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TOP 30 Financial services provider in Aptos, CA
36 results found
A convenient service for searching for businesses, places and services
Diana Thomas Mobile Notary Services
Diana 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.
Thrivent Financial
Thrivent Financial is a finance institution located at 229 Sea Ridge Road, Aptos, California, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer personalized services to match you with the resources you need based on your financial concerns. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Our financial advisors are dedicated to understanding your unique situation and goals in order to create a customized financial plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, our advisors are here to help you navigate the challenges and opportunities life presents.
Edward Jones - Financial Advisor: Ryan J Ozog
Edward Jones - Financial Advisor: Ryan J Ozog is a reputable financial institution located at 151 Aptos Village Way in Aptos, California. As a dedicated financial advisor, Ryan J Ozog provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Ryan J Ozog offers expert guidance and tailored solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ryan J Ozog is committed to helping you secure a sound financial future.
Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages
Longbridge 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.
Santa Cruz Bookkeeping and Tax Service
Santa Cruz Bookkeeping and Tax Service is a reputable accounting and finance institution located at 612 Ord Street in Aptos, California, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Santa Cruz Bookkeeping and Tax Service is dedicated to providing personalized and reliable solutions to meet your needs. Visit them today to ensure your financial success and peace of mind.
Aptos Personalized Tax Service
Aptos 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.
Bannon Tax Services
Bannon Tax Services is a reputable accounting and finance institution located at 2280 Wallace Avenue in Aptos, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Bannon Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
Edna Sorensen Business Services
Edna Sorensen Business Services is a reputable accounting and finance institution located in Aptos, California, United States. With years of experience in the industry, we provide a wide range of services to help businesses manage their financial affairs effectively. Our team of skilled professionals is dedicated to providing top-notch accounting and financial solutions tailored to the unique needs of each client. Whether you need help with bookkeeping, tax preparation, or financial planning, Edna Sorensen Business Services is here to assist you every step of the way. Contact us today to learn more about how we can help your business thrive.
Peak Accounting Services Inc
Peak Accounting Services Inc, located at 783 Rio Del Mar Boulevard in Aptos, California, is a trusted institution specializing in accounting and finance services. Our team is dedicated to helping you navigate the complex world of business taxes, payroll, and accounting, including services for non-profit organizations. With our expertise and personalized approach, we strive to provide top-notch financial solutions for your business needs. Visit our website to access our document upload link and start working with us today.
Lynn Myers Bookkeeping Services
Lynn 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.
Lydia Harville - State Farm Insurance Agent
The Lydia Harville State Farm Insurance office, located in Santa Cruz, California, is honored to have been voted as the Favorite Insurance in Santa Cruz for two consecutive years. Our dedicated team is committed to providing personalized insurance and financial services to meet the unique needs of our customers. With a passion for helping individuals protect what matters most, we offer a wide range of coverage options including car insurance, life insurance, and financial planning. Our team is actively involved in giving back to the local community through various volunteer efforts, including supporting education funds, beach cleanups, and sponsoring sports teams. We strive to educate our customers on the risks they face and provide them with the options they need to make informed decisions. Whether you're in Santa Cruz, Aptos, Capitola, or the greater California Bay Area, we are here to help protect your family, income, and business so you can live with confidence. Contact us today for exceptional service and care from our experienced team of professionals.
Farmers Insurance - Edna Vilozny
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. She obtained her insurance license in 2005 and opened her own Farmers agency in 2010. The office is conveniently located in the Aptos Dental complex, across the street from Companion Bakeshop and Aptos Natural Foods on Soquel Drive. Edna can assist with personal, commercial, life, and health insurance needs. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Edna can help guide you through selecting the right insurance coverage for your needs and budget. Farmers® has been providing insurance products for over 80 years, ensuring that your most valuable possessions, like your home, are protected in the event of a disaster. Edna also offers competitive rates with multi-line insurance discounts. She can also help review your life insurance policy to ensure it aligns with your current life circumstances. Renters, condo, and business insurance options are also available to help protect your assets and investments. Contact Edna Vilozny for a personalized insurance quote and to discuss your financial goals.
Farmers Insurance - Dion Vokos
Farmers Insurance - Dion Vokos, located at 6990 Soquel Drive, Aptos, California, is your local insurance agency in Santa Cruz. With 25 years of experience, Dion Vokos helps customers identify the best insurance coverage for their needs, whether it's auto, home, renters, business insurance, and more. From comprehensive coverage to deductibles, Dion can simplify the process and help you make informed decisions about your insurance. Protect your most valuable possession - your home - with insurance from Farmers, a trusted provider for over 80 years. Get competitive rates and multi-line insurance discounts to save money. Review your life insurance policy to ensure financial support for your loved ones in case of unforeseen events.
