TOP 30 Financial services in Soquel, California
126 results found
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DCD Financial & Insurance Services
● ClosedDCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.
1123 Soquel Ave, Santa Cruz, CA 95062, United States -
Prinz Insurance Services
● OpenPrinz Insurance Services is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best suits your individual needs. Our commitment to exceptional customer service and personalized attention sets us apart from other insurance agencies. Contact us today to learn more about how we can protect what matters most to you.
9035 Soquel Ave STE 105, Santa Cruz, CA 95062, United States -
Tuosto Health Insurance Services
● OpenTuosto Health Insurance Services is a trusted insurance agency located at 4701 Soquel Drive in Soquel, California. We specialize in providing comprehensive health insurance coverage to individuals and families in the United States. Our experienced agents are dedicated to helping our clients find the best insurance plans that fit their needs and budget. Whether you are looking for basic coverage or a more comprehensive plan, Tuosto Health Insurance Services is here to help you navigate the complex world of health insurance. Contact us today to learn more about our services and how we can help you protect your health and well-being.
4701 Soquel Dr # B, Soquel, CA 95073, United States -
Inszone Insurance Services
● ClosedInszone Insurance Services, located at 4067 Cory Street, Soquel, California, is your one-stop solution for all your insurance needs. From business to personal insurance, our team of expert agents is here to provide you with the right coverage for any unexpected emergency. Whether you need insurance for your business, commercial property, auto, home, or medical professional liability, we've got you covered. With a focus on staying well-informed and offering personalized service, Inszone Insurance Services is dedicated to ensuring that you have the protection you need. Our skilled agents, like Jerry Hudson, Stephanie Bush, Jainie, and Sohaib, are always ready to assist you with professionalism and expertise. Trust Inszone Insurance Services to provide you with the insurance solutions you need to protect yourself, your loved ones, and your assets. Contact us today for a quote and see how we can help you navigate the complex world of insurance with ease.
4067 Cory St # 1, Soquel, CA 95073, United States -
Santa Cruz Insurance Services
● ClosedSanta 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. With over 59 years of industry experience, our team has the knowledge and expertise to provide you with the best risk management and insurance advice for both personal and business needs. At Santa Cruz Insurance Services, our success is measured by the satisfaction of our clients. We have a retention rate of over 90%, as our clients trust us to provide them with the appropriate risk management and insurance solutions. We believe in open communication, anticipation of potential risks, and the flexibility to make adjustments in your insurance program as needed.
7397 Soquel Dr, Aptos, CA 95003, United States -
Diana Thomas Mobile Notary Services
● ClosedDiana Thomas Mobile Notary Services is a trusted finance institution located at 7969 Soquel Drive in Aptos, California, United States. With a commitment to providing convenient and reliable notary services on-the-go, Diana Thomas Mobile Notary Services is dedicated to ensuring all your important documents are properly authenticated and legally binding. Whether you need notarization for real estate transactions, legal documents, or other financial matters, Diana Thomas Mobile Notary Services is here to assist you with professionalism and efficiency. Contact us today to schedule an appointment and experience the convenience of our mobile notary services.
7969 Soquel Dr, Aptos, CA 95003, United States -
United States Postal Service
● ClosedThe United States Postal Service is a federal agency responsible for providing postal services and financial services to the public. Located at 4768 Soquel Drive in Soquel, California, this post office offers a wide range of mailing and shipping options, as well as money orders and other financial services. Whether you need to send a package, buy stamps, or handle your banking needs, the United States Postal Service is here to help.
4768 Soquel Dr, Soquel, CA 95073, United States -
Alves Tax and Financial Services Inc
● ClosedAlves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.
325 Soquel Ave, Santa Cruz, CA 95062, United States -
World Financial Group - Pinnacle Elite
● ClosedWorld Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States. With a focus on providing top-notch financial services and products, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, World Financial Group - Pinnacle Elite is here to provide you with personalized and professional assistance. Visit us today to experience the pinnacle of financial services.
2901 Park Ave Suite A12, Soquel, CA 95073, United States -
Surf City Tax Service
● OpenSurf City Tax Service is a trusted accounting and finance institution located at 4067 Cory Street in Soquel, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses in the area. Our goal is to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial potential. Whether you need assistance with tax preparation, planning, or IRS representation, Surf City Tax Service is here to help. Contact us today to schedule a consultation and take control of your finances.
