Expert financial advice services in Santa Cruz, CA
32 results found
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Countryside Financial Services
● OpenCountryside 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.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
James Gahagan - Prudential Financial
● OpenJames Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your needs. Trust James Gahagan - Prudential Financial to guide you towards a secure financial future.
590 Pineridge Rd, Santa Cruz, CA 95060, United States -
Wildflower Financial
● OpenWildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.
120 Church St, Santa Cruz, CA 95060, United States -
Alves Tax and Financial Services Inc
● OpenAlves 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 -
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 -
Seth Wax - BancWest Investment Services Financial Advisor
● OpenSeth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.
1551 Pacific Ave, Santa Cruz, CA 95060, United States -
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.
3130 De La Cruz Blvd #128, Santa Clara, CA 95054, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● OpenEdward 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 -
Santa Cruz County Bank
● OpenWelcome to Santa Cruz County Bank, your trusted partner in financial services located in the heart of Scotts Valley, California. Conveniently situated at 4604 Scotts Valley Drive, our branch offers a comprehensive range of banking and financial solutions designed to meet the diverse needs of our community. Whether you're looking to manage your personal finances, expand your business, or plan for the future, our dedicated team is here to provide personalized service and expert advice. At Santa Cruz County Bank, we pride ourselves on our commitment to local businesses and residents, offering a variety of products and services including personal and business banking, loans, and investment solutions. Our state-of-the-art ATM services ensure you have access to your accounts at any time, providing you with the convenience and flexibility you need in today’s fast-paced world.
4604 Scotts Valley Drive, Scotts Valley, California 95066, United States -
Santa Cruz County Bank
● OpenWelcome 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.
7775 Soquel Drive, Aptos, California 95003, 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 -
C Obert & Co
● ClosedC Obert & Co is a trusted car repair and store located at 301 Encinal Street in Santa Cruz, California. With a team of experienced professionals, they offer top-notch services for all your automotive needs. Whether you need a routine maintenance check or a major repair, you can count on C Obert & Co to provide reliable and efficient service. Visit them today for all your car care needs.
301 Encinal St, Santa Cruz, CA 95060, United States -
Farmers Insurance - Matthew O Brien
● OpenFarmers 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.
1722 Seabright Ave, Santa Cruz, CA 95062, United States -
Nonprofits Insurance Alliance
● OpenNonprofits Insurance Alliance, located in Santa Cruz, California, offers liability and property insurance specifically tailored for 501(c)(3) nonprofits. As a nonprofit organization itself, NIA understands the unique needs and budget constraints of nonprofits. Insured by NIA, organizations like the Redfish Music Festival in Port Orford, OR and Derry Township Community Cats in Hershey, PA have access to fair and equitable pricing based on their own operations. NIA also provides practical services and consulting to help prevent issues at nonprofits. With a focus on protecting missions and those served, NIA goes beyond just insurance to offer training, consulting, and resources. Nonprofits insured by NIA appreciate the peace of mind knowing they are protected against unexpected premium hikes and have access to expert advice on personnel matters. NIA aims to make insurance easy and accessible for nonprofits, ensuring they can focus on their important work.
300 Panetta Ave, Santa Cruz, CA 95060, United States -
Chris Buich - State Farm Insurance Agent
● OpenChris 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.
559 E Alisal St Ste 102, Salinas, CA 93905, United States -
HarborLight Investments
● OpenHarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States. With a focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized advice and guidance to ensure that each client receives the best possible investment strategy tailored to their individual needs. Whether you are a seasoned investor or just starting out, HarborLight Investments is committed to helping you navigate the complex world of finance with confidence and success.
180 7th Ave Suite 204, Santa Cruz, CA 95062, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.
434 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
ARF Enterprises
● OpenARF Enterprises is a leading finance institution located at 149 Josephine Street in Santa Cruz, California, United States. With a strong reputation for providing comprehensive financial services, ARF Enterprises offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, the dedicated team at ARF Enterprises is committed to delivering top-notch service and support. Trust ARF Enterprises to guide you towards financial success and stability.
149 Josephine St # D, 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 -
U.S. Bank – Wealth Management Banker: Debbie Leekavousi
● OpenU.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
127 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
Michael Chamberlain CFP
● OpenMichael Chamberlain CFP is a reputable finance institution located at 303 Water Street in Santa Cruz, California, United States. As a Certified Financial Planner, Michael Chamberlain offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Michael Chamberlain CFP to guide them towards financial success.
303 Water St, Santa Cruz, CA 95060, United States -
Matthew Zepeda - Morgan Stanley
● OpenMatthew Zepeda - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California. As part of the global financial services firm Morgan Stanley, Matthew Zepeda provides a wide range of financial services to individuals, families, and businesses in the Santa Cruz area. With a focus on personalized wealth management and investment strategies, clients can expect expert advice and guidance to help them achieve their financial goals. Trustworthy and reliable, Matthew Zepeda - Morgan Stanley is dedicated to helping clients secure their financial future.
