Financial planning service in Capitola, California

AAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California. Our dedicated team of professionals is committed to providing high-quality insurance products and exceptional customer service to the residents of Santa Cruz and the surrounding areas. Whether you are in need of auto, home, or life insurance, we are here to help you find the coverage that best fits your needs. Visit us today to learn more about our services and how we can protect what matters most to you.

Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States. Specializing in providing comprehensive financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lanai Financial Solutions is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in your financial journey. Contact us today to learn more about how we can assist you in reaching your financial objectives.

A. Bagley CPA Tax & Accounting Services is a reputable financial institution located at 820 Bay Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to providing professional and reliable tax and accounting solutions to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maximize their returns. Visit us today for personalized and efficient financial services.

LPL Financial is a finance institution located at 1500 41st Avenue in Capitola, California, United States. They provide a wide range of financial services such as investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial offers personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your investments or plan for your retirement, LPL Financial is dedicated to providing expert guidance and support every step of the way.

E Z Tax Service is a reputable accounting and finance institution located at 1855 41st Avenue in Capitola, California, United States. With a team of experienced professionals, they offer a range of tax services to individuals and businesses, ensuring accurate and timely filings. Whether you need help with tax preparation, planning, or resolving IRS issues, E Z Tax Service is dedicated to providing personalized and reliable assistance. Trust them to navigate the complexities of tax laws and regulations, helping you achieve financial success.

Mechanics Bank - Capitola Branch is a trusted financial institution located at 3555 Clares Street in the charming coastal town of Capitola, California. As a full-service bank, we offer a wide range of financial services to meet your banking needs. Whether you need to withdraw cash from our convenient ATM, open a checking or savings account, or apply for a loan, our friendly and knowledgeable staff is here to assist you. Come visit us today and experience the exceptional customer service and financial expertise that Mechanics Bank is known for.

Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.

The Bank of America Financial Center located at 4055 Capitola Road in Capitola, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions. With a commitment to providing exceptional customer service and innovative banking solutions, this institution is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business services, the Bank of America Financial Center has knowledgeable staff ready to assist you. Visit this trusted institution for all of your banking and financial needs.

Capitola Family Dentistry, located at 820 Bay Avenue in Capitola, California, is dedicated to providing high-quality dental care for families in the area. Dr. Zachary I. Boger and his team offer a wide range of general dental services using the latest technology and a personalized approach to treatment. Their goal is to help patients maintain their natural teeth for as long as possible, focusing on long-term success. The friendly and welcoming team at Capitola Family Dentistry understands that visiting the dentist can be a daunting experience for many people. That's why they strive to make each visit as comfortable and painless as possible. They accept most dental insurance plans and have flexible payment options to ensure that financial concerns do not stand in the way of getting the care you need.

Corvin's Legal Services is a reputable finance institution located at 1840 41st Avenue in Capitola, California, United States. With a team of experienced legal professionals, we provide expert financial services to individuals and businesses alike. From tax planning and estate management to contract review and litigation support, Corvin's Legal Services is dedicated to helping our clients navigate the complex world of finance with confidence and peace of mind. Trust us to handle all your financial needs with integrity and efficiency.

Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California. Jeremy Geels, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner for individuals looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Jeremy Geels and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Flynn Financial and Insurance Services, Inc. is a reputable finance institution located at 2121 41st Avenue in Capitola, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients. Whether you're looking for investment advice, retirement planning, or insurance coverage, we are here to help. With a commitment to excellence and personalized service, Flynn Financial and Insurance Services, Inc. is your go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help secure your financial future.

Edward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States. Specializing in finance, Mark A Gerber provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Mark A Gerber is dedicated to providing top-notch financial advice and guidance to individuals and families in the Capitola area.

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California. Stacey VanderKodde, a Certified Retirement Planning Counselor, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a reliable partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Ryan D Bennett is a reputable financial institution located at 819 Bay Avenue in Capitola, California, United States. As a trusted advisor, Ryan D Bennett provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Ryan D Bennett and the team at Edward Jones are dedicated to helping you secure a stable financial future.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 4055 Capitola Road in Capitola, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you're looking to grow your wealth or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure your financial future.

