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TOP 30 Financial independence planning in Santa Cruz, CA
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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.
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.
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