Business - Financial Resources
Bartlett, Pringle & Wolf, LLP
With our full suite of services, distinguished expertise and genuine hospitality, you will receive unparalleled value in your experience with Bartlett, Pringle & Wolf, LLP.
Avalan Wealth
Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs.
Radiant Organizing
Sara works with professionals, entrepreneurs, work teams, small businesses, and entire organizations to regain control and find better balance.
Alliance Wealth Strategies
Alliance Wealth Strategies is a Santa Barbara-based wealth management firm established in 2009
Fraud Hotline
Fraud Hotline, LLC is anonymous and confidential hotline that serves as a best practice by enhancing existing whistleblower policies while discouraging unwanted behaviour.
McGowan, Guntermann
Our full-service firm offers services above and beyond traditional CPA firms. At McGowan Guntermann, our focus is on quality, value-added service, and we adhere to specified performance standards.
Montecito Bank & Trust
Montecito Bank & Trust is dedicated to making the communities we serve better places to live and work.
Bank of Santa Barbara
To provide state-of-the-art banking solutions with a return to the forgotten days of service.
Balance Financial Accounting
Balance Financial Management is a full service back-office consulting company that provides accounting and financial services to businesses, not-for-profit organizations and foundations on an as-needed basis.
Mission Wealth Management
Our founding vision for Mission Wealth was simple — to empower affluent families to pursue their financial dreams.
Walpole & Co
Walpole & Co is a full service accounting firm specializing in Income Tax, Business Accounting, Estates & Trusts, Financial and Estate planning throughout California and the Central Coast.
Planned Giving Marketing Solutions
Planned Giving Marketing Solutions facilitates ‘Charitable Life Insurance Gifts’ between donors and non-profit organizations. It is a ‘turn-key’ program that will take a minimum amount of time for both the donor and the non-profit staff.
Unemployment Services Trust
The Unemployment Services Trust (UST) was created by nonprofits to help other nonprofits save money on their unemployment costs through a combination of lower rates and expert claims administration.
Bright Path Wealth Planning
BrightPath Wealth Planning, LLC gladly serves non-profits who wish to establish and pursue a disciplined investment process that meets their fiduciary responsibilities.