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TOP 30 Custom financial solutions in Santa Cruz, CA
17 results found
A convenient service for searching for businesses, places and services
DCD Financial & Insurance Services
DCD 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.
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.
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.
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.
LaChica Loans
LaChica Loans is a reputable finance institution located in Santa Clara, California. We specialize in providing personalized loan solutions to meet the unique financial needs of our clients. Our experienced team is dedicated to helping individuals and businesses secure the funding they need to achieve their goals. Whether you are looking to purchase a new home, start a business, or consolidate debt, LaChica Loans is here to help. Visit us at 3390 De La Cruz Boulevard to learn more about our competitive loan options and exceptional customer service.
Advance America
Advance America is a leading financial institution located at 420 River Street in Santa Cruz, California. We offer a wide range of financial services including payday loans, installment loans, and title loans to help individuals meet their short-term financial needs. Our experienced team is dedicated to providing fast and convenient solutions to our customers, ensuring they receive the financial assistance they need when they need it most. Visit us today to learn more about how Advance America can help you achieve your financial goals.
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.
Farmers Insurance - Peter Kuo
Farmers Insurance - Peter Kuo is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Peter Kuo helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, life, condo, and personal umbrella insurance. Peter Kuo can help you customize an insurance package to reduce your risk and protect your investment. Contact Farmers Insurance - Peter Kuo for personalized and straightforward insurance solutions to help you reach your financial goals.
Michelle Adams: Allstate Insurance
Michelle Adams: Allstate Insurance is a reputable insurance agency located at 3140 De La Cruz Boulevard in Santa Clara, California. As a trusted Allstate provider, the agency offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a commitment to excellent customer service and personalized insurance solutions, Michelle Adams and her team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, Michelle Adams: Allstate Insurance is here to provide you with peace of mind and financial security. Contact them today to learn more about their offerings and how they can help you protect your assets.
U.S. Bank Branch
The U.S. Bank Branch located at 110 Morrissey Boulevard in Santa Cruz, California, is a trusted financial institution offering a wide range of banking and financial services to individuals and businesses in the area. With a commitment to providing excellent customer service and innovative financial solutions, U.S. Bank Branch is dedicated to helping clients achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business banking services, the knowledgeable staff at U.S. Bank Branch is ready to assist you with all your financial needs. Visit us today to experience the convenience and reliability of banking with U.S. Bank Branch.
Weist Law
Weist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
Mutual of Omaha Reverse Mortgage
Mutual of Omaha Reverse Mortgage is a trusted finance institution located at 1414 Soquel Avenue in Santa Cruz, California, United States. Specializing in reverse mortgages, they offer a variety of financial products and services to help seniors unlock the equity in their homes. With a commitment to transparency, integrity, and customer service, Mutual of Omaha Reverse Mortgage is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to supplement your retirement income or fund a major expense, their team of experienced professionals is here to help you navigate the world of reverse mortgages with confidence and peace of mind.
Team Jim Black Home Loans by Revest Homes, Inc.
Team Jim Black Home Loans by Revest Homes, Inc. is a finance and real estate agency located at 105 Stockton Avenue, Capitola, California, United States. Committed to integrity, responsibility, and excellence, Jim and his team are dedicated to helping clients navigate the complexities of home financing and real estate transactions. With a focus on creating wealth through real estate, Jim offers customized lending strategies tailored to individual needs. The team also provides expert assistance on real estate goals, collaborating with top real estate agents like Ace Woods from Dream Catch Properties. Whether you are looking to purchase a home in Santa Cruz, San Rafael, Walnut Creek, Monterey, or San Francisco, Team Jim Black Home Loans is ready to guide you through the process. Loan approval is not guaranteed and is subject to lender review, but the team is committed to providing optimal rate options and cost-effective solutions. Contact them during their business hours or schedule an appointment online to start your real estate journey with Team Jim Black Home Loans by Revest Homes, Inc.
Bank of America (with Drive-thru ATM)
Bank of America (with Drive-thru ATM) located at 104 River Street in Santa Cruz, California, is a reputable financial institution offering a wide range of banking services. Customers can conveniently access their accounts and conduct transactions through the drive-thru ATM, making banking easier and more efficient. With a strong presence in the community, Bank of America is committed to providing excellent customer service and innovative financial solutions to help individuals and businesses achieve their financial goals.
Revest Loans Team Jim Black
Revest Loans Team Jim Black is a finance institution located at 105 Stockton Avenue, Capitola, California, United States. Committed to integrity, responsibility, and excellence, Jim and his team offer expert assistance in achieving your real estate goals. With a focus on creating wealth through real estate, Jim provides customized lending strategies for both short and long term needs. With an instant quote option available, you can explore optimal rate options for both cost and no cost home loans. In a recent video, Jim Black interviews Real Estate Agent Ace Woods, founder of Dream Catch Properties. Together, they aim to deliver the best solutions for your real estate needs. Whether you're looking for oceanfront homes in Santa Cruz, picturesque living in San Rafael, or the charming atmosphere of Walnut Creek, Jim and his team are here to help.
- Health insurance companies
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List of businesses, places and services in California
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