Financial management services in Santa Cruz, California

Distinct Property Management, Inc. is a premier property management company located at 343 Church Street in Santa Cruz, California. With a strong commitment to excellence and customer service, our team of experienced professionals is dedicated to providing top-notch management services for residential and commercial properties. From tenant screening and leasing to maintenance and financial management, we handle all aspects of property management with efficiency and care. Trust Distinct Property Management, Inc. to take the stress out of managing your property and ensure that your investment is in good hands. Contact us today to learn more about our services.

Santa Cruz Property Management Co. is a reputable real estate agency located at 1240 41st Avenue in Capitola, California. With a dedicated team of professionals, we specialize in managing residential and commercial properties in the Santa Cruz area. Our services include property marketing, tenant screening, rent collection, maintenance coordination, and financial reporting. Whether you are a property owner looking for expert management services or a tenant searching for the perfect rental property, Santa Cruz Property Management Co. is here to help. Contact us today to learn more about our comprehensive property management solutions.

Santa Cruz Insurance Services, located at 7397 Soquel Drive in Aptos, California, is a full-service insurance brokerage that has been serving Santa Cruz County and California since 1964. With over 59 years of industry experience, our team has the knowledge and expertise to provide you with the best risk management and insurance advice for both personal and business needs. At Santa Cruz Insurance Services, our success is measured by the satisfaction of our clients. We have a retention rate of over 90%, as our clients trust us to provide them with the appropriate risk management and insurance solutions. We believe in open communication, anticipation of potential risks, and the flexibility to make adjustments in your insurance program as needed.

Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.

Santa Cruz Community Credit Union, located at 55 River Street in Santa Cruz, California, is a finance institution dedicated to putting you in control of your financial future. By offering 24/7 online tools, surcharge-free ATMs, and bilingual team members at local branches, we make managing your money easy and convenient. Our Holiday Club Account allows you to save throughout the year for stress-free holiday spending. Join us for our Virtual Annual Meeting on April 18th to learn more about how we prioritize your financial well-being. With lower fees, better rates, and a commitment to economic justice, we ensure that everyone can access affordable financial products and services. Join us today and become a member for life.

U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.

Wildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.

U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

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.

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.

Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States. Specializing in investment management and financial planning services, Wynn Capital Management is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, Wynn Capital Management provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Wynn Capital Management is here to help you every step of the way.

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.

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.

Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California. With a focus on providing personalized financial solutions, Springwater Wealth Management, LLC offers a range of services including investment management, retirement planning, estate planning, and tax optimization. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Springwater Wealth Management, LLC is committed to providing expert guidance and tailored strategies to meet your individual needs.

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.

New Century Tax Services Center is a reputable institution located at 2395 De La Cruz Boulevard in Santa Clara, California, United States. Specializing in accounting and finance, our dedicated team of experts is committed to providing top-notch tax services to individuals and businesses. With years of experience and a strong track record of client satisfaction, we strive to ensure that all your financial needs are met with accuracy and efficiency. Whether you need assistance with tax preparation, bookkeeping, or financial planning, New Century Tax Services Center is here to help you navigate the complex world of finance with ease. Visit us today and let us take the stress out of managing your finances.

Santa Cruz Bookkeeping is a trusted institution located in the heart of Santa Cruz, California. Specializing in accounting and finance services, we provide expert bookkeeping solutions for individuals and businesses alike. Our team of professionals is dedicated to helping clients manage their financial records efficiently and accurately. Whether you need assistance with payroll, taxes, or budgeting, Santa Cruz Bookkeeping is here to help. Visit us at 180 7th Avenue to learn more about how we can support your financial needs.

Hensley Tax & Bookkeeping Services is a reputable accounting and finance institution located at 1515 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Our goal is to provide personalized and efficient solutions to help individuals and businesses manage their finances effectively. Trust Hensley Tax & Bookkeeping Services for all your accounting needs.

Optium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.

Santa Cruz METRO Maintenance Yard Welcome to the Santa Cruz METRO Maintenance Yard, your convenient hub for transit and financial services in the heart of Santa Cruz, California. Located at 120 Golf Club Drive, our facility is committed to serving the community with a range of essential services designed to meet your daily needs.

Welcome to the United States Postal Service located at 850 Front Street, Santa Cruz, California. As a cornerstone of the community, our facility offers a comprehensive range of postal and financial services designed to meet your needs. Whether you're mailing a letter, shipping a package, or managing your postal needs, our dedicated team is here to assist you with efficiency and care. Our Santa Cruz location functions not only as a post office but also as a local government office, providing essential services to residents and businesses alike. We pride ourselves on our commitment to customer satisfaction, ensuring that your experience with us is seamless and convenient.

Welcome to the City of Santa Cruz Finance Department, your trusted partner in fiscal management and financial services. Located at 809 Center Street in the heart of Santa Cruz, California, our department is dedicated to maintaining the financial health and integrity of our vibrant community. As a key component of the local government, we specialize in accounting, budgeting, and financial planning, ensuring transparent and efficient use of public funds. Our team of experienced professionals is committed to providing exceptional service to residents, businesses, and government entities. Whether you need assistance with municipal finance, tax information, or budget reports, the City of Santa Cruz Finance Department is here to support you. Visit us today and discover how we contribute to the economic well-being of our city.

Welcome to the Santa Cruz County Auditor-Controller's Office, your trusted local government resource for financial oversight and accountability. Conveniently located at 701 Ocean Street in the heart of Santa Cruz, California, our office is dedicated to ensuring transparency and integrity in the financial operations of the county. We provide a range of essential services, including auditing county departments, managing financial reporting, and overseeing the allocation of public funds. Our team of experienced professionals is committed to serving the community by safeguarding public resources and promoting fiscal responsibility. Whether you are a resident, business owner, or visitor, we are here to assist you with any inquiries related to county finances. Visit us to learn more about our services and how we work to maintain the financial health of Santa Cruz County.

Welcome to Santa Cruz County Cal-Learn, a dedicated local government office committed to supporting the educational and personal development of young parents in our community. Located at 1400 Emeline Avenue, Santa Cruz, California, our office is a hub for resources and guidance tailored to assist young families in navigating the challenges of parenthood while pursuing their educational goals. At Santa Cruz County Cal-Learn, we understand the unique needs of young parents and strive to provide comprehensive support through personalized case management, educational workshops, and access to essential services. Our team of compassionate professionals is here to empower young parents to achieve their academic aspirations and build a brighter future for themselves and their families.