TOP 30 Best Financial services provider in Santa Cruz, California

Paul Nelson Insurance Services is a locally owned full service insurance agency located at 730 Mission Street in Santa Cruz, California. We proudly serve the Santa Cruz and Bay Areas, including Santa Clara, San Jose, Monterey, and San Francisco Bay. As an independent agency, we have the ability to shop up to a dozen companies at once to find you the right policy at the lowest rate, giving you options and flexibility that no single insurance company can offer. Our services include small business insurance such as General Liability, Workers Comp, E&O, Commercial Auto, and Commercial Property insurance. We can help you compare coverage options so you know exactly what you are paying for while staying within your budget. We also offer Homeowner’s policies to protect you from financial loss and help you pay for repairs if there is damage to your home.

Bri Steel, REALTOR-Broker | Live Love Santa Cruz is a reputable real estate agency located at 645 35th Avenue in Santa Cruz, California. Specializing in helping clients buy and sell homes in the beautiful Santa Cruz area, Bri Steel offers top-notch service and expertise in the real estate market. As a general contractor, Bri Steel also provides valuable insights and guidance on property maintenance and improvements. Whether you are looking to find your dream home or sell your current property, Bri Steel is dedicated to helping you navigate the real estate process with care and professionalism. Live Love Santa Cruz with Bri Steel, REALTOR-Broker.

DCD 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.

Allstate Insurance: Pinnacle One Insurance Services is a trusted insurance agency located at 1200 Pacific Avenue in Santa Cruz, California, United States. With a focus on providing top-notch insurance solutions to meet the needs of individuals and businesses alike, they offer a wide range of coverage options including auto, home, life, and business insurance. Their team of experienced agents is dedicated to helping clients find the right insurance policies to protect what matters most to them. Whether you are looking for personal or commercial insurance, Allstate Insurance: Pinnacle One Insurance Services is committed to providing excellent service and peace of mind.

AAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California. Our dedicated team of professionals is committed to providing high-quality insurance products and exceptional customer service to the residents of Santa Cruz and the surrounding areas. Whether you are in need of auto, home, or life insurance, we are here to help you find the coverage that best fits your needs. Visit us today to learn more about our services and how we can protect what matters most to you.

Welcome 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.

D and R Insurance Services is a reputable insurance agency located at 542 Ocean Street in Santa Cruz, California. With a commitment to providing top-notch customer service and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients find the perfect coverage for their needs. Whether you are looking for auto, home, life, or business insurance, D and R Insurance Services has the expertise to guide you through the process and ensure you are properly protected. Contact us today to learn more about our services and how we can help you secure peace of mind for the future.

Santa Cruz County Cal-Works is a local government office located at 1000 Emeline Avenue in Santa Cruz, California. This institution provides assistance and support to individuals and families in need through the California Work Opportunity and Responsibility to Kids (CalWORKs) program. They offer a range of services including financial aid, job training, childcare assistance, and other resources to help individuals achieve self-sufficiency. The dedicated staff at Santa Cruz County Cal-Works are committed to helping members of the community access the tools and support they need to overcome challenges and build a brighter future.

SteelBridge Insurance Services is a reputable insurance agency located at 133 Mission Street in Santa Cruz, California. With a focus on providing personalized insurance solutions to individuals and businesses, SteelBridge offers a wide range of insurance products including home, auto, life, and commercial insurance. Their team of experienced agents are dedicated to finding the best coverage options to meet the unique needs of their clients. Whether you are looking for basic coverage or comprehensive protection, SteelBridge Insurance Services is committed to helping you find the right insurance plan for your peace of mind.

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. 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.

Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.

Notary Public Luis Garcia Santa Cruz is a trusted finance institution located at 433 Cayuga Street in Santa Cruz, California. Our team of experienced professionals specializes in providing notary services to ensure that legal documents are properly authenticated and executed. With a commitment to accuracy and efficiency, we strive to assist our clients with all their notarization needs. Trust Notary Public Luis Garcia Santa Cruz for reliable and professional service in the Santa Cruz area.

The Santa Cruz County Career Technical Education Partnership, located at 399 Encinal Street in Santa Cruz, California, is a school that offers a variety of programs to help students acquire academic, career, and technical skills for success in the changing workplace. The institution, part of the Santa Cruz County Office of Education Career and Adult Learning Services, provides high school diploma and equivalency services for adult learners, a workforce development program for 16-24 year olds, magnet high school programs, and career training programs for adults. The Career and Adult Learning Services (CALS) at the institution offers a unique independent study program for adult learners across the county, with dedicated staff to support students in obtaining a high school diploma. The institution also provides high-quality career and technical education, accredited by the Western Association of Schools and Colleges, for interested high school students. In addition to coursework, CALS offers work-based learning opportunities such as internships and industry-expert guest speakers to help students become college and career-ready.

The Law Offices of Tracey Rangel Cruz is a reputable law firm located at 1035 Santa Barbara Street in Santa Barbara, California. Specializing in various areas of law, including family law, criminal defense, and civil litigation, our team of experienced lawyers is dedicated to providing personalized and effective legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those in need of legal assistance. Contact us today to schedule a consultation and learn how we can help with your legal needs.

