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State DirectoryMutual Funds in Montecito, CA
3. Edward Jones - Financial Advisor: Nuthira Neal, AAMS™
402 E Carrillo St Ste B, Santa Barbara, CA, 93101
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…
4. Judy Pirkowitsch - 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…
5. Spach & Associates - Ameriprise Financial Services
136 W Canon Perdido St Ste 230, Santa Barbara, CA, 93101
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…
6. Kathleen Kalp
1200 State St 2nd Fl, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
7. Vito Gioiello
1200 State St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
8. Jon S. Bull
1200 State St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
13. West Coast Financial
1525 State St Ste 104, Santa Barbara, CA, 93101
14. Fidelity Investments
3793 State St, Santa Barbara, CA, 93105
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…
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