Financial planning for future goals in Soquel, CA
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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 -
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 -
Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMercy Tanudjojo is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2737 Porter Street in Soquel, California. With years of experience in the finance industry, Mercy is committed to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Mercy Tanudjojo can provide personalized financial advice and guidance to help you make informed decisions. Contact Mercy today to schedule a consultation and take the first step towards financial security.
2737 Porter St, Soquel, CA 95073, United States -
Edward Jones - Financial Advisor: Lisa Constant, CRPC™
● ClosedEdward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States. Lisa Constant is a Certified Retirement Planning Counselor (CRPC™) who offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lisa Constant provides comprehensive financial planning services to individuals and families in the Soquel area. Visit the office today to start planning for a secure financial future with Edward Jones.
2601 41st Ave suite a, Soquel, CA 95073, United States -
Allstate Personal Financial Representative: Brad Dehaven
● ClosedWelcome to Allstate Personal Financial Representative: Brad Dehaven, your trusted insurance agency located in the heart of Aptos, California. Situated at 8046 Soquel Drive, we are dedicated to providing our community with exceptional insurance solutions tailored to meet your unique needs. With a wealth of experience and a commitment to personalized service, Brad Dehaven and his team are here to help you navigate the complexities of insurance planning with ease and confidence. Whether you're seeking auto, home, life, or business insurance, we offer a comprehensive range of products designed to protect what matters most to you. Our goal is to ensure that you have the right coverage at the right price, providing peace of mind for you and your loved ones.
8046 Soquel Drive, Aptos, California 95003, 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 -
Farmers Insurance - Sean Rovai
● ClosedFarmers Insurance - Sean Rovai is an insurance agency located at 6990 Soquel Drive, Aptos, California, United States. As your local Farmers® agent in Aptos, CA, Sean Rovai helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Sean Rovai can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Sean Rovai is here to help. Additionally, Farmers Insurance offers competitive rates and multi-line insurance discounts. Contact Sean Rovai today for a personalized insurance quote and to learn more about protecting your assets and future earnings. Whether you need renters insurance, condo insurance, or business insurance, Sean Rovai can help customize an insurance package to meet your unique needs. Farmers Insurance also offers personal umbrella insurance policies for added coverage above and beyond auto or home insurance. For financial planning and investment options, Sean Rovai can help you build a solid financial plan. Farmers Insurance and Financial Services agent, Sean Rovai, is dedicated to helping you reach your financial goals and secure a stable future. Contact Sean Rovai at Farmers Insurance for all your insurance needs.
6990 Soquel Dr # B, Aptos, CA 95003, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is dedicated to providing personalized and expert guidance to help you navigate the complex world of finance.
2407 Porter St Ste 100, Soquel, CA 95073, United States -
Ohana Wealth Mangement
● ClosedOhana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or building your investment portfolio, Ohana Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and create a legacy for your loved ones.
2901 Park Ave b1, Soquel, CA 95073, United States -
Serendipity Securities
● ClosedSerendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
7735 Soquel Dr, Aptos, CA 95003, United States -
Costello Wealth Strategies
● OpenCostello Wealth Strategies is a leading finance institution located at 9057 Soquel Drive in Aptos, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Costello Wealth Strategies is here to provide personalized guidance and support every step of the way. Trust us to help you make informed decisions and build a solid financial foundation for the future.
9057 Soquel Dr Building B, Suite D, Aptos, CA 95003, United States -
Riccabona & McGee, LLP
● ClosedRiccabona & McGee, LLP is a reputable accounting and finance institution located at 2425 Porter Street in Soquel, California, United States. Specializing in providing a wide range of services to both individuals and businesses across various industries, Riccabona & McGee, LLP is dedicated to meeting the specific needs of each client. With a focus on assisting clients in planning for the future and achieving their financial goals in a constantly evolving regulatory environment, the institution prides itself on delivering personalized and professional services.
2425 Porter St #2, Soquel, CA 95073, United States -
Kingsview Partners Wealth Management - Jonathan Lubell
● ClosedKingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. With a strong focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your unique needs. Trust Kingsview Partners Wealth Management - Jonathan Lubell to provide expert guidance and strategic advice to help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, 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
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