Under Sixty Two Investment LLC

SpecialtiesDuring these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Haley Investment LLC is a reputable financial services firm based in Santa Barbara, CA. Specializing in investment management, the company offers a range of tailored solutions to help clients achieve their financial goals. With a focus on personalized strategies and expert guidance, Haley Investment LLC prides itself on delivering exceptional service and results for its clients. The company's commitment to transparency and integrity sets it apart in the competitive financial industry. Generated from their business information

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, Tom Duval 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.