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Financial services in Santa Barbara, CA

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With a team of two Enrolled Agents and two Certified Public Accountants spanning three generations, Kovanda Group has been specializing in the planning and preparation of individual income tax returns in the Santa Barbara area for over 50 years with an emphasis on providing professional and practical tax preparation services to its' clients.

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

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