Santa Barbara Fiduciary

Closed
Call
Website
1206 Coast Village Cir Ste I
Santa Barbara, CA 93108
+1 (805) 308-6842
https://santabarbarafiduciary.com

Santa Barbara Fiduciary is a trusted and experienced professional fiduciary service provider in Santa Barbara, CA. With a dedicated team of experts, including a knowledgeable owner and founder with over 14 years of experience in trust and fiduciary services, they offer comprehensive assistance in trust and estate administration, accounting, financial concierge services, and successor fiduciary appointment planning.

Their team consists of detail-oriented professionals, including a client services specialist, an accounting expert with over 27 years of experience, an esteemed estate planning and probate paralegal advisor with 45 years of legal training, and a dedicated security officer. Together, they provide high-touch customer service, ensuring that clients' financial affairs are handled with precision and care.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Filippini Wealth Management

Filippini Wealth Management is a family-owned financial services group based in Santa Barbara, California, dedicated to providing comprehensive guidance in investments, retirement planning, tax planning, estate planning, insurance, and real estate. With a multifaceted approach, the firm aims to serve its clients' diverse financial needs through its independent structure and personalized service. Led by Ian and Alex Filippini, the firm functions as a licensed real estate brokerage and a registered investment advisor, making it well-equipped to navigate the complexities of wealth management. Committed to a collaborative client relationship, Filippini Wealth Management emphasizes effective management across all areas of financial life. Generated from the website
Services, nec, nec, Business services, nec, nec, Auditing services

CVC Group LP

CVC Group LP is a Santa Barbara-based company located at 1224 Coast Village Circle, specializing in a range of services. With a dedicated team led by Robert and Ann, CVC Group LP aims to provide exceptional solutions while maintaining a strong online presence through their website. As an established organization, CVC Group LP is committed to upholding their rights and ensuring customer satisfaction, offering a variety of services to meet the needs of their clients.Generated from the website
Business services, nec, nec

Sese Ntem - Guaranteed Rate

Sese Ntem - Guaranteed Rate is a health insurance company located in the picturesque city of Santa Barbara CA. Known for its commitment to providing reliable health coverage the company offers a range of insurance options tailored to meet the needs of individuals and families. With a focus on customer service and accessibility Sese Ntem aims to simplify the insurance process for its clients while ensuring they receive the care they deserve. Generated from this place's information
United States›California›Santa Barbara›Santa Barbara Fiduciary

Partial Data by Infogroup (c) 2025. All rights reserved.