Montecito Capital Management - Santa Barbara, California
Address: 225 E Carrillo St #203, Santa Barbara, CA 93101.
Phone: 8059657955.
Website: mcapitalmgt.com.
Specialties: Financial planner, Financial consultant, Investment company, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
Location of Montecito Capital Management
Montecito Capital Management: A Comprehensive Financial Partner
Montecito Capital Management is a renowned financial planning and investment company, located at 225 E Carrillo St #203, Santa Barbara, CA 93101. You can easily reach them at 8059657955, or visit their website mcapitalmgt.com for more information.
Specializing in financial planning, consulting, and investment services, Montecito Capital Management has established itself as a reliable and knowledgeable partner for individuals and businesses seeking expert financial guidance. Their expertise lies in creating personalized financial strategies that cater to their clients' specific goals and needs.
Several features make Montecito Capital Management an outstanding choice for financial services:
1. Accessibility: The company provides a wheelchair-accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients. Additionally, they offer gender-neutral restrooms and standard restroom facilities.
2. Appointment recommendations: While not mandatory, appointments are recommended to ensure that clients receive the dedicated time and attention they deserve.
3. Client reviews: Montecito Capital Management has received an impressive 5/5 average rating based on 4 reviews on Google My Business, highlighting their commitment to client satisfaction.
When searching for a financial partner, consider the following factors to make an informed decision:
1. Credentials: Ensure the company and its advisors hold the necessary certifications and registrations, such as a Certified Financial Planner (CFP) or Investment Adviser Representative.
2. Services: Verify that the company offers the specific services you require, such as retirement planning, estate planning, or investment management.
3. Communication: A financial partner should be transparent and maintain open communication channels, keeping you informed about your financial status and any changes in your plan.
4. Reviews and testimonials: Research the company's reputation by reading reviews and testimonials from previous clients.
Reviews of Montecito Capital Management