4067 Cory St #3, Soquel, CA 95073, United States -
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.
1237 Soquel Ave, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● ClosedEdward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States -
Paul B Drescher Financial
● OpenPaul B Drescher Financial is a reputable financial institution located at 2805 Porter Street in Soquel, California, United States. Specializing in providing ATM and finance services, our institution is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a wide range of financial solutions tailored to meet the unique needs of our clients. Whether you're looking to manage your finances more effectively or simply need access to convenient ATM services, Paul B Drescher Financial is here to assist you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
2805 Porter St, Soquel, CA 95073, United States -
Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMercy Tanudjojo is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2737 Porter Street in Soquel, California. With years of experience in the finance industry, Mercy is committed to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Mercy Tanudjojo can provide personalized financial advice and guidance to help you make informed decisions. Contact Mercy today to schedule a consultation and take the first step towards financial security.
2737 Porter St, Soquel, CA 95073, United States -
Edward Jones - Financial Advisor: Lisa Constant, CRPC™
● ClosedEdward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States. Lisa Constant is a Certified Retirement Planning Counselor (CRPC™) who offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lisa Constant provides comprehensive financial planning services to individuals and families in the Soquel area. Visit the office today to start planning for a secure financial future with Edward Jones.
2601 41st Ave suite a, Soquel, CA 95073, United States -
Kingsview Partners Soquel Office
● ClosedKingsview Partners Soquel Office is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our dedicated team of financial experts provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on integrity and innovation, Kingsview Partners Soquel Office is committed to delivering exceptional financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages
● ClosedLongbridge 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.
Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States -
Soquel Tax Services
● ClosedSoquel Tax Services is a reputable institution located at 3029 Porter Street in Soquel, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complex world of taxes with ease and confidence. Trust Soquel Tax Services for all your financial needs.
3029 Porter St, Soquel, CA 95073, United States -
Fernanda Aguiar, CPA, EA Padgett Business Services
● ClosedFernanda Aguiar, CPA, EA Padgett Business Services is a reputable accounting and finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a team of qualified professionals, the institution provides a wide range of financial services including tax preparation, bookkeeping, payroll, and business consulting. Clients can rely on their expertise to help them navigate complex financial matters and achieve their financial goals. Whether you are an individual or a business owner, Fernanda Aguiar, CPA, EA Padgett Business Services is dedicated to providing personalized and professional service to meet your needs.
325 Soquel Ave #1, Santa Cruz, CA 95062, United States -
Accounting Business Services & Taxes, Inc.
● ClosedAccounting Business Services & Taxes, Inc. is a trusted institution located at 2901 Park Avenue, Soquel, California, specializing in accounting and finance services. Our team of experienced accountants is committed to staying up-to-date with the latest information, laws, regulations, and techniques in the industry through regular seminars. We offer a range of services, including helping you determine the best organization for your needs, teaching your company how to maintain accurate records, and providing expert tax planning assistance. Whether you are a small business or a large corporation, we have your tax planning needs covered.
2901 Park Ave suite d-3, Soquel, CA 95073, United States -
Salinas Tax service
● OpenSalinas Tax Service is a reputable accounting and finance institution located at 3065 Porter Street in Soquel, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring compliance with tax laws and maximizing returns. Whether you need help with tax preparation, planning, or representation, Salinas Tax Service is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.
3065 Porter St Suite 200B, Soquel, CA 95073, United States -
Michael D Burns Tax Services
● OpenMichael D Burns Tax Services is a trusted accounting and finance institution located at 2601 41st Avenue in Soquel, California. With years of experience and expertise in tax services, they provide personalized solutions to help individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or representation, their team of professionals is dedicated to delivering top-notch service and maximizing your financial success. Trust Michael D Burns Tax Services for all your accounting and finance needs in the United States.
2601 41st Ave # A2, Soquel, CA 95073, United States -
Aptos Personalized Tax Service
● ClosedAptos Personalized Tax Service is a trusted institution located at 9057 Soquel Drive in Aptos, California, United States. Specializing in accounting and finance, our dedicated team of professionals provides personalized tax services to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations to ensure their financial success. Trust Aptos Personalized Tax Service for all your tax and accounting needs.
