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Guide > Financial planning and advice in California > Financial planning and advice in Soquel

Financial planning and advice in Soquel, California

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5 2
#1

Alves Tax and Financial Services Inc

● Closed
325 Soquel Ave, Santa Cruz, CA 95062, United States
831-475-5200
alvestaxandfinancialservices.com

Alves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States.

Financial Service
Details
5 2
#2

World Financial Group - Pinnacle Elite

● Closed
2901 Park Ave Suite A12, Soquel, CA 95073, United States
831-295-2809
agents.worldfinancialgroup.com

World Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States.

Financial Service
Details
5 18
#3

Megan Kilmer Santa Cruz Realtor and Lender

● Open
2571 South Main Street, Soquel, California 95073, United States
831-888-7530

Welcome to Megan Kilmer Santa Cruz Realtor and Lender, your trusted partner in navigating the dynamic real estate and finance landscape of Santa Cruz County.

Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073 Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073 Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073
Financial Service
Details
#4

Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™

● Closed
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States
831-466-9788
edwardjones.com

Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California.

Photo of Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ - 1414 Soquel Avenue, Santa Cruz, CA 95062
Financial Service
Details
#5

Paul B Drescher Financial

● Open
2805 Porter St, Soquel, CA 95073, United States
831-462-3200

Paul B Drescher Financial is a reputable financial institution located at 2805 Porter Street in Soquel, California, United States.

Automated Teller Financial Service
Details
#6

Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC

● Open
2737 Porter St, Soquel, CA 95073, United States
831-479-3477
ameripriseadvisors.com

Mercy Tanudjojo is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2737 Porter Street in Soquel, California.

Photo of Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC - 2737 Porter Street, Soquel, CA 95073
Financial Service
Details
#7

Edward Jones - Financial Advisor: Lisa Constant, CRPC™

● Closed
2601 41st Ave suite a, Soquel, CA 95073, United States
831-269-3901
edwardjones.com

Edward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States.

Photo of Edward Jones - Financial Advisor: Lisa Constant, CRPC™ - 2601 41st Avenue, Soquel, CA 95073
Financial Service
Details
#8

Soquel Tax Services

● Closed
3029 Porter St, Soquel, CA 95073, United States
831-475-9245
soqueltax.com

Soquel Tax Services is a reputable institution located at 3029 Porter Street in Soquel, California, United States.

Accounting Service Financial Service
Details
#9

Allstate Personal Financial Representative: Brad Dehaven

● Closed
8046 Soquel Drive, Aptos, California 95003, United States
831-854-2166
agents.allstate.com

Welcome to Allstate Personal Financial Representative: Brad Dehaven, your trusted insurance agency located in the heart of Aptos, California.

Insurance Agency
Details
5 22
#10

Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838

● Closed
2601 41st Ave C, Soquel, CA 95073, United States
831-462-3630
montereybaymortgage.com

Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States.

Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073 Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073 Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073
Financial Service
Details
5 21
#11

Lauren Foos - State Farm Insurance Agent

● Closed
2959 Park Ave ste b, Soquel, CA 95073, United States
831-477-9870
laurenfoos.com

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.

Photo of Lauren Foos - State Farm Insurance Agent - 2959 Park Avenue, Soquel, CA 95073 Photo of Lauren Foos - State Farm Insurance Agent - 2959 Park Avenue, Soquel, CA 95073 Photo of Lauren Foos - State Farm Insurance Agent - 2959 Park Avenue, Soquel, CA 95073
Insurance Agency
Details
4.6 55
#12

Claudia M. DeMaranville: Allstate Insurance

● Closed
8040 Soquel Dr Ste B, Aptos, CA 95003, United States
831-685-6580
agents.allstate.com

Claudia M. DeMaranville: Allstate Insurance is a trusted insurance agency located at 8040 Soquel Drive in Aptos, California.

