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Mutual Funds in Santa Barbara Downtown Santa Barbara, CA

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2. Morgan Stanley

Morgan Stanley

1014 Santa Barbara St, Santa Barbara, CA, 93101

CLOSED NOW

4. 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 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

5. Magnus Capital Inc

Magnus Capital Inc

6845 Casitas Pass Rd, Carpinteria, CA, 93013

6. Kathleen Kalp

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. Andrea Borgioli

Andrea Borgioli

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. Vito Gioiello

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…

9. Jon S. Bull

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…

11. Debt Consolidation

Debt Consolidation

101 W Canon Perdido St, Santa Barbara, CA, 93101

CLOSED NOW

12. Spach & Associates - Ameriprise Financial Services

Spach & Associates - Ameriprise Financial Services

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

CLOSED NOW

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…

13. UBS Financial Service

UBS Financial Service

222 E Carrillo St, Santa Barbara, CA, 93101

CLOSED NOW
YP
9 Years
in Business

14. JPR Financial Service

JPR Financial Service

735 State St, Santa Barbara, CA, 93101

CLOSED NOW
YP
19 Years
in Business

15. Judy Pirkowitsch - Financial Advisor, Ameriprise Financial Services

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…

16. West Coast Financial

West Coast Financial

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

CLOSED NOW
YP
38 Years
in Business

17. Country Financial

Country Financial

1727 State St, Santa Barbara, CA, 93101

CLOSED NOW

18. Fidelity Investments

Fidelity Investments

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