Financial consulting services in Soquel, CA
58 results found
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DeLong David P CPA
● OpenDeLong David P CPA is a reputable accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. With a team of experienced professionals led by David P. DeLong, this institution offers a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust DeLong David P CPA for accurate and reliable financial guidance to help them achieve their goals.
2425 Porter St #10, Soquel, CA 95073, United States -
Mc Dermott William P CPA
● OpenMcDermott William P CPA is a reputable accounting and finance institution located at 2601 41st Avenue in Soquel, California. With years of experience in the industry, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust McDermott William P CPA for all your accounting and finance needs in Soquel, California.
2601 41st Ave STE E, Soquel, CA 95073, United States -
Patricia A. Beckwith, CPA
● ClosedPatricia A. Beckwith, CPA is a trusted accounting and finance institution located at 4630 Soquel Drive, Soquel, California, United States. Led by Patricia Beckwith, also known as Trish, this institution offers exceptional service with reasonable fees. Specializing in taxes for individuals, businesses, trusts, estates, and IRS tax resolution services, Trish is dedicated to providing superior client service. With years of experience and a passion for helping clients succeed, Patricia A. Beckwith, CPA is the go-to choice for tax preparation and planning in the Santa Cruz County area. Clients praise Trish for her knowledge, ease of working with, and down-to-earth personality. If you're looking for a reliable CPA, look no further than Patricia A. Beckwith, CPA.
4630 Soquel Dr #3, Soquel, CA 95073, United States -
Cecy David J CPA
● OpenCecy David J CPA is a reputable accounting and finance institution located at 9055 Soquel Drive in Aptos, California, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch services tailored to meet your specific needs. Trust Cecy David J CPA to help you achieve your financial goals with precision and accuracy.
9055 Soquel Dr # E, Aptos, CA 95003, United States -
Riccabona & McGee, LLP
● ClosedRiccabona & McGee, LLP is a reputable accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. Specializing in providing a wide range of services to both individuals and businesses across various industries, Riccabona & McGee, LLP is dedicated to meeting the specific needs of each client. With a focus on assisting clients in planning for the future and achieving their financial goals in a constantly evolving regulatory environment, the institution prides itself on delivering personalized and professional services.
2425 Porter St #2, Soquel, CA 95073, United States -
Trish the Santa Cruz CPA
● ClosedTrish the Santa Cruz CPA, located at 4630 Soquel Drive in Soquel, California, is a trusted institution specializing in accounting and finance services. Led by Patricia Beckwith, known as Trish, the institution offers personal and exceptional service with reasonable fees. Trish is experienced in all aspects of taxes, including individuals, businesses, trusts, estates, and IRS tax resolution services. Her mission is to provide superior client service and the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. Clients rave about Trish's knowledge, easy-going nature, and expertise in the field. If you're looking for a CPA in Santa Cruz, Trish is the one to call.
4630 Soquel Dr, Soquel, CA 95073, United States -
LAMBERT GROUP CORPORATE SOLUTIONS
● OpenLambert Group Corporate Solutions is a leading institution located at 7960 B Soquel Drive, Aptos, California. We provide comprehensive corporate solutions to businesses of all sizes, specializing in strategic planning, financial management, and operational efficiency. Our team of experienced professionals is dedicated to helping our clients achieve their goals and maximize their success. With a focus on innovation and excellence, Lambert Group Corporate Solutions is committed to delivering top-notch services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.
7960 B Soquel Dr #246, Aptos, CA 95003, United States -
Canyon View Capital
● ClosedCanyon View Capital is a finance institution located at 331 Soquel Avenue in Santa Cruz, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, Canyon View Capital is here to help. Visit us today to learn more about how we can assist you with your financial needs.
331 Soquel Ave, Santa Cruz, CA 95062, United States -
Mutual of Omaha Reverse Mortgage
● ClosedMutual of Omaha Reverse Mortgage is a trusted finance institution located at 1414 Soquel Avenue in Santa Cruz, California, United States. Specializing in reverse mortgages, they offer a variety of financial products and services to help seniors unlock the equity in their homes. With a commitment to transparency, integrity, and customer service, Mutual of Omaha Reverse Mortgage is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to supplement your retirement income or fund a major expense, their team of experienced professionals is here to help you navigate the world of reverse mortgages with confidence and peace of mind.
1414 Soquel Ave Suite 207, Santa Cruz, CA 95062, 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 -
Long Term Care Insurance Santa Cruz
● ClosedLong 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.
2425 Porter St # 3, Soquel, CA 95073, United States -
Alta Investment Group
● ClosedAlta Investment Group is a leading finance and real estate agency located at 9055 Soquel Drive in Aptos, California. With a commitment to providing top-notch services and expertise in investment opportunities, our team of professionals are dedicated to helping clients achieve their financial goals. Whether you are looking to invest in real estate or grow your portfolio, Alta Investment Group is here to guide you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial aspirations.
