Here at Santa Barbara Coastal Advisors, we are dedicated to solving the issues that educators face while financially preparing for today, tomorrow, and many years to come. We look forward to working with you through all stages of your life. Our Firm services California professors, teachers, and their loved ones in making the best of their personal financial future. Our commitment to you is to stand by you while helping you reach your individual goals, fiscally and otherwise.
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 appointment today.
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At Strategic Wealth Management, we believe wealth management is not only about where your money should go. It's about where it can take you. We believe that we have a single, shared goal: to offer long-term financial partnership, informed decision-making and financial confidence to a select clientele. We pursue that objective by providing you with all of the capabilities of a large financial institution, along with the personal attentiveness only a private firm can offer.
Hello Inheritance is an independent, fee-only wealth management firm built for one moment most advisors treat as a footnote: inheriting wealth you did not build. We serve surviving spouses, adult children stepping in for aging parents, and mid-life inheritors reassessing retirement after receiving wealth. Our family-run team pairs investment management with financial planning across the inheritance arc, from the first hard week to the legacy you choose to build. Led by CFP® professionals, we coordinate with your estate attorney and accountant so the plan holds together. We are independent fiduciaries. Education is the service, not a courtesy. We don't sell. We serve. Based in Santa Barbara, serving inheritors nationwide.
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Demboski & Chapman is a strategic alliance of financial advisors providing sophisticated, custom-designed financial solutions through Zenith Enterprises Inc. (ZEI) a California registered investment advisor. Our senior status enables us to offer unprecedented levels of expertise to high net worth and/or highly compensated business owners, professionals, and executives. At Demboksi and Chapman we focus on improving business performance, reducing taxation, increasing wealth, and transferring wealth to the generations that follow. We offer a variety of custom financial and insurance options including Retirement Planning, Investment Planning, Estate Preservation Planning, Business Continuity Planning, Non-Qualified Deferred Compensation, Comprehensive Employee Benefit Planning, Life and Health Insurance Planning.
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 advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
