Financial planning company in Santa Cruz, California

DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.

Santa Cruz Health & Life Insurance is a reputable insurance agency located at 125 Mission Street in Santa Cruz, California, United States. We specialize in providing comprehensive health and life insurance coverage to individuals and families, ensuring peace of mind and financial protection in times of need. Our experienced agents are dedicated to helping clients find the best insurance plans that suit their unique needs and budget. Trust Santa Cruz Health & Life Insurance to safeguard your health and financial well-being.

AAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California. Our dedicated team of professionals is committed to providing high-quality insurance products and exceptional customer service to the residents of Santa Cruz and the surrounding areas. Whether you are in need of auto, home, or life insurance, we are here to help you find the coverage that best fits your needs. Visit us today to learn more about our services and how we can protect what matters most to you.

James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your needs. Trust James Gahagan - Prudential Financial to guide you towards a secure financial future.

Cruz Business Services is a professional institution located at 5276 Hollister Avenue in Santa Barbara, California. Our team of experienced professionals provides a wide range of business services including financial consulting, tax preparation, and bookkeeping. We are dedicated to helping businesses of all sizes thrive and succeed. Visit us today to see how we can help your business grow.

Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.

Pacific Tax Service, A Blackline Partners Company is a trusted accounting and finance institution located at 133 Mission Street in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial solutions to individuals and businesses alike. With a focus on accuracy, reliability, and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Pacific Tax Service is here to assist you every step of the way. Trust us to handle your financial needs with expertise and integrity.

Candace Ebert & Company is a reputable accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Trust Candace Ebert & Company for all your accounting and finance needs.

Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.

Farmers Insurance - Matthew O Brien is an insurance agency located at 1722 Seabright Avenue, Santa Cruz, California, United States. Matthew O Brien, a local agent with 30 years of experience, is dedicated to providing personalized and comprehensive insurance solutions to the Santa Cruz community. Whether you need coverage for your home, auto, life, business, or rental property, the team at O'Brien Insurance Services is here to help. They also offer umbrella insurance policies for added protection. With a focus on building relationships and educating clients, they strive to make the insurance process straightforward and tailored to your needs and budget. Contact Farmers Insurance - Matthew O Brien today for expert advice and guidance on selecting the right insurance coverage for you.

Skip Leonard - State Farm Insurance Agent is a trusted insurance agency located at 1101 Water Street in Santa Cruz, California. With a focus on providing personalized service and comprehensive coverage options, Skip Leonard and his team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can rely on Skip Leonard to find the right policy for your needs. Visit their office today to learn more about their services and how they can help you secure a better future.

D and R Insurance Services is a reputable insurance agency located at 542 Ocean Street in Santa Cruz, California. With a commitment to providing top-notch customer service and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients find the perfect coverage for their needs. Whether you are looking for auto, home, life, or business insurance, D and R Insurance Services has the expertise to guide you through the process and ensure you are properly protected. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

Farmers Insurance - Ted Herzon is a reputable insurance agency located at 406 Mission Street in Santa Cruz, California, United States. With a strong commitment to protecting individuals and businesses with quality insurance products, Farmers Insurance - Ted Herzon offers a wide range of coverage options to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to providing personalized service and tailored solutions to ensure you have the coverage you need. Trust Farmers Insurance - Ted Herzon to safeguard your assets and provide peace of mind for the future.

Bedell & Nelson-Harbert Insurance is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, they are dedicated to providing personalized solutions to protect what matters most to you. Trust Bedell & Nelson-Harbert Insurance for all your insurance needs in the Santa Cruz area.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 2222 East Cliff Drive in Santa Cruz, California. Our dedicated team is committed to serving all your financial and insurance needs, including homeowners insurance, renters insurance, auto insurance, life insurance, business insurance, and more. We also offer financial services, motorcycle insurance, and boat insurance. As a life-long California resident and multi-office State Farm agent, I take pride in helping our customers understand their insurance needs. Our agency is known for its approachable and engaging office culture, where we take the time to relate to our customers one-on-one. Whether you need auto, home, or life insurance, we are here to create a personalized insurance plan that fits your life.

Shockley Insurance Solutions is a reputable insurance agency located at 519 Seabright Avenue in Santa Cruz, California. With a commitment to providing personalized insurance solutions for individuals and businesses, Shockley Insurance Solutions offers a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to helping you find the right coverage at the best possible rates. Trust Shockley Insurance Solutions to protect what matters most to you.

Nonprofits Insurance Alliance, located in Santa Cruz, California, offers liability and property insurance specifically tailored for 501(c)(3) nonprofits. As a nonprofit organization itself, NIA understands the unique needs and budget constraints of nonprofits. Insured by NIA, organizations like the Redfish Music Festival in Port Orford, OR and Derry Township Community Cats in Hershey, PA have access to fair and equitable pricing based on their own operations. NIA also provides practical services and consulting to help prevent issues at nonprofits. With a focus on protecting missions and those served, NIA goes beyond just insurance to offer training, consulting, and resources. Nonprofits insured by NIA appreciate the peace of mind knowing they are protected against unexpected premium hikes and have access to expert advice on personnel matters. NIA aims to make insurance easy and accessible for nonprofits, ensuring they can focus on their important work.

