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TOP 30 Financial independence in Santa Cruz, CA
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Cruz Properties
Cruz Properties is a premier real estate agency located at 23111 Santa Cruz Highway in Los Gatos, California. With 25 years of experience selling homes and land in the area, we offer unparalleled local expertise to help you find your dream property or the right buyer for your home. Our user-friendly website allows buyers to search for listings and receive instant alerts for new properties that match their preferences. We have a network of trusted resources, including mortgage brokers and private lenders, to simplify the financial aspect of your real estate journey. Our website also provides comprehensive information about the neighborhoods, schools, and amenities in the Los Gatos and Santa Cruz Mountains, helping you make informed decisions. With a proven track record of successful negotiations, we are dedicated to getting you the best possible price for your home. When selling your home with Cruz Properties, we leverage our effective online presence to maximize exposure on top real estate websites and social media platforms. As an independent Broker, we provide personalized service and accessibility, with one of us available 7 days a week to cater to your preferred schedule. Our office in the Los Gatos Mountains near Summit Rd allows us to have intimate knowledge of the local market, making us the go-to agency for all your real estate needs.
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.
Paul Nelson Insurance Services
Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.
Lift Line
Lift Line is a car rental service located at 545 Ohlone Parkway in Watsonville, California, United States. This institution provides 60,000 door-to-door rides a year to seniors and people with disabilities, enabling them to maintain their health and independence through accessible transportation. Lift Line is part of the Community Bridges family of programs and offers free transportation to medical appointments for qualifying Santa Cruz County residents. Additionally, qualifying residents can receive free transportation to out-of-county medical appointments in neighboring counties. Lift Line also offers free transportation to essential services such as grocery stores, restaurants, financial institutions, and health services. The institution provides daily transportation to Meals on Wheels dining sites and door-to-door transportation for participants of Elderday Adult Day Health Care. The Access for All program allows all residents with disabilities in Santa Cruz County to access door-to-door transportation for a nominal fee. The program is funded through Senate Bill 376 and aims to improve the accessibility of transportation services for people with disabilities. Lift Line's fleet of vehicles and professional drivers ensure comfortable and reliable transportation for eligible riders. The institution is committed to providing transportation services in a discrimination-free environment and adheres to Title VI of the Civil Rights Act of 1964. To receive Lift Line services, residents can complete an online application form. Lift Line operates Monday to Friday from 9am to 5pm and can be contacted at 831-688-9663.
Wild Iris Private School
Wild Iris Private School is a prestigious educational institution located at 335 Wild Iris Lane in the beautiful city of Santa Cruz, California. Our school offers a unique and personalized learning experience for students from kindergarten to high school. With small class sizes and dedicated teachers, we prioritize academic excellence and individual growth. Our campus is surrounded by nature, providing a serene and inspiring environment for students to thrive. At Wild Iris Private School, we foster a strong sense of community and encourage creativity, critical thinking, and a love for learning. Join us in shaping the future leaders of tomorrow.
Dollars and Sense
Dollars and Sense is a reputable accounting and finance institution located at 1734 Seabright Avenue in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you make sense of your dollars. Contact us today to schedule a consultation and take control of your finances.
Beacon Pointe Advisors
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. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.
Regis Management Co
Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
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