Richard C Banks CPA Ins

Planmember Services, based in Santa Barbara, CA, is a financial planning firm led by experienced advisor Chris Janeway. Specializing in helping individuals and organizations understand and achieve their financial goals, Chris emphasizes the importance of education and long-term wealth management. With a focus on providing personalized savings and investment plans, Planmember Services offers professionally managed investment advisory services to help clients navigate market fluctuations with confidence. Committed to community involvement and financial literacy, Chris Janeway and his team strive to empower clients to make informed decisions for a secure financial future.Generated from the website

Matt Genovese - Finance of America Mortgage in Santa Barbara, CA is a trusted local mortgage advisor offering a wide range of loan options to help individuals and families achieve their real estate goals. With expertise in first-time homebuying, mortgage management, refinancing, and more, Matt provides personalized guidance and support throughout the entire loan process. Whether clients are looking to buy their first home, refinance their current mortgage, or explore investment opportunities, Matt is dedicated to finding the right loan products to fit their unique needs. With a focus on exceptional customer service and a commitment to delivering results, Matt Genovese is the go-to mortgage advisor in Santa Barbara.Generated from the website

Ameriprise Financial Advisors in Santa Barbara, CA, is dedicated to helping clients achieve their financial goals through personalized, one-on-one advice. With a network of over 10,000 advisors, they offer tailored recommendations, regular portfolio review meetings, and access to digital tools for effective financial management. The firm's professionals hold several recognized designations, including Accredited Asset Management Specialist (AAMS) and Accredited Investment Fiduciary (AIF), ensuring qualified guidance in investment strategies and wealth management. Their approach prioritizes understanding clients' individual needs to create a confident financial future. Generated from the website