Financial expert in Aptos, CA
17 results found
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U.S. Bancorp Investments - Financial Advisors: Santa Cruz
● ClosedU.S. Bancorp Investments - Financial Advisors in Santa Cruz is a trusted finance institution located at 96 Rancho Del Mar in Aptos, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to plan for retirement, save for college, or grow your wealth, our advisors are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.
110 Morrissey Blvd, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Ryan J Ozog
● OpenEdward Jones - Financial Advisor: Ryan J Ozog is a reputable financial institution located at 151 Aptos Village Way in Aptos, California. As a dedicated financial advisor, Ryan J Ozog provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Ryan J Ozog offers expert guidance and tailored solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ryan J Ozog is committed to helping you secure a sound financial future.
151 Aptos Vlg Wy Unit 308, Aptos, CA 95003, 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 -
Allstate Personal Financial Representative: Brad Dehaven
● ClosedWelcome to Allstate Personal Financial Representative: Brad Dehaven, your trusted insurance agency located in the heart of Aptos, California. Situated at 8046 Soquel Drive, we are dedicated to providing our community with exceptional insurance solutions tailored to meet your unique needs. With a wealth of experience and a commitment to personalized service, Brad Dehaven and his team are here to help you navigate the complexities of insurance planning with ease and confidence. Whether you're seeking auto, home, life, or business insurance, we offer a comprehensive range of products designed to protect what matters most to you. Our goal is to ensure that you have the right coverage at the right price, providing peace of mind for you and your loved ones.
8046 Soquel Drive, Aptos, California 95003, United States -
American Financial Network, Inc
● OpenWelcome to American Financial Network, Inc., your trusted partner in achieving your financial and real estate goals. Conveniently located at 323 Spreckels Drive, Aptos, California, we specialize in providing personalized financial solutions to meet the diverse needs of our clients. Whether you're a first-time homebuyer or a seasoned investor, our team of experienced Loan Originators is here to guide you through every step of the home buying process. At American Financial Network, Inc., we understand the importance of making informed financial decisions. That's why we offer a range of calculator tools on our website to help you estimate your mortgage options. Please note that these tools provide estimates only, and we encourage you to consult with one of our licensed Loan Originators for tailored advice that considers your unique circumstances.
323 Spreckels Drive, Aptos, California 95003, United States -
Coldwell Banker Realty - Aptos
● ClosedWelcome to Coldwell Banker Realty - Aptos, your trusted real estate agency located at 124 Rancho Del Mar, Aptos, California. Nestled close to the iconic “Cement Ship” of Seacliff State Beach, the luxurious Seascape Resort, and the charming Aptos Village, our office is perfectly positioned to serve the vibrant communities of Santa Cruz County and beyond. Our team of dedicated real estate professionals is deeply knowledgeable about the unique qualities that make this area so special. Santa Cruz County offers a harmonious blend of natural beauty and cultural richness, from the awe-inspiring redwoods of the Santa Cruz Mountains to the pristine shores of Monterey Bay. Whether you're drawn to the quaint mountain communities of the San Lorenzo Valley or the cosmopolitan charm of downtown Santa Cruz, we have the expertise to help you find your dream home. Our service areas include, but are not limited to, Aptos, Santa Cruz, Capitola, Watsonville, and the neighboring regions such as Ben Lomond, Bonny Doon, Boulder Creek, and beyond.
124 Rancho Del Mar, Aptos, California 95003, United States -
Scurich Insurance Services
● ClosedScurich Insurance Services is a reputable health insurance agency located at 783 Rio Del Mar Boulevard in Aptos, California. With a strong commitment to providing top-notch insurance services, they offer a wide range of health insurance options to meet the needs of individuals and families. Their team of experienced professionals is dedicated to helping clients find the best coverage at affordable rates. Whether you are looking for individual health insurance or group health plans, Scurich Insurance Services is here to assist you every step of the way. Contact them today to learn more about their services and how they can help you secure the right health insurance coverage for your needs.
783 Rio Del Mar Blvd STE 7, Aptos, CA 95003, United States -
Law Offices Of Patricia L. Suda
● ClosedThe Law Offices Of Patricia L. Suda, located at 311 Bonita Drive in Aptos, California, is a reputable finance and legal institution. Specializing in providing expert legal services, Patricia L. Suda and her team are dedicated to helping clients navigate complex legal issues with professionalism and expertise. With a focus on financial matters, the Law Offices Of Patricia L. Suda offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are in need of legal advice, representation, or guidance on financial matters, the experienced team at this institution is here to help.
311 Bonita Dr, Aptos, CA 95003, United States -
Larry Hebert Consulting
● OpenLarry Hebert Consulting is a reputable institution located at 7960 Soquel Drive in Aptos, California, United States. Specializing in providing expert consulting services, they offer a wide range of solutions for businesses looking to improve their operations and achieve their goals. With a team of experienced consultants, Larry Hebert Consulting is dedicated to delivering top-notch services tailored to meet the unique needs of each client. Whether you are looking for strategic planning, project management, or process improvement, Larry Hebert Consulting has the expertise and resources to help you succeed. Contact them today to learn more about how they can support your business growth and development.
