Customized portfolio management in Santa Cruz, CA
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Lighthouse Realty & Property Management
● OpenLighthouse Realty & Property Management is Santa Cruz's leading real estate and property management company, located at 402 Ingalls Street in Santa Cruz, California. Our locally owned company is dedicated to providing our clients with top-notch, professional service for all their real estate needs. Whether you are buying or selling a home, our team at Lighthouse Realty understands the significance of these transactions and the importance of attention to detail. We are committed to helping our clients navigate the ever-changing housing market with enthusiasm and expertise.
402 Ingalls St suite 5A, Santa Cruz, CA 95060, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● OpenU.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.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Regis Management Co
● OpenRegis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States -
Urbana Design Studio
● OpenUrbana Design Studio, located at 741 41st Avenue in Santa Cruz, California, is a unique institution that combines the services of a furniture store, general contractor, and home goods store. At Urbana Design Studio, each space is seen as a canvas for creating your personal poetry, bringing life, order, wellness, energy, and beauty to your home. Specializing in kitchen design and cabinetry, Urbana Design Studio is dedicated to crafting extraordinary kitchens that are both functional and beautiful. Their team of experts guide clients through the entire process, from inception to completion, working closely with architects and contractors to ensure a cohesive experience.
741 41st Ave, Santa Cruz, CA 95062, United States -
Michelle Lisac Interior Design
● OpenMichelle Lisac Interior Design is a California Modern Classic Interiors firm located at 1010 Fair Avenue, Santa Cruz, California. Specializing in residential and commercial projects in the SF Bay Area and beyond, Michelle and her team have over fifteen years of experience creating bespoke spaces tailored to each client's needs. From initial concept to completion, they work seamlessly with clients, contractors, and vendors to bring their vision to life. With a focus on functionality, timelessness, and a touch of fun, Michelle Lisac Interior Design transforms spaces into inviting and cozy homes. Whether it's a kitchen redesign or a complete living room makeover, the team at MLID guides clients through the design process with multiple options and expert advice, resulting in stunning and personalized spaces. With a keen eye for color, texture, and usability, the team at Michelle Lisac Interior Design creates spaces that are both beautiful and functional. The end result is always a space that exceeds expectations and leaves clients thrilled with the outcome. Thank you to Michelle, Ariela, Carly, and the entire MLID team for their exceptional work and dedication to creating beautiful spaces.
1010 Fair Ave Suite E, Santa Cruz, CA 95060, United States -
Coast Financial Services, Inc.
● OpenCoast 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
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