Best financial planning services in Scotts Valley, CA
31 results found
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Cori Financial & Insurance Services
● ClosedCori Financial & Insurance Services is a trusted institution located at 5435 Scotts Valley Drive, Scotts Valley, California, United States. Specializing in health and insurance services, we are dedicated to helping businesses and individuals protect their assets and improve financial success. As an independent firm, we represent only the best companies but work solely for our clients. Our services range from medical, dental, and vision insurance to Medicare supplement plans, life insurance, and tax-deferred annuities for individuals and families. For businesses, we offer group insurance options such as medical, dental, and vision coverage, as well as key man life insurance and buy-sell funding programs. With a strong reputation built on referrals, we pride ourselves on professionalism and personalized service. Our clients value the high level of care we provide, making us their go-to choice for all their insurance and financial needs."
5435 Scotts Valley Dr STE E, Scotts Valley, CA 95066, United States -
Thomas Newton - Prudential Financial
● OpenThomas Newton - Prudential Financial is a reputable finance and insurance agency located at 4444 Scotts Valley Drive in Scotts Valley, California, United States. With a strong focus on providing top-notch financial services and insurance products, our dedicated team of professionals is committed to helping clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to assist you every step of the way. Trust Thomas Newton - Prudential Financial to be your partner in achieving your financial goals.
4444 Scotts Valley Dr # 8A, Scotts Valley, CA 95066, United States -
VALIC Financial Advisors
● ClosedVALIC Financial Advisors is a leading financial institution located at 5353 Scotts Valley Drive in Scotts Valley, California. As a trusted provider of financial services, we offer expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, we specialize in retirement planning, investment management, insurance, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, VALIC Financial Advisors is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and start on the path towards financial success.
5353 Scotts Valley Dr a, Scotts Valley, CA 95066, United States -
Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ is a leading financial institution located at 221 Mount Hermon Road in Scotts Valley, California, United States. With a focus on providing personalized financial planning and investment services, Cheryl D Rebottaro, a Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cheryl D Rebottaro and the team at Edward Jones are dedicated to helping you secure a successful financial future.
221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066, United States -
Scott Peck CPA & Associates, APC
● ClosedScott Peck CPA & Associates, APC is a reputable accounting and finance institution located at 613 West Valley Parkway in Escondido, California, United States. With a team of experienced CPAs and financial experts, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or guidance on financial matters, Scott Peck CPA & Associates, APC is dedicated to helping you achieve your financial goals.
613 W Valley Pkwy #305, Escondido, CA 92025, United States -
Edward Jones - Financial Advisor: Mark A Gerber
● OpenEdward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States. Specializing in finance, Mark A Gerber provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Mark A Gerber is dedicated to providing top-notch financial advice and guidance to individuals and families in the Capitola area.
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States -
Edward Jones - Financial Advisor: Zach Brown, CFP®
● ClosedEdward Jones - Financial Advisor: Zach Brown, CFP® is a finance institution located at 5619 Scotts Valley Drive in Scotts Valley, California, United States. As a Certified Financial Planner, Zach Brown is dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and wealth management, clients can trust in Zach Brown's expertise and commitment to helping them secure their financial future. Whether you are looking to invest for retirement, save for education, or plan for your family's future, Edward Jones - Financial Advisor: Zach Brown, CFP® is here to help you every step of the way.
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States -
Edward Jones - Financial Advisor: Alan R Gale
● ClosedEdward Jones - Financial Advisor: Alan R Gale is a reputable financial institution located at 5619 Scotts Valley Drive in Scotts Valley, California, United States. Specializing in providing personalized financial advice and services, Alan R Gale and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Alan R Gale is committed to providing comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. Contact them today to schedule a consultation and take the first step towards financial success.
5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066, United States -
Edward Jones - Financial Advisor: Ivor Thomas
● ClosedEdward Jones - Financial Advisor: Ivor Thomas is a trusted financial institution located at 5619 Scotts Valley Drive in Scotts Valley, California. As a finance institution, they provide expert advice and personalized financial solutions to help clients reach their financial goals. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Ivor Thomas offers a range of services including retirement planning, investment strategies, and wealth management. Their experienced team, led by Ivor Thomas, is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States -
Diversified Financial
● OpenDiversified Financial is a reputable insurance agency located at 108 Whispering Pines Drive in Scotts Valley, California, United States. With a strong commitment to providing comprehensive insurance solutions tailored to meet the unique needs of each client, Diversified Financial offers a wide range of insurance products and services. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you protect what matters most. Trust Diversified Financial to provide you with the peace of mind and financial security you deserve.
