Syv Wealth Advisors

Owens & Thore, operating as Santa Ynez Valley Tax Professionals, is a trusted accounting firm located in Santa Ynez, California, specializing in tax accounting and bookkeeping services for individuals and small to medium-sized businesses. With over 40 years of experience and a dedicated team of professionals, they provide personalized financial solutions tailored to meet the unique challenges faced by their clients. The firm offers a comprehensive range of services, including bookkeeping, accounting, tax planning, and business tax preparation, ensuring clients have accurate financial information and strategic tax insights. Committed to supporting the local community, Owens & Thore aims to help clients achieve financial success and peace of mind through reliable and affordable services. Generated from the website

AmeriTrust Capital Management is a fee-only investment advisor located in Santa Ynez, CA, specializing in personalized investment management services for individuals and businesses. With over thirty years of experience, the firm focuses on providing unbiased financial guidance to help clients achieve their long-term investment and financial goals. The team at AmeriTrust offers a comprehensive range of services including retirement planning, wealth estate management, and investment strategies involving stocks, bonds, and mutual funds. By partnering with Independent Financial Partners, they enhance their offerings with access to a nationwide network of financial, legal, and insurance experts, ensuring tailored solutions for their clients' diverse needs. Generated from the website