Financial goal setting in Santa Cruz, California
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Santa Cruz County Career Technical Education Partnership
The Santa Cruz County Career Technical Education Partnership, located at 399 Encinal Street in Santa Cruz, California, is a school that offers a variety of programs to help students acquire academic, career, and technical skills for success in the changing workplace. The institution, part of the Santa Cruz County Office of Education Career and Adult Learning Services, provides high school diploma and equivalency services for adult learners, a workforce development program for 16-24 year olds, magnet high school programs, and career training programs for adults. The Career and Adult Learning Services (CALS) at the institution offers a unique independent study program for adult learners across the county, with dedicated staff to support students in obtaining a high school diploma. The institution also provides high-quality career and technical education, accredited by the Western Association of Schools and Colleges, for interested high school students. In addition to coursework, CALS offers work-based learning opportunities such as internships and industry-expert guest speakers to help students become college and career-ready.
Natural Bridges Financial Advisors
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. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex tax laws, our experts are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a brighter financial future.
Santa Cruz County Bank
Welcome to Santa Cruz County Bank, your trusted financial partner located in the heart of Capitola, California. Situated at 819 Bay Avenue, our branch proudly serves the local community with a comprehensive range of banking and financial services. Whether you're looking to manage your personal finances, grow your business, or simply need access to convenient ATM services, our dedicated team is here to provide personalized solutions tailored to your needs. At Santa Cruz County Bank, we believe in building strong, lasting relationships with our clients. Our commitment to exceptional customer service and community involvement sets us apart as a local bank that truly cares. We offer a wide array of services, including personal and business banking, loans, mortgages, and investment advice, all designed to help you achieve your financial goals.
Coast Financial Services, Inc.
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.
Jane Alma Massie Tax Prep-Financial
Jane Alma Massie Tax Prep-Financial is a reputable accounting and finance institution located at 3431 Portola Drive in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses in the area. With a strong commitment to accuracy and efficiency, we aim to help our clients navigate the complexities of tax laws and financial planning with ease. Whether you need assistance with tax filing, budgeting, investment strategies, or retirement planning, our experts are here to guide you every step of the way. Trust Jane Alma Massie Tax Prep-Financial for all your accounting and financial needs.
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
Jerry 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.
Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC
Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
Richard F. Luker CPA
Richard F. Luker CPA is a reputable accounting and finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality, personalized service to their clients sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Richard F. Luker CPA is here to help you achieve your goals.
Thomas Castillo, CPA
Thomas Castillo, CPA is a trusted accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States. With years of experience and expertise, Thomas Castillo, CPA offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, the dedicated team at Thomas Castillo, CPA is here to help. Their commitment to professionalism and customer service sets them apart as a top choice for all your accounting and finance needs. Contact Thomas Castillo, CPA today to schedule a consultation and see how they can assist you in achieving your financial goals.
Fernanda Aguiar, CPA, EA Padgett Business Services
Fernanda Aguiar, CPA, EA Padgett Business Services is a reputable accounting and finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a team of qualified professionals, the institution provides a wide range of financial services including tax preparation, bookkeeping, payroll, and business consulting. Clients can rely on their expertise to help them navigate complex financial matters and achieve their financial goals. Whether you are an individual or a business owner, Fernanda Aguiar, CPA, EA Padgett Business Services is dedicated to providing personalized and professional service to meet your needs.
College Nine
College Nine is a vibrant and inclusive university located at 702 College Nine Road in Santa Cruz, California, United States. Our institution offers a diverse and dynamic academic environment where students can explore a wide range of disciplines and engage in meaningful learning experiences. With a focus on social justice, sustainability, and community engagement, College Nine strives to empower students to become global citizens and leaders in their fields. Our campus is surrounded by beautiful natural landscapes, providing a peaceful and inspiring setting for students to pursue their academic and personal goals. Join us at College Nine and be part of a supportive and welcoming community dedicated to making a positive impact on the world.
Marshall Wealth Management Group
Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.