108 Whispering Pines Dr, Scotts Valley, CA 95066, United States -
James Lindsay, EA Tax Service
● OpenJames Lindsay, EA Tax Service is a reputable accounting and finance institution located at 5900 Butler Lane in Scotts Valley, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or IRS representation, we are here to help. Trust James Lindsay, EA Tax Service for all your financial needs.
5900 Butler Ln, Scotts Valley, CA 95066, United States -
Scotts Valley Finance Department
● OpenWelcome to the Scotts Valley Finance Department, your trusted partner in managing the financial health of our vibrant community. Conveniently located at 1 Civic Center Drive, Scotts Valley, California, our department is dedicated to providing exceptional accounting and financial services to support the city's operations and enhance the quality of life for our residents. As a cornerstone of local governance, the Scotts Valley Finance Department is committed to ensuring transparency, accountability, and efficiency in all financial matters. Our experienced team works diligently to oversee budget planning, financial reporting, and resource allocation, ensuring that public funds are managed responsibly and effectively.
1 Civic Center Drive, Scotts Valley, California 95066, United States -
Edward Jones - Financial Advisor: Casey Flom
● OpenWelcome to Edward Jones - Financial Advisor: Casey Flom, your trusted partner in Scotts Valley, California, dedicated to helping you achieve your financial goals. Located conveniently at 221 Mount Hermon Road, our office specializes in personalized financial services tailored to meet the unique needs of each client. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to provide personalized services and offers, enhance our marketing and research efforts, and improve your overall digital experience.
221 Mount Hermon Road, Scotts Valley, California 95066, United States -
Sea Monster Loans / C2 Financial Corporation
● ClosedWelcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.
0 Pier View Way, Oceanside, California 92054, United States -
Farmers Insurance - Peter Jacquerot
● ClosedFarmers Insurance - Peter Jacquerot is a local insurance agency located at 16 Victor Square Extension, Scotts Valley, California, United States. As your Farmers agent in Scotts Valley, Peter Jacquerot helps customers identify the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business insurance, and more, Peter has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers Insurance has been providing reliable insurance products to protect your most valuable possessions. Whether you need coverage for your home, rental property, small business, or life insurance, Peter can help you create a personalized plan to ensure financial security for you and your loved ones.
16 Victor Square Ext STE F, Scotts Valley, CA 95066, United States -
Ashley Thompson - Trust Attorney
● ClosedAshley Thompson - Trust Attorney is a law firm located at 5274 Scotts Valley Drive in Scotts Valley, California, United States. Specializing in life estate planning, the firm is dedicated to empowering your legacy for today and tomorrow, ensuring your loved ones are taken care of in the way you want. With a focus on keeping families out of court and out of conflict, Ashley Thompson and her team make estate planning easy, effective, and affordable. They offer personalized services to help you confidently make legal and financial decisions, ensuring your assets are protected for generations to come. Testimonials from satisfied clients highlight Ashley's expertise, compassion, and attention to detail in guiding families through the estate planning process. With a commitment to building relationships, not just documents, Ashley Thompson - Trust Attorney is your neighborhood Personal Family Lawyer, providing guidance on legacy planning that goes beyond wills and trusts to encompass your values, priorities, relationships, and life.
5274 Scotts Valley Dr Suite 202, Scotts Valley, CA 95066, United States -
Timothy Imbrie CPA MBA
● ClosedTimothy Imbrie CPA MBA is an accounting and finance institution located at 4340 Scotts Valley Drive in Scotts Valley, California, United States. With a focus on providing top-notch financial services, Timothy Imbrie offers expert guidance and assistance in all aspects of accounting and finance. The institution is led by Timothy Imbrie, a certified public accountant with a Master of Business Administration degree, ensuring that clients receive the highest level of expertise and professionalism. Whether you are looking for tax preparation, financial planning, or business consulting services, Timothy Imbrie CPA MBA is dedicated to helping you achieve your financial goals.
4340 Scotts Valley Dr STE G, Scotts Valley, CA 95066, United States -
Meisser & Associates
● ClosedMeisser & Associates is a reputable accounting and finance institution located at 5 Erba Lane in Scotts Valley, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Meisser & Associates is dedicated to helping clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
5 Erba Ln #C, Scotts Valley, CA 95066, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 4525 Scotts Valley Drive in Scotts Valley, California, United States. At Merrill, we have a team of Financial Solutions Advisors ready to provide personalized advice and guidance to help you achieve your financial goals. Our advisors can help you plan for what matters most to you and meet with you in a way that works best for you. Whether you are looking for information on products and services, or seeking advice on investing in securities, we are here to help. Please note that investing in securities involves risks and there is always the potential of losing money. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
4525 Scotts Valley Dr, Scotts Valley, CA 95066, United States -
AuCopia International Capital
● OpenAuCopia International Capital is a finance institution located at 241 Kings Village Road in Scotts Valley, California, United States. We specialize in providing a wide range of financial services to our clients, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. At AuCopia International Capital, we strive to provide personalized and comprehensive financial solutions to meet the unique needs of each client. Contact us today to learn more about how we can help you navigate the complex world of finance.
