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Guide > Financial planning for clients in California > Financial planning for clients in Soquel

Financial planning for clients in Soquel, California

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5 2
#1

Alves Tax and Financial Services Inc

● Closed
325 Soquel Ave, Santa Cruz, CA 95062, United States
831-475-5200
alvestaxandfinancialservices.com

Alves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States.

Financial Service
Details
#2

Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC

● Open
1237 Soquel Ave, Santa Cruz, CA 95062, United States
831-460-4040
ameripriseadvisors.com

Jerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California.

Photo of Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC - 1237 Soquel Avenue, Santa Cruz, CA 95062 Photo of Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC - 1237 Soquel Avenue, Santa Cruz, CA 95062
Financial Service
Details
#3

Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™

● Closed
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States
831-466-9788
edwardjones.com

Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California.

Photo of Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ - 1414 Soquel Avenue, Santa Cruz, CA 95062
Financial Service
Details
#4

Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC

● Open
2737 Porter St, Soquel, CA 95073, United States
831-479-3477
ameripriseadvisors.com

Mercy Tanudjojo is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2737 Porter Street in Soquel, California.

Photo of Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC - 2737 Porter Street, Soquel, CA 95073
Financial Service
Details
#5

Edward Jones - Financial Advisor: Lisa Constant, CRPC™

● Closed
2601 41st Ave suite a, Soquel, CA 95073, United States
831-269-3901
edwardjones.com

Edward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States.

Photo of Edward Jones - Financial Advisor: Lisa Constant, CRPC™ - 2601 41st Avenue, Soquel, CA 95073
Financial Service
Details
#6

Kingsview Partners Soquel Office

● Closed
2901 Park Ave Suite B2, Soquel, CA 95073, United States
831-200-1205
kingsview.com

Kingsview Partners Soquel Office is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

Financial Service
Details
#7

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages

● Closed
Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States
707-985-2178
agents.longbridge-financial.com

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States.

Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073 Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073 Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073
Financial Service
Details
#8

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.

Insurance Agency
Details
5 29
#9

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
Insurance Agency Medical Services
Details
5 22
#10

Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838

● Closed
2601 41st Ave C, Soquel, CA 95073, United States
831-462-3630
montereybaymortgage.com

Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States.

Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073 Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073 Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073
Financial Service
Details
5 32
#11

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
Insurance Agency
Details
5 1
#12

Simmons & Purdy Law Office

● Closed
2425 Porter St, Soquel, CA 95073, United States
831-464-6884
pamelaw.com

Simmons & Purdy Law Office is a reputable institution located at 2425 Porter Street in Soquel, California, United States.

Accounting Service Financial Service Legal Service
Details
5 1
#13

Ohana Wealth Mangement

● Closed
2901 Park Ave b1, Soquel, CA 95073, United States
831-216-5519
ohanawealthmanagement.net

Ohana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

Photo of Ohana Wealth Mangement - 2901 Park Avenue, Soquel, CA 95073
Financial Service
Details
5 1
#14

DeLong David P CPA

● Open
2425 Porter St #10, Soquel, CA 95073, United States
831-475-9750

DeLong David P CPA is a reputable accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. With a team of experienced professionals led by David P.

Accounting Service Financial Service
Details
5 1
#15

Long Term Care Insurance Santa Cruz

● Closed
2425 Porter St # 3, Soquel, CA 95073, United States
831-465-1148
ltcsantacruz.com

Long Term Care Insurance Santa Cruz is a finance institution located at 2425 Porter Street in Soquel, California, United States. We specialize in providing long term care insurance policies to individuals and families in the Santa Cruz area.

Photo of Long Term Care Insurance Santa Cruz - 2425 Porter Street, Soquel, CA 95073 Photo of Long Term Care Insurance Santa Cruz - 2425 Porter Street, Soquel, CA 95073
Financial Service
Details
5 1
#16

Fernanda Aguiar, CPA, EA Padgett Business Services

● Closed
325 Soquel Ave #1, Santa Cruz, CA 95062, United States
831-586-5705
fernandacpa.com

Fernanda Aguiar, CPA, EA Padgett Business Services is a reputable accounting and finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States.

Photo of Fernanda Aguiar, CPA, EA Padgett Business Services - 325 Soquel Avenue, Santa Cruz, CA 95062 Photo of Fernanda Aguiar, CPA, EA Padgett Business Services - 325 Soquel Avenue, Santa Cruz, CA 95062 Photo of Fernanda Aguiar, CPA, EA Padgett Business Services - 325 Soquel Avenue, Santa Cruz, CA 95062
Accounting Service Financial Service
Details
5 1
#17

Newhouse Jeffrey CPA

● Open
3121 Park Ave # A, Soquel, CA 95073, United States
831-475-6089

Newhouse Jeffrey CPA is a reputable accounting and finance institution located at 3121 Park Avenue in Soquel, California, United States.

