Independently owned and operated since 2004 

At Montecito Financial Services we know everyone’s financial picture is unique, that’s why it’s important for us to understand your personal circumstances. Whatever your life stage, we have a variety of investment solutions available to help you secure your financial future. Contact us today to set up a one on one meeting so we can get to know you.

We work in concert with your accountant and attorney in order to assist you with your financial and estate plan. Should you need a referral, we are happy to connect you to our network of trusted professionals.

Our services include:

·   Retirement Income Strategies
·   Wealth Accumulation
·   Asset Protection
·   Annuities
·   Financial Planning
·   IRA & 401(k) Rollovers
·   529 College Savings Plans
·   Life Insurance
·   Long-Term Care