Financial planning for businesses in Santa Cruz, CA
53 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 -
MainStreet Financial Planning, Inc
● ClosedMainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.
236 N Santa Cruz Ave # 237, Los Gatos, CA 95030, 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 -
Trish the Santa Cruz CPA
● ClosedTrish the Santa Cruz CPA, located at 4630 Soquel Drive in Soquel, California, is a trusted institution specializing in accounting and finance services. Led by Patricia Beckwith, known as Trish, the institution offers personal and exceptional service with reasonable fees. Trish is experienced in all aspects of taxes, including individuals, businesses, trusts, estates, and IRS tax resolution services. Her mission is to provide superior client service and the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. Clients rave about Trish's knowledge, easy-going nature, and expertise in the field. If you're looking for a CPA in Santa Cruz, Trish is the one to call.
4630 Soquel Dr, Soquel, CA 95073, United States -
Allworth Financial
● ClosedAllworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
644 N Santa Cruz Ave #4, Los Gatos, CA 95030, 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 -
Peter Goodman Tax & Business
● OpenPeter Goodman Tax & Business is a reputable accounting and finance institution located in Santa Cruz, California. With a focus on providing top-notch services to individuals and businesses, the institution offers a wide range of tax and business solutions to meet their clients' needs. Whether you are looking for assistance with tax preparation, financial planning, or business consulting, the experts at Peter Goodman Tax & Business are here to help. With their dedication to excellence and commitment to client satisfaction, you can trust that your financial needs are in good hands. Visit them at 1145 Chanticleer Avenue to learn more about how they can assist you with your accounting and finance needs.
1145 Chanticleer Ave #7, Santa Cruz, CA 95062, United States -
Dignity Health Dominican Hospital Patient Financial Services
● OpenWelcome to Dignity Health Dominican Hospital Patient Financial Services, located at 1555 Soquel Drive, Santa Cruz, California. As a vital part of the Dominican Hospital, we are dedicated to assisting you with your financial needs even after you have been discharged. Our Online Business Office offers comprehensive financial information and assistance to ensure your peace of mind. At Dominican Hospital, we provide several convenient ways to pay your bill, with multiple payment options available to suit your needs. Our team is here to guide you through all aspects of your healthcare journey, from admission to billing support. We can assist you in understanding your bill and offer additional information to ease the process. For further assistance, you can fill out our Billing Inquiry Form.
1555 Soquel Drive, Santa Cruz, California 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 -
Paul Nelson Insurance Services
● ClosedPaul 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.
730 Mission St #201, 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 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.
2222 E Cliff Dr Ste 200, Santa Cruz, CA 95062, United States -
Lydia Harville - State Farm Insurance Agent
● ClosedThe 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.
1044 41st Ave, Santa Cruz, CA 95062, United States -
Farmers Insurance - Dion Vokos
● ClosedFarmers 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.
6990 Soquel Dr STE C, Aptos, CA 95003, 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 -
Farmers Insurance - Ling Shan
● ClosedFarmers 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.
3390 De La Cruz Blvd Ste F2, Santa Clara, CA 95054, United States -
SteelBridge Insurance Services
● ClosedSteelBridge 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.
133 Mission St, Santa Cruz, CA 95060, United States -
Aleene "Ace" Althouse - State Farm Insurance Agent
● ClosedAleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
1215 Mission St, Santa Cruz, CA 95060, United States -
Ottone & Leach LLP
● ClosedOttone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
1418 S Main St Suite 203, Salinas, CA 93908, United States -
Alese Greene - State Farm Insurance Agent
● ClosedAlese Greene - State Farm Insurance Agent is an insurance agency located at 625 Water Street in Santa Cruz, California. Our team is dedicated to serving all your insurance needs, whether it be auto, home, renters, life, health, and more. We have been affiliated with State Farm since 1992 and are proud members of the Women in Business Santa Cruz Chamber. Our office is dog-friendly and we are committed to providing great service to the residents of Santa Cruz County. We offer a range of insurance products, including auto insurance, home insurance, and life insurance. Our team is licensed to serve the entire state of California, and we are here to assist small business owners in Santa Cruz and help with relocations to the area. We also provide information on important topics such as financial planning, special needs guardianships, and the dangers of drunk driving.
625 Water St, Santa Cruz, CA 95060, United States -
Farmers Insurance - Mark Battey
● ClosedFarmers Insurance - Mark Battey is an insurance agency located at 410 Ocean Street, Santa Cruz, California, United States. Mark Battey is ready to answer any questions you may have regarding comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, car, life, renters insurance, business, and more. Mark Battey can help you customize an insurance package to suit your unique needs and budget. Contact Farmers Insurance - Mark Battey today for a quote and start securing your future.
410 Ocean St, Santa Cruz, CA 95060, United States -
Farmers Insurance - Tanner Tedsen
● ClosedFarmers 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. With over 25 years of combined industry experience, the Tedsen Insurance Agency focuses on providing personalized and quality insurance solutions for Auto, Home, Life, Workers Compensation, and more. The agency is family-owned and operated, with a commitment to putting customers first and building lasting relationships based on trust and education. Involved in the local community, the agency supports various non-profit organizations and aims to protect and contribute to the community it serves. With a focus on value over price, the agency ensures that clients receive coverage that truly meets their needs. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, or Personal Umbrella insurance, Tanner Tedsen and his team are dedicated to helping you protect what matters most. Contact Farmers Insurance - Tanner Tedsen for a personalized insurance plan that fits your unique needs and goals.
4835 Soquel Dr, Soquel, CA 95073, United States -
Seghetti Waxler
● ClosedSeghetti Waxler 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 services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and reliable solutions has earned them a strong reputation in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Seghetti Waxler is dedicated to helping you achieve your goals. Contact them today to learn more about how they can support your financial needs.
749 37th Ave, Santa Cruz, CA 95062, United States -
Farmers Insurance - Matthew Stelck
● ClosedFarmers Insurance - Matthew Stelck is an insurance agency located at 3233 Valencia Avenue, Aptos, California, United States. As your local Farmers® agent in Santa Cruz County and throughout California, Matthew Stelck helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Matthew has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to help protect your most valuable possessions. Whether you need a quote for auto, home, renters, life, condo, or business insurance, Matthew Stelck is here to help you create a plan to secure your future. Contact Matthew Stelck at the provided phone number for personalized insurance solutions.
3233 Valencia Ave Ste B2, Aptos, CA 95003, 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
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