Wells Fargo Advisors

Fidelity Bank in Thousand Oaks, affiliated with Fidelity Investments, provides comprehensive financial services including financial planning, retirement plans, wealth management, and trading and brokerage services. The bank offers a diverse range of investment products such as mutual funds, ETFs, fixed income bonds, and CDs to meet the varied needs of its clients. Generated from their website's infomation

Summa Capital is a boutique investment firm based in Santa Barbara, CA, specializing in strategic financial planning and asset management services. With a focus on personalized solutions for high-net-worth individuals and businesses, Summa Capital offers tailored investment strategies to help clients achieve their financial goals. Generated from their business information

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.