Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Estate Planning and Management

Showing: 232 results for Estate Planning and Management
near Goleta, CA

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

Sharon Kennedy Estate Management

Estate Planning Attorneys, Property Management, Financial Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 93013
  • 93014
  • 93101
  • 93102
  • 93103
  • 93105
  • 93106
  • 93107
  • 93108
  • 93109
  • 93110
  • 93111
  • 93116
  • 93117
  • 93118
  • 93120
  • 93121
  • 93130
  • 93140
  • 93150
Accredited BusinessAccredited Business
(805) 681-1347

5951 Encina Rd Ste 106,
Goleta, CA 93117-6251

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 93110
  • 93111
  • 93116
  • 93117
  • 93118
  • 93199
Accredited BusinessAccredited Business
(805) 963-7511

5658 Calle Real,
Goleta, CA 93117-2317

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 93110
  • 93111
  • 93116
  • 93117
  • 93118
  • 93199
Accredited BusinessAccredited Business
(805) 963-7511

6900 Hollister Ave,
Goleta, CA 93117-2812

Get a Quote

Tremblay Financial Services

Financial Services, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • AK
  • AL
  • AR
  • AS
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • GU
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
Accredited BusinessAccredited Business
(805) 569-1982

3902 State St Ste 101,
Santa Barbara, CA 93105-3114

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Santa Barbara County, CA
  • Ventura County, CA
  • 93105
Accredited BusinessAccredited Business
(805) 963-7511

3802 State St,
Santa Barbara, CA 93105-3112

Get a Quote

Peter Eastman, Attorney

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

Service Area

Serving the following areas:

  • 93101
not BBB accredited
(805) 689-3879

1745 Calle Boca del Canon,
Santa Barbara, CA 93101-4903

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Santa Barbara County, CA
  • Ventura County, CA
Accredited BusinessAccredited Business
(805) 979-4500

2034 Cliff Dr,
Santa Barbara, CA 93109

Get a Quote

C&D CPAs Advisors

CPA, Tax Consultant, Business Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • 93460
  • 93463
  • 93464
Accredited BusinessAccredited Business
(805) 688-5505

1517 Chapala St,
Santa Barbara, CA 93101-3016

Get a Quote

Santa Barbara Estate Planning & Elder Law

Lawyers, Estate Planning Attorneys, Probate Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • San Luis Obispo County, CA
  • Santa Barbara County, CA
  • Ventura County, CA
  • CA
(805) 946-1550

14 W Valerio St Ste A,
Santa Barbara, CA 93101-6516

Ambrecht & Martinez, LLP

Estate Planning Attorneys, Estate Planning and Management, Tax Attorney ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Santa Barbara County, CA
Accredited BusinessAccredited Business
(805) 574-7305

1828 State St,
Santa Barbara, CA 93101

Safeguard Investment Advisory Group, LLC

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Riverside County, CA
  • San Bernardino County, CA
  • San Diego County, CA
  • Santa Barbara County, CA
Accredited BusinessAccredited Business
(805) 892-4515

Santa Barbara, CA 93101

Get a Quote

ALLMAN & SCHEFF CPAS

Accountant, Tax Return Preparation, Bookkeeping Services ...

BBB Rating: A
not BBB accredited
(805) 957-4890

226 E CANON PERDIDO ST STE F,
SANTA BARBARA, CA 93101

FENNEMORE CRAIG PC

Estate Planning and Management

BBB Rating: A+
not BBB accredited
(909) 723-1753

1006 SANTA BARBARA ST,
SANTA BARBARA, CA 93101

Fitzpatrick Professional Accountancy

CPA, Financial Services, Tax Consultant ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • San Luis Obispo County, CA
  • Santa Barbara County, CA
Accredited BusinessAccredited Business
(805) 963-1781

200 W Victoria St,
Santa Barbara, CA 93101-3627

Get a Quote

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • CA
Accredited BusinessAccredited Business
(805) 963-7511

Po Box 2460,
Santa Barbara, CA 93120

Get a Quote

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.