Financial planning expert in Santa Cruz, CA
56 results found
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Countryside Financial Services
● ClosedCountryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
James Gahagan - Prudential Financial
● OpenJames 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.
590 Pineridge Rd, Santa Cruz, CA 95060, United States -
U.S. Bancorp Investments - Financial Advisors: Ronald Clement
● ClosedU.S. Bancorp Investments - Financial Advisors: Ronald Clement is a finance institution located at 620 Santa Cruz Avenue in Menlo Park, California, United States. Our team of experienced financial advisors, led by Ronald Clement, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on providing top-notch service and guidance, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Natural Bridges Financial Advisors
● ClosedNatural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex tax laws, our experts are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a brighter financial future.
627 Center St, Santa Cruz, CA 95060, United States -
Wildflower Financial
● OpenWildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.
120 Church St, Santa Cruz, CA 95060, United States -
U.S. Bancorp Investments - Financial Advisors: Santa Cruz
● ClosedU.S. Bancorp Investments - Financial Advisors in Santa Cruz is a trusted finance institution located at 96 Rancho Del Mar in Aptos, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to plan for retirement, save for college, or grow your wealth, our advisors are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.
110 Morrissey Blvd, Santa Cruz, CA 95062, United States -
JR Financial & Insurance Services
● ClosedJR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.
2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States -
Coast Financial Services, Inc.
● ClosedCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Seth Wax - BancWest Investment Services Financial Advisor
● ClosedSeth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.
1551 Pacific Ave, Santa Cruz, CA 95060, United States -
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.
1237 Soquel Ave, Santa Cruz, CA 95062, United States -
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.
3130 De La Cruz Blvd #128, Santa Clara, CA 95054, United States -
Chamberlain Financial Planning & Wealth Management
● ClosedChamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.
125 Mission St #3, Santa Cruz, CA 95060, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● ClosedEdward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States -
Jane Alma Massie Tax Prep-Financial
● ClosedJane Alma Massie Tax Prep-Financial is a reputable accounting and finance institution located at 3431 Portola Drive in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses in the area. With a strong commitment to accuracy and efficiency, we aim to help our clients navigate the complexities of tax laws and financial planning with ease. Whether you need assistance with tax filing, budgeting, investment strategies, or retirement planning, our experts are here to guide you every step of the way. Trust Jane Alma Massie Tax Prep-Financial for all your accounting and financial needs.
3431 Portola Dr, Santa Cruz, CA 95062, United States -
Optium Financial Services
● OpenOptium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.
1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted partner in financial services located in the heart of Scotts Valley, California. Conveniently situated at 4604 Scotts Valley Drive, our branch offers a comprehensive range of banking and financial solutions designed to meet the diverse needs of our community. Whether you're looking to manage your personal finances, expand your business, or plan for the future, our dedicated team is here to provide personalized service and expert advice. At Santa Cruz County Bank, we pride ourselves on our commitment to local businesses and residents, offering a variety of products and services including personal and business banking, loans, and investment solutions. Our state-of-the-art ATM services ensure you have access to your accounts at any time, providing you with the convenience and flexibility you need in today’s fast-paced world.
4604 Scotts Valley Drive, Scotts Valley, California 95066, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California. As a leading community bank, we are committed to providing exceptional banking services tailored to meet the needs of individuals, businesses, and non-profit organizations in our community. Our comprehensive range of financial solutions includes personal and business banking, loans, mortgages, and investment services, all delivered with a personalized touch. At Santa Cruz County Bank, we pride ourselves on our deep roots in the community and our dedication to fostering economic growth and prosperity in the region. Our team of experienced financial professionals is here to guide you every step of the way, offering expert advice and customized financial strategies to help you achieve your goals.
7775 Soquel Drive, Aptos, California 95003, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California. As a leading community bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our comprehensive range of banking solutions includes personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. At Santa Cruz County Bank, we pride ourselves on delivering personalized customer service with a local touch. Our experienced team of financial professionals is dedicated to understanding your needs and providing expert guidance every step of the way. Whether you are looking to open a new account, secure a loan, or plan for your financial future, we are here to assist you with integrity and care.
584 Munras Avenue, Monterey, California 93940, United States -
C Obert & Co
● ClosedC Obert & Co is a trusted car repair and store located at 301 Encinal Street in Santa Cruz, California. With a team of experienced professionals, they offer top-notch services for all your automotive needs. Whether you need a routine maintenance check or a major repair, you can count on C Obert & Co to provide reliable and efficient service. Visit them today for all your car care needs.
301 Encinal St, Santa Cruz, CA 95060, United States -
Chris Buich - State Farm Insurance Agent
● ClosedChris 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.
559 E Alisal St Ste 102, Salinas, CA 93905, United States -
Frosch Travel
● OpenFrosch 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.
825 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Joseph M. Collins, Agent, New York Life
● OpenJoseph M. Collins, Agent, New York Life is a reputable insurance agency located at 112 English Drive in Santa Cruz, California. As a representative of New York Life, Joseph M. Collins offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and professional service, this agency is committed to helping clients protect their financial future and achieve their long-term goals. Whether you are looking for life insurance, retirement planning, or investment options, Joseph M. Collins, Agent, New York Life is dedicated to providing expert guidance and support. Contact them today to see how they can help you secure your financial well-being.
112 English Dr, Santa Cruz, CA 95065, United States -
Holman Law
● ClosedHolman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.
873 Santa Cruz Ave # 202, Menlo Park, CA 94025, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.
434 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
U.S. Bank – Wealth Management Banker: Debbie Leekavousi
● ClosedU.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
127 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
WI Investment Advisory Group, LLC
● OpenWI Investment Advisory Group, LLC is a reputable finance institution located at 1535 Seabright Avenue in Santa Cruz, California, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WI Investment Advisory Group, LLC is dedicated to providing expert guidance and support every step of the way. Trustworthy and reliable, they are committed to helping clients make informed decisions and secure their financial future.
1535 Seabright Ave, Santa Cruz, CA 95062, United States -
Petrinovich Pugh & Co LLP
● ClosedPetrinovich Pugh & Co LLP is a reputable accounting and finance firm located at 740 Front Street in Santa Cruz, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
740 Front St # 365, Santa Cruz, CA 95060, United States -
Hill Les CPA
● ClosedHill Les CPA is a leading accounting and finance institution located at 125 Mission Street in Santa Cruz, California, United States. Our team of experienced and knowledgeable CPAs are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Hill Les CPA for all your accounting and finance needs.
125 Mission St # 2, Santa Cruz, CA 95060, United States
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