Financial advisors in Capitola, California

Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and tailored solutions, Block Advisors is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States. Specializing in providing comprehensive financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lanai Financial Solutions is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in your financial journey. Contact us today to learn more about how we can assist you in reaching your financial objectives.

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. With a team of experienced financial advisors, LPL Financial offers personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investments or plan for your retirement, LPL Financial is dedicated to providing expert guidance and support every step of the way.

Financial Solution Home Loans is a leading institution specializing in both Reverse and Forward mortgages. Headed by the experienced and knowledgeable Jeri Skipper, the institution is dedicated to providing clients with tailored financial solutions to meet their needs. Located at 830 Bay Avenue in Capitola, California, Financial Solution Home Loans offers expert advice and guidance to help individuals navigate the complex world of finance and secure the best mortgage options available. Whether you are looking to refinance your home or explore reverse mortgage options, Jeri Skipper and her team are here to assist you every step of the way.

Mechanics Bank - Capitola Branch is a trusted financial institution located at 3555 Clares Street in the charming coastal town of Capitola, California. As a full-service bank, we offer a wide range of financial services to meet your banking needs. Whether you need to withdraw cash from our convenient ATM, open a checking or savings account, or apply for a loan, our friendly and knowledgeable staff is here to assist you. Come visit us today and experience the exceptional customer service and financial expertise that Mechanics Bank is known for.

Coast 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.

Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California. Jeremy Geels, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Jeremy Geels and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Flynn Financial and Insurance Services, Inc. is a reputable finance institution located at 2121 41st Avenue in Capitola, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients. Whether you're looking for investment advice, retirement planning, or insurance coverage, we are here to help. With a commitment to excellence and personalized service, Flynn Financial and Insurance Services, Inc. is your go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help secure your financial future.

Edward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States. Specializing in finance, Mark A Gerber provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Mark A Gerber is dedicated to providing top-notch financial advice and guidance to individuals and families in the Capitola area.

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California. Stacey VanderKodde, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a reliable partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Ryan D Bennett is a reputable financial institution located at 819 Bay Avenue in Capitola, California, United States. As a trusted advisor, Ryan D Bennett provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ryan D Bennett and the team at Edward Jones are dedicated to helping you secure a stable financial future.

E Donnelly & Associates with Iron Point Advisors is a leading finance institution located at 4145 Clares Street in Capitola, California, United States. With a team of experienced professionals, they provide a wide range of financial services and expertise to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, E Donnelly & Associates with Iron Point Advisors is dedicated to providing personalized solutions to meet your needs. Trust in their expertise and commitment to excellence for all your financial needs.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 4055 Capitola Road in Capitola, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you're looking to grow your wealth or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure your financial future.

Longbridge 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.

Liberty Tax is a finance institution located at 4208 Capitola Road in Capitola, California. With a team of experienced tax professionals, Liberty Tax is dedicated to providing high-quality tax preparation services to individuals and businesses in the area. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Liberty Tax is here to assist you every step of the way. Trust Liberty Tax to help you navigate the complex world of taxes with ease and confidence.

Team Jim Black Home Loans by Revest Homes, Inc. is a finance and real estate agency located at 105 Stockton Avenue, Capitola, California, United States. Committed to integrity, responsibility, and excellence, Jim and his team are dedicated to helping clients navigate the complexities of home financing and real estate transactions. With a focus on creating wealth through real estate, Jim offers customized lending strategies tailored to individual needs. The team also provides expert assistance on real estate goals, collaborating with top real estate agents like Ace Woods from Dream Catch Properties. Whether you are looking to purchase a home in Santa Cruz, San Rafael, Walnut Creek, Monterey, or San Francisco, Team Jim Black Home Loans is ready to guide you through the process. Loan approval is not guaranteed and is subject to lender review, but the team is committed to providing optimal rate options and cost-effective solutions. Contact them during their business hours or schedule an appointment online to start your real estate journey with Team Jim Black Home Loans by Revest Homes, Inc.