Accounting Service Financial Service
Details
5 18
#18

Megan Kilmer Santa Cruz Realtor and Lender

● Open
2571 South Main Street, Soquel, California 95073, United States
831-888-7530

Welcome to Megan Kilmer Santa Cruz Realtor and Lender, your trusted partner in navigating the dynamic real estate and finance landscape of Santa Cruz County.

Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073 Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073 Photo of Megan Kilmer Santa Cruz Realtor and Lender - 2571 South Main Street, Soquel, CA 95073
Financial Service
Details
4.9 13
#19

Farmers Insurance - Jerry Seagreaves

● Closed
2425 Porter St #6, Soquel, CA 95073, United States
831-464-1870
agents.farmers.com

Farmers Insurance - Jerry Seagreaves is an insurance agency located at 2425 Porter Street in Soquel, California, United States. As a local Farmers® agent, Jerry Seagreaves helps customers identify the insurance coverage that best fits their needs.

Photo of Farmers Insurance - Jerry Seagreaves - 2425 Porter Street, Soquel, CA 95073
Insurance Agency
Details
4.6 10
#20

Law Office of Darlene R. Kemp

● Open
8070 Soquel Dr, Aptos, CA 95003, United States
831-688-0700
dkemplaw.com

The Law Office of Darlene R. Kemp, located at 8070 Soquel Drive in Aptos, California, provides expert legal counsel for a wide range of cases. With a focus on personalized service, Attorney Darlene R.

Legal Service
Details
4.6 5
#21

Patricia A. Beckwith, CPA

● Closed
4630 Soquel Dr #3, Soquel, CA 95073, United States
831-661-0665
santacruzcpa.com

Patricia A. Beckwith, CPA is a trusted accounting and finance institution located at 4630 Soquel Drive, Soquel, California, United States. Led by Patricia Beckwith, also known as Trish, this institution offers exceptional service with reasonable fees.

Photo of Patricia A. Beckwith, CPA - 4630 Soquel Drive, Soquel, CA 95073 Photo of Patricia A. Beckwith, CPA - 4630 Soquel Drive, Soquel, CA 95073 Photo of Patricia A. Beckwith, CPA - 4630 Soquel Drive, Soquel, CA 95073
Accounting Service Financial Service
Details
4 2
#22

Progressive Benefit Group

● Closed
9035 Soquel Ave #200, Santa Cruz, CA 95062, United States
877-724-7187
progressivebenefit.com

Progressive Benefit Group is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California.

Insurance Agency
Details
4 1
#23

Rovai Insurance

● Closed
6990 Soquel Dr, Aptos, CA 95003, United States
831-462-3222
rovaiinsurance.com

Rovai Insurance is a reputable insurance agency located at 6990 Soquel Drive in Aptos, California.

Insurance Agency
Details
4 8
#24

Canyon View Capital

● Closed
331 Soquel Ave, Santa Cruz, CA 95062, United States
831-480-6335
canyonviewcapital.com

Canyon View Capital is a finance institution located at 331 Soquel Avenue in Santa Cruz, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States.

Financial Service
Details
4 4
#25

Aptos Personalized Tax Service

● Closed
9057 Soquel Dr, Aptos, CA 95003, United States
831-688-1137
aptostax.net

Aptos Personalized Tax Service is a trusted institution located at 9057 Soquel Drive in Aptos, California, United States.

Accounting Service Financial Service
Details
3.9 15
#26

Senior Legal Services

● Closed
317 Soquel Ave, Santa Cruz, CA 95062, United States
831-426-8824
seniorlegal.org

Senior Legal Services is a reputable law firm located at 317 Soquel Avenue in Santa Cruz, California.

Legal Service
Details
3 2
#27

Tuosto Health Insurance Services

● Open
4701 Soquel Dr # B, Soquel, CA 95073, United States
831-475-3709

Tuosto Health Insurance Services is a trusted insurance agency located at 4701 Soquel Drive in Soquel, California. We specialize in providing comprehensive health insurance coverage to individuals and families in the United States.

Insurance Agency
Details
3 4
#28

Charles Schwab

● Closed
2407 Porter St Ste 100, Soquel, CA 95073, United States
831-465-7670
client.schwab.com

Charles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States.

Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073 Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073
Financial Service
Details
#29

Prinz Insurance Services

● Open
9035 Soquel Ave STE 105, Santa Cruz, CA 95062, United States
831-475-4091
ca-ins.com

Prinz Insurance Services is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California.

Insurance Agency
Details
#30

Serendipity Securities

● Closed
7735 Soquel Dr, Aptos, CA 95003, United States
831-661-0740
raymondjames.com

Serendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States.

Photo of Serendipity Securities - 7735 Soquel Drive, Aptos, CA 95003 Photo of Serendipity Securities - 7735 Soquel Drive, Aptos, CA 95003
Financial Service
Details
  • 1
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Aptos Santa Cruz Soquel

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