TOP 30 Finance expert in Soquel, California
34 results found
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Built-In Distributors Appliance
● ClosedBuilt-In Distributors Appliance is a premier home goods store located at 1521 Soquel Avenue in Santa Cruz, California. As a leading distributor of appliances, we offer a wide range of high-quality products to enhance your home. From kitchen appliances to laundry machines, we have everything you need to make your household run smoothly. Our knowledgeable staff is dedicated to providing exceptional customer service and helping you find the perfect appliances for your needs. Visit us today and experience the convenience and reliability of Built-In Distributors Appliance.
1521 Soquel Ave, Santa Cruz, CA 95062, United States -
Kingsview Partners Soquel Office
● ClosedKingsview Partners Soquel Office is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our dedicated team of financial experts provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on integrity and innovation, Kingsview Partners Soquel Office is committed to delivering exceptional financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Big O Tires
● ClosedBig O Tires is a trusted car repair and tire store located at 1219 Soquel Avenue in Santa Cruz, California. With a reputation for quality service and a wide selection of tires, Big O Tires is the go-to destination for all your automotive needs. Whether you need a simple tire rotation or a major repair, their experienced technicians are ready to assist you. Visit Big O Tires for top-notch service and competitive pricing in Santa Cruz.
1219 Soquel Ave, Santa Cruz, CA 95062, United States -
DOMAIN MOTORS
● ClosedDomain Motors is a premier car dealership and repair center located in Santa Cruz, California. Our expert team is dedicated to providing top-notch service and assistance in all aspects of car buying, maintenance, and financing. At our store on 1911 Soquel Avenue, you will find a wide selection of quality vehicles to choose from, as well as experienced technicians ready to handle any repairs or maintenance needs. Whether you're in the market for a new car or looking to get your current vehicle serviced, Domain Motors is the place to go for all your automotive needs.
1911 Soquel Ave, Santa Cruz, CA 95062, United States -
First American Title Company
● ClosedFirst American Title Company is a finance and insurance agency located at 330 Soquel Avenue in Santa Cruz, California. With a commitment to providing reliable and efficient title services, this institution ensures smooth real estate transactions for their clients. Their team of professionals offers expert guidance and support throughout the entire process, making them a trusted partner in the industry. Whether you are buying, selling, or refinancing a property, First American Title Company is dedicated to protecting your investment and securing your peace of mind.
330 Soquel Ave, Santa Cruz, CA 95062, United States -
Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838
● ClosedMonterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States. With a focus on providing top-notch mortgage services, they specialize in helping individuals and families secure financing for their dream homes. Their team of experienced professionals is dedicated to guiding clients through the mortgage process with personalized attention and expert advice. Whether you are a first-time homebuyer or looking to refinance, Monterey Bay Mortgage is committed to helping you achieve your financial goals.
2601 41st Ave C, Soquel, CA 95073, United States -
Simmons & Purdy Law Office
● ClosedSimmons & Purdy Law Office is a reputable institution located at 2425 Porter Street in Soquel, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers and financial experts are dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, estate management, or legal representation, Simmons & Purdy Law Office is here to offer professional and reliable services to meet your needs. Contact us today to schedule a consultation and see how we can assist you with your financial and legal matters.
2425 Porter St, Soquel, CA 95073, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is dedicated to providing personalized and expert guidance to help you navigate the complex world of finance.
2407 Porter St Ste 100, Soquel, CA 95073, United States -
Tuition Solutions Now. Stephen Shapiro CFP
● ClosedTuition Solutions Now, headed by Stephen Shapiro CFP, is a leading finance institution located at 2425 Porter Street in Soquel, California. Specializing in providing comprehensive financial planning services for students and families, Tuition Solutions Now offers expert guidance on managing tuition costs, financial aid options, and investment strategies to help make higher education more affordable. With a commitment to personalized service and a wealth of knowledge in the field, Tuition Solutions Now is the go-to resource for navigating the complex world of college financing.
