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Guide > Financial planning company in California > Financial planning company in Santa Cruz

Financial planning company in Santa Cruz, California

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4.9 244
#1

DCD Financial & Insurance Services

● Closed
1123 Soquel Ave, Santa Cruz, CA 95062, United States
831-423-8542
dcdis.com

DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States.

Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062 Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062 Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062
Details
4.6 404
#2

AAA Capitola/Santa Cruz Branch

● Closed
4400 Capitola Rd #100, Capitola, CA 95010, United States
831-824-9128
mwg.aaa.com

AAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California.

Photo of AAA Capitola/Santa Cruz Branch - 4400 Capitola Road, Capitola, CA 95010 Photo of AAA Capitola/Santa Cruz Branch - 4400 Capitola Road, Capitola, CA 95010 Photo of AAA Capitola/Santa Cruz Branch - 4400 Capitola Road, Capitola, CA 95010
Details
5 5
#3

Chris George: Primerica - Financial Services

● Closed
3 Hangar Way ste b, Watsonville, CA 95076, United States
831-722-9993
primerica.com

Chris George: Primerica - Financial Services is an insurance agency located at 3 Hangar Way in Watsonville, California, United States. Our team of professionals is dedicated to providing top-notch financial services to our clients.

Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076 Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076
Details
5 7
#4

Castelli Financial

● Closed
236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States
408-838-4544
castellifinancial.com

Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States.

Details
5 4
#5

Candace Ebert & Company

● Closed
749 37th Ave suite 101, Santa Cruz, CA 95062, United States
831-316-1106
candaceebert.com

Candace Ebert & Company is a reputable accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States.

Photo of Candace Ebert & Company - 749 37th Avenue, Santa Cruz, CA 95062 Photo of Candace Ebert & Company - 749 37th Avenue, Santa Cruz, CA 95062 Photo of Candace Ebert & Company - 749 37th Avenue, Santa Cruz, CA 95062
Details
1 2
#6

Pacific Tax Service, A Blackline Partners Company

● Closed
133 Mission St UNIT 240, Santa Cruz, CA 95060, United States
831-426-1320

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.

Details
#7

Santa Cruz Health & Life Insurance

● Closed
125 Mission St # 1, Santa Cruz, CA 95060, United States
831-426-7200
santacruzhealthandlife.com

Santa Cruz Health & Life Insurance is a reputable insurance agency located at 125 Mission Street in Santa Cruz, California, United States.

Photo of Santa Cruz Health & Life Insurance - 125 Mission Street, Santa Cruz, CA 95060
Details
#8

Cori Financial & Insurance Services

● Closed
5435 Scotts Valley Dr STE E, Scotts Valley, CA 95066, United States
831-438-2404
corifinancial.com

Cori Financial & Insurance Services is a trusted institution located at 5435 Scotts Valley Drive, Scotts Valley, California, United States.

Details
#9

James Gahagan - Prudential Financial

● Open
590 Pineridge Rd, Santa Cruz, CA 95060, United States
831-426-9400
prudential.com

James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States.

Details
#10

Thomas Newton - Prudential Financial

● Open
4444 Scotts Valley Dr # 8A, Scotts Valley, CA 95066, United States
831-438-9055

Thomas Newton - Prudential Financial is a reputable finance and insurance agency located at 4444 Scotts Valley Drive in Scotts Valley, California, United States.

Details
#11

Chris George: Primerica - Financial Services

● Open
3 Hangar Way ste b, Watsonville, CA 95076, United States
831-722-9993
reps.primerica.com

Chris George: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Hangar Way in Watsonville, California, United States.

Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076
Details
#12

George Luis Madrigal: Primerica - Financial Services

● Open
3 Hangar Way ste b, Watsonville, CA 95076, United States
831-722-9993
reps.primerica.com

George Luis Madrigal: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Hangar Way in Watsonville, California, United States.

Details
#13

Cruz Business Services

● Closed
5276 Hollister Ave #406, Santa Barbara, CA 93111, United States
805-724-2778

Cruz Business Services is a professional institution located at 5276 Hollister Avenue in Santa Barbara, California.

Photo of Cruz Business Services - 5276 Hollister Avenue, Santa Barbara, CA 93111 Photo of Cruz Business Services - 5276 Hollister Avenue, Santa Barbara, CA 93111 Photo of Cruz Business Services - 5276 Hollister Avenue, Santa Barbara, CA 93111
Details
#14

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 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010
Details
#15

C+J Lumicao Tax Company

● Open
76 Vista Pointe Dr, Watsonville, CA 95076, United States
831-228-1776

C J Lumicao Tax Company is a trusted accounting and finance institution located at 76 Vista Pointe Drive in Watsonville, California, United States.

Details
#16

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.

Details
#17

American Financial Network, Inc

● Open
323 Spreckels Drive, Aptos, California 95003, United States
afncorp.com

Welcome to American Financial Network, Inc., your trusted partner in achieving your financial and real estate goals.

Photo of American Financial Network, Inc - 323 Spreckels Drive, Aptos, CA 95003
Details
#18

JK Chyo & Company

● Open
2425 Porter Street, Soquel, California 95073, United States

Welcome to JK Chyo & Company, your trusted partner in accounting and finance, conveniently located at 2425 Porter Street, Soquel, California.

