TOP 10 Business financial management in Santa Cruz, California

Santa Cruz Insurance Services, located at 7397 Soquel Drive in Aptos, California, is a full-service insurance brokerage that has been serving Santa Cruz County and California since 1964. With over 59 years of industry experience, our team has the knowledge and expertise to provide you with the best risk management and insurance advice for both personal and business needs. At Santa Cruz Insurance Services, our success is measured by the satisfaction of our clients. We have a retention rate of over 90%, as our clients trust us to provide them with the appropriate risk management and insurance solutions. We believe in open communication, anticipation of potential risks, and the flexibility to make adjustments in your insurance program as needed.

Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.

The Santa Cruz County Small Business Development Center, located at 6500 Soquel Drive in Aptos, California, is a finance institution dedicated to supporting small businesses in the area. With a focus on providing resources and assistance to help small businesses thrive and grow, the SBDC offers financial guidance, training, and support to entrepreneurs looking to start or expand their businesses. Whether you need help with creating a business plan, securing funding, or navigating the complexities of financial management, the Santa Cruz County SBDC is here to help.

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.

Wildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.

U.S. Bancorp Investments - Financial Advisors in Santa Cruz is a trusted finance institution located at 96 Rancho Del Mar in Aptos, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to plan for retirement, save for college, or grow your wealth, our advisors are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.

Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.

Santa Cruz Bookkeeping is a trusted institution located in the heart of Santa Cruz, California. Specializing in accounting and finance services, we provide expert bookkeeping solutions for individuals and businesses alike. Our team of professionals is dedicated to helping clients manage their financial records efficiently and accurately. Whether you need assistance with payroll, taxes, or budgeting, Santa Cruz Bookkeeping is here to help. Visit us at 180 7th Avenue to learn more about how we can support your financial needs.

Optium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.

Santa Cruz METRO Maintenance Yard Welcome to the Santa Cruz METRO Maintenance Yard, your convenient hub for transit and financial services in the heart of Santa Cruz, California. Located at 120 Golf Club Drive, our facility is committed to serving the community with a range of essential services designed to meet your daily needs.

Welcome to the City of Santa Cruz Finance Department, your trusted partner in fiscal management and financial services. Located at 809 Center Street in the heart of Santa Cruz, California, our department is dedicated to maintaining the financial health and integrity of our vibrant community. As a key component of the local government, we specialize in accounting, budgeting, and financial planning, ensuring transparent and efficient use of public funds. Our team of experienced professionals is committed to providing exceptional service to residents, businesses, and government entities. Whether you need assistance with municipal finance, tax information, or budget reports, the City of Santa Cruz Finance Department is here to support you. Visit us today and discover how we contribute to the economic well-being of our city.

Welcome to the Santa Cruz County Auditor-Controller's Office, your trusted local government resource for financial oversight and accountability. Conveniently located at 701 Ocean Street in the heart of Santa Cruz, California, our office is dedicated to ensuring transparency and integrity in the financial operations of the county. We provide a range of essential services, including auditing county departments, managing financial reporting, and overseeing the allocation of public funds. Our team of experienced professionals is committed to serving the community by safeguarding public resources and promoting fiscal responsibility. Whether you are a resident, business owner, or visitor, we are here to assist you with any inquiries related to county finances. Visit us to learn more about our services and how we work to maintain the financial health of Santa Cruz County.

Welcome 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.

Welcome to Santa Cruz County Bank, your trusted financial partner located in the heart of Capitola, California. Situated at 819 Bay Avenue, our branch proudly serves the local community with a comprehensive range of banking and financial services. Whether you're looking to manage your personal finances, grow your business, or simply need access to convenient ATM services, our dedicated team is here to provide personalized solutions tailored to your needs. At Santa Cruz County Bank, we believe in building strong, lasting relationships with our clients. Our commitment to exceptional customer service and community involvement sets us apart as a local bank that truly cares. We offer a wide array of services, including personal and business banking, loans, mortgages, and investment advice, all designed to help you achieve your financial goals.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

Frosch Travel is a renowned travel agency located at 825 Santa Cruz Avenue in Menlo Park, California, United States. With offices in over 40 locations worldwide, Frosch is known for providing exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top industry publications for their expertise, ensuring that clients receive personalized service that exceeds expectations. Frosch specializes in various sectors including legal, financial, entertainment, energy, group travel, conferences & events, rewards & incentives, private client services, and student travel. They offer tailored travel management programs to meet the specific needs of each client, providing peace of mind and top-notch service 24/7.

Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.

Chiorini Hunt & Jacobs is a reputable accounting and finance institution located at 901 Center Street in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Chiorini Hunt & Jacobs has the expertise to meet your needs. Trustworthy and reliable, this institution is dedicated to helping their clients achieve their financial goals.

The Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.

Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.

Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.

Lauren Foos - State Farm Insurance Agent is a local insurance agency located at 2959 Park Avenue, Soquel, California, United States. As a small business owner in Soquel, Lauren and his team are dedicated to taking care of all your insurance needs. They offer free, timely quotes and excellent customer service. Lauren has 34 years of insurance industry experience and his office has been voted the Santa Cruz Sentinel Reader’s Choice Insurance Agent award multiple times. Their office is conveniently located between Soquel and Aptos, in the county of Santa Cruz. They are dog-friendly and you may even meet Oscar, their red polo-wearing dachshund. The office is wheelchair accessible and appointments can be scheduled at the office, at your home, or over the phone.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

Joe Stretch - State Farm Insurance Agent is a reputable insurance agency located at 1165 South Main Street in Salinas, California. As we enter the month of March, the agency is celebrating creative holidays such as Employee Appreciation Day, Daylight Savings, and St. Patrick's Day. Customers can stop by the office for a FREE gift and choose from a variety of items. The team at Joe Stretch State Farm values and appreciates their customers, serving the Salinas, Santa Cruz, Monterey Bay, Carmel, and San Lorenzo Valley areas. They are dedicated to getting to know what is most important to each individual and crafting personalized insurance and financial service packages. Specializing in Life and Paycheck Insurance, the team also helps families bundle their Home, Auto, and Liability Insurance for maximum value.

Thompson, Kontz and Brenner is a prestigious financial institution located at 133 Mission Street in Santa Cruz, California, United States. Known for its expertise in wealth management, investment strategies, and financial planning, the firm prides itself on providing personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, Thompson, Kontz and Brenner is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you succeed.

Charles Schwab is a leading finance institution located at 335 North Santa Cruz Avenue in Los Gatos, California, United States. Known for its innovative investment services and personalized financial advice, Charles Schwab offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a strong reputation for integrity and customer service, Charles Schwab is a trusted partner for those looking to grow and manage their wealth effectively.

Codiga & Associates is a reputable accounting and finance institution located at 1348 Commerce Lane in Santa Cruz, California, United States. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business owner, Codiga & Associates is here to help you navigate the complexities of financial management and achieve your goals.

Dollars and Sense is a reputable accounting and finance institution located at 1734 Seabright Avenue in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you make sense of your dollars. Contact us today to schedule a consultation and take control of your finances.