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TOP 30 Business financial planning in Santa Cruz, CA
70 results found
A convenient service for searching for businesses, places and services
Countryside Financial Services
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.
Santa Cruz County Small Business Development Center
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
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.
Natural Bridges Financial Advisors
Natural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex tax laws, our experts are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a brighter financial future.
Wildflower Financial
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: Santa Cruz
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.
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.
Trish the Santa Cruz CPA
Trish the Santa Cruz CPA, located at 4630 Soquel Drive in Soquel, California, is a trusted institution specializing in accounting and finance services. Led by Patricia Beckwith, known as Trish, the institution offers personal and exceptional service with reasonable fees. Trish is experienced in all aspects of taxes, including individuals, businesses, trusts, estates, and IRS tax resolution services. Her mission is to provide superior client service and the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. Clients rave about Trish's knowledge, easy-going nature, and expertise in the field. If you're looking for a CPA in Santa Cruz, Trish is the one to call.
Allworth Financial
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
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.
Padgett Business Services
Padgett Business Services is a trusted institution located in Los Gatos, California, specializing in accounting and finance services. With a convenient location at 501 North Santa Cruz Avenue, Padgett Business Services offers expert financial guidance and support to businesses of all sizes. Their team of professionals is dedicated to helping clients navigate complex financial matters and achieve their goals. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Padgett Business Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to see how they can help you succeed in your business endeavors.
Keenly Financial
Keenly Financial is a reputable accounting and finance institution located at 1111 River Street 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 taxes, budgeting, or financial planning, Keenly Financial is here to help you navigate the complex world of finance with expertise and precision. Trust us to help you achieve your financial goals and secure a bright financial future.
Jane Alma Massie Tax Prep-Financial
Jane Alma Massie Tax Prep-Financial is a reputable accounting and finance institution located at 3431 Portola Drive in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses in the area. With a strong commitment to accuracy and efficiency, we aim to help our clients navigate the complexities of tax laws and financial planning with ease. Whether you need assistance with tax filing, budgeting, investment strategies, or retirement planning, our experts are here to guide you every step of the way. Trust Jane Alma Massie Tax Prep-Financial for all your accounting and financial needs.
Peter Goodman Tax & Business
Peter Goodman Tax & Business is a reputable accounting and finance institution located in Santa Cruz, California. With a focus on providing top-notch services to individuals and businesses, the institution offers a wide range of tax and business solutions to meet their clients' needs. Whether you are looking for assistance with tax preparation, financial planning, or business consulting, the experts at Peter Goodman Tax & Business are here to help. With their dedication to excellence and commitment to client satisfaction, you can trust that your financial needs are in good hands. Visit them at 1145 Chanticleer Avenue to learn more about how they can assist you with your accounting and finance needs.
Optium Financial Services
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.
C Obert & Co
C Obert & Co is a trusted car repair and store located at 301 Encinal Street in Santa Cruz, California. With a team of experienced professionals, they offer top-notch services for all your automotive needs. Whether you need a routine maintenance check or a major repair, you can count on C Obert & Co to provide reliable and efficient service. Visit them today for all your car care needs.
Paul Nelson Insurance Services
Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 2222 East Cliff Drive in Santa Cruz, California. Our dedicated team is committed to serving all your financial and insurance needs, including homeowners insurance, renters insurance, auto insurance, life insurance, business insurance, and more. We also offer financial services, motorcycle insurance, and boat insurance. As a life-long California resident and multi-office State Farm agent, I take pride in helping our customers understand their insurance needs. Our agency is known for its approachable and engaging office culture, where we take the time to relate to our customers one-on-one. Whether you need auto, home, or life insurance, we are here to create a personalized insurance plan that fits your life.
Lydia Harville - State Farm Insurance Agent
The Lydia Harville State Farm Insurance office, located in Santa Cruz, California, is honored to have been voted as the Favorite Insurance in Santa Cruz for two consecutive years. Our dedicated team is committed to providing personalized insurance and financial services to meet the unique needs of our customers. With a passion for helping individuals protect what matters most, we offer a wide range of coverage options including car insurance, life insurance, and financial planning. Our team is actively involved in giving back to the local community through various volunteer efforts, including supporting education funds, beach cleanups, and sponsoring sports teams. We strive to educate our customers on the risks they face and provide them with the options they need to make informed decisions. Whether you're in Santa Cruz, Aptos, Capitola, or the greater California Bay Area, we are here to help protect your family, income, and business so you can live with confidence. Contact us today for exceptional service and care from our experienced team of professionals.
Farmers Insurance - Dion Vokos
Farmers Insurance - Dion Vokos, located at 6990 Soquel Drive, Aptos, California, is your local insurance agency in Santa Cruz. With 25 years of experience, Dion Vokos helps customers identify the best insurance coverage for their needs, whether it's auto, home, renters, business insurance, and more. From comprehensive coverage to deductibles, Dion can simplify the process and help you make informed decisions about your insurance. Protect your most valuable possession - your home - with insurance from Farmers, a trusted provider for over 80 years. Get competitive rates and multi-line insurance discounts to save money. Review your life insurance policy to ensure financial support for your loved ones in case of unforeseen events.
Chris Buich - State Farm Insurance Agent
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
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.
Farmers Insurance - Ling Shan
Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.
Chiorini Hunt & Jacobs
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.
Holman Law
Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
Penrose Chun & Gorman LLP
Penrose Chun & Gorman LLP is a prestigious law firm located in the heart of Santa Cruz, California. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, business law, real estate transactions, or estate planning, the attorneys at Penrose Chun & Gorman LLP are here to help. Their commitment to excellence and client satisfaction sets them apart from other law firms in the area. Visit their office at 1200 Pacific Avenue to discuss your legal needs with a trusted and reliable legal team.
Aleene "Ace" Althouse - State Farm Insurance Agent
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.
Ottone & Leach LLP
Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
Alese Greene - State Farm Insurance Agent
Alese Greene - State Farm Insurance Agent is an insurance agency located at 625 Water Street in Santa Cruz, California. Our team is dedicated to serving all your insurance needs, whether it be auto, home, renters, life, health, and more. We have been affiliated with State Farm since 1992 and are proud members of the Women in Business Santa Cruz Chamber. Our office is dog-friendly and we are committed to providing great service to the residents of Santa Cruz County. We offer a range of insurance products, including auto insurance, home insurance, and life insurance. Our team is licensed to serve the entire state of California, and we are here to assist small business owners in Santa Cruz and help with relocations to the area. We also provide information on important topics such as financial planning, special needs guardianships, and the dangers of drunk driving.
Seghetti Waxler
Seghetti Waxler is a reputable accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and reliable solutions has earned them a strong reputation in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Seghetti Waxler is dedicated to helping you achieve your goals. Contact them today to learn more about how they can support your financial needs.
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