Montecito Capital Management - Santa Barbara, California

Montecito Capital Management is a reputable financial planning and investment company located in Santa Barbara, California. Situated at 225 E Carrillo St #203, Santa Barbara, CA 93101, United States, the company offers a range of financial services, including financial planning, financial consulting, investment companies, and investment services.

Especialidades y Servicios

• Financial planner
• Financial consultant
• Investment company
• Investment service

Otros datos de interés

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• Appointments recommended

Opiniones

This company has received excellent reviews, with an average rating of 5/5 on Google My Business. Clients appreciate the hands-on approach, knowledge, and well-thought-out investment and retirement planning offered by Montecito Capital Management. The fees are considered fair and competitive, and clients particularly appreciate the responsiveness of their advisors, who actively track economic data, earnings, stocks, bonds, valuations, politics, and other factors that may impact their portfolios. Overall, clients are very satisfied with the results provided by Montecito Capital Management.

Resumen

Montecito Capital Management is a financial planning and investment company that offers a range of services, including financial planning, financial consulting, investment companies, and investment services. Located in Santa Barbara, California, this reputable company is wheelchair-accessible and offers various amenities such as gender-neutral toilets. With an average rating of 5/5 on Google My Business, clients appreciate the company's hands-on approach, knowledge, competitive fees, and responsive advisors who monitor economic data and other factors impacting their portfolios.

👍 Reviews of Montecito Capital Management

Mark W.

5/5

Very hands-on, knowledgeable and well-thought out investment (& retirement) planning. The fees are fair, and lower than the others advisors I met during my vetting process. I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio. Happy with results!

Daniel E.

5/5

Truly excellent investment advisory services. Kipley and the team have an incredible depth of knowledge, and it shows not only in their performance, but in their frequent articles and newsletters, and their clear, understandable responses to questions. I've never been anything less than satisfied.

Josie P.

5/5

Outstanding advisory experience. Very patient, good returns overall and helps with my other asset decisions.

Paul T.

5/5

An overall amazing advisory firm.