Home
Sign In
Guide > Financial advisor in California > Financial advisor in Santa Cruz

Top 30 Best Financial advisor in Santa Cruz, California

266 results found

Search for local businesses, places and services near you

Choose your location:
California
  • United States
  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming
  • Australia
  • France
  • Germany
  • Ireland
  • Italy
  • New Zealand
  • Poland
  • Spain
  • Ukraine
  • United Kingdom
View Map
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 9
  • 4.9 244
    #1

    DCD Financial & Insurance Services

    ● Closed
    1123 Soquel Ave, Santa Cruz, CA 95062, United States
    831-423-8542
    dcdis.com

    DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States.

    Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA
    Insurance Agency Medical Services
    Details
  • 4.6 92
    #2

    Block Advisors

    ● Closed
    1475 41st Ave B, Capitola, CA 95010, United States
    831-462-1685
    blockadvisors.com

    Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California.

    Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #3

    Countryside Financial Services

    ● Closed
    411 Kelly Ln, Santa Cruz, CA 95060, United States
    831-464-6464

    Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States.

    Financial Service
    Details
  • 5 2
    #4

    Notary Public Luis Garcia Santa Cruz

    ● Closed
    433 Cayuga St, Santa Cruz, CA 95062, United States
    831-219-8492
    santacruznotary.com

    Notary Public Luis Garcia Santa Cruz is a trusted finance institution located at 433 Cayuga Street in Santa Cruz, California.

    Photo of Notary Public Luis Garcia Santa Cruz - 433 Cayuga Street, Santa Cruz, CA 95062, USA Photo of Notary Public Luis Garcia Santa Cruz - 433 Cayuga Street, Santa Cruz, CA 95062, USA Photo of Notary Public Luis Garcia Santa Cruz - 433 Cayuga Street, Santa Cruz, CA 95062, USA
    Financial Service
    Details
  • 5 2
    #5

    Natural Bridges Financial Advisors

    ● Closed
    627 Center St, Santa Cruz, CA 95060, United States
    831-421-0700
    naturalbridgesfa.com

    Natural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States.

    Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #6

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™

    ● Closed
    221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066, United States
    831-461-9311
    edwardjones.com

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ is a leading financial institution located at 221 Mount Hermon Road in Scotts Valley, California, United States.

    Photo of Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ - 221 Mount Hermon Road, Scotts Valley, CA 95066, USA
    Financial Service
    Details
  • 5 7
    #7

    Castelli Financial

    ● Closed
    236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States
    408-838-4544
    castellifinancial.com

    Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States.

    Financial Service
    Details
  • 5 4
    #8

    JR Financial & Insurance Services

    ● Closed
    2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States
    408-642-1322
    jrfis.com

    JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California.

    Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA
    Financial Service
    Details
  • 5 2
    #9

    Alves Tax and Financial Services Inc

    ● Closed
    325 Soquel Ave, Santa Cruz, CA 95062, United States
    831-475-5200
    alvestaxandfinancialservices.com

    Alves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States.

    Financial Service
    Details
  • 5 1
    #10

    Beacon Pointe Advisors

    ● Closed
    365 Lake Ave B, Santa Cruz, CA 95062, United States
    831-476-5210
    beaconpointe.com

    Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth.

    Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA
    Financial Service
    Details
  • 5 6
    #11

    Lanai Financial Solutions

    ● Closed
    1066 41st Ave a101, Capitola, CA 95062, United States
    831-476-7300
    lanaifinancialsolutions.com

    Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States.

    Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA
    Financial Service
    Details
  • 5 2
    #12

    World Financial Group - Pinnacle Elite

    ● Closed
    2901 Park Ave Suite A12, Soquel, CA 95073, United States
    831-295-2809
    agents.worldfinancialgroup.com

    World Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Financial Service
    Details
  • 5 2
    #13

    Edward Jones - Financial Advisor: Aaron E Brandt

    ● Closed
    6630 Hwy 9 Suite 102, Felton, CA 95018, United States
    831-335-8158
    edwardjones.com

    Edward Jones - Financial Advisor: Aaron E Brandt is a trusted finance institution located at 6630 Highway 9 in Felton, California, United States.

    Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018, USA Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018, USA Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018, USA
    Financial Service
    Details
  • 5 1
    #14

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    125 Mission St #3, Santa Cruz, CA 95060, United States
    831-420-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • 5 1
    #15

    Diversified Financial

    ● Open
    108 Whispering Pines Dr, Scotts Valley, CA 95066, United States
    831-438-7223
    difi.com

    Diversified Financial is a reputable insurance agency located at 108 Whispering Pines Drive in Scotts Valley, California, United States.

    Insurance Agency
    Details
  • 5 1
    #16

    LPL Financial

    ● Closed
    1500 41st Ave #244, Capitola, CA 95010, United States
    831-476-7283

    LPL Financial is a finance institution located at 1500 41st Avenue in Capitola, California, United States. They provide a wide range of financial services such as investment planning, retirement planning, and wealth management.

    Financial Service
    Details
  • 5 18
    #17

    Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper

    ● Closed
    830 Bay Ave Suite G, Capitola, CA 95010, United States
    831-818-0299
    jeriskipper.com

    Financial Solution Home Loans is a leading institution specializing in both Reverse and Forward mortgages.

    Photo of Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper - 830 Bay Avenue, Capitola, CA 95010, USA Photo of Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper - 830 Bay Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • 5 1
    #18

    Long Term Care Insurance Santa Cruz

    ● Closed
    2425 Porter St # 3, Soquel, CA 95073, United States
    831-465-1148
    ltcsantacruz.com

    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.

    Photo of Long Term Care Insurance Santa Cruz - 2425 Porter Street, Soquel, CA 95073, USA Photo of Long Term Care Insurance Santa Cruz - 2425 Porter Street, Soquel, CA 95073, USA
    Financial Service
    Details
  • 5 1
    #19

    Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™

    ● Open
    563 Auto Center Dr Suite 101, Watsonville, CA 95076, United States
    831-763-0931
    edwardjones.com

    Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™ is a reputable financial institution located at 563 Auto Center Drive in Watsonville, California, United States.

    Photo of Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™ - 563 Auto Center Drive, Watsonville, CA 95076, USA
    Financial Service
    Details
  • 4.8 13
    #20

    Santa Cruz County Small Business Development Center

    ● Closed
    6500 Soquel Dr #2100C, Aptos, CA 95003, United States
    831-479-6136
    santacruzsbdc.org

    The Santa Cruz County Small Business Development Center, located at 6500 Soquel Drive in Aptos, California, is a finance institution dedicated to supporting small businesses in the area.

    Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA
    Financial Service
    Details
  • 4 1
    #21

    Carpe Diem Financial Life Planning

    ● Open
    870 Woodland Dr, Ben Lomond, CA 95005, United States
    831-539-9475

    Carpe Diem Financial Life Planning is a finance institution located at 870 Woodland Drive, Ben Lomond, California, United States. Our mission is to help individuals seize the day and plan for a secure financial future.

    Photo of Carpe Diem Financial Life Planning - 870 Woodland Drive, Ben Lomond, CA 95005, USA
    Financial Service
    Details
  • 4 2
    #22

    Optium Financial Services

    ● Open
    1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States
    831-479-5945

    Optium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States.

    Accounting Service Financial Service
    Details
  • 3.8 8
    #23

    Santa Cruz County Bank

    ● Closed
    75 River Street, Santa Cruz, California 95060, United States
    831-600-4020
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located at 75 River Street, Santa Cruz, California.

    Photo of Santa Cruz County Bank - 75 River Street, Santa Cruz, CA 95060, USA Photo of Santa Cruz County Bank - 75 River Street, Santa Cruz, CA 95060, USA Photo of Santa Cruz County Bank - 75 River Street, Santa Cruz, CA 95060, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3.7 3
    #24

    Coast Financial Services, Inc.

    ● Closed
    655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States
    831-462-0330
    coastfinancialservices.com

    Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States.

    Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062, USA Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062, USA
    Accounting Service Financial Service
    Details
  • 3.5 2
    #25

    Morgan Stanley Financial Advisors

    ● Open
    6004 La Madrona Dr, Santa Cruz, CA 95060, United States
    831-440-5200
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States.

    Financial Service
    Details
  • 3 2
    #26

    Edward Jones - Financial Advisor: Alan R Gale

    ● Closed
    5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066, United States
    831-438-0719
    edwardjones.com

    Edward Jones - Financial Advisor: Alan R Gale is a reputable financial institution located at 5619 Scotts Valley Drive in Scotts Valley, California, United States.