Jill Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California. As a 4th generation Californian, Jill Judd is dedicated to serving her community by providing personalized insurance and financial services for both individuals and businesses. With over 24 years of experience as a State Farm Agent, Jill and her team are committed to educating customers and helping them make informed decisions that will impact their future, family, and legacy. In addition to offering a wide range of insurance products such as auto, home, and life insurance, Jill Judd - State Farm Insurance Agent also supports various community initiatives including arts, financial literacy programs, music education, and cancer research. The team at Jill Judd's office is highly professional, knowledgeable, and dedicated to providing exceptional service to each and every customer.

Mauldin & Co: Mauldin Patrick CPA is a trusted accounting and finance institution located at 2121 41st Avenue in Capitola, California, United States. Led by experienced CPA Mauldin Patrick, the institution offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. With a commitment to providing personalized and professional service, Mauldin & Co is dedicated to helping individuals and businesses achieve their financial goals.

A. Bagley CPA Tax & Accounting Services is a reputable financial institution located at 820 Bay Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to providing professional and reliable tax and accounting solutions to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today for personalized and efficient financial services.

Phelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States. With years of experience and expertise in the field, Phelps Karen offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch solutions to individuals and businesses alike. Trust Phelps Karen, a CPA, to handle all your accounting and finance needs with professionalism and precision.

Karma Mortgage Solutions, located at 830 Bay Avenue in Capitola, California, is a finance institution dedicated to serving customers with honesty, integrity, and competence. Our mission is to provide personalized service to help clients secure home loans with the lowest interest rates and closing costs possible. We are committed to helping borrowers overcome any obstacles they may encounter during the loan process.

Revest 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.

Allison Duffy, An Accountancy Corporation is a reputable accounting firm located at 1500 41st Avenue in Capitola, California, United States. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing high-quality financial solutions to individuals and businesses alike. With years of experience and expertise in the field, we strive to help our clients achieve their financial goals and ensure their financial success. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Welcome to Chase ATM, conveniently located at 1990 41st Avenue, Capitola, California 95010, United States. As part of JPMorgan Chase Bank, N.A., our ATM provides you with easy access to your financial needs, whether you're withdrawing cash, checking your account balance, or making deposits. At Chase, we are committed to supporting both personal and business financial needs. For businesses, we offer specialized guidance to enhance cash flow, provide tailored credit solutions, and manage payroll efficiently. Our comprehensive suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions designed to meet the unique demands of your business.

Welcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.

E Z Tax Service is a reputable accounting and finance institution located at 1855 41st Avenue in Capitola, California, United States. With a team of experienced professionals, they offer a range of tax services to individuals and businesses, ensuring accurate and timely filings. Whether you need help with tax preparation, planning, or resolving IRS issues, E Z Tax Service is dedicated to providing personalized and reliable assistance. Trust them to navigate the complexities of tax laws and regulations, helping you achieve financial success.

AB Tax Systems is a renowned accounting and finance institution located at 4259 Capitola Road in Capitola, 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 an individual or a business owner, AB Tax Systems is dedicated to providing top-notch financial solutions to help you achieve your goals. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting needs.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

BMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval. In compliance with federal laws, BMO requires detailed information from customers to verify their identity and prevent money laundering activities. Please be aware that third-party websites may have different privacy and security policies than BMO's. It is important to review the privacy and security policies of any websites reached through links from BMO's website. BMO Bank N.A. and its affiliates do not provide legal or tax advice, so it is recommended to consult with independent legal and tax advisors regarding your specific circumstances.

Linda Contreras, CPA is a reputable accounting and finance institution located at 519 Capitola Avenue in Capitola, California, United States. With years of experience and expertise in the field, Linda Contreras and her team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their services are tailored to meet the unique needs of each client. Trust Linda Contreras, CPA for all your accounting and finance needs.