TOP 10 Best Independent financial advice in Santa Cruz, California

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.

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.

U.S. Bancorp Investments - Financial Advisors: Ronald Clement is a finance institution located at 620 Santa Cruz Avenue in Menlo Park, California, United States. Our team of experienced financial advisors, led by Ronald Clement, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.

Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.

Vikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.

Lisa Rosenau is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water Street in Santa Cruz, California. With a focus on helping clients achieve their financial goals and build a secure future, Lisa provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lisa Rosenau is dedicated to helping you navigate the complexities of the financial world. Contact her today to start on the path towards financial success.

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.

Dollars and Sense is a reputable accounting and finance institution located at 1734 Seabright Avenue in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you make sense of your dollars. Contact us today to schedule a consultation and take control of your finances.

Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.

Welcome to BMO, your trusted financial partner located at 1551 Pacific Avenue, Santa Cruz, California 95060. As a full-service branch, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our dedicated team is here to assist you. At BMO, we are committed to providing you with secure and reliable financial services. As a member of the FDIC, our banking products and services are subject to bank and credit approval, ensuring that your financial needs are met with the highest standards of security and compliance.

Tumbleweed Found is a unique institution located at 1025 Center Street in Santa Cruz, California. This establishment serves as a combination of a finance center and a home goods store, offering a variety of services and products to meet the diverse needs of its customers. Whether you are looking for financial advice, home decor items, or other household essentials, Tumbleweed Found has you covered. With a friendly and knowledgeable staff ready to assist you, this institution is your one-stop shop for all things finance and home goods.

WI Investment Advisory Group, LLC is a reputable finance institution located at 1535 Seabright Avenue in Santa Cruz, California, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WI Investment Advisory Group, LLC is dedicated to providing expert guidance and support every step of the way. Trustworthy and reliable, they are committed to helping clients make informed decisions and secure their financial future.

Matthew Zepeda - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California. As part of the global financial services firm Morgan Stanley, Matthew Zepeda provides a wide range of financial services to individuals, families, and businesses in the Santa Cruz area. With a focus on personalized wealth management and investment strategies, clients can expect expert advice and guidance to help them achieve their financial goals. Trustworthy and reliable, Matthew Zepeda - Morgan Stanley is dedicated to helping clients secure their financial future.

Richard Kapchuk - Morgan Stanley is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of the prestigious Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Richard Kapchuk - Morgan Stanley is dedicated to providing top-notch financial advice and services.

The Bargetto Ingesson Evans Group - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. From investment strategies to wealth management, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Trust in The Bargetto Ingesson Evans Group - Morgan Stanley for all your financial needs.

Peter Dean - Morgan Stanley is a premier financial institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, we offer a wide range of financial services including investment banking, wealth management, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Peter Dean - Morgan Stanley is the trusted choice for individuals and businesses seeking expert financial advice and guidance.

Welcome to Omni Fund INC, your trusted partner in finance and real estate located in the heart of Santa Cruz, California. Situated at 149 Josephine Street, our team is dedicated to providing personalized financial solutions and real estate services tailored to meet your unique needs. Whether you're looking to secure a mortgage, invest in property, or seek financial advice, Omni Fund INC is committed to helping you achieve your goals with integrity and professionalism. Our experienced professionals are here to guide you every step of the way, ensuring a seamless and rewarding experience. Discover the difference with Omni Fund INC, where your financial future is our priority. Visit us today and let us help you build a brighter tomorrow.

Welcome to The Coulter Capital Group at Morgan Stanley, your trusted partner in financial planning and wealth management. Conveniently located at 6004 La Madrona Drive, Santa Cruz, California, our team of experienced financial advisors is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At The Coulter Capital Group, we understand that every client’s financial journey is unique. Whether you are planning for retirement, investing for the future, or managing your estate, we offer a comprehensive range of services tailored to meet your specific needs. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and support.

Welcome to The Dahlmeier Kass Team at Morgan Stanley, your trusted financial advisors in Santa Cruz, California. Conveniently located at 6004 La Madrona Drive, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a deep understanding of the financial markets and a commitment to excellence, we offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. At The Dahlmeier Kass Team, we believe in building long-lasting relationships with our clients, grounded in trust, integrity, and transparency. Our experienced professionals are here to guide you through every step of your financial journey, ensuring you make informed decisions that align with your aspirations. Whether you are planning for your future, managing your assets, or seeking expert advice on complex financial matters, we are here to support you with dedication and expertise.