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TOP 30 Financial services for individuals in Scotts Valley, CA
18 results found
Search for local businesses, places and services near you
Cori Financial & Insurance Services
Cori Financial & Insurance Services is a trusted institution located at 5435 Scotts Valley Drive, Scotts Valley, California, United States. Specializing in health and insurance services, we are dedicated to helping businesses and individuals protect their assets and improve financial success. As an independent firm, we represent only the best companies but work solely for our clients. Our services range from medical, dental, and vision insurance to Medicare supplement plans, life insurance, and tax-deferred annuities for individuals and families. For businesses, we offer group insurance options such as medical, dental, and vision coverage, as well as key man life insurance and buy-sell funding programs. With a strong reputation built on referrals, we pride ourselves on professionalism and personalized service. Our clients value the high level of care we provide, making us their go-to choice for all their insurance and financial needs."
USI Insurance Services
USI Insurance Services is a leading insurance agency located at 5615 Scotts Valley Drive in Scotts Valley, California. With a strong presence in the United States, USI offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. Their team of experienced professionals is dedicated to providing personalized solutions and expert advice to help clients protect their assets and achieve their financial goals. Whether you are looking for personal insurance coverage or commercial insurance solutions, USI Insurance Services is committed to delivering exceptional service and peace of mind to their valued customers.
VALIC Financial Advisors
VALIC Financial Advisors is a leading financial institution located at 5353 Scotts Valley Drive in Scotts Valley, California. As a trusted provider of financial services, we offer expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, we specialize in retirement planning, investment management, insurance, and more. Whether you are looking to build wealth, protect your assets, or plan for the future, VALIC Financial Advisors is dedicated to helping you secure a stable financial future. Contact us today to schedule a consultation and start on the path towards financial success.
Scott Peck CPA & Associates, APC
Scott Peck CPA & Associates, APC is a reputable accounting and finance institution located at 613 West Valley Parkway in Escondido, California, United States. With a team of experienced CPAs and financial experts, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or guidance on financial matters, Scott Peck CPA & Associates, APC is dedicated to helping you achieve your financial goals.
James Lindsay, EA Tax Service
James Lindsay, EA Tax Service is a reputable accounting and finance institution located at 5900 Butler Lane in Scotts Valley, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or IRS representation, we are here to help. Trust James Lindsay, EA Tax Service for all your financial needs.
Cassidy Insurance Agency LLC
Cassidy Insurance Agency LLC is a trusted insurance agency located at 108 Whispering Pines Drive in Scotts Valley, California. We specialize in providing a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the area. Our experienced team of agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Cassidy Insurance Agency LLC is here to help protect what matters most to you. Contact us today to learn more about our personalized insurance solutions.
Comerica Bank
Comerica Bank is a reputable financial institution located at 228 Mount Hermon Road in Scotts Valley, California, United States. As a leading bank in the area, Comerica offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing excellent customer service and innovative financial solutions, Comerica Bank is a trusted partner for individuals and businesses looking to achieve their financial goals.
US Bank Mortgage
US Bank Mortgage is a finance institution located at 253 Mount Hermon Road in Scotts Valley, California. As a leading mortgage provider, US Bank offers a wide range of loan options and personalized services to help individuals achieve their homeownership goals. With a commitment to customer satisfaction and expertise in the mortgage industry, US Bank Mortgage is dedicated to providing reliable and efficient financial solutions for all clients.
Aviva Life & Annuity Co
Aviva Life & Annuity Co is an insurance agency located at 210 Sherman Drive in Scotts Valley, California, United States. They offer a range of life insurance and annuity products to help individuals and families protect their financial future. With a strong reputation for reliability and customer service, Aviva Life & Annuity Co is dedicated to providing peace of mind and security to their clients. Contact them today to learn more about their insurance solutions.
