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Guide > Financial risk management in California > Financial risk management in Santa Cruz

Financial risk management in Santa Cruz, California

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5 1
#1

Santa Cruz Insurance Services

● Open
7397 Soquel Dr, Aptos, CA 95003, United States
831-688-1434
santacruzinsurance.com

Santa Cruz Insurance Services, located at 7397 Soquel Drive in Aptos, California, is a full-service insurance brokerage that has been serving Santa Cruz County and California since 1964.

Photo of Santa Cruz Insurance Services - 7397 Soquel Drive, Aptos, CA 95003 Photo of Santa Cruz Insurance Services - 7397 Soquel Drive, Aptos, CA 95003 Photo of Santa Cruz Insurance Services - 7397 Soquel Drive, Aptos, CA 95003
Insurance Agency
Details
5 1
#2

Countryside Financial Services

● Open
411 Kelly Ln, Santa Cruz, CA 95060, United States
831-464-6464

Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States.

Financial Service
Details
5 4
#3

JR Financial & Insurance Services

● Open
2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States
408-642-1322
jrfis.com

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California.

Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050 Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050 Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050
Financial Service
Details
5 6
#4

Lanai Financial Solutions

● Open
1066 41st Ave a101, Capitola, CA 95062, United States
831-476-7300
lanaifinancialsolutions.com

Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States.

Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062 Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062 Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062
Financial Service
Details
5 2
#5

World Financial Group - Pinnacle Elite

● Open
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
5 2
#6

Edward Jones - Financial Advisor: Aaron E Brandt

● Open
6630 Hwy 9 Suite 102, Felton, CA 95018, United States
831-335-8158
edwardjones.com

Edward Jones - Financial Advisor: Aaron E Brandt is a trusted finance institution located at 6630 Highway 9 in Felton, California, United States.

Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018 Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018 Photo of Edward Jones - Financial Advisor: Aaron E Brandt - 6630 Highway 9, Felton, CA 95018
Financial Service
Details
5 1
#7

Chamberlain Financial Planning & Wealth Management

● Open
125 Mission St #3, Santa Cruz, CA 95060, United States
831-420-1340

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services.

Accounting Service Financial Service
Details
5 1
#8

Diversified Financial

● Open
108 Whispering Pines Dr, Scotts Valley, CA 95066, United States
831-438-7223
difi.com

Diversified Financial is a reputable insurance agency located at 108 Whispering Pines Drive in Scotts Valley, California, United States.

Insurance Agency
Details
5 1
#9

Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™

● Open
563 Auto Center Dr Suite 101, Watsonville, CA 95076, United States
831-763-0931
edwardjones.com

Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™ is a reputable financial institution located at 563 Auto Center Drive in Watsonville, California, United States.

Photo of Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™ - 563 Auto Center Drive, Watsonville, CA 95076
Financial Service
Details
5 1
#10

Regis Management Co

● Open
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States
650-838-1030
regisllc.com

Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California.

Details
4 1
#11

Carpe Diem Financial Life Planning

● Open
870 Woodland Dr, Ben Lomond, CA 95005, United States
831-539-9475

Carpe Diem Financial Life Planning is a finance institution located at 870 Woodland Drive, Ben Lomond, California, United States. Our mission is to help individuals seize the day and plan for a secure financial future.

Photo of Carpe Diem Financial Life Planning - 870 Woodland Drive, Ben Lomond, CA 95005
Financial Service
Details
4 4
#12

Marshall Wealth Management Group

● Open
634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States
408-395-1510
marshallwealthmanagementgroup.com

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States.

Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030 Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030 Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030
Financial Service
Details
3.7 3
#13

Coast Financial Services, Inc.

● Open
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States
831-462-0330
coastfinancialservices.com

Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States.

Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062 Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062
Accounting Service Financial Service
Details
3.5 2
#14

Morgan Stanley Financial Advisors

● Open
6004 La Madrona Dr, Santa Cruz, CA 95060, United States
831-440-5200
advisor.morganstanley.com

Morgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States.

Financial Service
Details
#15

James Gahagan - Prudential Financial

● Open
590 Pineridge Rd, Santa Cruz, CA 95060, United States
831-426-9400
prudential.com

James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States.

