Financial planning agency in Santa Cruz, California

Farmers Insurance - Pedro Gonzalez is an insurance agency located on Pacific Avenue in Santa Cruz, California, United States. This agency offers the opportunity for individuals to build or buy their own agency through programs such as Retail, Acquisition, or Protégé. With the support of experienced professionals, agency owners can maximize their personal income through residual income and quarterly bonus opportunities. Hard work can also lead to rewards and bonuses, including destination trips for Farmers Achievement Clubs. As a Farmers® agency owner, individuals have the chance to establish generational wealth and enjoy unlimited income potential. The agency provides award-winning training programs through the University of Farmers® and access to knowledgeable professionals to support the business. By offering over 50 different products, including home, auto, business, life, and financial services, agency owners can make a positive impact in their community.

Farmers Insurance - Tanner Tedsen is a local insurance agency located at 4835 Soquel Drive in Soquel, California. Tanner Tedsen, a Santa Cruz native, takes pride in serving the Santa Cruz county, Bay Area, and all of California. With over 25 years of combined industry experience, the Tedsen Insurance Agency focuses on providing personalized and quality insurance solutions for Auto, Home, Life, Workers Compensation, and more. The agency is family-owned and operated, with a commitment to putting customers first and building lasting relationships based on trust and education. Involved in the local community, the agency supports various non-profit organizations and aims to protect and contribute to the community it serves. With a focus on value over price, the agency ensures that clients receive coverage that truly meets their needs. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, or Personal Umbrella insurance, Tanner Tedsen and his team are dedicated to helping you protect what matters most. Contact Farmers Insurance - Tanner Tedsen for a personalized insurance plan that fits your unique needs and goals.

Lauren Foos - State Farm Insurance Agent is a local insurance agency located at 2959 Park Avenue, Soquel, California, United States. As a small business owner in Soquel, Lauren and his team are dedicated to taking care of all your insurance needs. They offer free, timely quotes and excellent customer service. Lauren has 34 years of insurance industry experience and his office has been voted the Santa Cruz Sentinel Reader’s Choice Insurance Agent award multiple times. Their office is conveniently located between Soquel and Aptos, in the county of Santa Cruz. They are dog-friendly and you may even meet Oscar, their red polo-wearing dachshund. The office is wheelchair accessible and appointments can be scheduled at the office, at your home, or over the phone.

Grace Lynn Karisli - State Farm Insurance Agent is an insurance agency located at 7010 Soquel Drive, Aptos, California. Situated near Cabrillo College at the corner of Soquel and Madeline, our team is dedicated to serving all your financial and insurance needs. We offer a range of insurance services including Car Insurance, Life Insurance, ATV Insurance, Motorcycle Insurance, Motorhome Insurance, and Medi-Gap insurance. Our focus is on resident relocations to the Santa Cruz & Monterey County areas. With a background in law and extensive experience in claims, Grace Lynn Karisli is committed to providing outstanding service to the community. Whether you are moving to Aptos, Soquel, Capitola, Santa Cruz, Scotts Valley, Felton, Ben Lomond, Boulder Creek, or the surrounding Bay area, we are here to assist you with all your insurance requirements. Contact us today for a free Auto, Health, or Life Insurance Quote. Please note that for your protection, sensitive personal information should not be included in any communication. Visit us or call/text for more information.

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. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

Farmers Insurance - Matthew Stelck is an insurance agency located at 3233 Valencia Avenue, Aptos, California, United States. As your local Farmers® agent in Santa Cruz County and throughout California, Matthew Stelck helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Matthew has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to help protect your most valuable possessions. Whether you need a quote for auto, home, renters, life, condo, or business insurance, Matthew Stelck is here to help you create a plan to secure your future. Contact Matthew Stelck at the provided phone number for personalized insurance solutions.

Weist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.

Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you. They strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. They offer a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Cultivate Investments, located at 20 South Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers a next-generation investment management approach. Founded by Loren Kinczel, a seasoned professional with a background in top-rated investment firms, Cultivate Investments focuses on aligning interests with its clients and investing a significant portion of its family wealth alongside yours. With a commitment to flexible thinking and original technology, Cultivate Investments offers a classic value investment approach that can help you achieve your investment goals. Please note that all information provided on this site is for informational purposes only, and you should consult with a financial adviser before making any decisions. Cultivate Financial Group LLC is not affiliated with the Social Security Administration or any government agency.

Welcome to A & B Insurance Co, your trusted insurance agency located in the heart of Santa Cruz, California. Situated at 931 Mission Street, we are dedicated to serving the diverse insurance needs of our community with professionalism and integrity. At A & B Insurance Co, we understand that life's uncertainties require reliable protection, and our team of experienced agents is committed to finding the right coverage for you, your family, and your business. Our comprehensive range of insurance solutions includes auto, home, health, life, and business insurance, each tailored to meet your specific needs and budget. We pride ourselves on offering personalized service, ensuring that you receive the attention and care you deserve. Whether you are looking to secure your home, safeguard your family's future, or protect your business assets, A & B Insurance Co is here to guide you every step of the way.

Welcome to Chase Bank, conveniently located at 730 Ocean Street, Santa Cruz, California 95060. As a trusted leader in the banking and finance industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Our Santa Cruz branch provides a full suite of banking solutions, including ATMs, personal banking, and business banking services. Whether you're looking to manage your personal finances or require specialized business banking assistance, our team of professionals is here to help. Our business banking services include expert guidance on improving cash flow, credit solutions, and payroll management, complemented by our online and mobile banking platforms, business credit cards, and payment acceptance solutions.

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.