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The advisor listed is an Ameriprise financial advisor in Santa Barbara. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.I'm here to help you live the life you've earned. When you have the right advisor, life can be brilliant.
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.
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West Coast Financial offers a comprehensive range of financial services includes Financial Planning, Wealth Management, and Investment Consultation.
Merrill Lynch Pierce, Fenner and Smith - Financial Services
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