    Photo of Edward Jones - Financial Advisor: Alan R Gale - 5619 Scotts Valley Drive, Scotts Valley, CA 95066, USA
    Financial Service
    Details
  • 1.8 31
    #27

    UC Santa Cruz Financial Aid Office

    ● Closed
    Hahn Student Services, 205, 1156 High St, Santa Cruz, CA 95064, United States
    831-459-2963
    financialaid.ucsc.edu

    The UC Santa Cruz Financial Aid Office, located at 1156 High Street in Santa Cruz, California, is dedicated to helping students navigate the financial aspects of their education.

    Photo of UC Santa Cruz Financial Aid Office - 1156 High Street, Santa Cruz, CA 95064, USA Photo of UC Santa Cruz Financial Aid Office - 1156 High Street, Santa Cruz, CA 95064, USA Photo of UC Santa Cruz Financial Aid Office - 1156 High Street, Santa Cruz, CA 95064, USA
    Financial Service
    Details
  • 2 8
    #28

    Bank of America Financial Center

    ● Closed
    783 Rio Del Mar Blvd, Aptos, CA 95003, United States
    831-661-4705
    locators.bankofamerica.com

    The Bank of America Financial Center located at 783 Rio Del Mar Boulevard in Aptos, California is a trusted institution offering a wide range of banking and financial services.

    Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA
    Bank, Credit Union Financial Service
    Details
  • 1 1
    #29

    Jane Alma Massie Tax Prep-Financial

    ● Closed
    3431 Portola Dr, Santa Cruz, CA 95062, United States
    831-479-0706

    Jane Alma Massie Tax Prep-Financial is a reputable accounting and finance institution located at 3431 Portola Drive in Santa Cruz, California.

    Photo of Jane Alma Massie Tax Prep-Financial - 3431 Portola Drive, Santa Cruz, CA 95062, USA Photo of Jane Alma Massie Tax Prep-Financial - 3431 Portola Drive, Santa Cruz, CA 95062, USA
    Accounting Service Financial Service
    Details
  • #30

    James Gahagan - Prudential Financial

    ● Open
    590 Pineridge Rd, Santa Cruz, CA 95060, United States
    831-426-9400
    prudential.com

    James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States.

    Financial Service Insurance Agency
    Details
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • ...
  • 9

Nearby cities:

Aptos Capitola Felton Los Gatos Menlo Park Santa Clara Santa Cruz Scotts Valley Soquel Watsonville

People also searched for:

Financial Consulting in Santa Cruz Financial Advisor in Santa Cruz Tax Advisor in Santa Cruz Tax Consultant in Santa Cruz Tax Preparation Services in Santa Cruz

More Categories:

Building Materials in Santa Cruz Clothing Store in Santa Cruz Pizza & Sushi in Santa Cruz Auto Parts in Santa Cruz Grocery Store in Santa Cruz Hotel & Motel & Hostel in Santa Cruz Notary & Lawyer in Santa Cruz Cleaning Services in Santa Cruz Finance & Loans in Santa Cruz Restaurant in Santa Cruz Theater & Cinema in Santa Cruz Dentistry in Santa Cruz Flower Store & Florist in Santa Cruz Audit & Consulting in Santa Cruz Visa Support in Santa Cruz Household Appliances in Santa Cruz Pharmacy in Santa Cruz Baby & Pregnancy Stores in Santa Cruz Jewelry in Santa Cruz Furniture in Santa Cruz Public Pools & Water Park in Santa Cruz Hospital in Santa Cruz Nightclub in Santa Cruz Manicure & Pedicure in Santa Cruz Pets in Santa Cruz Beauty Salon in Santa Cruz Sporting Goods in Santa Cruz Pawnshops in Santa Cruz Children's Entertainment in Santa Cruz Vacation House Rentals in Santa Cruz Sport & School & Kindergarten in Santa Cruz Cafe & Coffee Shop & Pub in Santa Cruz Travel Agency in Santa Cruz Car Service in Santa Cruz Handyman Services in Santa Cruz Taxi & Freight Transport in Santa Cruz

List of local businesses, places and services in California

⭐ business help 🔍 services ☎️phones ⌚️opening times ✍️reviews 📍 addresses, locations 🖼️ photos

© 2025 Guide.in.ua Privacy Policy