Financial planning companies in Scotts Valley, California

Cori Financial & Insurance Services is a trusted institution located at 5435 Scotts Valley Drive, Scotts Valley, California, United States. Specializing in health and insurance services, we are dedicated to helping businesses and individuals protect their assets and improve financial success. As an independent firm, we represent only the best companies but work solely for our clients. Our services range from medical, dental, and vision insurance to Medicare supplement plans, life insurance, and tax-deferred annuities for individuals and families. For businesses, we offer group insurance options such as medical, dental, and vision coverage, as well as key man life insurance and buy-sell funding programs. With a strong reputation built on referrals, we pride ourselves on professionalism and personalized service. Our clients value the high level of care we provide, making us their go-to choice for all their insurance and financial needs."

Thomas Newton - Prudential Financial is a reputable finance and insurance agency located at 4444 Scotts Valley Drive in Scotts Valley, California, United States. With a strong focus on providing top-notch financial services and insurance products, our dedicated team of professionals is committed to helping clients secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to assist you every step of the way. Trust Thomas Newton - Prudential Financial to be your partner in achieving your financial goals.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Laureen Yungmeyer - State Farm Insurance Agent is a trusted insurance agency located at 230 Mount Hermon Road in Scotts Valley, California. With a focus on providing personalized service and comprehensive coverage options, Laureen Yungmeyer and her team are dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can rely on this State Farm agent to guide you through the process and find the right policy for your needs. Visit Laureen Yungmeyer - State Farm Insurance Agent today for peace of mind and top-notch customer service.

Farmers Insurance - Peter Jacquerot is a local insurance agency located at 16 Victor Square Extension, Scotts Valley, California, United States. As your Farmers agent in Scotts Valley, Peter Jacquerot helps customers identify the insurance coverage that best fits their needs. Whether you are looking for auto, home, renters, business insurance, and more, Peter has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers Insurance has been providing reliable insurance products to protect your most valuable possessions. Whether you need coverage for your home, rental property, small business, or life insurance, Peter can help you create a personalized plan to ensure financial security for you and your loved ones.

Farmers Insurance - Patrick Trumpet is a trusted insurance agency located at 4858 Scotts Valley Drive, Scotts Valley, California, United States. As your local Farmers agent, Patrick Trumpet helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Patrick has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions. From home insurance to life insurance, Patrick can help you create a personalized plan to protect what matters most to you. Additionally, Farmers Insurance offers competitive rates and discounts to help you save money. Contact Patrick Trumpet today for a personalized insurance quote and start building a secure financial plan for your future.

Brooke Benefit Insurance Solutions is a reputable health insurance agency located at 5521 Scotts Valley Drive in Scotts Valley, California, United States. Our dedicated team of professionals is committed to helping individuals and families find the best insurance solutions to meet their healthcare needs. With a focus on personalized service and tailored coverage options, we strive to ensure our clients have access to quality healthcare at an affordable price. Contact us today to learn more about how we can help you secure the insurance coverage you need.

Ashley Thompson - Trust Attorney is a law firm located at 5274 Scotts Valley Drive in Scotts Valley, California, United States. Specializing in life estate planning, the firm is dedicated to empowering your legacy for today and tomorrow, ensuring your loved ones are taken care of in the way you want. With a focus on keeping families out of court and out of conflict, Ashley Thompson and her team make estate planning easy, effective, and affordable. They offer personalized services to help you confidently make legal and financial decisions, ensuring your assets are protected for generations to come. Testimonials from satisfied clients highlight Ashley's expertise, compassion, and attention to detail in guiding families through the estate planning process. With a commitment to building relationships, not just documents, Ashley Thompson - Trust Attorney is your neighborhood Personal Family Lawyer, providing guidance on legacy planning that goes beyond wills and trusts to encompass your values, priorities, relationships, and life.

The Law Offices of Maynard & Hogan, located at 1151 Minnesota Avenue in San Jose, California, is a unique institution that brings together experienced courtroom attorneys specializing in Tax Law and Family Law. With decades of experience handling a wide range of legal issues in Northern California, our attorneys have the judgment and understanding needed to advise and resolve even the most complex cases. Founded in 1979, our firm is dedicated to providing strong yet realistic representation to our clients. We are committed to working harder than our adversaries to achieve fair and just results, whether through negotiation or trial. Our focus on responsiveness, individual attention, and high-quality work sets us apart and ensures a better working relationship with our clients.

Aviva Life & Annuity Co is an insurance agency located at 210 Sherman Drive in Scotts Valley, California, United States. They offer a range of life insurance and annuity products to help individuals and families protect their financial future. With a strong reputation for reliability and customer service, Aviva Life & Annuity Co is dedicated to providing peace of mind and security to their clients. Contact them today to learn more about their insurance solutions.

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.

Meisser & Associates is a reputable accounting and finance institution located at 5 Erba Lane in Scotts Valley, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Meisser & Associates is dedicated to helping clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Small Business Consulting Inc is a leading institution located at 5401 Scotts Valley Drive in Scotts Valley, California, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing tailored solutions to help small businesses thrive and succeed. With years of experience and a deep understanding of the complex financial and legal landscape, we offer comprehensive consulting services to support and guide small business owners in achieving their goals. Trust Small Business Consulting Inc to provide the expertise and support you need to navigate the challenges of running a small business.

Accountbl is an accounting and finance institution located at 5500 Butler Lane in Scotts Valley, California. Our mission is to become our client's trusted business advisor by offering insightful solutions and becoming the financial voice of their business. Our team has over 50 years of combined experience in tax, accounting, and finance, specializing in various key areas. Our principals, Naseem and Bashir, bring expertise in tax, business consulting, financial planning, and global finance roles. We offer customized solutions for individuals, start-ups, and established businesses to help them reach their financial goals. Our team values work-life balance and offers flexible scheduling and remote work opportunities. If you are looking for top-notch finance and tax services to help your business grow, contact us today.

Business Consultants is a leading institution specializing in accounting and finance services. Located at 5619 Scotts Valley Drive in Scotts Valley, California, United States, our team of experienced consultants is dedicated to providing expert financial advice and solutions to businesses of all sizes. Whether you need assistance with tax preparation, financial planning, or budgeting, our team is here to help. With a commitment to excellence and a focus on delivering personalized service, Business Consultants is your trusted partner for all your accounting and finance needs.

Welcome to Eclipse Consulting, your trusted partner for comprehensive business solutions located in the heart of Scotts Valley, California. Situated at 266 Mount Hermon Road, our firm is dedicated to empowering businesses of all sizes with innovative strategies and personalized consulting services. At Eclipse Consulting, we specialize in a wide array of services including business development, financial planning, marketing strategies, and operational efficiency improvements. Our team of experienced professionals is committed to understanding your unique challenges and crafting tailored solutions that drive growth and success. Whether you are a local startup or an established enterprise, we are here to illuminate your path to success. Visit us today and let Eclipse Consulting help you achieve your business goals with clarity and precision.