Financial security advisor in Capitola, CA
14 results found
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Mechanics Bank - Capitola Branch
● ClosedMechanics 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.
3555 Clares St # X, Capitola, CA 95010, United States -
Coast Financial Services, Inc.
● ClosedCoast 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.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Jeremy Geels, CFP®
● ClosedEdward 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.
2121 41st Ave Suite 207, Capitola, CA 95010, United States -
Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™
● OpenEdward 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.
1500 41st Ave Ste #258, Capitola, CA 95010, United States -
Edward Jones - Financial Advisor: Ryan D Bennett
● OpenEdward 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.
819 Bay Ave Suite B, Capitola, CA 95010, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill 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.
4055 Capitola Rd, Capitola, CA 95010, United States -
Financial Solution Home Loans- Reverse and Forward mortgages. Jeri Skipper
● ClosedFinancial Solution Home Loans is a leading institution specializing in both Reverse and Forward mortgages. Headed by the experienced and knowledgeable Jeri Skipper, the institution is dedicated to providing clients with tailored financial solutions to meet their needs. Located at 830 Bay Avenue in Capitola, California, Financial Solution Home Loans offers expert advice and guidance to help individuals navigate the complex world of finance and secure the best mortgage options available. Whether you are looking to refinance your home or explore reverse mortgage options, Jeri Skipper and her team are here to assist you every step of the way.
830 Bay Ave Suite G, Capitola, CA 95010, United States -
Rovai Wealth Management
● ClosedRovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or protecting your assets, we are here to provide expert guidance and support every step of the way. Trust Rovai Wealth Management to help you secure a prosperous financial future.
1715 42nd Ave c, Capitola, CA 95010, United States -
BMO
● ClosedBMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval. In compliance with federal laws, BMO requires detailed information from customers to verify their identity and prevent money laundering activities. Please be aware that third-party websites may have different privacy and security policies than BMO's. It is important to review the privacy and security policies of any websites reached through links from BMO's website. BMO Bank N.A. and its affiliates do not provide legal or tax advice, so it is recommended to consult with independent legal and tax advisors regarding your specific circumstances.
3820 Capitola Rd, Capitola, CA 95010, United States -
Stiles-Strudley - Raymond James
● OpenStiles-Strudley - Raymond James is a finance institution located at 2121 41st Avenue in Capitola, California. As a branch of Raymond James, a leading financial services firm, Stiles-Strudley offers a wide range of investment and wealth management services to clients in the United States. With a team of experienced financial advisors, they provide personalized financial planning and investment strategies to help individuals and businesses achieve their financial goals. Visit Stiles-Strudley - Raymond James today to start planning for a secure financial future.
2121 41st Ave STE 206, Capitola, CA 95010, United States -
Bank of America ATM
● OpenThe Bank of America ATM located at 4055 Capitola Road in Capitola, California, is a convenient and accessible option for all your banking needs. As a part of the Bank of America network, this ATM provides secure and reliable access to your accounts for withdrawals, deposits, and other transactions. Whether you're a local resident or just passing through, you can rely on this ATM for quick and efficient financial services. With its convenient location and easy-to-use interface, the Bank of America ATM is a trusted choice for all your banking needs in Capitola.
4055 Capitola Rd, Capitola, CA 95010, United States -
Karma Mortgage Solutions
● ClosedKarma 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.
830 Bay Ave A, Capitola, CA 95010, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 1990 41st Avenue, Capitola, California 95010, United States. As part of JPMorgan Chase Bank, N.A., our ATM provides you with easy access to your financial needs, whether you're withdrawing cash, checking your account balance, or making deposits. At Chase, we are committed to supporting both personal and business financial needs. For businesses, we offer specialized guidance to enhance cash flow, provide tailored credit solutions, and manage payroll efficiently. Our comprehensive suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions designed to meet the unique demands of your business.
1990 41st Avenue, Capitola, California 95010, United States -
Merrill Edge
● ClosedWelcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.
4055 Capitola Road, Capitola, California 95010, United States
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