2425 Porter St # 3, Soquel, CA 95073, United States -
Alves Tax and Financial Services Inc
● ClosedAlves 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 -
Anne Mitchell, MS, CPA
● ClosedAnne Mitchell, MS, CPA is a reputable accounting and finance institution located at 575 Soquel Avenue in Santa Cruz, California, United States. With a team of highly skilled professionals led by Anne Mitchell, who holds a Master's degree in Accounting and is a Certified Public Accountant, the institution offers expert financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, audits, or financial planning, Anne Mitchell, MS, CPA is dedicated to providing top-notch service and personalized solutions to meet your needs. Trust in their expertise to help you achieve your financial goals with confidence and peace of mind.
575 Soquel Ave, Santa Cruz, CA 95062, United States -
World Financial Group - Pinnacle Elite
● ClosedWorld Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States. With a focus on providing top-notch financial services and products, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, World Financial Group - Pinnacle Elite is here to provide you with personalized and professional assistance. Visit us today to experience the pinnacle of financial services.
2901 Park Ave Suite A12, Soquel, CA 95073, United States -
Ohana Wealth Mangement
● ClosedOhana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or building your investment portfolio, Ohana Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and create a legacy for your loved ones.
2901 Park Ave b1, Soquel, CA 95073, United States -
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.
1237 Soquel Ave, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Lisa Constant, CRPC™
● ClosedEdward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States. Lisa Constant is a Certified Retirement Planning Counselor (CRPC™) who offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lisa Constant provides comprehensive financial planning services to individuals and families in the Soquel area. Visit the office today to start planning for a secure financial future with Edward Jones.
2601 41st Ave suite a, Soquel, CA 95073, United States -
Kingsview Partners Wealth Management - Jonathan Lubell
● ClosedKingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. With a strong focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your unique needs. Trust Kingsview Partners Wealth Management - Jonathan Lubell to provide expert guidance and strategic advice to help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages
● ClosedLongbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States. Specializing in reverse mortgages, they provide expert guidance and financial solutions for seniors looking to unlock the equity in their homes. With a focus on personalized service and comprehensive support, Longbridge Financial, LLC is dedicated to helping clients navigate the complexities of reverse mortgages with confidence and ease.
Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States -
Revest Loans Team Jim Black
● OpenRevest 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.
105 Stockton Ave, Capitola, CA 95010, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2750 41st Avenue in Soquel, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you're an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
2750 41st Ave Ste D, Soquel, CA 95073, United States -
Chad Hoesing Inc
● OpenChad Hoesing Inc is a reputable professional services firm located at 331 Soquel Avenue in Santa Cruz, California. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or legal matters, we are here to help. Trust Chad Hoesing Inc for all your accounting, finance, and legal needs in the Santa Cruz area.
331 Soquel Ave, Santa Cruz, CA 95062, United States -
Accounting Business Services & Taxes, Inc.
● ClosedAccounting Business Services & Taxes, Inc. is a trusted institution located at 2901 Park Avenue, Soquel, California, specializing in accounting and finance services. Our team of experienced accountants is committed to staying up-to-date with the latest information, laws, regulations, and techniques in the industry through regular seminars. We offer a range of services, including helping you determine the best organization for your needs, teaching your company how to maintain accurate records, and providing expert tax planning assistance. Whether you are a small business or a large corporation, we have your tax planning needs covered.
2901 Park Ave suite d-3, Soquel, CA 95073, United States -
Summit Accountancy Group, Inc.
● OpenSummit Accountancy Group, Inc. is a leading accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are a small business owner or an individual looking for expert financial advice, Summit Accountancy Group, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
2425 Porter St #14, Soquel, CA 95073, United States -
Biechman Accountancy Corporation
● OpenBiechman Accountancy Corporation is a well-established accounting and finance institution located at 3121 Park Avenue in Soquel, California, United States. With a team of experienced accountants and financial experts, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the competition. Whether you are an individual or a business owner, you can trust Biechman Accountancy Corporation to handle all of your financial needs with professionalism and integrity. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
3121 Park Ave # A, Soquel, CA 95073, United States -
Somerville Accounting Solutions
● ClosedSomerville Accounting Solutions is a trusted institution located at 79 Little Creek Road in Soquel, California, United States. Specializing in accounting and finance, we have over 25 years of experience in various financial markets including mortgage, real estate, property management, general building construction, and Non-Profit finances. We offer personalized services tailored to meet your specific needs, whether that be daily meetings, monthly zoom calls, or quick text messages. Our team is dedicated to providing you with unlimited options, suggestions, and strategies to help your business thrive. Let us take the burden of financial reporting off your shoulders so you can focus on what you do best. Trust Somerville Accounting Solutions to help your business reach its full potential.