Tumbleweed Found
Tumbleweed Found is a unique institution located at 1025 Center Street in Santa Cruz, California. This establishment serves as a combination of a finance center and a home goods store, offering a variety of services and products to meet the diverse needs of its customers. Whether you are looking for financial advice, home decor items, or other household essentials, Tumbleweed Found has you covered. With a friendly and knowledgeable staff ready to assist you, this institution is your one-stop shop for all things finance and home goods.
Codiga & Associates
Codiga & Associates is a reputable accounting and finance institution located at 1348 Commerce Lane in Santa Cruz, California, United States. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business owner, Codiga & Associates is here to help you navigate the complexities of financial management and achieve your goals.
Babcock Heather CPA
Babcock Heather CPA is a reputable accounting and finance institution located at 428 King Street 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 business consulting. Clients can trust Babcock Heather CPA for reliable and accurate financial advice to help them achieve their goals.
Seales Conrad CPA
Seales Conrad CPA, located at 125 Water Street in Santa Cruz, California, is a reputable accounting and finance institution. As part of Santa Cruz Pacific Accounting and Tax, they are dedicated to providing high-quality services with integrity. Their team values hard work, compassion, respect, and gratitude as they utilize their expertise to assist clients. Despite offering a wide range of services, Seales Conrad CPA remains personable and committed to building strong relationships with their clients. Partnering with them can lead to great accomplishments in financial management.
Ngoc Tran CPA
Ngoc Tran CPA is a reputable accounting and finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of services including tax preparation, auditing, financial consulting, and more. Our commitment to excellence and client satisfaction sets us apart in the industry. Whether you are an individual or a business in need of financial guidance, Ngoc Tran CPA is here to help you achieve your financial goals.
Young Frank R CPA
Young Frank R CPA is a reputable accounting and finance institution located at 700 Frederick Street in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Whether you are an individual or a business owner, Young Frank R CPA is dedicated to providing personalized and high-quality financial solutions to help you achieve your goals. Their commitment to excellence and attention to detail sets them apart as a trusted partner in managing your financial affairs.
Crissman & Associates
Crissman & 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.
Omni Fund INC
Welcome to Omni Fund INC, your trusted partner in finance and real estate located in the heart of Santa Cruz, California. Situated at 149 Josephine Street, our team is dedicated to providing personalized financial solutions and real estate services tailored to meet your unique needs. Whether you're looking to secure a mortgage, invest in property, or seek financial advice, Omni Fund INC is committed to helping you achieve your goals with integrity and professionalism. Our experienced professionals are here to guide you every step of the way, ensuring a seamless and rewarding experience. Discover the difference with Omni Fund INC, where your financial future is our priority. Visit us today and let us help you build a brighter tomorrow.
The Dahlmeier Kass Team - Morgan Stanley
Welcome to The Dahlmeier Kass Team at Morgan Stanley, your trusted financial advisors in Santa Cruz, California. Conveniently located at 6004 La Madrona Drive, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a deep understanding of the financial markets and a commitment to excellence, we offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. At The Dahlmeier Kass Team, we believe in building long-lasting relationships with our clients, grounded in trust, integrity, and transparency. Our experienced professionals are here to guide you through every step of your financial journey, ensuring you make informed decisions that align with your aspirations. Whether you are planning for your future, managing your assets, or seeking expert advice on complex financial matters, we are here to support you with dedication and expertise.
Newhouse & Associates
Welcome to Newhouse & Associates, your trusted real estate agency located at 3121 Park Avenue, Soquel, California. We are dedicated to connecting, advising, and problem-solving to create a network of strong relationships in the real estate industry. Our commitment to timely communication, transparency, and a proactive approach sets us apart as a trusted property manager, sales agent, and investor partner. Founded by Sarah, who returned to her roots in Aptos, CA, after a 12-year stint in South Lake Tahoe, Newhouse & Associates was born out of a passion for forming and maintaining meaningful relationships through real estate. Sarah, a licensed real estate broker since 2020, brings her extensive experience in property management and sales to the firm, alongside her love for adventure and family life with her partner Rob and their two boys.
Teresa Peters Executive Realtor
Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
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