appointment.

AJ's Super Pawn - Gold, Silver & Platinum Buyers & Dealers
(909) 417-0003

Serving the
Montecito Area

closed now

THESE GUYS ARE THE BEST. VERY NICE AND PROFESSIONAL. I WILL TAKE ALL MY BUSINESS HERE FROM NOW ON. I WISH I WOULD'VE COME HERE SOONER.C.RIVASMONTCLAIR, CA. 91763"

Sencer Appraisal Associates-Equipment Appraisers - Appraisers-Business, Commercial & Industrial
(888) 568-0805

Serving the
Montecito Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across…

Wells Fargo Bank - ATM Locations
(805) 969-3242
1482 E Valley Rd Ste 7
Montecito, CA 93108
closed now

From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for…

U.S. Bank - Financial Planners
(833) 961-7496
1483 E Valley Rd
Montecito, CA 93108
closed now

From Business: Partnering with a private wealth advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work…

Edward Jones - Investments
(805) 565-8793
1230 Coast Village Cir
Montecito, CA 93108
closed now

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs.…

First American Title Company - Escrow Service
(805) 969-6883
1165 Coast Village Rd Ste B
Montecito, CA 93108

From Business: Our First American Title office in the Santa Barbara area provides comprehensive title insurance protection and professional escrow and settlement services for…

Wells Fargo Advisors - Investments
(805) 969-3242
1482 E Valley Rd
Montecito, CA 93108
Dr. Lynn K. Jones, Certified Personal and Executive Coach - Financial Services
(805) 448-7681
1226 1/2 State St Ste 5
Santa Barbara, CA 93101

Dr. Lynn K. Jones is an amazing coach. She genuinely cares, has a big heart, and won't give up on you. I was a long term client and I have noticed that her coaching techniques…

Bromi Krock at Rate (NMLS #254423) - Financial Services
(805) 456-5796
1165 Coast Village Rd Ste C
Santa Barbara, CA 93108
closed now

From Business: Bromi Krock is your Santa Barbara local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Bromi is committed to…

Jeff Bochsler at Rate (NMLS #770636) - Financial Services
(805) 290-1828
1165 Coast Village Rd Ste C
Santa Barbara, CA 93108
closed now

From Business: Jeff Bochsler is your Santa Barbara local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jeff is committed…

Christian Menard at Rate (NMLS #1470201) - Financial Services
(805) 868-5116
1165 Coast Village Rd Ste C
Santa Barbara, CA 93108
closed now

From Business: Christian Menard is your Santa Barbara local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Christian is…

Kevin Cravens at Rate (NMLS #317607) - Financial Services
(805) 565-9100
1165 Coast Village Rd Ste C
Santa Barbara, CA 93108
closed now

From Business: Kevin Cravens is your Santa Barbara local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Kevin is committed…

Gabe Carter at Rate (NMLS #1499460) - Financial Services
(805) 297-8428
1165 Coast Village Rd Ste C
Santa Barbara, CA 93108
closed now

From Business: Gabe Carter is your Santa Barbara local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Gabe is committed to…

Filippini Wealth Management - Financial Services
(805) 969-6200
319 E Carrillo St Ste 201
Santa Barbara, CA 93101
closed now

From Business: Filippini Wealth Management Inc - As a multifaceted group,we serve our clients with a single full-service group of companies they can turn to for all of their…

Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services - Financial Planners
(805) 682-8187
319 E Carrillo St Ste 107
Santa Barbara, CA 93101

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Kairos Wealth Partners - Ameriprise Financial Services - Financial Planners
(818) 227-9642
319 E Carrillo St Ste 107
Santa Barbara, CA 93101

From Business: At Kairos Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future…

Mercer Advisors - Santa Barbara - Financial Planners
(877) 642-5224
222 E Carrillo St Ste 400
Santa Barbara, CA 93101
closed now

From Business: Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals,…

Belay Wealth Partners - Banks
(805) 973-5917
813 Anacapa St Ste 111
Santa Barbara, CA 93101
closed now

From Business: Belay Wealth Partners is a financial services company in Santa Barbara, California They have been in business for over 20 years and specialize in financial…

US Trust - Financial Services
(805) 957-4427
834 State St
Santa Barbara, CA 93101
closed now
McAdams Financial Services - Financial Planning Consultants
(805) 963-1496
217 E Anapamu St
Santa Barbara, CA 93101
closed now
Commercial Process Serving, Inc. - Financial Services
(855) 973-0833
209 E Anapamu St
Santa Barbara, CA 93101

From Business: Commercial Process Serving, Inc. is your direct connection to the Central Coast, with offices in Ventura, Santa Barbara, and San Luis Obispo to serve you and…

Wells Fargo Home Mortgage - Financial Services
(805) 861-0365
1036 Anacapa St
Santa Barbara, CA 93101
closed now

From Business: When buying a house or refinancing your mortgage, you can count on one of the nation’s most experienced mortgage lenders to guide you through the process and…

Susan Bonanno-U.S. Bank Mortgage - Financial Services
(805) 473-4031
20 E Carrillo St
Santa Barbara, CA 93101
closed now

From Business: As a Mortgage Loan Originator right here in Santa Barbara, I work with you to help find the right mortgage for your unique situation. You probably have lots of…

Charles Schwab - Financial Planners
(805) 884-4218
900 Chapala St
Santa Barbara, CA 93101
closed now

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Columbia Bank - Financial Services
(805) 979-4422
1035 State St
Santa Barbara, CA 93101
closed now

From Business: Columbia Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to…

Spach & Associates - Ameriprise Financial Services - Financial Planners
(805) 687-0355
136 W Canon Perdido St Ste 230
Santa Barbara, CA 93101
closed now

From Business: At Spach & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(805) 687-0355
136 W Canon Perdido St Ste 230
Santa Barbara, CA 93101
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(805) 687-0355
136 W Canon Perdido St Ste 230
Santa Barbara, CA 93101
closed now

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

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