Please note our privacy policy has changed. To view the policy, please go to https://www.thryv.com/privacy/

Financial Services in Montecito, CA

Map View
Info
About Search Results

SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

1. Toyota of Santa Barbara

Toyota of Santa Barbara

5611 Hollister Ave, Goleta, CA 93117

OPEN NOW:7:00 am - 8:00 pm

"These guys really care!"

2. Edward Jones - Financial Advisor: Daniel J De Meyer

Edward Jones - Financial Advisor: Daniel J De Meyer

125 E De La Guerra St Ste 101, Santa Barbara, CA 93101

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

3. Mercer Advisors - Santa Barbara

Mercer Advisors - Santa Barbara

222 E Carrillo St Ste 400, Santa Barbara, CA 93101

CLOSED NOW:8:00 am - 5:00 pm

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, and retirees…

YP
41 Years
in Business

4. Edward Jones - Financial Advisor: Christopher J Luxford

Edward Jones - Financial Advisor: Christopher J Luxford

136 W Canon Perdido St Ste 200, Santa Barbara, CA 93101

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

5. Edward Jones - Financial Advisor: Gilbere Coutouzis

Edward Jones - Financial Advisor: Gilbere Coutouzis

136 W Canon Perdido St Ste 200, Santa Barbara, CA 93101

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

6. Edward Jones - Financial Advisor: Peter M Blackford

Edward Jones - Financial Advisor: Peter M Blackford

136 W Canon Perdido St Ste 200, Santa Barbara, CA 93101

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. Schedule an…

7. ACE Cash Express

ACE Cash Express

3611 State St, Santa Barbara, CA 93105

CLOSED NOW:10:00 am - 7:00 pm

From Business: At ACE Cash Express in Santa Barbara, CA, we make it simple to take control of your finances. Visit our store at 3611 State Street for a wide range of financial services…

YP
58 Years
in Business

8. Fidelity Investments

Fidelity Investments

3793 State St, Santa Barbara, CA 93105

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
20 Years
in Business

9. Wells Fargo Bank

Wells Fargo Bank

3804 State St, Santa Barbara, CA 93105

CLOSED NOW:9:00 am - 5:00 pm

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 what’s next.…

YP
58 Years
in Business

10. Edward Jones - Financial Advisor: Robert A Craig, CRPC™

Edward Jones - Financial Advisor: Robert A Craig, CRPC™

5656 Calle Real, Goleta, CA 93117

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

11. Edward Jones - Financial Advisor: Jake Krantz

Edward Jones - Financial Advisor: Jake Krantz

5656 Calle Real, Goleta, CA 93117

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. Schedule an…

12. U.S. Bank

U.S. Bank

1483 E Valley Rd, Montecito, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 with you to design…

13. First American Title Company

First American Title Company

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 all types of…

14. Dr. Lynn K. Jones, Certified Personal and Executive Coach

Dr. Lynn K. Jones, Certified Personal and Executive Coach

1226 1/2 State St Ste 5, Santa Barbara, CA 93101

"Dr. Lynn K Jones is an amazing Santa Barbara Business and Life Coach. She has a really big heart and truly cares about your well being. She will not give up on you! I am a long…"

15. Wells Fargo Advisors

Wells Fargo Advisors

3660 State St, Santa Barbara, CA 93105

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

16. Bromi Krock at Rate (NMLS #254423)

Bromi Krock at Rate (NMLS #254423)

1165 Coast Village Rd Ste C, Santa Barbara, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 helping…

17. Jeff Bochsler at Rate (NMLS #770636)

Jeff Bochsler at Rate (NMLS #770636)

1165 Coast Village Rd Ste C, Santa Barbara, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 to helping…

18. Christian Menard at Rate (NMLS #1470201)

Christian Menard at Rate (NMLS #1470201)

1165 Coast Village Rd Ste C, Santa Barbara, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 committed to…

19. Kevin Cravens at Rate (NMLS #317607)

Kevin Cravens at Rate (NMLS #317607)

1165 Coast Village Rd Ste C, Santa Barbara, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 to helping…

20. Gabe Carter at Rate (NMLS #1499460)

Gabe Carter at Rate (NMLS #1499460)

1165 Coast Village Rd Ste C, Santa Barbara, CA 93108

CLOSED NOW:9:00 am - 5:00 pm

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 helping…

21. Nisha Boyle - Associate Financial Advisor, Ameriprise Financial Services

Nisha Boyle - Associate Financial Advisor, Ameriprise Financial Services

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 those goals can…

22. Kairos Wealth Partners - Ameriprise Financial Services

Kairos Wealth Partners - Ameriprise Financial Services

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 is important. Of…

23. Belay Wealth Partners

Belay Wealth Partners

813 Anacapa St Ste 111, Santa Barbara, CA 93101

CLOSED NOW:9:00 am - 6:00 pm

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 planning, retirement…

24. Commercial Process Serving, Inc.

Commercial Process Serving, Inc.

209 E Anapamu St, Santa Barbara, CA 93101

"Kristian and his team went the extra mile for me tracking down a fifty year old document in the files of an out-of-county court. His representatives were able to persuade a…"

25. Wells Fargo Home Mortgage

Wells Fargo Home Mortgage

1036 Anacapa St, Santa Barbara, CA 93101

CLOSED NOW:9:00 am - 4:30 pm

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 explain your home…

YP
174 Years
in Business

26. Susan Bonanno-U.S. Bank Mortgage

Susan Bonanno-U.S. Bank Mortgage

20 E Carrillo St, Santa Barbara, CA 93101

CLOSED NOW:9:00 am - 5:00 pm

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 questions. How…

27. Charles Schwab

Charles Schwab

900 Chapala St, Santa Barbara, CA 93101

CLOSED NOW:8:30 am - 5:00 pm

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

YP
21 Years
in Business

28. Columbia Bank

Columbia Bank

1035 State St, Santa Barbara, CA 93101

CLOSED NOW:9:00 am - 5:00 pm

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 know them and…

YP
33 Years
in Business

29. Spach & Associates - Ameriprise Financial Services

Spach & Associates - Ameriprise Financial Services

136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101

CLOSED NOW:8:00 am - 5:00 pm

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 important. Of…

30. Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services

Heghine Kirakosyan - Associate Financial Advisor, Ameriprise Financial Services

136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101

CLOSED NOW:8:00 am - 5:00 pm

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 those goals can…

We found 128 results for Financial Services in or near Montecito, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Loans. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Santa Barbara, Santa Barbara Downtown, and Upper State. These businesses offer their services in one-or-more of the following languages: and Spanish.