Our offices have reopened as of Monday June, 15th. We are implementing social distancing restrictions and precautions following the Santa Barbara Department of Public Health and the California Department of Public Health’s guidelines. We will be limiting the capacity and amount of client appointments to meet these guidelines. Please call ahead or email your advisor to schedule an appointment if you would like to have an in-person meeting. Those who enter must wear a face covering or mask at all times. We are also available to schedule Zoom meetings if you are more comfortable speaking with your advisor from home.
Our office hours are: 8:00am – 5:00pm PST Monday – Friday.
If you need after-hours assistance, please call 800-823-2590
We are continually monitoring the everchanging situation concerning COVID-19. This page has resources and information for clients below. The U.S. Department of State currently advises all U.S. citizens to avoid all international travel due to the global impact of COVID-19. We are not encouraging anything in opposition. If you have any questions or concerns you may refer below or feel free to call our main line at (805) 966-3116. We are here to help our clients and travel partners throughout this time. The policies, regulations, and updates are happening by the minute so it is best to double-check information or contact an advisor. We are happy to provide any information and help we can during this time.