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American Legacy Solutions

As your local agent, my goal is to provide information and services that meet my clients' needs helping to secure your goals for your Health Care, Independence, and Security in Retirement.

1056-B Eugenia Place

Carpinteria, CA 93013

• (805) 320-0150

American Riviera Bank

1033 Anacapa Street

Santa Barbara, CA 93101

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• (805) 730-7882

Edward Jones - Financial Advisor: Aaron P Crocker

5320 Carpinteria Ave

Suite J

Carpinteria, CA 93013

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• (805) 684-8470

Edward Jones - Financial Advisor: Samantha F. Anderson

5320 Carpinteria Ave

Suite J

Carpinteria, CA 93013

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• (805) 684-8470

Farmers Insurance - Grant Warner

4915 Carpinteria Avenue, Suite D

Carpinteria, CA 93013

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• (805) 684-8808

Fidler Financial

Tax services: preparation, planning and responses to IRS and CA tax letters. Personal and small business budgeting and financial planning. Retirement planning.

701 E Santa Clara Street

Ventura, California 93001

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• (805) 991-7899

Gandrud Financial Services Corp

Tax return preparation, bookkeeping services, full-service payroll preparation, financial planning, and more...

1180 Eugenia Place, Suite 220

Carpinteria, CA 93013

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• (805) 566-1475

Gulley & Larsen Insurance Services, LLC

Health Insurance, Employer Groups-Seniors-Individuals,Dental - Life
Phillip E. Gulley & Sue Larson CA Lic#OE83625

4213 State #205

Santa Barbara, CA 93110

• (805) 569-2607

Housing Trust Fund of Santa Barbara County

The City of Carpinteria Workforce Homebuyer Down Payment Loan Program is available to qualified households purchasing homes located within the City of Carpinteria.

P.O. Box 60909

Santa Barbara, CA 93160

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• (805) 845-3585

JR Bookkeeping

We provide three basic services: Bookkeeping (We do it all for you), Accounting Support (We assist you to do it yourself) and Payroll Services (We pay your employees and file taxes)

3639 Harbor Blvd

Ste. 201

Ventura, CA 93001

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• (805) 755-6721

Mechanics Bank

Where Relationships Matter
Founded in 1905, Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services throughout California.

5030 Carpinteria Avenue

Carpinteria, CA 93013

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• (805) 684-7602

Meister & Nunes, PC

SMALL BUSINESS OF THE YEAR - 2016 CARPINTERIA VALLEY CHAMBER AWARD WINNER....Accounting & Bookkeeping services, full-service payroll preparation and tax return preparation.

1101-B Eugenia Place

Carpinteria, CA 93013

• (805) 684-7629

Montecito Bank & Trust

As the largest independent and locally owned bank on the Central Coast, when you partner with Montecito Bank & Trust, you get the flexibility and friendly service you’d expect from a community bank.

1023 Casitas Pass Road

Carpinteria, CA 93013

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• (805) 963-7511

Moorhouse Financial

A team specializing in multi-generational Financial Planning and Wealth Preservation strategies for professionals and their families.

P.O. Box 122

Carpinteria, CA 93014

• (805) 684-2245

PlanMember Financial Corporation

PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors & participants with unparalleled service & a diverse platform of investment and annuity solutions.

6187 Carpinteria Ave.

Carpinteria, CA 93013

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• (805) 684-1199 x 2200

Union Bank

5420 Carpinteria Ave

Carpinteria, CA 93013

• (805) 684-4566

Ventura Tax Associates

5450 Ralston

Ste. 110

Ventura, CA 93003

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• (805) 648-4124

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