Photo of Claudia M. DeMaranville: Allstate Insurance - 8040 Soquel Drive, Aptos, CA 95003 Photo of Claudia M. DeMaranville: Allstate Insurance - 8040 Soquel Drive, Aptos, CA 95003 Photo of Claudia M. DeMaranville: Allstate Insurance - 8040 Soquel Drive, Aptos, CA 95003
Insurance Agency
Details
4.5 67
#13

H&R Block

● Closed
2750 41st Ave Ste D, Soquel, CA 95073, United States
831-227-2185
hrblock.com

H&R Block is a trusted accounting and finance institution located at 2750 41st Avenue in Soquel, California, United States.

Photo of H&R Block - 2750 41st Avenue, Soquel, CA 95073 Photo of H&R Block - 2750 41st Avenue, Soquel, CA 95073 Photo of H&R Block - 2750 41st Avenue, Soquel, CA 95073
Accounting Service Financial Service
Details
5 1
#14

Simmons & Purdy Law Office

● Closed
2425 Porter St, Soquel, CA 95073, United States
831-464-6884
pamelaw.com

Simmons & Purdy Law Office is a reputable institution located at 2425 Porter Street in Soquel, California, United States.

Accounting Service Financial Service Legal Service
Details
5 6
#15

Justin Hambly - State Farm Insurance Agent

● Closed
9016 Soquel Dr, Aptos, CA 95003, United States
831-688-3683
justinhambly.com

Justin Hambly - State Farm Insurance Agent, located at 9016 Soquel Drive, Aptos, California, is a trusted insurance agency ready to serve all your financial and insurance needs.

Photo of Justin Hambly - State Farm Insurance Agent - 9016 Soquel Drive, Aptos, CA 95003
Insurance Agency
Details
5 5
#16

Tuition Solutions Now. Stephen Shapiro CFP

● Closed
2425 Porter St # 3, Soquel, CA 95073, United States
831-465-1148
tuitionsolutionsnow.com

Tuition Solutions Now, headed by Stephen Shapiro CFP, is a leading finance institution located at 2425 Porter Street in Soquel, California.

College, University Financial Service
Details
5 1
#17

Ohana Wealth Mangement

● Closed
2901 Park Ave b1, Soquel, CA 95073, United States
831-216-5519
ohanawealthmanagement.net

Ohana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

Photo of Ohana Wealth Mangement - 2901 Park Avenue, Soquel, CA 95073
Financial Service
Details
5 2
#18

Chad Hoesing Inc

● Open
331 Soquel Ave, Santa Cruz, CA 95062, United States
831-425-7193

Chad Hoesing Inc is a reputable professional services firm located at 331 Soquel Avenue in Santa Cruz, California.

Accounting Service Financial Service Legal Service
Details
5 1
#19

Summit Accountancy Group, Inc.

● Open
2425 Porter St #14, Soquel, CA 95073, United States
831-462-3238
cpa-summit.com

Summit Accountancy Group, Inc. is a leading accounting and finance institution located at 2425 Porter Street in Soquel, California, United States.

Accounting Service Financial Service
Details
5 1
#20

Newhouse Jeffrey CPA

● Open
3121 Park Ave # A, Soquel, CA 95073, United States
831-475-6089

Newhouse Jeffrey CPA is a reputable accounting and finance institution located at 3121 Park Avenue in Soquel, California, United States.

Accounting Service Financial Service
Details
5 1
#21

Somerville Accounting Solutions

● Closed
79 Little Creek Road, Soquel, CA 95073, United States
831-247-5908
somervilleaccountingsolutions.com

Somerville Accounting Solutions is a trusted institution located at 79 Little Creek Road in Soquel, California, United States.

Accounting Service Financial Service
Details
4.7 14
#22

Guaranteed Rate Affinity

● Closed
7979 Soquel Drive, Aptos, California 95003, United States
831-662-6591
grarate.com

Welcome to Guaranteed Rate Affinity, your trusted partner in navigating the world of home financing, located at 7979 Soquel Drive, Aptos, California 95003.

