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TOP 30 Financial solutions in Santa Cruz, CA
74 results found
A convenient service for searching for businesses, places and services
DCD Financial & Insurance Services
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.
Santa Cruz Property Management Co.
Santa Cruz Property Management Co. is a reputable real estate agency located at 1240 41st Avenue in Capitola, California. With a dedicated team of professionals, we specialize in managing residential and commercial properties in the Santa Cruz area. Our services include property marketing, tenant screening, rent collection, maintenance coordination, and financial reporting. Whether you are a property owner looking for expert management services or a tenant searching for the perfect rental property, Santa Cruz Property Management Co. is here to help. Contact us today to learn more about our comprehensive property management solutions.
Countryside Financial Services
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.
James Gahagan - Prudential Financial
James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your needs. Trust James Gahagan - Prudential Financial to guide you towards a secure financial future.
MainStreet Financial Planning, Inc
MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.
Wildflower Financial
Wildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.
Castelli Financial
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.
Alves Tax and Financial Services Inc
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.
Coast Financial Services, Inc.
Coast 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.
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Chamberlain Financial Planning & Wealth Management
Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 333 North Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors available in Los Gatos, CA, clients can work towards their financial goals and plan for their future with confidence. Whether you are looking for investment advice, retirement planning, or other financial services, Merrill is dedicated to providing the tools and support needed to help you succeed. Please note that Merrill is a subsidiary of Bank of America and offers a wide range of services, including brokerage, investment advisory, and insurance products. Contact Merrill Investment & Retirement Financial Center today to learn more about how they can help you achieve your financial objectives.
Chamberlain Financial Planning & Wealth Management
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.
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
Santa Cruz Bookkeeping is a trusted institution located in the heart of Santa Cruz, California. Specializing in accounting and finance services, we provide expert bookkeeping solutions for individuals and businesses alike. Our team of professionals is dedicated to helping clients manage their financial records efficiently and accurately. Whether you need assistance with payroll, taxes, or budgeting, Santa Cruz Bookkeeping is here to help. Visit us at 180 7th Avenue to learn more about how we can support your financial needs.
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.
C Obert & Co
C Obert & Co is a trusted car repair and store located at 301 Encinal Street in Santa Cruz, California. With a team of experienced professionals, they offer top-notch services for all your automotive needs. Whether you need a routine maintenance check or a major repair, you can count on C Obert & Co to provide reliable and efficient service. Visit them today for all your car care needs.
Frosch Travel
Frosch Travel is a renowned travel agency located at 825 Santa Cruz Avenue in Menlo Park, California, United States. With offices in over 40 locations worldwide, Frosch is known for providing exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top industry publications for their expertise, ensuring that clients receive personalized service that exceeds expectations. Frosch specializes in various sectors including legal, financial, entertainment, energy, group travel, conferences & events, rewards & incentives, private client services, and student travel. They offer tailored travel management programs to meet the specific needs of each client, providing peace of mind and top-notch service 24/7.
Farmers Insurance - Ling Shan
Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.
LaChica Loans
LaChica Loans is a reputable finance institution located in Santa Clara, California. We specialize in providing personalized loan solutions to meet the unique financial needs of our clients. Our experienced team is dedicated to helping individuals and businesses secure the funding they need to achieve their goals. Whether you are looking to purchase a new home, start a business, or consolidate debt, LaChica Loans is here to help. Visit us at 3390 De La Cruz Boulevard to learn more about our competitive loan options and exceptional customer service.
Advance America
Advance America is a leading financial institution located at 420 River Street in Santa Cruz, California. We offer a wide range of financial services including payday loans, installment loans, and title loans to help individuals meet their short-term financial needs. Our experienced team is dedicated to providing fast and convenient solutions to our customers, ensuring they receive the financial assistance they need when they need it most. Visit us today to learn more about how Advance America can help you achieve your financial goals.
HarborLight Investments
HarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States. With a focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized advice and guidance to ensure that each client receives the best possible investment strategy tailored to their individual needs. Whether you are a seasoned investor or just starting out, HarborLight Investments is committed to helping you navigate the complex world of finance with confidence and success.
Aleene "Ace" Althouse - State Farm Insurance Agent
Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
Farmers Insurance - Peter Kuo
Farmers Insurance - Peter Kuo is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Peter Kuo helps customers identify the 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, life, condo, and personal umbrella insurance. Peter Kuo can help you customize an insurance package to reduce your risk and protect your investment. Contact Farmers Insurance - Peter Kuo for personalized and straightforward insurance solutions to help you reach your financial goals.
Michelle Adams: Allstate Insurance
Michelle Adams: Allstate Insurance is a reputable insurance agency located at 3140 De La Cruz Boulevard in Santa Clara, California. As a trusted Allstate provider, the agency offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a commitment to excellent customer service and personalized insurance solutions, Michelle Adams and her team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, Michelle Adams: Allstate Insurance is here to provide you with peace of mind and financial security. Contact them today to learn more about their offerings and how they can help you protect your assets.
Chase Bank
Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.
Farmers Insurance - Doug Banks
Farmers Insurance - Doug Banks is an insurance agency located at 303 Potrero Street in Santa Cruz, California. If you are looking for a Farmers Insurance agent in Santa Cruz, California, this is the place to go. This institution works with various specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and more. They offer a range of insurance products including home, auto, life, and business insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products. Make sure to contact an agent for more details on the products, coverages, and discounts available in your state.
Farmers Insurance - Pedro Gonzalez
Farmers Insurance - Pedro Gonzalez is an insurance agency located on Pacific Avenue in Santa Cruz, California, United States. This agency offers the opportunity for individuals to build or buy their own agency through programs such as Retail, Acquisition, or Protégé. With the support of experienced professionals, agency owners can maximize their personal income through residual income and quarterly bonus opportunities. Hard work can also lead to rewards and bonuses, including destination trips for Farmers Achievement Clubs. As a Farmers® agency owner, individuals have the chance to establish generational wealth and enjoy unlimited income potential. The agency provides award-winning training programs through the University of Farmers® and access to knowledgeable professionals to support the business. By offering over 50 different products, including home, auto, business, life, and financial services, agency owners can make a positive impact in their community.
Seghetti Waxler
Seghetti Waxler is a reputable accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and reliable solutions has earned them a strong reputation in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Seghetti Waxler is dedicated to helping you achieve your goals. Contact them today to learn more about how they can support your financial needs.
Freed & Co. CPA
Freed & Co. CPA is a reputable accounting and finance institution located at 101 Cooper Street in Santa Cruz, California, United States. With a team of experienced and knowledgeable Certified Public Accountants, the institution provides a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust Freed & Co. CPA to provide accurate and reliable financial solutions to help them achieve their financial goals.
- Health insurance companies
- Life insurance companies
- Personal loan
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Payday loans
- Small business loan
- financial solutions in Aptos
- financial solutions in Capitola
- financial solutions in Los Gatos
- financial solutions in Marina
- financial solutions in Menlo Park
- financial solutions in Santa Clara
- financial solutions in Soquel
List of businesses, places and services in California
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