Advisors Inc Santa Barbara

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

UBS Financial Services in Westlake Village, CA, is dedicated to fostering lasting relationships with its clients by understanding their priorities and concerns while collaboratively working towards their life goals. Backed by over 160 years of experience, UBS provides best-in-class wealth management advice to some of the world's wealthiest individuals and families. The leadership team at UBS includes seasoned professionals such as Mitch Markley, the Market Executive overseeing the Mountain West Market, and Laurie Hayden, the Director of Client Experience for the Rockies Market. Their combined expertise in financial advisory and commitment to quality client service position UBS as a prominent player in the wealth management industry. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy