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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Santa Barbara, CA area, Andrew Miller will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Curtis Advisory Group is an independent wealth management firm based in Santa Barbara, CA, offering personalized financial advice from a Senior Team with extensive experience. Specializing in retirement planning, they help clients navigate uncertainties, optimize investments, and achieve financial goals with transparent fees and a disciplined approach. With over $395 million in assets under management for more than 100 households across 10 states, Curtis Advisory Group focuses on developing resilient investors who feel confident in their financial future. Their tailored services cater to clients of various life stages, including small business owners, foundations, and corporations, emphasizing personalized plans to meet individual financial objectives.Generated from the website