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. Our dedicated team is committed to providing personalized insurance and financial services to meet the unique needs of our customers. With a passion for helping individuals protect what matters most, we offer a wide range of coverage options including car insurance, life insurance, and financial planning. Our team is actively involved in giving back to the local community through various volunteer efforts, including supporting education funds, beach cleanups, and sponsoring sports teams. We strive to educate our customers on the risks they face and provide them with the options they need to make informed decisions. Whether you're in Santa Cruz, Aptos, Capitola, or the greater California Bay Area, we are here to help protect your family, income, and business so you can live with confidence. Contact us today for exceptional service and care from our experienced team of professionals.

Prinz Insurance Services is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best suits your individual needs. Our commitment to exceptional customer service and personalized attention sets us apart from other insurance agencies. Contact us today to learn more about how we can protect what matters most to you.

Farmers Insurance - Dion Vokos, located at 6990 Soquel Drive, Aptos, California, is your local insurance agency in Santa Cruz. With 25 years of experience, Dion Vokos helps customers identify the best insurance coverage for their needs, whether it's auto, home, renters, business insurance, and more. From comprehensive coverage to deductibles, Dion can simplify the process and help you make informed decisions about your insurance. Protect your most valuable possession - your home - with insurance from Farmers, a trusted provider for over 80 years. Get competitive rates and multi-line insurance discounts to save money. Review your life insurance policy to ensure financial support for your loved ones in case of unforeseen events.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

Senior Legal Services is a reputable law firm located at 317 Soquel Avenue in Santa Cruz, California. Specializing in providing legal assistance to seniors, our team of experienced lawyers is dedicated to ensuring the rights and well-being of our elderly clients. From estate planning and probate to social security and elder abuse cases, we offer a wide range of legal services tailored to meet the specific needs of older individuals. With a compassionate and client-centered approach, Senior Legal Services is committed to providing high-quality legal representation for seniors in the Santa Cruz area.

Tumbleweed Found is a unique institution located at 1025 Center Street in Santa Cruz, California. This establishment serves as a combination of a finance center and a home goods store, offering a variety of services and products to meet the diverse needs of its customers. Whether you are looking for financial advice, home decor items, or other household essentials, Tumbleweed Found has you covered. With a friendly and knowledgeable staff ready to assist you, this institution is your one-stop shop for all things finance and home goods.

Frosch Travel is a renowned travel agency located at 825 Santa Cruz Avenue in Menlo Park, California, United States. With offices in over 40 locations worldwide, Frosch is known for providing exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top industry publications for their expertise, ensuring that clients receive personalized service that exceeds expectations. Frosch specializes in various sectors including legal, financial, entertainment, energy, group travel, conferences & events, rewards & incentives, private client services, and student travel. They offer tailored travel management programs to meet the specific needs of each client, providing peace of mind and top-notch service 24/7.

Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.

Clarion Pacific Insurance Services is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California. As a trusted provider of insurance solutions, we offer a wide range of coverage options to meet the needs of our clients. Our experienced agents are committed to providing personalized service and helping customers find the best policies to protect their assets. Whether you are looking for auto, home, health, or life insurance, Clarion Pacific Insurance Services is here to help. Contact us today to discuss your insurance needs and receive a free quote.

HealthMarkets Insurance - Manfred Luedge is a reputable health insurance agency located at 505-A River Street in Santa Cruz, California. Specializing in providing individuals and families with comprehensive health insurance plans, they offer personalized services to help clients find the coverage that best fits their needs and budget. With a commitment to customer satisfaction and a team of experienced insurance agents, HealthMarkets Insurance - Manfred Luedge is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to secure your peace of mind and protect your health.

Drew Miller Insurance Services, Inc. is a reputable health insurance agency located at 1315 A Pacific Avenue in Santa Cruz, California. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and attention to detail, we strive to provide our clients with peace of mind and security when it comes to their health insurance needs. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan for you and your loved ones.

Pozos Insurance Services Inc is a reputable insurance agency located at 877 Cedar Street in Santa Cruz, California, United States. With a commitment to providing personalized and comprehensive insurance solutions, Pozos Insurance Services Inc is dedicated to helping individuals and businesses protect what matters most. Their team of experienced agents offers a wide range of insurance products, including auto, home, life, health, and commercial insurance. Whether you are looking to insure your car, home, or business, you can trust Pozos Insurance Services Inc to provide you with the coverage you need at competitive rates. Contact them today for a free quote and start protecting your future.

SteelBridge Insurance Services is a reputable insurance agency located at 133 Mission Street in Santa Cruz, California. With a focus on providing personalized insurance solutions to individuals and businesses, SteelBridge offers a wide range of insurance products including home, auto, life, and commercial insurance. Their team of experienced agents are dedicated to finding the best coverage options to meet the unique needs of their clients. Whether you are looking for basic coverage or comprehensive protection, SteelBridge Insurance Services is committed to helping you find the right insurance plan for your peace of mind.