Natural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex tax laws, our experts are here to provide you with the guidance and support you need. Visit us today to see how we can help you secure a brighter financial future.

Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Alves 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.

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.

Long Term Care Insurance Santa Cruz is a finance institution located at 2425 Porter Street in Soquel, California, United States. We specialize in providing long term care insurance policies to individuals and families in the Santa Cruz area. Our experienced team is dedicated to helping our clients navigate the complex world of long term care insurance, ensuring they have the coverage they need to protect their future. Contact us today to learn more about our services and how we can help you plan for your long term care needs.

Santa Cruz Tax Services is a reputable institution located at 710 River Street in Santa Cruz, California, United States. Specializing in accounting and finance, they offer a wide range of services to help individuals and businesses with their tax needs. With experienced professionals and a commitment to providing excellent customer service, Santa Cruz Tax Services is a trusted partner for all your financial needs.

Fernanda 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.

Santa Cruz METRO Maintenance Yard Welcome to the Santa Cruz METRO Maintenance Yard, your convenient hub for transit and financial services in the heart of Santa Cruz, California. Located at 120 Golf Club Drive, our facility is committed to serving the community with a range of essential services designed to meet your daily needs.

Welcome to the Santa Cruz County Auditor-Controller's Office, your trusted local government resource for financial oversight and accountability. Conveniently located at 701 Ocean Street in the heart of Santa Cruz, California, our office is dedicated to ensuring transparency and integrity in the financial operations of the county. We provide a range of essential services, including auditing county departments, managing financial reporting, and overseeing the allocation of public funds. Our team of experienced professionals is committed to serving the community by safeguarding public resources and promoting fiscal responsibility. Whether you are a resident, business owner, or visitor, we are here to assist you with any inquiries related to county finances. Visit us to learn more about our services and how we work to maintain the financial health of Santa Cruz County.

Welcome 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.

Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California. As a leading community bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our comprehensive range of banking solutions includes personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. At Santa Cruz County Bank, we pride ourselves on delivering personalized customer service with a local touch. Our experienced team of financial professionals is dedicated to understanding your needs and providing expert guidance every step of the way. Whether you are looking to open a new account, secure a loan, or plan for your financial future, we are here to assist you with integrity and care.

Welcome to Megan Kilmer Santa Cruz Realtor and Lender, your trusted partner in navigating the dynamic real estate and finance landscape of Santa Cruz County. Conveniently located at 2571 South Main Street in Soquel, California, our business is dedicated to providing personalized and comprehensive services to meet all your real estate and lending needs. With a deep understanding of the local market, Megan Kilmer and her team are committed to guiding you through every step of the buying, selling, or refinancing process. Whether you are a first-time homebuyer, looking to invest, or need expert advice on securing the best loan options, we are here to help.

Cruz Properties is a premier real estate agency located at 23111 Santa Cruz Highway in Los Gatos, California. With 25 years of experience selling homes and land in the area, we offer unparalleled local expertise to help you find your dream property or the right buyer for your home. Our user-friendly website allows buyers to search for listings and receive instant alerts for new properties that match their preferences. We have a network of trusted resources, including mortgage brokers and private lenders, to simplify the financial aspect of your real estate journey. Our website also provides comprehensive information about the neighborhoods, schools, and amenities in the Los Gatos and Santa Cruz Mountains, helping you make informed decisions. With a proven track record of successful negotiations, we are dedicated to getting you the best possible price for your home. When selling your home with Cruz Properties, we leverage our effective online presence to maximize exposure on top real estate websites and social media platforms. As an independent Broker, we provide personalized service and accessibility, with one of us available 7 days a week to cater to your preferred schedule. Our office in the Los Gatos Mountains near Summit Rd allows us to have intimate knowledge of the local market, making us the go-to agency for all your real estate needs.

The Santa Cruz County Small Business Development Center, located at 6500 Soquel Drive in Aptos, California, is a finance institution dedicated to supporting small businesses in the area. With a focus on providing resources and assistance to help small businesses thrive and grow, the SBDC offers financial guidance, training, and support to entrepreneurs looking to start or expand their businesses. Whether you need help with creating a business plan, securing funding, or navigating the complexities of financial management, the Santa Cruz County SBDC is here to help.

Welcome to John Flaniken - Trade-In Real Estate, your trusted home buying specialists serving Santa Cruz, Monterey, San Benito, Santa Clara, and Alameda Counties in California. Located at 1395 41st Avenue, Capitola, CA 95010, we pride ourselves on providing quick and fair cash offers for homes, regardless of their condition. Our process is simple and stress-free, offering homeowners an efficient alternative to the traditional real estate market. When you choose Trade-In Real Estate, you can expect a fair all-cash offer within 24 hours of submitting your property information. We close on your schedule, whether it's in seven days or whenever you're ready, without the hassle of waiting for buyer financing.