TOP 10 Best Financial wellness in Los Gatos, California

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.

Comprehensive Financial Management is a leading finance institution located at 720 University Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing comprehensive financial solutions to individuals and businesses. From investment management to retirement planning, we offer a wide range of services to help our clients achieve their financial goals. With a focus on personalized attention and tailored strategies, Comprehensive Financial Management is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

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.

Lauren Foos - State Farm Insurance Agent is a local insurance agency located at 2959 Park Avenue, Soquel, California, United States. As a small business owner in Soquel, Lauren and his team are dedicated to taking care of all your insurance needs. They offer free, timely quotes and excellent customer service. Lauren has 34 years of insurance industry experience and his office has been voted the Santa Cruz Sentinel Reader’s Choice Insurance Agent award multiple times. Their office is conveniently located between Soquel and Aptos, in the county of Santa Cruz. They are dog-friendly and you may even meet Oscar, their red polo-wearing dachshund. The office is wheelchair accessible and appointments can be scheduled at the office, at your home, or over the phone.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

The State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.

June McGrew - State Farm Insurance Agent is an insurance agency located at 14125 Capri Drive in Los Gatos, California. They offer customizable coverage plans to protect what matters most to you, including your family, belongings, and finances. June McGrew can help you save money with safe driving rewards, bundling options, and various discounts. They offer auto insurance policies that fit your needs, as well as coverage for recreational vehicles, homeowners, renters, and more. State Farm is the largest auto insurance provider in the U.S. and offers competitive rates for various insurance products. June McGrew can assist you in getting personalized insurance quotes online quickly and easily. Additionally, they offer business insurance, life insurance, health insurance, banking services through U.S. Bank, home loans through Rocket Mortgage, and investment options through annuities. Contact June McGrew in Los Gatos for more information on their insurance and financial services.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

Vasona Accounting, located at 15466 Los Gatos Boulevard in Los Gatos, California, is a reputable institution specializing in accounting and finance services. The founder, originally from Belarus, has been a proud United States citizen since 1998 and holds a summa cum laude degree from San Jose State University. With over 10 years of experience as a Certified Public Accountant, the founder has worked extensively with startup companies and small to medium-sized businesses, providing expertise in accounting processes, financial audits, and strategic planning. Vasona Accounting offers a range of services, including full-cycle accounting, GAAP compliance, R&D tax credit assistance, and financial reporting. As a certified Intuit QuickBooks ProAdvisor, the institution utilizes QuickBooks Online and integrated applications to streamline accounting processes for clients. Specializing in sectors such as SaaS, Biopharmaceutical, Fintech, and Nonprofit, Vasona Accounting has a proven track record of helping companies navigate pre-IPO negotiations, mergers, and acquisitions.

Welcome to Coldwell Banker Realty - Aptos, your trusted real estate agency located at 124 Rancho Del Mar, Aptos, California. Nestled close to the iconic “Cement Ship” of Seacliff State Beach, the luxurious Seascape Resort, and the charming Aptos Village, our office is perfectly positioned to serve the vibrant communities of Santa Cruz County and beyond. Our team of dedicated real estate professionals is deeply knowledgeable about the unique qualities that make this area so special. Santa Cruz County offers a harmonious blend of natural beauty and cultural richness, from the awe-inspiring redwoods of the Santa Cruz Mountains to the pristine shores of Monterey Bay. Whether you're drawn to the quaint mountain communities of the San Lorenzo Valley or the cosmopolitan charm of downtown Santa Cruz, we have the expertise to help you find your dream home. Our service areas include, but are not limited to, Aptos, Santa Cruz, Capitola, Watsonville, and the neighboring regions such as Ben Lomond, Bonny Doon, Boulder Creek, and beyond.

Yes To Therapy is a health institution located at 1406 Mission Street in Santa Cruz, California, United States. We are dedicated to providing personalized care and matching you with the right therapist to meet your needs. You can easily reach out to us through phone call, email, or website inquiry, and we guarantee a response within 24 hours with a live connection. Our intake calls are quick, taking only 10-15 minutes, to learn more about how we can best serve you. We understand the importance of finding the perfect therapist match, taking into consideration factors such as insurance, availability, and preferences for care. Our team consists of diverse therapists with various approaches and modalities, ensuring that we find the right fit for your needs. We value transparency and provide a billing confirmation before your first appointment, outlining your individualized financial breakdown.

Weist Law is a full-service public finance law firm located at 20 South Santa Cruz Avenue, Los Gatos, California, United States. Specializing in serving as Bond Counsel & Special Counsel for California Public Agencies, our team of lawyers and registered municipal advisors work together to provide superior legal and financial guidance for projects of all sizes and complexities. With a focus on cost-efficient, effective legal and financing strategies, we empower public agencies to think outside the box, spend public funds wisely, and promote intergenerational equity. Our team pioneers creative legal and financial strategies for financing projects and stays up to date on low-cost loan, grant, and tax credit opportunities, as well as applicable laws and regulations.

Victor Adint - Raymond James is a reputable finance institution located at 229 West Main Street in the charming town of Los Gatos, California, United States. With a focus on providing top-notch financial services and expertise, the team at Victor Adint - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experienced professionals at Victor Adint - Raymond James to provide personalized solutions tailored to your specific needs. Visit us today and let us help you navigate the world of finance with confidence and peace of mind.

Young & Associates is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. With a focus on stability and community investment, we provide bespoke investment strategies aligned with your financial objectives. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as trust management and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what truly matters to you. Led by your private advisor, our dedicated team will assist you in managing day-to-day finances and creating a financial plan designed to grow with you. With a strong presence on the West Coast and a commitment to innovation, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how Young & Associates can help you achieve your financial goals.

Trevor Schwartz Investments of Raymond James is a renowned finance institution located at 16185 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Trevor Schwartz Investments offers a wide range of investment options and personalized financial planning strategies to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and superior customer service to ensure the best possible outcomes for their clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Trevor Schwartz Investments of Raymond James is the trusted partner you can rely on.

Elizabeth McKown is a finance institution located at 1999 South Bascom Avenue in Campbell, California, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions for every stage of wealth. From seamless financial management for your family and future to bespoke investment strategies aligned with your financial objectives, we empower your decision-making with expert guidance. As an extension of your team, we offer a comprehensive suite of solutions for holistic financial planning, catering to individuals and institutions alike. Through our curated Rockefeller Lifestyle Advisory partners, we provide access to exclusive experiences and concierge services, allowing you to focus on what matters most to you. With a focus on stability for today and your family's future, we aim to provide the most exceptional service experience our clients ever encounter. Visit us at our office in Los Gatos, CA, and let us help you create a financial plan designed to grow with you on every step of your wealth journey.