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Guide > Financial planning advisors in California > Financial planning advisors in Capitola

Financial planning advisors in Capitola, California

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4.6 92
#1

Block Advisors

● Closed
1475 41st Ave B, Capitola, CA 95010, United States
831-462-1685
blockadvisors.com

Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California.

Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010 Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010 Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010
Accounting Service Financial Service
Details
5 6
#2

Lanai Financial Solutions

● Closed
1066 41st Ave a101, Capitola, CA 95062, United States
831-476-7300
lanaifinancialsolutions.com

Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States.

Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062 Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062 Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062
Financial Service
Details
5 1
#3

LPL Financial

● Closed
1500 41st Ave #244, Capitola, CA 95010, United States
831-476-7283

LPL Financial is a finance institution located at 1500 41st Avenue in Capitola, California, United States. They provide a wide range of financial services such as investment planning, retirement planning, and wealth management.

Financial Service
Details
5 18
#4

Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper

● Closed
830 Bay Ave Suite G, Capitola, CA 95010, United States
831-818-0299
jeriskipper.com

Financial Solution Home Loans is a leading institution specializing in both Reverse and Forward mortgages.

Photo of Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper - 830 Bay Avenue, Capitola, CA 95010 Photo of Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper - 830 Bay Avenue, Capitola, CA 95010
Financial Service
Details
4.3 6
#5

Mechanics Bank - Capitola Branch

● Closed
3555 Clares St # X, Capitola, CA 95010, United States
831-475-5412
mechanicsbank.com

Mechanics Bank - Capitola Branch is a trusted financial institution located at 3555 Clares Street in the charming coastal town of Capitola, California. As a full-service bank, we offer a wide range of financial services to meet your banking needs.

Automated Teller Bank, Credit Union Financial Service
Details
3.7 3
#6

Coast Financial Services, Inc.

● Closed
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States
831-462-0330
coastfinancialservices.com

Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States.

Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062 Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062
Accounting Service Financial Service
Details
#7

Edward Jones - Financial Advisor: Jeremy Geels, CFP®

● Closed
2121 41st Ave Suite 207, Capitola, CA 95010, United States
831-462-8242
edwardjones.com

Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California.

Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010
Financial Service
Details
#8

Flynn Financial and Insurance Services, Inc

● Closed
2121 41st Ave STE 208, Capitola, CA 95010, United States
831-475-0800

Flynn Financial and Insurance Services, Inc. is a reputable finance institution located at 2121 41st Avenue in Capitola, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients.

Photo of Flynn Financial and Insurance Services, Inc - 2121 41st Avenue, Capitola, CA 95010
Financial Service
Details
#9

Edward Jones - Financial Advisor: Mark A Gerber

● Open
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States
831-462-8242
edwardjones.com

Edward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States.

Photo of Edward Jones - Financial Advisor: Mark A Gerber - 2121 41st Avenue, Capitola, CA 95010
Financial Service
Details
#10

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

● Open
1500 41st Ave Ste #258, Capitola, CA 95010, United States
831-226-2177
edwardjones.com

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California.

Photo of Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ - 1500 41st Avenue, Capitola, CA 95010
Financial Service
Details
#11

Edward Jones - Financial Advisor: Ryan D Bennett

● Open
819 Bay Ave Suite B, Capitola, CA 95010, United States
831-476-1606
edwardjones.com

Edward Jones - Financial Advisor: Ryan D Bennett is a reputable financial institution located at 819 Bay Avenue in Capitola, California, United States.

Photo of Edward Jones - Financial Advisor: Ryan D Bennett - 819 Bay Avenue, Capitola, CA 95010
Financial Service
Details
#12

E Donnelly & Associates with Iron Point Advisors

● Closed
4145 Clares St STE H, Capitola, CA 95010, United States
831-421-9361
edonnellyandassociates.com

E Donnelly & Associates with Iron Point Advisors is a leading finance institution located at 4145 Clares Street in Capitola, California, United States.

Financial Service
Details
#13

Merrill Investment & Retirement Financial Center

● Closed
4055 Capitola Rd, Capitola, CA 95010, United States
831-462-8091
locations.merrilledge.com

Merrill Investment & Retirement Financial Center is a leading finance institution located at 4055 Capitola Road in Capitola, California, United States.

Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010 Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010 Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010
Financial Service
Details
#14

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages

● Closed
Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States
707-985-2178
agents.longbridge-financial.com

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States.

Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073 Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073 Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073
Financial Service
Details
4.9 27
#15

Liberty Tax

● Closed
4208 Capitola Rd, Capitola, CA 95010, United States
831-465-1040
libertytax.com

Liberty Tax is a finance institution located at 4208 Capitola Road in Capitola, California. With a team of experienced tax professionals, Liberty Tax is dedicated to providing high-quality tax preparation services to individuals and businesses in the area.

Photo of Liberty Tax - 4208 Capitola Road, Capitola, CA 95010 Photo of Liberty Tax - 4208 Capitola Road, Capitola, CA 95010
Financial Service
Details
5 15
#16

Jill Judd - State Farm Insurance Agent

● Closed
820 Bay Ave STE 103, Capitola, CA 95010, United States
831-462-1666
jilljudd.com

Jill Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California.

Photo of Jill Judd - State Farm Insurance Agent - 820 Bay Avenue, Capitola, CA 95010
Insurance Agency
Details
5 2
#17

Mauldin & Co: Mauldin Patrick CPA

● Open
2121 41st Ave, Capitola, CA 95010, United States
831-464-8481
mauldincocpa.com

Mauldin & Co: Mauldin Patrick CPA is a trusted accounting and finance institution located at 2121 41st Avenue in Capitola, California, United States.

