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      Map of Upper State, Santa Barbara, CAMap of Upper State, Santa Barbara, CAExpand Map

      Financial Planners in Upper State Santa Barbara, CA

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      1. Wells Fargo Advisors

      Wells Fargo Advisors
      805-963-9561Call Now
      Financial PlannersInvestmentsFinancial Services

      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…

      2. Wedbush Securites

      Wedbush Securites
      805-563-1630Call Now
      Financial PlannersRetirement Planning ServicesFinancial Planning Consultants

      3700 State St Ste 240, Santa Barbara, CA, 93105

      CLOSED NOW
      YP
      69 Years
      in Business

      3. La Cumbre Financial

      La Cumbre Financial
      805-898-0325Call Now
      Financial PlannersInsuranceInvestment Advisory Service

      2275 Las Positas Rd, Santa Barbara, CA, 93105

      OPEN NOW:9:00 am - 8:00 pm
      YP
      20 Years
      in Business

      6. Fidelity Investments

      Fidelity Investments
      800-622-0603Call Now
      Financial PlannersFinancial ServicesInvestments

      3793 State St, Santa Barbara, CA, 93105

      CLOSED NOW

      From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

      YP
      80 Years
      in Business

      7. Edward Jones - Financial Advisor: Christopher J Luxford

      Edward Jones - Financial Advisor: Christopher J Luxford
      805-563-9633Call Now
      Financial PlannersInvestmentsFinancial Services

      3010 De La Vina St, Santa Barbara, CA, 93105

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      102 Years
      in Business

      8. Genesis Gold Group

      Genesis Gold Group
      833-632-9857Call Now
      Financial PlannersRetirement Planning ServicesGold, Silver & Platinum Buyers & Dealers

      Serving the Santa Barbara Area

      OPEN 24 HOURS

      From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

      12. Homeowners Financial Group

      Homeowners Financial Group
      805-869-7100Call Now
      Financial PlannersFinancial ServicesMortgages

      1525 State St Ste 104, Santa Barbara, CA, 93101

      From Business: HFG is an award-winning mortgage lender committed to serving your lifetime of home financing needs. Whether you’re looking to purchase a primary residence, second or vacation…

      YP
      20 Years
      in Business

      13. D.A. Davidson

      D.A. Davidson
      805-618-3160Call Now
      Financial PlannersFinancial Planning ConsultantsInvestment Securities

      111 W Micheltorena St Ste 200, Santa Barbara, CA, 93101

      CLOSED NOW

      From Business: Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus…

      14. Merrill Lynch Wealth Management

      Merrill Lynch Wealth Management
      805-963-6322Call Now
      Financial PlannersFinancial Planning ConsultantsInvestment Management

      1424 State St, Santa Barbara, CA, 93101

      CLOSED NOW

      From Business: Welcome to Merrill Lynch in Santa Barbara, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and…

      YP
      110 Years
      in Business

      15. Santa Barbara Pension Consultants Inc

      Santa Barbara Pension Consultants Inc
      805-568-3814Call Now
      Financial PlannersInvestment Advisory ServiceRetirement Planning Services

      1129 State St Ste 18, Santa Barbara, CA, 93101

      OPEN NOW:10:00 am - 9:00 pm
      YP
      32 Years
      in Business

      17. Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services

      Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services
      805-682-8187Call Now
      Financial PlannersInvestmentsMutual Funds

      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…