Show me search results for:

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

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.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.
Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Category: Financial Planning Consultants

          Showing: 4,916 results for Financial Planning Consultants
          near Montecito, CA

          Filter by

          Service Area

          Filter by

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

          My New Financial Advisor, Inc.

          Financial Planning Consultants, Financial Services, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (866) 470-8164

          1187 Coast Village Road Suite 546,
          Montecito, CA 93108

          Smith Financial Advisors

          Financial Planning Consultants, Financing

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 565-2170

          1224 Coast Village Circle, Suite 11,
          Santa Barbara, CA 93108

          Edward Jones - Financial Advisor: Chad Valchar

          Financial Consultants, 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
          not BBB accredited
          (314) 515-2000

          1230 Coast Village Circle Suite A,
          Montecito, CA 93108

          Mercer Advisors

          Financial Consultants, 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
          Accredited BusinessAccredited Business
          (888) 565-1681

          1801 E Cabrillo Blvd,
          Santa Barbara, CA 93108-2836

          Edward Jones - Financial Advisor: Garrett R Gruendyke

          Financial Consultants, 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
          not BBB accredited
          (314) 515-2000

          2020 Alameda Padre Serra Ste 200,
          Santa Barbara, CA 93103

          Filippini Wealth Management, Inc.

          Retirement Planning Services, Tax Consultant, Financial Planning Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          • Ventura County, CA
          Accredited BusinessAccredited Business
          (805) 969-6200

          319 E Carrillo St Ste 201,
          Santa Barbara, CA 93101-7457

          American Express Financial

          Financial Planning Consultants, Financing

          BBB Rating: NR
          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
          not BBB accredited
          (805) 560-8877

          415 Chapala St. #206,
          Santa Barbara, CA 93101

          Santa Barbara Asset Management

          Financial Planning Consultants, Financing

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 965-4600

          200 East Carrillo St., Suite 300,
          Santa Barbara, CA 93101

          Foronjy Financial, LLC

          Financial Planning Consultants, Investment Advisory Services

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • San Luis Obispo County, CA
          • Santa Barbara County, CA
          not BBB accredited
          (805) 543-1033

          401 Chapala St Ste 105,
          Santa Barbara, CA 93101-3496

          Curtis Advisory Group

          Financial Planning Consultants, Insurance Companies, Financing ...

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 963-6181

          735 State Street, Suite 214,
          Santa Barbara, CA 93101

          Brashears Insurance Agency, Inc.

          Commercial Insurance Services, Financial Planning Consultants, Long Term Care Insurance

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 564-7645

          3 West Carrillo Street, Ste. 212,
          Santa Barbara, CA 93101

          Collaborative Financial Solutions, LLC

          Financial Planning Consultants, Financing

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 965-0101

          206 East Victoria Street,
          Santa Barbara, CA 93101

          California Wealth Advisors

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

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (805) 941-0444

          10 E Figueroa St Ste 204,
          Santa Barbara, CA 93101-3182

          Santa Barbara Estate Services

          Financial Planning Consultants, Financing

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 308-6842

          P.O. Box 90227,
          Santa Barbara, CA 93190

          Hammer Capital Management, Inc.

          Financial Planning Consultants, Financing

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • Santa Barbara County, CA
          not BBB accredited
          (805) 729-8786

          P.O. Box 90309,
          SANTA BARBARA, CA 93190

          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.