Investing for retirement in Santa Cruz, California

Santa Cruz County Property Guide is a reputable travel agency located at 331 Mission Street in the picturesque city of Santa Cruz, California. Our dedicated team of professionals is committed to providing comprehensive property listings and travel services to help you find the perfect vacation rental or investment property in Santa Cruz County. Whether you are looking for a beachfront villa, a cozy cabin in the redwoods, or a chic downtown loft, we have a wide range of options to suit your needs. Let us guide you through the process of finding your dream property in this beautiful coastal community.

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.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Welcome to Santa Cruz County Bank, your trusted partner in financial services located in the heart of Scotts Valley, California. Conveniently situated at 4604 Scotts Valley Drive, our branch offers a comprehensive range of banking and financial solutions designed to meet the diverse needs of our community. Whether you're looking to manage your personal finances, expand your business, or plan for the future, our dedicated team is here to provide personalized service and expert advice. At Santa Cruz County Bank, we pride ourselves on our commitment to local businesses and residents, offering a variety of products and services including personal and business banking, loans, and investment solutions. Our state-of-the-art ATM services ensure you have access to your accounts at any time, providing you with the convenience and flexibility you need in today’s fast-paced world.

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.

U.S. Bancorp Investments - Financial Advisors in Santa Cruz is a trusted finance institution located at 96 Rancho Del Mar in Aptos, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to plan for retirement, save for college, or grow your wealth, our advisors are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.

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.

Quintes is a leading financial institution located in Watsonville, California, United States. Specializing in securing retirement outcomes, Quintes offers a range of services and products to help individuals plan for a financially stable future. With a team of experienced professionals, Quintes works closely with clients to develop personalized retirement strategies tailored to their unique needs and goals. Whether you are just starting to save for retirement or are nearing retirement age, Quintes is dedicated to helping you achieve a secure and comfortable retirement. Visit us at 1961 Main Street to learn more about how Quintes can help you secure your 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.

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.

Merrill Investment & Retirement Financial Center is a leading finance institution located at 4055 Capitola Road in Capitola, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you're looking to grow your wealth or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you secure your financial future.

Welcome to Discover Real Estate - Megan Archer, your trusted partner in finding the perfect home or investment property in Capitola, California. Conveniently located at 1360 41st Avenue, our dedicated team is committed to providing exceptional real estate services tailored to your unique needs. With a deep understanding of the local market and a passion for helping clients achieve their real estate goals, Megan Archer and her team offer personalized guidance every step of the way. Whether you are buying, selling, or investing, we are here to ensure a seamless and rewarding experience. Discover the difference with Discover Real Estate - Megan Archer, where your real estate dreams become reality. Contact us today to start your journey!

Susan Rodriguez - State Farm Insurance Agent is an insurance agency located at 799 Foothill Boulevard, San Luis Obispo, California, United States. Susan Rodriguez has been with State Farm since 1987 and opened her agency in 2003, offering home insurance, auto insurance, and life insurance on the Central Coast. As a breast cancer survivor, Susan understands the importance of taking time for herself and her loved ones. She is a graduate of the University of California at Santa Cruz and a member of the San Luis Obispo Chamber of Commerce since 2003. Susan is also a State of California Notary Public and a Women's Legacy Fund Leader. At Susan Rodriguez - State Farm Insurance Agent, customers can find a State Farm Road Atlas for their travels and pick up a 2024 calendar. The agency provides valuable information on topics such as drunk driving, first cars for new drivers, and document retention. Customers can reach out for assistance with sensitive information or if they are having trouble accessing the website.

Chris George: Primerica - Financial Services is an insurance agency located at 3 Hangar Way in Watsonville, California, United States. Our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help. With years of experience in the industry, we strive to offer personalized solutions that meet your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

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.

Comerica Bank is a reputable financial institution located at 228 Mount Hermon Road in Scotts Valley, California, United States. As a leading bank in the area, Comerica offers a wide range of financial services including personal and business banking, wealth management, and investment services. With a commitment to providing excellent customer service and innovative financial solutions, Comerica Bank is a trusted partner for individuals and businesses looking to achieve their financial goals.

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.

Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ is a leading financial institution located at 221 Mount Hermon Road in Scotts Valley, California, United States. With a focus on providing personalized financial planning and investment services, Cheryl D Rebottaro, a Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cheryl D Rebottaro and the team at Edward Jones are dedicated to helping you secure a successful 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.

Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you. They strive to provide you with information about products and services you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. They offer a broad range of brokerage, investment advisory, and other services. Additional information is available in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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.

Modern Woodmen, located at 230 Mount Hermon Road in Scotts Valley, California, is a finance institution that has been bringing people together, supporting families, and strengthening communities since 1883. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting your current needs, achieving your future dreams, and planning for all stages of life. With a portfolio of high-quality financial products, Modern Woodmen can help you meet a wide range of life needs. As a member of Modern Woodmen, you have access to fraternal member programs and the opportunity to impact your community. Whether you are a modern man or woman, Modern Woodmen is here to help you clear financial burdens and plan for life's important goals. Trust our dedicated representatives to help you make the right financial decisions and achieve your goals. Join us in making a positive impact on each other and our communities.

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.

Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.

Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States. Specializing in providing comprehensive financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lanai Financial Solutions is here to help. Our personalized approach and commitment to excellence set us apart as a trusted partner in your financial journey. Contact us today to learn more about how we can assist you in reaching your financial objectives.

World Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States. With a focus on providing top-notch financial services and products, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, World Financial Group - Pinnacle Elite is here to provide you with personalized and professional assistance. Visit us today to experience the pinnacle of financial services.

Ohana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or building your investment portfolio, Ohana Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and create a legacy for your loved ones.

Mark Areias Jewelers is a premier jewelry store and financial institution located at 7552 Soquel Drive in Aptos, California. Specializing in exquisite, high-quality jewelry and providing top-notch financial services, Mark Areias Jewelers is a one-stop shop for all your luxury needs. Whether you're looking for a stunning piece of jewelry for a special occasion or need assistance with financial planning, our experienced staff is here to help. Visit us today and experience the elegance and sophistication that Mark Areias Jewelers has to offer.

Nevin T Hougardy - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a part of the prestigious Morgan Stanley brand, Nevin T Hougardy offers a wide range of financial services including investment management, wealth planning, and retirement solutions. With a team of experienced financial advisors, they provide personalized strategies to help clients achieve their financial goals and secure their financial future. Visit Nevin T Hougardy - Morgan Stanley today to start planning for a brighter tomorrow.

Diversified Financial is a reputable insurance agency located at 108 Whispering Pines Drive in Scotts Valley, California, United States. With a strong commitment to providing comprehensive insurance solutions tailored to meet the unique needs of each client, Diversified Financial offers a wide range of insurance products and services. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you protect what matters most. Trust Diversified Financial to provide you with the peace of mind and financial security you deserve.