Preeti Sehgal - State Farm Insurance Agent
Preeti Sehgal - State Farm Insurance Agent is a reputable insurance agency located at 9057B Soquel Drive, Aptos, California, United States. The agency offers online auto quoting and personalized insurance options to protect your family, pets, vehicles, and more. With over 20 years of experience in the California insurance market, the team of licensed agents is proficient in English, Spanish, Punjabi, Hindi, and Urdu. Whether you're moving to California or looking to transfer your State Farm coverage, the dedicated team is ready to assist you. From protecting your loved ones' future to helping you navigate life's challenges, Preeti Sehgal - State Farm Insurance Agent is committed to providing excellent service and guidance. Contact them today for a quote or to discuss your insurance and financial needs.
Farmers Insurance - Sean Rovai
Farmers Insurance - Sean Rovai is an insurance agency located at 6990 Soquel Drive, Aptos, California, United States. As your local Farmers® agent in Aptos, CA, Sean Rovai helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Sean Rovai can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Sean Rovai is here to help. Additionally, Farmers Insurance offers competitive rates and multi-line insurance discounts. Contact Sean Rovai today for a personalized insurance quote and to learn more about protecting your assets and future earnings. Whether you need renters insurance, condo insurance, or business insurance, Sean Rovai can help customize an insurance package to meet your unique needs. Farmers Insurance also offers personal umbrella insurance policies for added coverage above and beyond auto or home insurance. For financial planning and investment options, Sean Rovai can help you build a solid financial plan. Farmers Insurance and Financial Services agent, Sean Rovai, is dedicated to helping you reach your financial goals and secure a stable future. Contact Sean Rovai at Farmers Insurance for all your insurance needs.
Colonial Life Public Sector
Colonial Life Public Sector is an insurance agency located at 215 Spreckels Drive in Aptos, California. Specializing in providing insurance solutions for public sector employees, Colonial Life offers a range of coverage options to protect individuals and their families. With a commitment to quality service and personalized attention, Colonial Life Public Sector strives to meet the unique insurance needs of each client. Contact them today to learn more about their offerings and how they can help you secure your financial future.
Stearns Home Loans
Stearns Home Loans is a finance institution located at 783 Rio Del Mar Boulevard in Aptos, California, United States. Specializing in home loans, Stearns offers a range of mortgage products and services to help individuals and families achieve their dream of homeownership. With a team of experienced professionals, Stearns Home Loans provides personalized guidance and support throughout the loan process, making it easy for clients to secure the financing they need to purchase a home. Whether you are a first-time buyer or looking to refinance your existing mortgage, Stearns Home Loans is dedicated to helping you find the right loan solution for your specific needs.
Law Offices Of Patricia L. Suda
The Law Offices Of Patricia L. Suda, located at 311 Bonita Drive in Aptos, California, is a reputable finance and legal institution. Specializing in providing expert legal services, Patricia L. Suda and her team are dedicated to helping clients navigate complex legal issues with professionalism and expertise. With a focus on financial matters, the Law Offices Of Patricia L. Suda offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are in need of legal advice, representation, or guidance on financial matters, the experienced team at this institution is here to help.
Grace Lynn Karisli - State Farm Insurance Agent
Grace Lynn Karisli - State Farm Insurance Agent is an insurance agency located at 7010 Soquel Drive, Aptos, California. Situated near Cabrillo College at the corner of Soquel and Madeline, our team is dedicated to serving all your financial and insurance needs. We offer a range of insurance services including Car Insurance, Life Insurance, ATV Insurance, Motorcycle Insurance, Motorhome Insurance, and Medi-Gap insurance. Our focus is on resident relocations to the Santa Cruz & Monterey County areas. With a background in law and extensive experience in claims, Grace Lynn Karisli is committed to providing outstanding service to the community. Whether you are moving to Aptos, Soquel, Capitola, Santa Cruz, Scotts Valley, Felton, Ben Lomond, Boulder Creek, or the surrounding Bay area, we are here to assist you with all your insurance requirements. Contact us today for a free Auto, Health, or Life Insurance Quote. Please note that for your protection, sensitive personal information should not be included in any communication. Visit us or call/text for more information.