9057 Soquel Dr, Aptos, CA 95003, United States -
Optium Financial Services
● OpenOptium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.
1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States -
Lynn Myers Bookkeeping Services
● OpenLynn Myers Bookkeeping Services is a trusted accounting and finance institution located at 9055 Soquel Drive in Aptos, California. With a strong reputation for accuracy and reliability, our team of professionals provides comprehensive bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, tax preparation, or financial reporting, we are dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can support your business.
9055 Soquel Dr, Aptos, CA 95003, United States -
United States Postal Service
● ClosedWelcome to the United States Postal Service (USPS) located at 1146 Soquel Avenue in the heart of Santa Cruz, California. Our facility proudly serves the local community by providing reliable and efficient postal and financial services. As a cornerstone of communication and commerce, we offer a wide range of services including mail and package delivery, postage sales, P.O. Box rentals, and money order services. Our dedicated team is committed to ensuring your mailing and shipping needs are met with the highest level of professionalism and care. Whether you're sending a letter across town or a package around the globe, the USPS at Soquel Avenue is here to assist you every step of the way. Visit us and experience the convenience and dependability that only the United States Postal Service can provide.
1146 Soquel Avenue, Santa Cruz, California 95062, United States -
Dignity Health Dominican Hospital Patient Financial Services
● OpenWelcome to Dignity Health Dominican Hospital Patient Financial Services, located at 1555 Soquel Drive, Santa Cruz, California. As a vital part of the Dominican Hospital, we are dedicated to assisting you with your financial needs even after you have been discharged. Our Online Business Office offers comprehensive financial information and assistance to ensure your peace of mind. At Dominican Hospital, we provide several convenient ways to pay your bill, with multiple payment options available to suit your needs. Our team is here to guide you through all aspects of your healthcare journey, from admission to billing support. We can assist you in understanding your bill and offer additional information to ease the process. For further assistance, you can fill out our Billing Inquiry Form.
1555 Soquel Drive, Santa Cruz, California 95065, United States -
BB Financial Solutions
● ClosedWelcome to BB Financial Solutions, your trusted partner in navigating the complex real estate market of Soquel, California, and beyond. Located at 5005 Vía Gatos, Soquel, CA 95073, we specialize in providing personalized financial solutions to help you secure your dream home in the competitive Bay Area market. At BB Financial Solutions, we understand that purchasing a home is more than just a financial transaction; it's a significant life milestone. With years of experience and a deep understanding of the local market, our founder, Brett Blevins, is dedicated to helping you get pre-approved for home loans, ensuring you are ready to close the deal when the right opportunity arises. Brett's extensive relationships with multiple lenders allow him to consistently secure the best interest rates for his clients.
5005 Vía Gatos, Soquel, California 95073, United States -
Allstate Personal Financial Representative: Brad Dehaven
● ClosedWelcome to Allstate Personal Financial Representative: Brad Dehaven, your trusted insurance agency located in the heart of Aptos, California. Situated at 8046 Soquel Drive, we are dedicated to providing our community with exceptional insurance solutions tailored to meet your unique needs. With a wealth of experience and a commitment to personalized service, Brad Dehaven and his team are here to help you navigate the complexities of insurance planning with ease and confidence. Whether you're seeking auto, home, life, or business insurance, we offer a comprehensive range of products designed to protect what matters most to you. Our goal is to ensure that you have the right coverage at the right price, providing peace of mind for you and your loved ones.
8046 Soquel Drive, Aptos, California 95003, United States -
First American Title Company
● ClosedFirst American Title Company is a finance and insurance agency located at 330 Soquel Avenue in Santa Cruz, California. With a commitment to providing reliable and efficient title services, this institution ensures smooth real estate transactions for their clients. Their team of professionals offers expert guidance and support throughout the entire process, making them a trusted partner in the industry. Whether you are buying, selling, or refinancing a property, First American Title Company is dedicated to protecting your investment and securing your peace of mind.
330 Soquel Ave, Santa Cruz, CA 95062, United States
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