Mercer Advisors was founded in 1985, right here in Santa Barbara. Since then, we've specialized in helping business owners, executives, medical professionals, and retirees chart their course to Economic Freedom™. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. High-impact decision making: Our comprehensive approach is... Read More about Mercer Advisors - Santa Barbara

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Heghine Kirakosyan will take the time to understand you and your goals, as well as those... Read More about Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services, LLC

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Andrew Miller will take the time to understand you and your goals, as well as those... Read More about Andrew Miller - Associate Financial Advisor, Ameriprise Financial Services, LLC

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, James Spach will take the time to understand you and your goals, as well as those... Read More about James Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Charissa Spach will take the time to understand you and your goals, as well as those... Read More about Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC

At Spach & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Santa Barbara, CA area... Read More about Spach & Associates - Ameriprise Financial Services, LLC

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 those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Judy Pirkowitsch will take the time to understand you and your goals, as well as those... Read More about Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services, LLC

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Mission Wealth is a nationally recognized Registered Investment Advisor (RIA) serving individuals, families, business owners, executives, foundations, and nonprofits in Santa Barbara and nearby communities. We provide personalized wealth management, including financial planning, investment management, tax strategy, estate planning coordination, charitable planning, and asset protection. As a fiduciary, we act in your best interest and coordinate every aspect of your... Read More about Mission Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

Our team is committed to providing our clients with the highest quality financial services combined with the lowest rates available in your area. Our outstanding mortgage professionals will work with you one on one to ensure that you get a financial solution that is tailored specifically to meet your financing needs. Whether you are purchasing your dream home, refinancing an... Read More about Direct Mortgage Funding

CMG Home Loans provides personalized mortgage solutions, including conventional, FHA, VA, jumbo, and refinance loans.