Corporate financial planning in Capitola, CA
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Coast Financial Services, Inc.
● ClosedCoast 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.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Sandra H. Baird, CPA Accountancy Corporation
● ClosedSandra H. Baird, CPA Accountancy Corporation is a reputable accounting firm located at 2121 41st Avenue in Capitola, California. Specializing in accounting and finance services, this institution is dedicated to providing expert financial guidance and support to individuals and businesses alike. With a team of experienced CPAs, Sandra H. Baird, CPA Accountancy Corporation offers a wide range of services including tax preparation, financial planning, and business consulting. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals with professionalism and integrity.
2121 41st Ave STE 204, Capitola, CA 95010, United States -
Allison Duffy, An Accountancy Corporation
● ClosedAllison Duffy, An Accountancy Corporation is a reputable accounting firm located at 1500 41st Avenue in Capitola, California, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, we strive to help our clients achieve their financial goals with precision and expertise. Contact us today to schedule a consultation and see how we can assist you with all your accounting needs.
1500 41st Ave, Capitola, CA 95010, United States -
Phelps Karen a CPA
● ClosedPhelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States. With years of experience and expertise in the field, Phelps Karen offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch solutions to individuals and businesses alike. Trust Phelps Karen, a CPA, to handle all your accounting and finance needs with professionalism and precision.
824 Bay Ave #20, Capitola, CA 95010, United States -
Merrill Edge
● ClosedWelcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.
4055 Capitola Road, Capitola, California 95010, United States
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