Claudia M. DeMaranville: Allstate Insurance
Claudia M. DeMaranville: Allstate Insurance is a trusted insurance agency located at 8040 Soquel Drive in Aptos, California. Specializing in providing a range of insurance products and services, including auto, home, life, and business insurance, Claudia M. DeMaranville and her team are dedicated to helping clients protect what matters most to them. With a commitment to personalized service and tailored insurance solutions, this agency strives to provide peace of mind and financial security to individuals and families in the Aptos area. Contact Claudia M. DeMaranville: Allstate Insurance today to learn more about their offerings and how they can help you protect your assets.
Farmers Insurance - Steven Manville
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. The process is personalized to make customers smarter about insurance, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers has been providing insurance products to protect your most valuable possessions. Steven Manville can help you understand coverage options and provide competitive rates with multi-line insurance discounts. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Steven Manville is there to help you customize a plan to reduce your risk and protect your investments. Additionally, Farmers Insurance and Financial Services agent can help you build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide added protection for your assets and future earnings. Visit FINRA BrokerCheck for background information on this investment professional. Each insurer has sole financial responsibility for its own insurance. Contact Steven Manville at Farmers Insurance for a personalized insurance quote and start protecting what matters most to you.
Justin Hambly - State Farm Insurance Agent
Justin Hambly - State Farm Insurance Agent, located at 9016 Soquel Drive, Aptos, California, is a trusted insurance agency ready to serve all your financial and insurance needs. While online auto quoting is not available at this time, you can call, text, or visit the office for a quote today. Whether you need assistance with insurance for your child's car while they are away at college, tips for safe rural road driving, or advice on using watercraft responsibly, the team at Justin Hambly - State Farm Insurance Agent is here to help. Remember to avoid sharing sensitive personal information online and reach out if you have any difficulties with the website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. Consult a professional for personalized advice.
Patrick Scheufler Accountancy
Patrick Scheufler Accountancy is a reputable accounting and finance institution located at 323 Spreckels Drive in Aptos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a small business owner, Patrick Scheufler Accountancy is dedicated to providing personalized and quality financial solutions to help you achieve your goals. Contact them today to schedule a consultation and see how they can help you manage your finances effectively.
Coast Business Brokerage Inc
Coast Business Brokerage Inc is a reputable finance and real estate agency located at 10096 Soquel Drive in Aptos, California, United States. Our experienced team of professionals specializes in helping clients buy and sell businesses and properties along the beautiful California coast. With a strong focus on customer service and attention to detail, we are dedicated to providing top-notch service and guidance throughout the entire transaction process. Whether you are looking to invest in a new business venture or sell your current property, Coast Business Brokerage Inc is here to help you achieve your goals.
Serendipity Securities
Serendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
Larry Hebert Consulting
Larry Hebert Consulting is a reputable institution located at 7960 Soquel Drive in Aptos, California, United States. Specializing in providing expert consulting services, they offer a wide range of solutions for businesses looking to improve their operations and achieve their goals. With a team of experienced consultants, Larry Hebert Consulting is dedicated to delivering top-notch services tailored to meet the unique needs of each client. Whether you are looking for strategic planning, project management, or process improvement, Larry Hebert Consulting has the expertise and resources to help you succeed. Contact them today to learn more about how they can support your business growth and development.
Cecy David J CPA
Cecy David J CPA is a reputable accounting and finance institution located at 9055 Soquel Drive in Aptos, California, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, their team of professionals is dedicated to providing top-notch services tailored to meet your specific needs. Trust Cecy David J CPA to help you achieve your financial goals with precision and accuracy.
a2i, Inc
a2i, Inc. is a leading accounting and finance institution located at 3040 Valencia Avenue in Aptos, California, United States. With a team of experienced professionals, a2i, Inc. provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, a2i, Inc. is dedicated to helping clients achieve their financial goals with precision and expertise. Visit us today to see how we can help you secure a prosperous financial future.
Anderson Accountancy Corporation
Anderson Accountancy Corporation is a reputable accounting and finance institution located at 762 Rio Del Mar Boulevard in Aptos, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, auditing, and financial consulting. Their commitment to providing accurate and reliable financial solutions has earned them a strong reputation in the industry. Whether you are a small business owner or an individual seeking financial guidance, Anderson Accountancy Corporation is dedicated to helping you achieve your financial goals.
S J Kellerman & Associates: Kellerman Sheila J CPA
S J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
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