I have been a Licensed Mortgage Professional for almost 20 years and since day one have enjoyed helping my clients attain their dream home. Exceptional customer service is a must with my team. I pride myself on being direct and honest with no surprises. Purchasing a home is a huge step in life and I am sensitive to how exciting but nerve racking it can still be during the process. I am ALWAYS easily accessible to answer any questions in order to ensure a quick and smooth escrow.There are many different loan options available through Homeowners Financial Group. I will determine which loan program can give you the lowest principle and interest payments with the security of knowing your monthly P&I payments will not change as long as you intend to own your home. I am thrilled to say that after so many years in the business I have found a company that surpasses any other bank in regards to the most competitive rates and more importantly understanding your needs.I always believe in trusting your gut feelings, so after speaking with me if you are not confident and comfortable that I will do the best job for you then please make sure you search and do find that connection.
Accounting, Agreed Upon Procedures, Audits, Bankruptcies, Business Consulting, Business Entity Selection, Buying & Selling a Business, Estates & Trusts, Expert Witness Services, Financial Forecasts & Projections, Financial Planning, Financial Statement Compilations, IRS Representation, International Tax Planning & Compliance, Investment Review, Litigation Support, Management Advisory Services, Pension & Profit Sharing Plans, Retirement Planning, Reviews, Tax Planning and Preparation
Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains a location in Santa Barbara, Calif.
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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 investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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 guidance and personalized financial strategies.
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SBPC is a TPA (third-party administrator) for qualified plans (e.g. profit sharing, 401(k), defined benefit, etc.). We specialize in cutting-edge plan design for small business owners, typically with 1 to 20 employees. We also specialize in defined benefit pension plan administration and strategies to save not only income tax but payroll tax over the life of the plan.
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 investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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 investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
