Sam Palame Insurance

Balanced Wealth Planning Inc is a family-owned financial firm based in Santa Barbara, CA, with a multi-generational team of experienced advisors. They offer personalized investment and tax management strategies, aiming to provide wealth management for clients' lifetime and legacy. With a focus on clear communication, service above self, and integrity first, they strive to help clients achieve their financial goals and maximize their lifestyle. Founded in the 1960s, Balanced Wealth Planning Inc has developed long-lasting relationships with clients and their families, offering unbiased recommendations and a transparent experience. Their team of CERTIFIED FINANCIAL PLANNER professionals and Certified Public Accountants are committed to putting clients' best interests first, providing personalized tax and financial advice to minimize or eliminate tax burdens and help clients succeed financially.Generated from the website

Fishenfeld Jack Ins, situated in Santa Barbara, CA, caters to a range of insurance needs for individuals, families, and businesses. Specializing in tailored insurance solutions, they extend coverage for automobiles, homes, renters, life, and businesses, ensuring a comprehensive approach to safeguarding their clients' assets. Moreover, Fishenfeld Jack Ins goes beyond standard offerings, providing specialized insurance options like motorcycles, recreational vehicles, and umbrella policies. With a dedicated team of seasoned agents, they prioritize offering personalized guidance to empower customers in making well-informed choices regarding their insurance coverage, emphasizing a commitment to financial security and reliable protection. Generated using this brand's available information

Blum J R Insurance is a well-established insurance agency based in Santa Barbara, CA, specializing in providing a range of insurance products and services to individuals and businesses. With a focus on personalized customer service, Blum J R Insurance aims to help clients navigate the complexities of insurance coverage and find solutions tailored to their specific needs. Generated from their business information