6004 La Madrona Dr, Santa Cruz, CA 95066, United States -
Peter Dean - Morgan Stanley
● OpenPeter Dean - Morgan Stanley is a premier financial institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, we offer a wide range of financial services including investment banking, wealth management, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Peter Dean - Morgan Stanley is the trusted choice for individuals and businesses seeking expert financial advice and guidance.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 724 Water Street in Santa Cruz, California, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.
724 Water St, Santa Cruz, CA 95060, United States -
Windsor Accounting
● OpenWindsor Accounting is a reputable institution located at 899 Santa Cruz Avenue in Menlo Park, California, United States. Specializing in accounting and finance services, Windsor Accounting offers a wide range of professional services to individuals and businesses in the area. With a team of experienced accountants and financial experts, they provide expert advice, tax preparation, bookkeeping, and financial planning services. Whether you are a small business owner or an individual looking for financial guidance, Windsor Accounting is dedicated to helping you achieve your financial goals.
899 Santa Cruz Ave #206, Menlo Park, CA 94025, United States -
Diane F. Drake C.P.A
● OpenDiane F. Drake C.P.A is a reputable accounting and finance institution located in Los Gatos, California. With a convenient location at 20 South Santa Cruz Avenue, this institution offers top-notch services in the field of accounting and finance. Led by experienced professionals, Diane F. Drake C.P.A provides expert advice and assistance to individuals and businesses in managing their financial needs. Whether you need help with tax preparation, auditing, or financial planning, this institution is dedicated to providing quality service and personalized solutions to meet your specific needs. Trust Diane F. Drake C.P.A for all your accounting and finance needs in the Los Gatos area.
20 S Santa Cruz Ave # 210, Los Gatos, CA 95030, United States -
The Numbers Witch
● OpenThe Numbers Witch is a unique accounting and finance institution located in Santa Cruz, California. With a reputation for conjuring up good Bookkeeping Juju since the late 20th century, The Numbers Witch is known for their expertise in managing finances for nonprofit arts organizations. The founder, Jenee, is a financial badass with a depth of knowledge and efficiency that is extraordinary. From creating budgets to managing payroll, The Numbers Witch is dedicated to making financial processes easier for their clients. Clients rave about Jenee's ability to collaborate and her solid advice, making her a trusted partner for all financial needs. Visit The Numbers Witch at 334 Walnut Avenue for expert financial services with a touch of magic.
334 Walnut Ave, Santa Cruz, CA 95060, United States -
Kresge Mailroom
● OpenWelcome to Kresge Mailroom, your trusted partner for all your financial and postal needs. Conveniently located at 510 Porter-Kresge Road in the heart of Santa Cruz, California, we are dedicated to providing exceptional services to the local community and beyond. Whether you require secure mail handling, efficient package delivery, or expert financial advice, our team of experienced professionals is here to assist you. At Kresge Mailroom, we pride ourselves on our commitment to customer satisfaction and reliability. Our comprehensive range of services includes postal solutions for both personal and business needs, as well as financial services designed to help you manage your resources effectively. We strive to make your experience as seamless and stress-free as possible, ensuring that your mail and finances are in safe hands.
510 Porter-Kresge Road, Santa Cruz, California 95064, United States -
King Personal Injury & Car Accident Lawyers
● OpenWelcome to King Personal Injury & Car Accident Lawyers, your trusted legal advocates in Santa Cruz, California. Conveniently located at 212 Laurel Street, our dedicated team is committed to providing exceptional legal services to individuals who have been injured in personal injury and car accident cases. With a deep understanding of California law and a client-focused approach, we strive to achieve the best possible outcomes for our clients. At King Personal Injury & Car Accident Lawyers, we recognize the physical, emotional, and financial challenges that can arise from an accident. Our experienced attorneys are here to guide you through every step of the legal process, offering personalized attention and expert advice tailored to your unique situation. Whether you’re dealing with medical expenses, lost wages, or insurance disputes, we are prepared to fight for your rights and ensure you receive the compensation you deserve.
212 Laurel Street, Santa Cruz, California 95060, United States -
The Dahlmeier Kass Team - Morgan Stanley
● OpenWelcome to The Dahlmeier Kass Team at Morgan Stanley, your trusted financial advisors in Santa Cruz, California. Conveniently located at 6004 La Madrona Drive, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a deep understanding of the financial markets and a commitment to excellence, we offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. At The Dahlmeier Kass Team, we believe in building long-lasting relationships with our clients, grounded in trust, integrity, and transparency. Our experienced professionals are here to guide you through every step of your financial journey, ensuring you make informed decisions that align with your aspirations. Whether you are planning for your future, managing your assets, or seeking expert advice on complex financial matters, we are here to support you with dedication and expertise.
6004 La Madrona Drive, Santa Cruz, California 95060, United States
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