79 Little Creek Road, Soquel, CA 95073, United States -
Optium Financial Services
● OpenOptium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.
1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States -
Sunset Auto Sales
● ClosedWelcome to Sunset Auto Sales, your trusted car dealership located in the heart of Santa Cruz, California. Situated at 1800 Soquel Avenue, we pride ourselves on offering a diverse selection of quality pre-owned vehicles to suit every lifestyle and budget. Our knowledgeable and friendly staff are dedicated to providing exceptional customer service, ensuring that your car-buying experience is smooth and enjoyable from start to finish. At Sunset Auto Sales, we understand that purchasing a vehicle is a significant decision, which is why we offer personalized assistance to help you find the perfect car that meets your needs. Our inventory is regularly updated with a wide variety of makes and models, ensuring that you have ample options to choose from. Whether you're looking for a reliable sedan, a spacious SUV, or a sporty coupe, we have something for everyone.
1800 Soquel Avenue, Santa Cruz, California 95062, United States -
Easy Auto Group
● ClosedWelcome to Easy Auto Group, your trusted car dealer and automotive store conveniently located at 1911 Soquel Avenue, Santa Cruz, California. At Easy Auto Group, we pride ourselves on offering an exceptional car buying experience, tailored to meet the unique needs of each customer. Whether you're in the market for a new or pre-owned vehicle, our extensive inventory features a wide range of makes and models to suit every lifestyle and budget. Our dedicated team of automotive experts is committed to providing you with outstanding service, ensuring a smooth and hassle-free purchasing process. We believe in transparency and integrity, offering competitive pricing and flexible financing options to make your dream car a reality.
1911 Soquel Avenue, Santa Cruz, California 95062, United States -
Santa Cruz Chrysler Dodge Jeep Ram
● ClosedWelcome to Santa Cruz Chrysler Dodge Jeep Ram, your premier car dealership located at 1616 Soquel Avenue, Santa Cruz, California. Proudly serving the Santa Cruz community and beyond, we specialize in offering a wide selection of new and pre-owned vehicles from top brands like Chrysler, Dodge, Jeep, and Ram. Whether you’re in the market for a rugged Jeep SUV, a powerful Ram truck, or a stylish Chrysler sedan, our knowledgeable and friendly team is here to help you find the perfect vehicle to suit your lifestyle and budget. At Santa Cruz Chrysler Dodge Jeep Ram, we’re more than just a car dealership. We provide comprehensive financing options to ensure you drive away with a deal that fits your financial needs. Our finance experts work with a variety of lenders to offer competitive rates and flexible terms, making your car buying experience smooth and stress-free.
1616 Soquel Avenue, Santa Cruz, California 95062, United States -
BB Financial Solutions
● ClosedWelcome to BB Financial Solutions, your trusted partner in navigating the complex real estate market of Soquel, California, and beyond. Located at 5005 Vía Gatos, Soquel, CA 95073, we specialize in providing personalized financial solutions to help you secure your dream home in the competitive Bay Area market. At BB Financial Solutions, we understand that purchasing a home is more than just a financial transaction; it's a significant life milestone. With years of experience and a deep understanding of the local market, our founder, Brett Blevins, is dedicated to helping you get pre-approved for home loans, ensuring you are ready to close the deal when the right opportunity arises. Brett's extensive relationships with multiple lenders allow him to consistently secure the best interest rates for his clients.
5005 Vía Gatos, Soquel, California 95073, United States -
Associated Home Loans
● OpenWelcome to Associated Home Loans, your trusted partner in finance located in the heart of Soquel, California. Situated at 4835 Soquel Drive, we specialize in providing personalized home loan solutions tailored to meet your unique needs. Our team of experienced financial experts is dedicated to guiding you through every step of the loan process, ensuring a smooth and stress-free experience. Whether you are a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a wide range of loan products to suit your financial goals. At Associated Home Loans, we pride ourselves on our commitment to exceptional customer service and our deep understanding of the local real estate market. Visit us today and discover how we can help turn your homeownership dreams into reality.
4835 Soquel Drive, Soquel, California 95073, United States
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