Financial Service Insurance Agency
Details
#16

Rovai Wealth Management

● Open
1715 42nd Ave c, Capitola, CA 95010, United States
831-475-3442
rovaiwealthmanagement.com

Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California.

Photo of Rovai Wealth Management - 1715 42nd Avenue, Capitola, CA 95010
Financial Service Insurance Agency
Details
#17

Chris George: Primerica - Financial Services

● Open
3 Hangar Way ste b, Watsonville, CA 95076, United States
831-722-9993
reps.primerica.com

Chris George: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Hangar Way in Watsonville, California, United States.

Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076
Financial Service Insurance Agency
Details
#18

U.S. Bank - Wealth Management Banker: Kelvin Lam Lam

● Open
620 Santa Cruz Ave, Menlo Park, CA 94025, United States
650-226-2501
usbank.com

U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California.

Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025 Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025 Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025
Financial Service
Details
#19

MainStreet Financial Planning, Inc

● Open
236 N Santa Cruz Ave # 237, Los Gatos, CA 95030, United States
888-897-6743
mainstreetplanning.com

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States.

Photo of MainStreet Financial Planning, Inc - 236 North Santa Cruz Avenue, Los Gatos, CA 95030 Photo of MainStreet Financial Planning, Inc - 236 North Santa Cruz Avenue, Los Gatos, CA 95030
Financial Service
Details
#20

VALIC Financial Advisors

● Open
5353 Scotts Valley Dr a, Scotts Valley, CA 95066, United States
831-428-2874

VALIC Financial Advisors is a leading financial institution located at 5353 Scotts Valley Drive in Scotts Valley, California.

Photo of VALIC Financial Advisors - 5353 Scotts Valley Drive, Scotts Valley, CA 95066
Financial Service
Details
#21

Edward Jones - Financial Advisor: Jeremy Geels, CFP®

● Open
2121 41st Ave Suite 207, Capitola, CA 95010, United States
831-462-8242
edwardjones.com

Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California.

Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010 Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010
Financial Service
Details
#22

Beach House Wealth Management

● Open
521 Capitola Ave, Capitola, CA 95010, United States
831-426-3100
bbawealth.com

Beach House Wealth Management is a finance institution located at 521 Capitola Avenue in the beautiful coastal town of Capitola, California, United States.

Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010 Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010 Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010
Financial Service
Details
#23

Edward Jones - Financial Advisor: Mark A Gerber

● Open
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States
831-462-8242
edwardjones.com

Edward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States.

Photo of Edward Jones - Financial Advisor: Mark A Gerber - 2121 41st Avenue, Capitola, CA 95010
Financial Service
Details
#24

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC

● Open
125 Water Street SteA3, Santa Cruz, CA 95060, United States
831-458-1125
ameripriseadvisors.com

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States.

Photo of Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC - Santa Cruz, CA 95060 Photo of Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC - Santa Cruz, CA 95060
Financial Service
Details
#25

Chamberlain Financial Planning & Wealth Management

● Open
644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States
800-347-1340

Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services.

Accounting Service Financial Service
Details
#26

Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC

● Open
3130 De La Cruz Blvd #128, Santa Clara, CA 95054, United States
408-216-9375
ameripriseadvisors.com

Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California.

Photo of Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC - 3130 De La Cruz Boulevard, Santa Clara, CA 95054 Photo of Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC - 3130 De La Cruz Boulevard, Santa Clara, CA 95054
Financial Service
Details
#27

Wynn Capital Management

● Open
101 Cooper St, Santa Cruz, CA 95060, United States
831-336-4367
wynncapital.com

Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States.

Financial Service
Details
#28

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

● Open
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
#29

Springwater Wealth Management, LLC

● Open
740 Front St #200, Santa Cruz, CA 95060, United States
888-998-4796
springwaterwealth.com

Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California.

Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060 Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060
Financial Service
Details
#30

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

● Open
1500 41st Ave Ste #258, Capitola, CA 95010, United States
831-226-2177
edwardjones.com

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ is a trusted financial institution located at 1500 41st Avenue in Capitola, California.

Photo of Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ - 1500 41st Avenue, Capitola, CA 95010
Financial Service
Details
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Aptos Capitola Felton Los Angeles Los Gatos Menlo Park Roseville Salinas Santa Clara Santa Cruz Scotts Valley Soquel Watsonville

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