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Guide > Financial planning strategies in California > Financial planning strategies in Soquel

Top 30 Best Financial planning strategies 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
  • 5 2
    #2

    World Financial Group - Pinnacle Elite

    ● Closed
    2901 Park Ave Suite A12, Soquel, CA 95073, United States
    (831) 295-2809
    agents.worldfinancialgroup.com

    World Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Financial Service
    Details
  • 4 2
    #3

    Optium Financial Services

    ● Open
    1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States
    (831) 479-5945

    Optium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States.

    Accounting Service Financial Service
    Details
  • #4

    Costello Wealth Strategies

    ● Open
    9057 Soquel Dr Building B, Suite D, Aptos, CA 95003, United States
    (831) 708-2395
    raymondjames.com

    Costello Wealth Strategies is a leading finance institution located at 9057 Soquel Drive in Aptos, California, United States.

    Photo of Costello Wealth Strategies - 9057 Soquel Drive, Aptos, CA 95003, USA Photo of Costello Wealth Strategies - 9057 Soquel Drive, Aptos, CA 95003, USA
    Financial Service
    Details
  • #5

    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, USA Photo of Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC - 1237 Soquel Avenue, Santa Cruz, CA 95062, USA
    Financial Service
    Details
  • #6

    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, USA
    Financial Service
    Details
  • #7

    Paul B Drescher Financial

    ● Open
    2805 Porter St, Soquel, CA 95073, United States
    (831) 462-3200

    Paul B Drescher Financial is a reputable financial institution located at 2805 Porter Street in Soquel, California, United States.

    Automated Teller Financial Service
    Details
  • #8

    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, USA
    Financial Service
    Details
  • #9

    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, USA
    Financial Service
    Details
  • #10

    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
  • #11

    Soquel Tax Services

    ● Closed
    3029 Porter St, Soquel, CA 95073, United States
    (831) 475-9245
    soqueltax.com

    Soquel Tax Services is a reputable institution located at 3029 Porter Street in Soquel, California, United States.

    Accounting Service Financial Service
    Details
  • 5 22
    #12

    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, USA Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073, USA Photo of Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 - 2601 41st Avenue, Soquel, CA 95073, USA
    Financial Service
    Details
  • 5 11
    #13

    Farmers Insurance - Edna Vilozny

    ● Closed
    7545 Soquel Dr STE B, Aptos, CA 95003, United States
    (831) 685-8228
    agents.farmers.com

    Farmers Insurance - Edna Vilozny is an insurance agency located at 7545 Soquel Drive, Aptos, California, United States. Edna Vilozny got her start in the insurance industry working for her father's Farmers® insurance agency in 1995.

    Photo of Farmers Insurance - Edna Vilozny - 7545 Soquel Drive, Aptos, CA 95003, USA
    Insurance Agency
    Details
  • 5 1
    #14

    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 5
    #15

    Tuition Solutions Now. Stephen Shapiro CFP

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

    Tuition Solutions Now, headed by Stephen Shapiro CFP, is a leading finance institution located at 2425 Porter Street in Soquel, California.

    College, University Financial Service
    Details
  • 5 3
    #16

    Coast Business Brokerage Inc

    ● Closed
    10096 Soquel Dr # 10, Aptos, CA 95003, United States
    (831) 685-8866
    coastbusinessbrokerage.com

    Coast Business Brokerage Inc is a reputable finance and real estate agency located at 10096 Soquel Drive in Aptos, California, United States.

    Photo of Coast Business Brokerage Inc - 10096 Soquel Drive, Aptos, CA 95003, USA
    Financial Service Real Estate Agent
    Details
  • 5 1
    #17

    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, USA
    Financial Service
    Details
  • 5 1
    #18

    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 6
    #19

    Mark Areias Jewelers

    ● Closed
    7552 Soquel Dr, Aptos, CA 95003, United States
    (831) 688-2799
    areiasjewelers.com

    Mark Areias Jewelers is a premier jewelry store and financial institution located at 7552 Soquel Drive in Aptos, California.

    Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA
    Financial Service Jewelry Store Store
    Details
  • 5 1
    #20

    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, USA Photo of Fernanda Aguiar, CPA, EA Padgett Business Services - 325 Soquel Avenue, Santa Cruz, CA 95062, USA Photo of Fernanda Aguiar, CPA, EA Padgett Business Services - 325 Soquel Avenue, Santa Cruz, CA 95062, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #21

    Summit Accountancy Group, Inc.

    ● Open
    2425 Porter St #14, Soquel, CA 95073, United States
    (831) 462-3238
    cpa-summit.com

    Summit Accountancy Group, Inc. is a leading accounting and finance institution located at 2425 Porter Street in Soquel, California, United States.

    Accounting Service Financial Service
    Details
  • 5 1
    #22

    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 1
    #23

    Somerville Accounting Solutions

    ● Closed
    79 Little Creek Road, Soquel, CA 95073, United States
    (831) 247-5908
    somervilleaccountingsolutions.com

    Somerville Accounting Solutions is a trusted institution located at 79 Little Creek Road in Soquel, California, United States.

    Accounting Service Financial Service
    Details
  • 5 12
    #24

    Associated Home Loans

    ● Open
    4835 Soquel Drive, Soquel, California 95073, United States
    (831) 479-7777

    Welcome to Associated Home Loans, your trusted partner in finance located in the heart of Soquel, California. Situated at 4835 Soquel Drive, we specialize in providing personalized home loan solutions tailored to meet your unique needs.

    Photo of Associated Home Loans - 4835 Soquel Drive, Soquel, CA 95073, USA Photo of Associated Home Loans - 4835 Soquel Drive, Soquel, CA 95073, USA Photo of Associated Home Loans - 4835 Soquel Drive, Soquel, CA 95073, USA
    Financial Service
    Details
  • 4.9 7
    #25

    Farmers Insurance - Steven Manville

    ● Closed
    9045 Soquel Dr Ste 1, Aptos, CA 95003, United States
    (831) 688-2920
    agents.farmers.com

    Farmers Insurance - Steven Manville is an insurance agency located at 9045 Soquel Drive, Aptos, California, United States. As a local Farmers agent in Aptos, CA, Steven Manville helps customers identify the insurance coverage that best fits their needs.

    Photo of Farmers Insurance - Steven Manville - 9045 Soquel Drive, Aptos, CA 95003, USA Photo of Farmers Insurance - Steven Manville - 9045 Soquel Drive, Aptos, CA 95003, USA
    Insurance Agency
    Details
  • 4.8 13
    #26

    Santa Cruz County Small Business Development Center

    ● Closed
    6500 Soquel Dr #2100C, Aptos, CA 95003, United States
    (831) 479-6136
    santacruzsbdc.org

    The Santa Cruz County Small Business Development Center, located at 6500 Soquel Drive in Aptos, California, is a finance institution dedicated to supporting small businesses in the area.

    Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Small Business Development Center - 6500 Soquel Drive, Aptos, CA 95003, USA
    Financial Service
    Details
  • 4.6 5
    #27

    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, USA Photo of Patricia A. Beckwith, CPA - 4630 Soquel Drive, Soquel, CA 95073, USA Photo of Patricia A. Beckwith, CPA - 4630 Soquel Drive, Soquel, CA 95073, USA
    Accounting Service Financial Service
    Details
  • 4 8
    #28

    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
    #29

    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
  • 4 3
    #30

    Santa Cruz County Bank

    ● Closed
    7775 Soquel Drive, Aptos, California 95003, United States
    (831) 662-6000
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California.

    Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA
    Bank, Credit Union Financial Service
    Details
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