7960 Soquel Dr, Aptos, CA 95003, United States -
S J Kellerman & Associates: Kellerman Sheila J CPA
● ClosedS J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
38 Seascape Resort Dr, Aptos, CA 95003, United States -
Patrick (Hawk) Cummins
● ClosedWelcome to Patrick (Hawk) Cummins Insurance Agency, your trusted partner in safeguarding your future. Conveniently located at 3355 Merrill Road, Aptos, California, we are dedicated to providing personalized insurance solutions to meet your unique needs. With years of experience in the industry, our team is committed to delivering exceptional service and expert guidance, ensuring you have the right coverage for every stage of life. At Patrick (Hawk) Cummins Insurance Agency, we offer a comprehensive range of insurance products, including home, auto, life, and business insurance. We understand that each client has distinct requirements, and we take pride in tailoring our services to fit your specific circumstances. Our goal is to provide peace of mind by protecting what matters most to you.
3355 Merrill Road, Aptos, California 95003, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California. As a leading community bank, we are committed to providing exceptional banking services tailored to meet the needs of individuals, businesses, and non-profit organizations in our community. Our comprehensive range of financial solutions includes personal and business banking, loans, mortgages, and investment services, all delivered with a personalized touch. At Santa Cruz County Bank, we pride ourselves on our deep roots in the community and our dedication to fostering economic growth and prosperity in the region. Our team of experienced financial professionals is here to guide you every step of the way, offering expert advice and customized financial strategies to help you achieve your goals.
7775 Soquel Drive, Aptos, California 95003, United States -
Bay Federal Credit Union
● ClosedWelcome to Bay Federal Credit Union, your trusted financial partner located in the heart of Aptos, California. Situated at 48 Rancho Del Mar Shopping Center, our branch is dedicated to providing exceptional financial services to the local community. As a member-owned financial cooperative, we prioritize your financial well-being and are committed to helping you achieve your financial goals. At Bay Federal Credit Union, we offer a comprehensive range of financial products and services tailored to meet your unique needs. Whether you're looking for a reliable checking or savings account, competitive loan options, or expert financial advice, our friendly and knowledgeable team is here to assist you every step of the way.
48 Rancho Del Mar Shopping Center, Aptos, California 95003, United States -
U.S. Bank Branch
● ClosedWelcome to U.S. Bank Branch in Aptos, California! Conveniently located at 96 Rancho Del Mar, our branch is dedicated to providing exceptional banking and financial services to the local community. Whether you're looking to open a new account, apply for a loan, or explore investment opportunities, our team of experienced professionals is here to help you reach your financial goals. We offer a wide range of services, including personal and business banking, mortgage solutions, wealth management, and more, all tailored to meet your unique needs. At U.S. Bank Branch, we pride ourselves on delivering personalized service and expert advice in a friendly and welcoming environment. Visit us today and experience the difference of working with a bank that truly cares about your financial well-being.
96 Rancho Del Mar, Aptos, California 95003, United States -
U.S. Bank - Wealth Management Banker: Forrest Macierez
● ClosedWelcome to U.S. Bank - Wealth Management Banker: Forrest Macierez, your trusted partner in financial success located in the heart of Aptos, California. Situated at 96 Rancho Del Mar, our office is dedicated to providing personalized wealth management services tailored to meet your unique financial goals. With a deep understanding of the financial landscape and a commitment to excellence, Forrest Macierez offers expert guidance in investment strategies, retirement planning, estate planning, and more. Our mission is to empower you with the knowledge and tools necessary to build and preserve your wealth, ensuring a secure financial future for you and your family. Whether you're a seasoned investor or just starting your financial journey, Forrest Macierez and the U.S. Bank team are here to support you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind with strategic, holistic wealth management solutions.
96 Rancho Del Mar, Aptos, California 95003, United States -
Anthem Blue Cross
● OpenWelcome to Anthem Blue Cross, your trusted insurance agency located in the heart of Aptos, California. Serving the vibrant community of Aptos and the surrounding areas, we are committed to providing comprehensive and personalized insurance solutions tailored to meet your unique needs. At Anthem Blue Cross, we offer a wide range of insurance products, including health, dental, vision, and life insurance, ensuring that you and your loved ones are protected at every stage of life. Our team of experienced and dedicated professionals is here to guide you through the complex world of insurance, offering expert advice and exceptional customer service. Whether you're an individual, family, or business, we strive to deliver peace of mind with coverage options that fit your lifestyle and budget. Visit us today and discover the Anthem Blue Cross difference—where your well-being is our priority.
Aptos, California 95003, United States -
J&M Property Management
● ClosedWelcome to J&M Property Management, your trusted partner in real estate located at 9515 Soquel Drive, Aptos, California. As a premier real estate agency, we specialize in providing comprehensive property management services tailored to meet the unique needs of our clients. Whether you're a property owner seeking expert management solutions or a tenant in search of your next home, our dedicated team is here to help. At J&M Property Management, we pride ourselves on delivering exceptional service with a personal touch. Our experienced professionals are committed to ensuring seamless and stress-free experiences for both landlords and tenants. We offer a wide range of services including property marketing, tenant screening, maintenance coordination, and financial management, all designed to maximize the value of your investment.
9515 Soquel Drive, Aptos, California 95003, United States
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