Accounting Service Financial Service
Details
5 3
#18

A. Bagley CPA Tax & Accounting Services

● Closed
820 Bay Ave Suite 230H, Capitola, CA 95010, United States
831-854-2395
abagleycpa.com

A. Bagley CPA Tax & Accounting Services is a reputable financial institution located at 820 Bay Avenue in Capitola, California.

Photo of A. Bagley CPA Tax & Accounting Services - 820 Bay Avenue, Capitola, CA 95010 Photo of A. Bagley CPA Tax & Accounting Services - 820 Bay Avenue, Capitola, CA 95010 Photo of A. Bagley CPA Tax & Accounting Services - 820 Bay Avenue, Capitola, CA 95010
Accounting Service Financial Service
Details
5 2
#19

Phelps Karen a CPA

● Closed
824 Bay Ave #20, Capitola, CA 95010, United States
831-438-5184
karenphelpscpa.com

Phelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States.

Accounting Service Financial Service
Details
5 1
#20

Karma Mortgage Solutions

● Closed
830 Bay Ave A, Capitola, CA 95010, United States
831-462-2496
karmamortgagesolutions.com

Karma Mortgage Solutions, located at 830 Bay Avenue in Capitola, California, is a finance institution dedicated to serving customers with honesty, integrity, and competence.

Financial Service
Details
5 1
#21

Allison Duffy, An Accountancy Corporation

● Open
1500 41st Ave Suite 262, Capitola, CA 95010, United States
408-843-6419
aduffycpa.com

Allison Duffy, An Accountancy Corporation is a reputable accounting firm located at 1500 41st Avenue in Capitola, California, United States.

Photo of Allison Duffy, An Accountancy Corporation - 1500 41st Avenue, Capitola, CA 95010 Photo of Allison Duffy, An Accountancy Corporation - 1500 41st Avenue, Capitola, CA 95010 Photo of Allison Duffy, An Accountancy Corporation - 1500 41st Avenue, Capitola, CA 95010
Accounting Service Financial Service
Details
5 1
#22

Chase ATM

● Open
1990 41st Avenue, Capitola, California 95010, United States
800-935-9935
locator.chase.com

Welcome to Chase ATM, conveniently located at 1990 41st Avenue, Capitola, California 95010, United States. As part of JPMorgan Chase Bank, N.A.

Automated Teller Financial Service
Details
5 1
#23

Merrill Edge

● Closed
4055 Capitola Road, Capitola, California 95010, United States
831-824-9597
locations.merrilledge.com

Welcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action.

Financial Service
Details
4.9 9
#24

E Z Tax Service

● Closed
1855 41st Ave, Capitola, CA 95010, United States
831-479-9292
shopcapitolamall.com

E Z Tax Service is a reputable accounting and finance institution located at 1855 41st Avenue in Capitola, California, United States.

Accounting Service Financial Service
Details
4.2 5
#25

AB Tax Systems

● Open
4259 Capitola Rd, Capitola, CA 95010, United States
831-464-7516
absystax.com

AB Tax Systems is a renowned accounting and finance institution located at 4259 Capitola Road in Capitola, California, United States.

Accounting Service Financial Service
Details
4 3
#26

Margarita Nicol - State Farm Insurance Agent

● Open
2121 41st Ave STE 103, Capitola, CA 95010, United States
831-475-1991
margaritanicol.com

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote.

Photo of Margarita Nicol - State Farm Insurance Agent - 2121 41st Avenue, Capitola, CA 95010
Insurance Agency
Details
3.8 5
#27

BMO

● Closed
3820 Capitola Rd, Capitola, CA 95010, United States
831-462-0100
usbranches.bmo.com

BMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A.

Photo of BMO - 3820 Capitola Road, Capitola, CA 95010 Photo of BMO - 3820 Capitola Road, Capitola, CA 95010
Bank, Credit Union Financial Service
Details
3.3 4
#28

Linda Contreras, CPA

● Closed
519 Capitola Ave, Capitola, CA 95010, United States
831-479-1040
lindacontrerascpa.com

Linda Contreras, CPA is a reputable accounting and finance institution located at 519 Capitola Avenue in Capitola, California, United States.

Accounting Service Financial Service
Details
#29

Corvin's Legal Services

● Open
1840 41st Ave STE 205, Capitola, CA 95010, United States
408-406-4137
corvinslegalservices.com

Corvin's Legal Services is a reputable finance institution located at 1840 41st Avenue in Capitola, California, United States. With a team of experienced legal professionals, we provide expert financial services to individuals and businesses alike.

Photo of Corvin's Legal Services - 1840 41st Avenue, Capitola, CA 95010 Photo of Corvin's Legal Services - 1840 41st Avenue, Capitola, CA 95010 Photo of Corvin's Legal Services - 1840 41st Avenue, Capitola, CA 95010
Financial Service
Details
#30

Rovai Wealth Management

● Closed
1715 42nd Ave c, Capitola, CA 95010, United States
831-475-3442
rovaiwealthmanagement.com

Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California.

Photo of Rovai Wealth Management - 1715 42nd Avenue, Capitola, CA 95010
Financial Service Insurance Agency
Details
  • 1
  • 2

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