Empowering Hands
Empowering Hands is a non-profit organization located at 5215 Scotts Valley Drive in Scotts Valley, California. Our mission is to provide support and resources to empower individuals in need, helping them to overcome challenges and achieve their goals. Through a variety of programs and services, we aim to uplift and inspire those in our community who are facing difficulties. Whether it's through educational workshops, counseling services, or financial assistance, Empowering Hands is dedicated to making a positive impact and fostering a sense of hope and empowerment for all who seek our help. Join us in creating a brighter future for those in need.
Accountbl
Accountbl is an accounting and finance institution located at 5500 Butler Lane in Scotts Valley, California. Our mission is to become our client's trusted business advisor by offering insightful solutions and becoming the financial voice of their business. Our team has over 50 years of combined experience in tax, accounting, and finance, specializing in various key areas. Our principals, Naseem and Bashir, bring expertise in tax, business consulting, financial planning, and global finance roles. We offer customized solutions for individuals, start-ups, and established businesses to help them reach their financial goals. Our team values work-life balance and offers flexible scheduling and remote work opportunities. If you are looking for top-notch finance and tax services to help your business grow, contact us today.
Niemann Capital Management Inc
Niemann Capital Management Inc is a finance institution located at 5615 Scotts Valley Drive in Scotts Valley, California, United States. With a focus on providing expert financial management services, Niemann Capital Management Inc offers personalized investment strategies and solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Niemann Capital Management Inc is committed to helping you secure a prosperous financial future.
Walters & Kondrasheff
Walters & Kondrasheff is a reputable accounting and finance institution located at 4 Carbonero Way in Scotts Valley, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
Tax 831
Tax 831 is a reputable accounting and finance institution located at 18 Camp Evers Lane in Scotts Valley, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Tax 831 is here to help. Trust us to handle all of your accounting and finance needs with precision and expertise. Visit us today to experience the difference that Tax 831 can make for your financial well-being.
Dodd Priority Bookkeeping
Dodd Priority Bookkeeping is a trusted institution located at 5353 Scotts Valley Drive in Scotts Valley, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch bookkeeping solutions for individuals and businesses alike. With a commitment to accuracy, efficiency, and confidentiality, Dodd Priority Bookkeeping is your go-to destination for all your financial needs. Contact us today to learn more about how we can help you manage your finances with precision and care.
Nilson and Associates
Nilson and Associates is a trusted accounting and finance institution located at 3 Victor Square Extension in Scotts Valley, California, United States. Specializing in bookkeeping, payroll, estate, and business services, we understand that managing finances can be a daunting task. That's why we offer custom financial services tailored to your specific needs, whether you're a business owner, entrepreneur, or individual looking to enjoy life without the stress of financial management. Our experienced team at Nilson and Associates works closely with clients to provide personalized accounting solutions, from full cycle bookkeeping to strategic financial advice. We believe in a personalized approach, recognizing that each client is unique and deserves individualized attention. With over a decade of experience, we are dedicated to helping you achieve your financial goals while freeing up your time to focus on what matters most to you.
US Bank ATM
Welcome to the Scotts Valley U.S. Bank ATM located at 253 Mount Hermon Road, California. As a trusted financial institution, we are committed to providing you with secure and convenient banking services. Our ATM offers a range of financial transactions, allowing you to manage your money efficiently. With U.S. Bank's Bank Smartly Checking®, you can enjoy a simple and secure way to handle your finances, complemented by a convenient online checkout experience that makes shopping effortless. Whether you're looking to borrow money or need assistance with loans and mortgages, our experienced loan officers and bankers are here to help with calculators and rate charts to guide you.
Bay Federal Credit Union
Welcome to Bay Federal Credit Union, your trusted partner in banking and financial services located at 255 Mount Hermon Road, Scotts Valley, California. As a member-owned financial institution, we are dedicated to serving the needs of our community with integrity and personalized service. Whether you're looking to open a savings account, apply for a loan, or simply use our convenient ATM services, our friendly and knowledgeable staff is here to assist you every step of the way. At Bay Federal Credit Union, we prioritize your financial well-being and strive to offer competitive rates and innovative solutions tailored to your individual needs. Visit us today and experience the difference of community-focused banking.
List of local businesses, places and services in California
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