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Financial Planning Consultants in Bel Air Santa Barbara, CA

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Merrill Lynch Wealth Management gallery

93. Merrill Lynch Wealth Management

Financial Planning ConsultantsFinancial PlannersInvestment Management
805-963-6322Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
111YEARS IN BUSINESS
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Gamberdella, Marc gallery

94. Gamberdella, Marc

Financial Planning ConsultantsInvestment Advisory Service
805-963-6310Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Hepp, John gallery

95. Hepp, John

Financial Planning ConsultantsInvestment Advisory Service
805-963-6362Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Macaluso, Josh gallery

96. Macaluso, Josh

Financial Planning ConsultantsInvestment Advisory Service
805-963-6349Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Perry, Michelle gallery

97. Perry, Michelle

Financial Planning ConsultantsInvestment Advisory Service
805-963-6309Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Cassidy, Nick gallery

98. Cassidy, Nick

Financial Planning ConsultantsInvestment Advisory Service
805-963-6311Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Ibarra, Donna gallery

99. Ibarra, Donna

Financial Planning ConsultantsInvestment Advisory Service
805-963-6308Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Gibson, Clayton gallery

100. Gibson, Clayton

Financial Planning ConsultantsInvestment Advisory Service
805-963-6352Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Yonally, Matt gallery

101. Yonally, Matt

Financial Planning ConsultantsInvestment Advisory Service
805-963-6382Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Wasmuth, Eric gallery

102. Wasmuth, Eric

Financial Planning ConsultantsInvestment Advisory Service
805-963-6328Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Kranz, Mark gallery

103. Kranz, Mark

Financial Planning ConsultantsInvestment Advisory Service
805-963-6313Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Landeros, James gallery

104. Landeros, James

Financial Planning ConsultantsInvestment Advisory Service
805-963-6354Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Jou, Timothy gallery

105. Jou, Timothy

Financial Planning ConsultantsInvestment Advisory Service
805-963-6356Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Meier, Allison gallery

106. Meier, Allison

Financial Planning ConsultantsInvestment Advisory Service
805-963-6355Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Daniel, Lisa gallery

107. Daniel, Lisa

Financial Planning ConsultantsStock & Bond BrokersInvestment Advisory Service
805-963-6331Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Tisdale, Brian gallery

108. Tisdale, Brian

Financial Planning ConsultantsInvestment Advisory Service
805-963-6363Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Mast, Darin gallery

109. Mast, Darin

Financial Planning ConsultantsInvestment Advisory Service
713-658-1214Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Weidl, Donna gallery

110. Weidl, Donna

Financial Planning ConsultantsInvestment Advisory Service
805-963-6308Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 7:30am
Regular Hours
Mon - Fri:
Photos

Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corpora

Fidelity Investments gallery

112. Fidelity Investments

Financial Planning ConsultantsFinancial ServicesFinancial Planners
800-622-0603Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 8:30am
Regular Hours
Mon - Fri:
Sat - SunClosed
Photos

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, plea

Neighborhoods:
Upper State, North State
Payment method:
debit
Bartlett, Pringle & Wolf, LLP gallery

113. Bartlett, Pringle & Wolf, LLP

Financial Planning ConsultantsAccountants-Certified PublicBookkeeping
BBB Rating: A+
805-963-7811Call NowIcon - external linkVisit Website
Open hoursCLOSED - Opens at 8:30am
Regular Hours
Mon - Fri:
59YEARS IN BUSINESS
Photos

Established in 1948, Bartlett, Pringle & Wolf, LLP is a certified public accountant and financial service consultant. Based in Santa Barbara, Calif., it offe

Neighborhoods:
Santa Barbara Downtown, Downtown Santa Barbara
J Kathy Scroggs CPA gallery

114. J Kathy Scroggs CPA

Financial Planning ConsultantsAccountants-Certified PublicPayroll Service
805-966-4157Call Now
Open hoursCLOSED - Opens at 9:00am
Regular Hours
Mon - Fri:
Photos
Neighborhoods:
Upper East, Downtown Santa Barbara
Brands:
Efile, Electronic Filing, Estate & Financial Planning, Estates & Trusts, Individuals, Partnerships & Corporations, Retirement, Tax Preparation & Planning
Mission Wealth gallery

116. Mission Wealth

Financial Planning ConsultantsInvestment ManagementInvestment Advisory Service
BBB Rating: A+
805-882-2360Call Now
Open hoursCLOSED - Opens at 8:00am
Regular Hours
Mon - Fri:
25YEARS IN BUSINESS
Photos

Mission Wealth is a wealth and investment management firm that manages over $2 billion in assets. We conveniently serve New York clients from our local offi

Neighborhoods:
Downtown Santa Barbara, Santa Barbara Downtown
Amenities:
Wheelchair accessible
Payment method:
cash, check, debit