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States. Specializing in reverse mortgages, they provide expert guidance and financial solutions for seniors looking to unlock the equity in their homes. With a focus on personalized service and comprehensive support, Longbridge Financial, LLC is dedicated to helping clients navigate the complexities of reverse mortgages with confidence and ease.

Hensley Tax & Bookkeeping Services is a reputable accounting and finance institution located at 1515 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Our goal is to provide personalized and efficient solutions to help individuals and businesses manage their finances effectively. Trust Hensley Tax & Bookkeeping Services for all your accounting needs.

Welcome to the Capitola Finance Department, your trusted local government office dedicated to serving the financial needs of the Capitola community. Conveniently located at 420 Capitola Avenue in the heart of Capitola, California, our department is committed to ensuring transparent, efficient, and responsible financial management for the city. Our team of experienced professionals works diligently to oversee the city's budget, manage public funds, and support the financial operations that keep Capitola thriving. We are proud to provide a range of services, including financial reporting, budgeting, revenue collection, and fiscal planning, all designed to enhance the quality of life for our residents and businesses.

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.

Valamonte Mortgage Team is a finance institution located at 1500 41st Avenue in Capitola, California, United States. Specializing in mortgages, their experienced team is dedicated to helping clients find the best loan options for their individual needs. Whether you are a first-time homebuyer or looking to refinance, Valamonte Mortgage Team offers personalized service and expert guidance to make the process as smooth and stress-free as possible. Trust the professionals at Valamonte Mortgage Team to help you secure the financing you need for your dream home.

Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.

Liberty Tax is a finance institution located at 4208 Capitola Road in Capitola, California. With a team of experienced tax professionals, Liberty Tax is dedicated to providing high-quality tax preparation services to individuals and businesses in the area. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, Liberty Tax is here to assist you every step of the way. Trust Liberty Tax to help you navigate the complex world of taxes with ease and confidence.

Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation, financial planning, and more. With a commitment to personalized service and tailored solutions, Block Advisors is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Jill Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California. As a 4th generation Californian, Jill Judd is dedicated to serving her community by providing personalized insurance and financial services for both individuals and businesses. With over 24 years of experience as a State Farm Agent, Jill and her team are committed to educating customers and helping them make informed decisions that will impact their future, family, and legacy. In addition to offering a wide range of insurance products such as auto, home, and life insurance, Jill Judd - State Farm Insurance Agent also supports various community initiatives including arts, financial literacy programs, music education, and cancer research. The team at Jill Judd's office is highly professional, knowledgeable, and dedicated to providing exceptional service to each and every customer.

Hal Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California, United States. With a focus on providing personalized insurance solutions to meet the specific needs of each client, Hal Judd and his team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can trust Hal Judd - State Farm Insurance Agent to provide reliable coverage and exceptional customer service. Contact them today to discuss your insurance needs and receive a customized quote.

Huff Legal, located at 1760 44th Avenue in Capitola, California, is dedicated to improving lives through legal assistance. Our team of experienced lawyers is committed to helping you, your family, or your business with any legal needs you may have. We offer access to some of the most respected lawyers in California who have the knowledge and expertise to support you through your legal challenges. At Huff Legal, we understand that legal fees can be a burden, which is why we offer easy installment payment options. Our goal is to allow you to focus on your case, not financial stress. We provide free and confidential case evaluations, with free consultations available for Criminal Defense cases.

Mauldin & Co: Mauldin Patrick CPA is a trusted accounting and finance institution located at 2121 41st Avenue in Capitola, California, United States. Led by experienced CPA Mauldin Patrick, the institution offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. With a commitment to providing personalized and professional service, Mauldin & Co is dedicated to helping individuals and businesses achieve their financial goals.

Phelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States. With years of experience and expertise in the field, Phelps Karen offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch solutions to individuals and businesses alike. Trust Phelps Karen, a CPA, to handle all your accounting and finance needs with professionalism and precision.

Karma Mortgage Solutions, located at 830 Bay Avenue in Capitola, California, is a finance institution dedicated to serving customers with honesty, integrity, and competence. Our mission is to provide personalized service to help clients secure home loans with the lowest interest rates and closing costs possible. We are committed to helping borrowers overcome any obstacles they may encounter during the loan process.