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TOP 30 Family financial planning in Santa Cruz, CA
14 results found
A convenient service for searching for businesses, places and services
Santa Cruz Health & Life Insurance
Santa Cruz Health & Life Insurance is a reputable insurance agency located at 125 Mission Street in Santa Cruz, California, United States. We specialize in providing comprehensive health and life insurance coverage to individuals and families, ensuring peace of mind and financial protection in times of need. Our experienced agents are dedicated to helping clients find the best insurance plans that suit their unique needs and budget. Trust Santa Cruz Health & Life Insurance to safeguard your health and financial well-being.
Castelli Financial
Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.
Allworth Financial
Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
Long Term Care Insurance Santa Cruz
Long Term Care Insurance Santa Cruz is a finance institution located at 2425 Porter Street in Soquel, California, United States. We specialize in providing long term care insurance policies to individuals and families in the Santa Cruz area. Our experienced team is dedicated to helping our clients navigate the complex world of long term care insurance, ensuring they have the coverage they need to protect their future. Contact us today to learn more about our services and how we can help you plan for your long term care needs.
Chris Buich - State Farm Insurance Agent
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.
Lydia Harville - State Farm Insurance Agent
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.
San Lorenzo Park Apartments
San Lorenzo Park Apartments is a HUD subsidized complex located at 134 Dakota Avenue in Santa Cruz, California. This institution offers 1 & 2 bedroom units for seniors 62 or disabled individuals. The complex provides affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services. They also specialize in program development for common interest developments. Services offered include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.
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.
Joseph M. Collins, Agent, New York Life
Joseph M. Collins, Agent, New York Life is a reputable insurance agency located at 112 English Drive in Santa Cruz, California. As a representative of New York Life, Joseph M. Collins offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and professional service, this agency is committed to helping clients protect their financial future and achieve their long-term goals. Whether you are looking for life insurance, retirement planning, or investment options, Joseph M. Collins, Agent, New York Life is dedicated to providing expert guidance and support. Contact them today to see how they can help you secure your financial well-being.
Holman Law
Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
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.
Ottone & Leach LLP
Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
Thompson, Kontz and Brenner
Thompson, Kontz and Brenner is a prestigious financial institution located at 133 Mission Street in Santa Cruz, California, United States. Known for its expertise in wealth management, investment strategies, and financial planning, the firm prides itself on providing personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, Thompson, Kontz and Brenner is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you succeed.
John Howard - Morgan Stanley
John Howard - Morgan Stanley is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Specializing in providing a wide range of financial services, the institution is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, John Howard - Morgan Stanley offers personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, John Howard - Morgan Stanley is committed to providing expert guidance and support every step of the way.
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