TOP 30 Financial planning in Santa Cruz, California

148 results found

Jane 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.

Optium 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.

Welcome to the City of Santa Cruz Finance Department, your trusted partner in fiscal management and financial services. Located at 809 Center Street in the heart of Santa Cruz, California, our department is dedicated to maintaining the financial health and integrity of our vibrant community. As a key component of the local government, we specialize in accounting, budgeting, and financial planning, ensuring transparent and efficient use of public funds. Our team of experienced professionals is committed to providing exceptional service to residents, businesses, and government entities. Whether you need assistance with municipal finance, tax information, or budget reports, the City of Santa Cruz Finance Department is here to support you. Visit us today and discover how we contribute to the economic well-being of our city.

Welcome 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.

Welcome 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.

Welcome 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.

Welcome 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.

C 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.

Seabright Dental Studio, located at 1016 Soquel Avenue in Santa Cruz, California, is a premier dental practice offering advanced technology and personalized care for patients of all ages. Dr. Alana Thompson and her team are dedicated to providing high-quality dentistry in a warm and welcoming environment. Using the innovative Solea laser technology, Seabright Dental Studio offers a virtually pain-free and anxiety-free experience for patients. The noise and vibration-free laser eliminates the need for anesthesia in most procedures, ensuring a comfortable and stress-free visit to the dentist.

Paul 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.

D and R Insurance Services is a reputable insurance agency located at 542 Ocean Street in Santa Cruz, California. With a commitment to providing top-notch customer service and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients find the perfect coverage for their needs. Whether you are looking for auto, home, life, or business insurance, D and R Insurance Services has the expertise to guide you through the process and ensure you are properly protected. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

Chris 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.

Nonprofits Insurance Alliance, located in Santa Cruz, California, offers liability and property insurance specifically tailored for 501(c)(3) nonprofits. As a nonprofit organization itself, NIA understands the unique needs and budget constraints of nonprofits. Insured by NIA, organizations like the Redfish Music Festival in Port Orford, OR and Derry Township Community Cats in Hershey, PA have access to fair and equitable pricing based on their own operations. NIA also provides practical services and consulting to help prevent issues at nonprofits. With a focus on protecting missions and those served, NIA goes beyond just insurance to offer training, consulting, and resources. Nonprofits insured by NIA appreciate the peace of mind knowing they are protected against unexpected premium hikes and have access to expert advice on personnel matters. NIA aims to make insurance easy and accessible for nonprofits, ensuring they can focus on their important work.

The 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.

Farmers 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.

Chris 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.

Frosch 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.

San Lorenzo Park Apartments is a HUD subsidized complex located at 134 Dakota Avenue in Santa Cruz, California. This institution offers 1 & 2 bedroom units for seniors 62 or disabled individuals. The complex provides affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services. They also specialize in program development for common interest developments. Services offered include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.

Farmers 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.

Clarion Pacific Insurance Services is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California. As a trusted provider of insurance solutions, we offer a wide range of coverage options to meet the needs of our clients. Our experienced agents are committed to providing personalized service and helping customers find the best policies to protect their assets. Whether you are looking for auto, home, health, or life insurance, Clarion Pacific Insurance Services is here to help. Contact us today to discuss your insurance needs and receive a free quote.

HealthMarkets Insurance - Manfred Luedge is a reputable health insurance agency located at 505-A River Street in Santa Cruz, California. Specializing in providing individuals and families with comprehensive health insurance plans, they offer personalized services to help clients find the coverage that best fits their needs and budget. With a commitment to customer satisfaction and a team of experienced insurance agents, HealthMarkets Insurance - Manfred Luedge is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to secure your peace of mind and protect your health.

SteelBridge 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.

Joseph 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.

Chiorini Hunt & Jacobs is a reputable accounting and finance institution located at 901 Center Street in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Chiorini Hunt & Jacobs has the expertise to meet your needs. Trustworthy and reliable, this institution is dedicated to helping their clients achieve their financial goals.

Holman 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.

Penrose Chun & Gorman LLP is a prestigious law firm located in the heart of Santa Cruz, California. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, business law, real estate transactions, or estate planning, the attorneys at Penrose Chun & Gorman LLP are here to help. Their commitment to excellence and client satisfaction sets them apart from other law firms in the area. Visit their office at 1200 Pacific Avenue to discuss your legal needs with a trusted and reliable legal team.

Aleene "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.

Ottone & 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.

Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.

Alese 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.