9055 Soquel Dr, Aptos, CA 95003, United States -
Healthcare Advisory Partners
● ClosedHealthcare Advisory Partners is a leading healthcare consulting firm located at 5161 Soquel Drive in Soquel, California, United States. Our team of experienced healthcare professionals provides expert advisory services to healthcare organizations, including hospitals, medical practices, and healthcare providers. With a focus on improving operational efficiency, financial performance, and patient care quality, we work closely with our clients to develop customized solutions that address their unique challenges and goals. Whether you are looking to streamline processes, optimize revenue cycle management, or enhance strategic planning, Healthcare Advisory Partners is here to help you achieve success in the rapidly evolving healthcare industry.
5161 Soquel Dr, Soquel, CA 95073, United States -
Fournier Mc Dermott & Lamb
● OpenFournier Mc Dermott & Lamb is a reputable accounting and finance institution located at 2601 41st Avenue in Soquel, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Their expertise includes tax preparation, financial planning, bookkeeping, and more. Clients can trust Fournier Mc Dermott & Lamb to provide reliable and efficient financial solutions tailored to their specific needs.
2601 41st Ave STE E, 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 -
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 -
Lopez Accounting Inc.
● OpenLopez Accounting Inc. is a reputable accounting and finance institution located at 2901 Park Avenue in Soquel, California, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our services include tax preparation, bookkeeping, financial planning, and more. Trust Lopez Accounting Inc. for all your accounting and financial needs.
2901 Park Ave STE B10, Soquel, CA 95073, United States -
Philip G Seydel, CPA
● OpenPhilip G Seydel, CPA is a reputable accounting and finance institution located at 2825 Porter Street in Soquel, California, United States. With years of experience in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Trustworthy, reliable, and efficient, Philip G Seydel, CPA is the go-to institution for all your accounting and finance needs.
2825 Porter St STE A, Soquel, CA 95073, United States -
Newhouse Jeffrey CPA
● OpenNewhouse Jeffrey CPA is a reputable accounting and finance institution located at 3121 Park Avenue in Soquel, California, United States. Specializing in a wide range of financial services, including tax preparation, auditing, and financial consulting, Newhouse Jeffrey CPA is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a team of highly skilled and experienced professionals, clients can trust in the expertise and reliability of Newhouse Jeffrey CPA for all their accounting and financial needs.
3121 Park Ave # A, Soquel, CA 95073, United States -
Crissman & Associates
● ClosedCrissman & Associates is a reputable accounting and finance institution located at 2880 Soquel Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to providing top-notch service and personalized solutions sets them apart in the industry. Whether you are a small business owner or an individual looking to manage your finances more effectively, Crissman & Associates is dedicated to helping you achieve your financial goals.
2880 Soquel Ave #6, Santa Cruz, CA 95062, United States -
Mc Dowell & Co
● OpenMc Dowell & Co is a reputable accounting and finance institution located at 9083 Soquel Drive in Aptos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Mc Dowell & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
9083 Soquel Dr, Aptos, CA 95003, 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 -
JK Chyo & Company
● OpenWelcome to JK Chyo & Company, your trusted partner in accounting and finance, conveniently located at 2425 Porter Street, Soquel, California. At JK Chyo & Company, we specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to offering a comprehensive range of services, including bookkeeping, tax preparation, financial planning, and business consulting. We pride ourselves on our commitment to accuracy, integrity, and customer satisfaction. Whether you're a small business in need of accounting support or an individual looking for expert tax advice, we tailor our services to meet your unique needs. Our goal is to simplify the complexities of finance, so you can focus on what matters most to you.
2425 Porter Street, Soquel, California 95073, United States -
Megan Lyng - David Lyng Real Estate
● ClosedWelcome to Megan Lyng - David Lyng Real Estate, your premier real estate agency located at 1041 41st Avenue, Santa Cruz, California. Our agency is dedicated to providing exceptional real estate services in one of California's most beautiful coastal regions. Nestled close to the ocean and within easy reach of Silicon Valley, our location offers the perfect blend of accessibility and tranquility, allowing you to enjoy both the vibrant tech hub and the serene beauty of nature. At Megan Lyng - David Lyng Real Estate, we specialize in a diverse range of properties, from stunning oceanfront homes with breathtaking views to charming country retreats and stylish urban residences. Whether you are looking for a luxury beachfront property, a cozy family home, or a unique investment opportunity, our experienced team is here to guide you every step of the way.
1041 41st Avenue, Santa Cruz, California 95062, 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
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