Photo of Guaranteed Rate Affinity - 7979 Soquel Drive, Aptos, CA 95003 Photo of Guaranteed Rate Affinity - 7979 Soquel Drive, Aptos, CA 95003
Financial Service
Details
4.6 10
#23

Law Office of Darlene R. Kemp

● Open
8070 Soquel Dr, Aptos, CA 95003, United States
831-688-0700
dkemplaw.com

The Law Office of Darlene R. Kemp, located at 8070 Soquel Drive in Aptos, California, provides expert legal counsel for a wide range of cases. With a focus on personalized service, Attorney Darlene R.

Legal Service
Details
4 4
#24

Surf City Tax Service

● Open
4067 Cory St #3, Soquel, CA 95073, United States
831-600-7095
surfcitytax.com

Surf City Tax Service is a trusted accounting and finance institution located at 4067 Cory Street in Soquel, California, United States.

Photo of Surf City Tax Service - 4067 Cory Street, Soquel, CA 95073 Photo of Surf City Tax Service - 4067 Cory Street, Soquel, CA 95073 Photo of Surf City Tax Service - 4067 Cory Street, Soquel, CA 95073
Accounting Service Financial Service
Details
4 8
#25

Canyon View Capital

● Closed
331 Soquel Ave, Santa Cruz, CA 95062, United States
831-480-6335
canyonviewcapital.com

Canyon View Capital is a finance institution located at 331 Soquel Avenue in Santa Cruz, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States.

Financial Service
Details
4 3
#26

Santa Cruz County Bank

● Closed
7775 Soquel Drive, Aptos, California 95003, United States
831-662-6000
sccountybank.com

Welcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California.

Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003 Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003 Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003
Bank, Credit Union Financial Service
Details
3.9 16
#27

Wells Fargo Bank

● Closed
7701 Soquel Drive, Aptos, California 95003, United States
831-688-6532
wellsfargo.com

Welcome to Wells Fargo Bank, conveniently located at 7701 Soquel Drive, Aptos, California. As a trusted name in banking and finance, we are committed to providing exceptional financial services to meet your personal and business needs.

Photo of Wells Fargo Bank - 7701 Soquel Drive, Aptos, CA 95003 Photo of Wells Fargo Bank - 7701 Soquel Drive, Aptos, CA 95003 Photo of Wells Fargo Bank - 7701 Soquel Drive, Aptos, CA 95003
Automated Teller Bank, Credit Union Financial Service
Details
3 4
#28

Charles Schwab

● Closed
2407 Porter St Ste 100, Soquel, CA 95073, United States
831-465-7670
client.schwab.com

Charles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States.

Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073 Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073
Financial Service
Details
2.6 5
#29

Wells Fargo Bank

● Closed
1975 Soquel Drive, Santa Cruz, California 95065, United States
831-465-2480
wellsfargo.com

Welcome to Wells Fargo Bank, conveniently located at 1975 Soquel Drive, Santa Cruz, California.

Photo of Wells Fargo Bank - 1975 Soquel Drive, Santa Cruz, CA 95065 Photo of Wells Fargo Bank - 1975 Soquel Drive, Santa Cruz, CA 95065 Photo of Wells Fargo Bank - 1975 Soquel Drive, Santa Cruz, CA 95065
Automated Teller Bank, Credit Union Financial Service
Details
1 1
#30

Anne Mitchell, MS, CPA

● Closed
575 Soquel Ave, Santa Cruz, CA 95062, United States
831-429-5710
am-cpa.com

Anne Mitchell, MS, CPA is a reputable accounting and finance institution located at 575 Soquel Avenue in Santa Cruz, California, United States.

Photo of Anne Mitchell, MS, CPA - 575 Soquel Avenue, Santa Cruz, CA 95062
Accounting Service Financial Service
Details
  • 1
  • 2

Nearby cities:

Aptos Santa Cruz Soquel

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