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TOP 30 Financial planning firm in Scotts Valley, CA
2 results found
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Cori Financial & Insurance Services
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."
Ashley Thompson - Trust Attorney
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.
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