TOP 30 Customized financial planning in Santa Cruz, California

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.

AAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California. Our dedicated team of professionals is committed to providing high-quality insurance products and exceptional customer service to the residents of Santa Cruz and the surrounding areas. Whether you are in need of auto, home, or life insurance, we are here to help you find the coverage that best fits your needs. Visit us today to learn more about our services and how we can protect what matters most to you.

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 Community Credit Union, located at 55 River Street in Santa Cruz, California, is a finance institution dedicated to putting you in control of your financial future. By offering 24/7 online tools, surcharge-free ATMs, and bilingual team members at local branches, we make managing your money easy and convenient. Our Holiday Club Account allows you to save throughout the year for stress-free holiday spending. Join us for our Virtual Annual Meeting on April 18th to learn more about how we prioritize your financial well-being. With lower fees, better rates, and a commitment to economic justice, we ensure that everyone can access affordable financial products and services. Join us today and become a member for life.

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.

Santa Cruz Tax Services is a reputable institution located at 710 River Street in Santa Cruz, California, United States. Specializing in accounting and finance, they offer a wide range of services to help individuals and businesses with their tax needs. With experienced professionals and a commitment to providing excellent customer service, Santa Cruz Tax Services is a trusted partner for all your financial needs.

Welcome to Santa Cruz County Bank, your trusted financial partner located at 75 River Street, Santa Cruz, California. As a cornerstone of the community, we are dedicated to providing exceptional banking services tailored to meet the needs of individuals, families, and businesses in Santa Cruz and beyond. Our comprehensive range of financial solutions includes personal and business banking, loans, and investment services, all designed to help you achieve your financial goals. With convenient ATM access and personalized customer service, Santa Cruz County Bank is committed to delivering a seamless and secure banking experience. Visit us today and discover how we can support your financial journey.

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.

Welcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California. As a leading community bank, we are committed to providing exceptional banking services tailored to meet the needs of individuals, businesses, and non-profit organizations in our community. Our comprehensive range of financial solutions includes personal and business banking, loans, mortgages, and investment services, all delivered with a personalized touch. At Santa Cruz County Bank, we pride ourselves on our deep roots in the community and our dedication to fostering economic growth and prosperity in the region. Our team of experienced financial professionals is here to guide you every step of the way, offering expert advice and customized financial strategies to help you achieve your goals.

Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California. As a leading community bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our comprehensive range of banking solutions includes personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. At Santa Cruz County Bank, we pride ourselves on delivering personalized customer service with a local touch. Our experienced team of financial professionals is dedicated to understanding your needs and providing expert guidance every step of the way. Whether you are looking to open a new account, secure a loan, or plan for your financial future, we are here to assist you with integrity and care.

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.

Farmers Insurance - Matthew O Brien is an insurance agency located at 1722 Seabright Avenue, Santa Cruz, California, United States. Matthew O Brien, a local agent with 30 years of experience, is dedicated to providing personalized and comprehensive insurance solutions to the Santa Cruz community. Whether you need coverage for your home, auto, life, business, or rental property, the team at O'Brien Insurance Services is here to help. They also offer umbrella insurance policies for added protection. With a focus on building relationships and educating clients, they strive to make the insurance process straightforward and tailored to your needs and budget. Contact Farmers Insurance - Matthew O Brien today for expert advice and guidance on selecting the right insurance coverage for you.

D and R Insurance Services is a reputable insurance agency located at 542 Ocean Street in Santa Cruz, California. With a commitment to providing top-notch customer service and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients find the perfect coverage for their needs. Whether you are looking for auto, home, life, or business insurance, D and R Insurance Services has the expertise to guide you through the process and ensure you are properly protected. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

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.

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.

Prinz Insurance Services is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best suits your individual needs. Our commitment to exceptional customer service and personalized attention sets us apart from other insurance agencies. Contact us today to learn more about how we can protect what matters most to you.

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 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.

Tumbleweed Found is a unique institution located at 1025 Center Street in Santa Cruz, California. This establishment serves as a combination of a finance center and a home goods store, offering a variety of services and products to meet the diverse needs of its customers. Whether you are looking for financial advice, home decor items, or other household essentials, Tumbleweed Found has you covered. With a friendly and knowledgeable staff ready to assist you, this institution is your one-stop shop for all things finance and home goods.

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 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.

Clarion Pacific Insurance Services is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California. As a trusted provider of insurance solutions, we offer a wide range of coverage options to meet the needs of our clients. Our experienced agents are committed to providing personalized service and helping customers find the best policies to protect their assets. Whether you are looking for auto, home, health, or life insurance, Clarion Pacific Insurance Services is here to help. Contact us today to discuss your insurance needs and receive a free quote.

HealthMarkets Insurance - Manfred Luedge is a reputable health insurance agency located at 505-A River Street in Santa Cruz, California. Specializing in providing individuals and families with comprehensive health insurance plans, they offer personalized services to help clients find the coverage that best fits their needs and budget. With a commitment to customer satisfaction and a team of experienced insurance agents, HealthMarkets Insurance - Manfred Luedge is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to secure your peace of mind and protect your health.

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.

Wells Fargo Bank is a trusted financial institution located at 735 Santa Cruz Avenue in Menlo Park, California, United States. Offering a variety of banking services including ATM access, personal and business accounts, loans, and investment options, Wells Fargo is dedicated to helping customers achieve their financial goals. With a strong presence in the community and a commitment to excellent customer service, Wells Fargo Bank is a reliable choice for all your banking needs.

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.

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.

Farmers Insurance - Mark Battey is an insurance agency located at 410 Ocean Street, Santa Cruz, California, United States. Mark Battey is ready to answer any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, renters insurance, business, and more. Mark Battey can help you customize an insurance package to suit your unique needs and budget. Contact Farmers Insurance - Mark Battey today for a quote and start securing your future.

Farmers Insurance - Tanner Tedsen is a local insurance agency located at 4835 Soquel Drive in Soquel, California. Tanner Tedsen, a Santa Cruz native, takes pride in serving the Santa Cruz county, Bay Area, and all of California. With over 25 years of combined industry experience, the Tedsen Insurance Agency focuses on providing personalized and quality insurance solutions for Auto, Home, Life, Workers Compensation, and more. The agency is family-owned and operated, with a commitment to putting customers first and building lasting relationships based on trust and education. Involved in the local community, the agency supports various non-profit organizations and aims to protect and contribute to the community it serves. With a focus on value over price, the agency ensures that clients receive coverage that truly meets their needs. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, or Personal Umbrella insurance, Tanner Tedsen and his team are dedicated to helping you protect what matters most. Contact Farmers Insurance - Tanner Tedsen for a personalized insurance plan that fits your unique needs and goals.

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.