Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus on identifying what we believe are attractive investment opportunities and helping clients with investments that are suited to their individual goals, tolerance for investment risk, and their expectations for the future including their legacy. We then work with clients to help ensure that these investments align with all their other financial considerations. Our professional experience combined with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive a wealth management plan designed to meet your long-term financial goals.
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