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Top 30 Best Financial planning and advice in Capitola, California

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  • 1
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  • 5 6
    #1

    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, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA
    Financial Service
    Details
  • 5 18
    #2

    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, USA Photo of Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper - 830 Bay Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • 3.7 3
    #3

    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, USA Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062, USA
    Accounting Service Financial Service
    Details
  • 1.9 48
    #4

    Bank of America Financial Center

    ● Closed
    4055 Capitola Rd, Capitola, CA 95010, United States
    (831) 462-8091
    locators.bankofamerica.com

    The Bank of America Financial Center located at 4055 Capitola Road in Capitola, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions.

    Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • #5

    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, USA Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010, USA Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • #6

    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, USA
    Financial Service
    Details
  • #7

    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, USA
    Financial Service
    Details
  • #8

    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, USA
    Financial Service
    Details
  • #9

    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, USA
    Financial Service
    Details
  • #10

    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, USA Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA
    Financial Service
    Details
  • 5 136
    #11

    Lydia Harville - State Farm Insurance Agent

    ● Closed
    1044 41st Ave, Santa Cruz, CA 95062, United States
    (831) 476-6665
    lydiaharville.com

    The Lydia Harville State Farm Insurance office, located in Santa Cruz, California, is honored to have been voted as the Favorite Insurance in Santa Cruz for two consecutive years.

    Photo of Lydia Harville - State Farm Insurance Agent - 1044 41st Avenue, Santa Cruz, CA 95062, USA Photo of Lydia Harville - State Farm Insurance Agent - 1044 41st Avenue, Santa Cruz, CA 95062, USA Photo of Lydia Harville - State Farm Insurance Agent - 1044 41st Avenue, Santa Cruz, CA 95062, USA
    Insurance Agency
    Details
  • 5 25
    #12

    Valamonte Mortgage Team

    ● Open
    1500 41st Ave Suite 262, Capitola, CA 95010, United States
    (831) 254-9787

    Valamonte Mortgage Team is a finance institution located at 1500 41st Avenue in Capitola, California, United States. Specializing in mortgages, their experienced team is dedicated to helping clients find the best loan options for their individual needs.

    Photo of Valamonte Mortgage Team - 1500 41st Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • 4.6 92
    #13

    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, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #14

    Huff Legal

    ● Open
    1760 44th Ave, Capitola, CA 95010, United States
    (213) 709-6241
    hufflegal.com

    Huff Legal, located at 1760 44th Avenue in Capitola, California, is dedicated to improving lives through legal assistance. Our team of experienced lawyers is committed to helping you, your family, or your business with any legal needs you may have.

    Details
  • 5 2
    #15

    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
    #16

    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, USA Photo of A. Bagley CPA Tax & Accounting Services - 820 Bay Avenue, Capitola, CA 95010, USA Photo of A. Bagley CPA Tax & Accounting Services - 820 Bay Avenue, Capitola, CA 95010, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #17

    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
    #18

    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
    #19

    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
    #20

    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
  • 3.5 26
    #21

    Wells Fargo Bank

    ● Closed
    1700 41st Ave, Capitola, CA 95010, United States
    (831) 462-1832
    wellsfargo.com

    Wells Fargo Bank is a leading financial institution located at 1700 41st Avenue in Capitola, California.

    Photo of Wells Fargo Bank - 1700 41st Avenue, Capitola, CA 95010, USA Photo of Wells Fargo Bank - 1700 41st Avenue, Capitola, CA 95010, USA Photo of Wells Fargo Bank - 1700 41st Avenue, Capitola, CA 95010, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 4 3
    #22

    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, USA
    Insurance Agency
    Details
  • 4 4
    #23

    Santa Cruz County Bank

    ● Closed
    819 Bay Avenue, Capitola, California 95010, United States
    (831) 464-5300
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located in the heart of Capitola, California. Situated at 819 Bay Avenue, our branch proudly serves the local community with a comprehensive range of banking and financial services.

    Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3.8 5
    #24

    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, USA Photo of BMO - 3820 Capitola Road, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 3.6 14
    #25

    U.S. Bank Branch

    ● Closed
    601 Bay Ave, Capitola, CA 95010, United States
    (831) 291-4705
    usbank.com

    The U.S. Bank Branch located at 601 Bay Avenue in Capitola, California is a trusted financial institution offering a wide range of banking services to individuals and businesses.

    Photo of U.S. Bank Branch - 601 Bay Avenue, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 1 1
    #26

    E M Rasmussen Tax & Consulting

    ● Closed
    1850 41st Ave, Capitola, CA 95010, United States
    (831) 429-6757

    E M Rasmussen Tax & Consulting is a reputable accounting and finance institution located at 1850 41st Avenue in Capitola, California, United States.

    Accounting Service Financial Service
    Details
  • #27

    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, USA
    Financial Service Insurance Agency
    Details
  • #28

    Beach House Wealth Management

    ● Closed
    521 Capitola Ave, Capitola, CA 95010, United States
    (831) 426-3100
    bbawealth.com

    Beach House Wealth Management is a finance institution located at 521 Capitola Avenue in the beautiful coastal town of Capitola, California, United States.

    Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • #29

    Sandra H. Baird, CPA Accountancy Corporation

    ● Closed
    2121 41st Ave STE 204, Capitola, CA 95010, United States
    (831) 477-4600

    Sandra H. Baird, CPA Accountancy Corporation is a reputable accounting firm located at 2121 41st Avenue in Capitola, California.

    Accounting Service Financial Service
    Details
  • #30

    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
  • 1
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