Details
5 50
#19

Paul Nelson Insurance Services

● Closed
730 Mission St #201, Santa Cruz, CA 95060, United States
831-426-9900
bayareainsured.com

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.

Photo of Paul Nelson Insurance Services - 730 Mission Street, Santa Cruz, CA 95060 Photo of Paul Nelson Insurance Services - 730 Mission Street, Santa Cruz, CA 95060
Details
5 23
#20

Skip Leonard - State Farm Insurance Agent

● Closed
1101 Water St, Santa Cruz, CA 95062, United States
831-429-2700
skipleonard.com

Skip Leonard - State Farm Insurance Agent is a trusted insurance agency located at 1101 Water Street in Santa Cruz, California.

Photo of Skip Leonard - State Farm Insurance Agent - 1101 Water Street, Santa Cruz, CA 95062 Photo of Skip Leonard - State Farm Insurance Agent - 1101 Water Street, Santa Cruz, CA 95062 Photo of Skip Leonard - State Farm Insurance Agent - 1101 Water Street, Santa Cruz, CA 95062
Details
5 136
#21

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 Photo of Lydia Harville - State Farm Insurance Agent - 1044 41st Avenue, Santa Cruz, CA 95062 Photo of Lydia Harville - State Farm Insurance Agent - 1044 41st Avenue, Santa Cruz, CA 95062
Details
5 86
#22

Preeti Sehgal - State Farm Insurance Agent

● Closed
9057B Soquel Dr Ste F, Aptos, CA 95003, United States
831-531-2166
myaptosinsurance.com

Preeti Sehgal - State Farm Insurance Agent is a reputable insurance agency located at 9057B Soquel Drive, Aptos, California, United States.

Details
5 29
#23

Chris Buich - State Farm Insurance Agent

● Closed
559 E Alisal St Ste 102, Salinas, CA 93905, United States
831-256-2848
buichinsurance.com

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States.

Photo of Chris Buich - State Farm Insurance Agent - 559 East Alisal Street, Salinas, CA 93905 Photo of Chris Buich - State Farm Insurance Agent - 559 East Alisal Street, Salinas, CA 93905 Photo of Chris Buich - State Farm Insurance Agent - 559 East Alisal Street, Salinas, CA 93905
Details
5 29
#24

Allanson Insurance Agency

● Closed
9500 Soquel Dr, Aptos, CA 95003, United States
831-685-0101

Allanson Insurance Agency, located at 9500 Soquel Drive in Aptos, California, is a reputable health insurance agency serving clients in the United States.

Photo of Allanson Insurance Agency - 9500 Soquel Drive, Aptos, CA 95003 Photo of Allanson Insurance Agency - 9500 Soquel Drive, Aptos, CA 95003
Details
5 25
#25

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
Details
5 26
#26

Ashley Thompson - Trust Attorney

● Closed
5274 Scotts Valley Dr Suite 202, Scotts Valley, CA 95066, United States
831-888-4900
beautifullifeestateplanning.com

Ashley Thompson - Trust Attorney is a law firm located at 5274 Scotts Valley Drive in Scotts Valley, California, United States.

Photo of Ashley Thompson - Trust Attorney - 5274 Scotts Valley Drive, Scotts Valley, CA 95066 Photo of Ashley Thompson - Trust Attorney - 5274 Scotts Valley Drive, Scotts Valley, CA 95066 Photo of Ashley Thompson - Trust Attorney - 5274 Scotts Valley Drive, Scotts Valley, CA 95066
Details
5 23
#27

Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy

● Closed
110 Webster St, Monterey, CA 93940, United States
831-224-3199
montereypeninsulabankruptcy.com

The Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States.

Photo of Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy - 110 Webster Street, Monterey, CA 93940 Photo of Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy - 110 Webster Street, Monterey, CA 93940 Photo of Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy - 110 Webster Street, Monterey, CA 93940
Details
5 32
#28

Farmers Insurance - Tanner Tedsen

● Closed
4835 Soquel Dr, Soquel, CA 95073, United States
831-479-7200
agents.farmers.com

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.

Photo of Farmers Insurance - Tanner Tedsen - 4835 Soquel Drive, Soquel, CA 95073 Photo of Farmers Insurance - Tanner Tedsen - 4835 Soquel Drive, Soquel, CA 95073 Photo of Farmers Insurance - Tanner Tedsen - 4835 Soquel Drive, Soquel, CA 95073
Details
5 21
#29

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
Details
4.9 265
#30

Farmers Insurance - Matthew O Brien

● Closed
1722 Seabright Ave, Santa Cruz, CA 95062, United States
831-429-9595
agents.farmers.com

Farmers Insurance - Matthew O Brien is an insurance agency located at 1722 Seabright Avenue, Santa Cruz, California, United States.

Photo of Farmers Insurance - Matthew O Brien - 1722 Seabright Avenue, Santa Cruz, CA 95062 Photo of Farmers Insurance - Matthew O Brien - 1722 Seabright Avenue, Santa Cruz, CA 95062 Photo of Farmers Insurance - Matthew O Brien - 1722 Seabright Avenue, Santa Cruz, CA 95062
Details
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Nearby cities:

  • Aptos
  • Capitola
  • Felton
  • Los Angeles
  • Los Gatos
  • Menlo Park
  • Monterey
  • Roseville
  • Salinas
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  • Santa Cruz
  • Scotts Valley
  • Soquel
  • Watsonville

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