Fidelity Investments - Santa Barbara (CA)

Ayushmann Khurana Sure! Here’s an awesome review you can use for SB Financial and Sandeep: I’ve been coming to SB Financial for the past 15 years, and I can confidently say that Sandeep is the absolute best when it comes to tax filing and financial services. His deep knowledge, professionalism, and attention to detail have made every tax season stress-free for me. Sandeep takes the time to explain everything clearly, always ensures I get the best possible outcome, and truly cares about his clients. His consistency and dedication over the years have earned my complete trust. If you’re looking for someone reliable, experienced, and genuinely helpful—Sandeep at SB Financial is the one to go to! Highly recommend!

Marco Garcia Francisco and his son are awesome! Always my go to for tax season. They are helpful and very knowledgeable on what you need to get your taxes done. He also offers other great services. Get your taxes done locally and with a better experience than any of those companies waiting to take half your refund. Thank you Francisco!

Mike Grattidge I cannot say enough good things about John Dausman!! After turning all of our accounts over to John he was able to give us a forecast of our retirement years. He tweeked a few things to maximize our return on investments, he explained where our money would give us the most bang for our buck and how he would be constantly watching the trends and moving things around when necessary, with our approval of course. He keeps us updated with emails or phone calls and now we feel confident that we will be able to retire when we plan to and have financial security. If you are like I was, not really knowing what your money is doing or if its doing all it can for your future - call John Dausman at Edward Jones!! He will take a huge weight off your shoulders and youll sleep better at night.

kenneth moulton Was told an hr prior to showing up that they Close at 930pm. We get there at 850pm and they are already closed. Not Good business