Client focused financial services in Soquel, CA
17 results found
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DCD Financial & Insurance Services
● ClosedDCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.
1123 Soquel Ave, Santa Cruz, CA 95062, United States -
Santa Cruz Insurance Services
● ClosedSanta 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.
7397 Soquel Dr, Aptos, CA 95003, United States -
Alves Tax and Financial Services Inc
● ClosedAlves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.
325 Soquel Ave, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● ClosedEdward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Lisa Constant, CRPC™
● ClosedEdward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States. Lisa Constant is a Certified Retirement Planning Counselor (CRPC™) who offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lisa Constant provides comprehensive financial planning services to individuals and families in the Soquel area. Visit the office today to start planning for a secure financial future with Edward Jones.
2601 41st Ave suite a, Soquel, CA 95073, United States -
Kingsview Partners Soquel Office
● ClosedKingsview Partners Soquel Office is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our dedicated team of financial experts provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on integrity and innovation, Kingsview Partners Soquel Office is committed to delivering exceptional financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages
● ClosedLongbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States. Specializing in reverse mortgages, they provide expert guidance and financial solutions for seniors looking to unlock the equity in their homes. With a focus on personalized service and comprehensive support, Longbridge Financial, LLC is dedicated to helping clients navigate the complexities of reverse mortgages with confidence and ease.
Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States -
BB Financial Solutions
● ClosedWelcome to BB Financial Solutions, your trusted partner in navigating the complex real estate market of Soquel, California, and beyond. Located at 5005 Vía Gatos, Soquel, CA 95073, we specialize in providing personalized financial solutions to help you secure your dream home in the competitive Bay Area market. At BB Financial Solutions, we understand that purchasing a home is more than just a financial transaction; it's a significant life milestone. With years of experience and a deep understanding of the local market, our founder, Brett Blevins, is dedicated to helping you get pre-approved for home loans, ensuring you are ready to close the deal when the right opportunity arises. Brett's extensive relationships with multiple lenders allow him to consistently secure the best interest rates for his clients.
5005 Vía Gatos, Soquel, California 95073, United States -
Progressive Benefit Group
● ClosedProgressive Benefit Group is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California. With a focus on providing comprehensive insurance solutions, they offer a wide range of benefits and services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complex world of insurance and find the best coverage options for their specific needs. Whether you are looking for health, life, or disability insurance, Progressive Benefit Group is committed to helping you protect what matters most.
9035 Soquel Ave #200, Santa Cruz, CA 95062, United States -
Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838
● ClosedMonterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States. With a focus on providing top-notch mortgage services, they specialize in helping individuals and families secure financing for their dream homes. Their team of experienced professionals is dedicated to guiding clients through the mortgage process with personalized attention and expert advice. Whether you are a first-time homebuyer or looking to refinance, Monterey Bay Mortgage is committed to helping you achieve your financial goals.
2601 41st Ave C, Soquel, CA 95073, United States -
Coast Business Brokerage Inc
● ClosedCoast Business Brokerage Inc is a reputable finance and real estate agency located at 10096 Soquel Drive in Aptos, California, United States. Our experienced team of professionals specializes in helping clients buy and sell businesses and properties along the beautiful California coast. With a strong focus on customer service and attention to detail, we are dedicated to providing top-notch service and guidance throughout the entire transaction process. Whether you are looking to invest in a new business venture or sell your current property, Coast Business Brokerage Inc is here to help you achieve your goals.
10096 Soquel Dr # 10, Aptos, CA 95003, United States -
Serendipity Securities
● ClosedSerendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
7735 Soquel Dr, Aptos, CA 95003, United States -
Riccabona & McGee, LLP
● ClosedRiccabona & McGee, LLP is a reputable accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. Specializing in providing a wide range of services to both individuals and businesses across various industries, Riccabona & McGee, LLP is dedicated to meeting the specific needs of each client. With a focus on assisting clients in planning for the future and achieving their financial goals in a constantly evolving regulatory environment, the institution prides itself on delivering personalized and professional services.
2425 Porter St #2, Soquel, CA 95073, United States -
LAMBERT GROUP CORPORATE SOLUTIONS
● OpenLambert Group Corporate Solutions is a leading institution located at 7960 B Soquel Drive, Aptos, California. We provide comprehensive corporate solutions to businesses of all sizes, specializing in strategic planning, financial management, and operational efficiency. Our team of experienced professionals is dedicated to helping our clients achieve their goals and maximize their success. With a focus on innovation and excellence, Lambert Group Corporate Solutions is committed to delivering top-notch services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.
7960 B Soquel Dr #246, Aptos, CA 95003, United States -
Kingsview Partners Wealth Management - Jonathan Lubell
● ClosedKingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. With a strong focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your unique needs. Trust Kingsview Partners Wealth Management - Jonathan Lubell to provide expert guidance and strategic advice to help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Healthcare Advisory Partners
● ClosedHealthcare Advisory Partners is a leading healthcare consulting firm located at 5161 Soquel Drive in Soquel, California, United States. Our team of experienced healthcare professionals provides expert advisory services to healthcare organizations, including hospitals, medical practices, and healthcare providers. With a focus on improving operational efficiency, financial performance, and patient care quality, we work closely with our clients to develop customized solutions that address their unique challenges and goals. Whether you are looking to streamline processes, optimize revenue cycle management, or enhance strategic planning, Healthcare Advisory Partners is here to help you achieve success in the rapidly evolving healthcare industry.
5161 Soquel Dr, Soquel, CA 95073, United States -
Megan Kilmer Santa Cruz Realtor and Lender
● OpenWelcome to Megan Kilmer Santa Cruz Realtor and Lender, your trusted partner in navigating the dynamic real estate and finance landscape of Santa Cruz County. Conveniently located at 2571 South Main Street in Soquel, California, our business is dedicated to providing personalized and comprehensive services to meet all your real estate and lending needs. With a deep understanding of the local market, Megan Kilmer and her team are committed to guiding you through every step of the buying, selling, or refinancing process. Whether you are a first-time homebuyer, looking to invest, or need expert advice on securing the best loan options, we are here to help.
2571 South Main Street, Soquel, California 95073, United States
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