241 Kings Village Rd #67323, Scotts Valley, CA 95067, United States -
Accountbl
● ClosedAccountbl is an accounting and finance institution located at 5500 Butler Lane in Scotts Valley, California. Our mission is to become our client's trusted business advisor by offering insightful solutions and becoming the financial voice of their business. Our team has over 50 years of combined experience in tax, accounting, and finance, specializing in various key areas. Our principals, Naseem and Bashir, bring expertise in tax, business consulting, financial planning, and global finance roles. We offer customized solutions for individuals, start-ups, and established businesses to help them reach their financial goals. Our team values work-life balance and offers flexible scheduling and remote work opportunities. If you are looking for top-notch finance and tax services to help your business grow, contact us today.
5500 Butler Ln, Scotts Valley, CA 95066, United States -
SUSAN LACCABUE
● OpenSUSAN LACCABUE is a renowned accounting and finance institution located at 220 Sims Road, Scotts Valley, California, United States. With a team of experienced professionals, the institution offers a wide range of services including financial planning, tax preparation, and investment management. Clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, SUSAN LACCABUE is dedicated to providing top-notch financial solutions tailored to your specific needs.
220 Sims Rd, Scotts Valley, CA 95060, United States -
Niemann Capital Management Inc
● OpenNiemann Capital Management Inc is a finance institution located at 5615 Scotts Valley Drive in Scotts Valley, California, United States. With a focus on providing expert financial management services, Niemann Capital Management Inc offers personalized investment strategies and solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Niemann Capital Management Inc is committed to helping you secure a prosperous financial future.
5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066, United States -
Reynolds Group
● ClosedReynolds Group is a reputable accounting and finance institution located at 5 Erba Lane in Scotts Valley, California, United States. With a team of experienced professionals, Reynolds Group offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Reynolds Group to provide expert guidance and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business, Reynolds Group is dedicated to providing top-quality financial services to meet your needs.
5 Erba Ln, Scotts Valley, CA 95066, United States -
Walters & Kondrasheff
● ClosedWalters & Kondrasheff is a reputable accounting and finance institution located at 4 Carbonero Way in Scotts Valley, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
4 Carbonero Way a, Scotts Valley, CA 95066, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 237B Mount Hermon Road in Scotts Valley, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual or a business owner, H&R Block is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
237B Mt Hermon Rd Ste 29, Scotts Valley, CA 95066, United States -
Business Consultants
● ClosedBusiness Consultants is a leading institution specializing in accounting and finance services. Located at 5619 Scotts Valley Drive in Scotts Valley, California, United States, our team of experienced consultants is dedicated to providing expert financial advice and solutions to businesses of all sizes. Whether you need assistance with tax preparation, financial planning, or budgeting, our team is here to help. With a commitment to excellence and a focus on delivering personalized service, Business Consultants is your trusted partner for all your accounting and finance needs.
5619 Scotts Valley Dr # 220, Scotts Valley, CA 95066, United States -
Tax 831
● OpenTax 831 is a reputable accounting and finance institution located at 18 Camp Evers Lane in Scotts Valley, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Tax 831 is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise. Visit us today to experience the difference that Tax 831 can make for your financial well-being.
18 Camp Evers Ln, Scotts Valley, CA 95066, United States -
CDReload at CVS
● OpenCDReload at CVS - Your Convenient Cash-to-Bitcoin Solution Located at 270 Mount Hermon Road, Scotts Valley, California 95066, CDReload at CVS provides a seamless and user-friendly way to purchase Bitcoin using cash. As part of Crypto Dispensers' extensive network of over 16,000 participating retail locations nationwide, CDReload is designed for simplicity, convenience, and security.
270 Mount Hermon Road, Scotts Valley, California 95066, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted partner in financial services located in the heart of Scotts Valley, California. Conveniently situated at 4604 Scotts Valley Drive, our branch offers a comprehensive range of banking and financial solutions designed to meet the diverse needs of our community. Whether you're looking to manage your personal finances, expand your business, or plan for the future, our dedicated team is here to provide personalized service and expert advice. At Santa Cruz County Bank, we pride ourselves on our commitment to local businesses and residents, offering a variety of products and services including personal and business banking, loans, and investment solutions. Our state-of-the-art ATM services ensure you have access to your accounts at any time, providing you with the convenience and flexibility you need in today’s fast-paced world.
4604 Scotts Valley Drive, Scotts Valley, California 95066, United States
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