Reviews for Montecito Capital Management
Write a reviewHours
Monday: 6:30AM - 6:30PM
Tuesday: 6:30AM - 6:30PM
Wednesday: 6:30AM - 6:30PM
Thursday: 6:30AM - 6:30PM
Friday: 6:30AM - 6:30PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
Montecito Capital Management
225 East Carrillo StSuite 203, Santa Barbara
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"Montecito Capital Management is an absolute standout in the world of investment advisories.The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise.Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!
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!