TOP 10 Investment consultancy in Soquel, CA
28 results found
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Kingsview Partners Soquel Office
● ClosedKingsview Partners Soquel Office is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our dedicated team of financial experts provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on integrity and innovation, Kingsview Partners Soquel Office is committed to delivering exceptional financial solutions tailored to meet the unique needs of each client. Contact us today to learn more about how we can help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Alta Investment Group
● ClosedAlta Investment Group is a leading finance and real estate agency located at 9055 Soquel Drive in Aptos, California. With a commitment to providing top-notch services and expertise in investment opportunities, our team of professionals are dedicated to helping clients achieve their financial goals. Whether you are looking to invest in real estate or grow your portfolio, Alta Investment Group is here to guide you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial aspirations.
9055 Soquel Dr, Aptos, CA 95003, United States -
Farmers Insurance - Jerry Seagreaves
● ClosedFarmers Insurance - Jerry Seagreaves is an insurance agency located at 2425 Porter Street in Soquel, California, United States. As a local Farmers® agent, Jerry Seagreaves helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jerry has the knowledge and experience to help clients understand their coverage options. By offering personalized and straightforward assistance, Jerry aims to make clients smarter about insurance. Jerry Seagreaves can help clients navigate through various insurance options such as comprehensive coverage, collision coverage, deductibles, and medical payments for auto insurance. For home insurance, Farmers® has a longstanding reputation of providing insurance products for over 80 years, ensuring that clients are covered in the event of a disaster. Competitive rates and multi-line insurance discounts are also available for home insurance.
2425 Porter St #6, Soquel, CA 95073, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Charles Schwab is dedicated to providing personalized and expert guidance to help you navigate the complex world of finance.
2407 Porter St Ste 100, Soquel, CA 95073, United States -
Justin Hambly - State Farm Insurance Agent
● ClosedJustin Hambly - State Farm Insurance Agent, located at 9016 Soquel Drive, Aptos, California, is a trusted insurance agency ready to serve all your financial and insurance needs. While online auto quoting is not available at this time, you can call, text, or visit the office for a quote today. Whether you need assistance with insurance for your child's car while they are away at college, tips for safe rural road driving, or advice on using watercraft responsibly, the team at Justin Hambly - State Farm Insurance Agent is here to help. Remember to avoid sharing sensitive personal information online and reach out if you have any difficulties with the website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. Consult a professional for personalized advice.
9016 Soquel Dr, Aptos, CA 95003, United States -
Ace Estess Woods - REALTOR
● OpenAce Estess Woods - REALTOR is a top-notch real estate agency located at 2571 South Main Street in Soquel, California. Awarded as the Best New Business by Santa Cruz Waves, this agency is dedicated to providing world-class marketing and home prep services for sellers to ensure they get top dollar for their property. They offer renovation services, 3-D virtual tours, drone videography, and more to showcase homes in the best light possible. Founder Ace Estess Woods has a record of selling a home at the highest price per square foot in the history of Santa Cruz. Not only do they excel at selling homes, but they also offer a trade-up program for those looking to buy and sell simultaneously. The team at Ace Estess Woods - REALTOR is known for being go-getters and go-givers, always striving to add value to the lives of their clients and the local community. They are experts in matching the right people with the right properties and have extensive knowledge of Santa Cruz and its various neighborhoods.
2571 S Main St STE D, Soquel, CA 95073, United States -
Tuition Solutions Now. Stephen Shapiro CFP
● ClosedTuition Solutions Now, headed by Stephen Shapiro CFP, is a leading finance institution located at 2425 Porter Street in Soquel, California. Specializing in providing comprehensive financial planning services for students and families, Tuition Solutions Now offers expert guidance on managing tuition costs, financial aid options, and investment strategies to help make higher education more affordable. With a commitment to personalized service and a wealth of knowledge in the field, Tuition Solutions Now is the go-to resource for navigating the complex world of college financing.
2425 Porter St # 3, Soquel, CA 95073, United States -
Coast Business Brokerage Inc
● ClosedCoast Business Brokerage Inc is a reputable finance and real estate agency located at 10096 Soquel Drive in Aptos, California, United States. Our experienced team of professionals specializes in helping clients buy and sell businesses and properties along the beautiful California coast. With a strong focus on customer service and attention to detail, we are dedicated to providing top-notch service and guidance throughout the entire transaction process. Whether you are looking to invest in a new business venture or sell your current property, Coast Business Brokerage Inc is here to help you achieve your goals.
10096 Soquel Dr # 10, Aptos, CA 95003, United States -
World Financial Group - Pinnacle Elite
● ClosedWorld 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.
2901 Park Ave Suite A12, Soquel, CA 95073, United States -
Ohana Wealth Mangement
● ClosedOhana 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.
2901 Park Ave b1, Soquel, CA 95073, United States -
Serendipity Securities
● ClosedSerendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
7735 Soquel Dr, Aptos, CA 95003, United States -
Costello Wealth Strategies
● OpenCostello Wealth Strategies is a leading finance institution located at 9057 Soquel Drive in Aptos, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Costello Wealth Strategies is here to provide personalized guidance and support every step of the way. Trust us to help you make informed decisions and build a solid financial foundation for the future.
9057 Soquel Dr Building B, Suite D, Aptos, CA 95003, United States -
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.
1237 Soquel Ave, Santa Cruz, CA 95062, United States -
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™
● ClosedEdward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ is a reputable financial institution located at 1414 Soquel Avenue in Santa Cruz, California. As a Certified Retirement Planning Counselor, Kris A Schilperoort offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized investment strategies and retirement planning, Edward Jones provides a comprehensive approach to wealth management. Trust Kris A Schilperoort and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.
1414 Soquel Ave #107, Santa Cruz, CA 95062, United States -
Canyon View Capital
● ClosedCanyon View Capital is a finance institution located at 331 Soquel Avenue in Santa Cruz, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, Canyon View Capital is here to help. Visit us today to learn more about how we can assist you with your financial needs.
331 Soquel Ave, Santa Cruz, CA 95062, United States -
Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMercy Tanudjojo is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 2737 Porter Street in Soquel, California. With years of experience in the finance industry, Mercy is committed to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Mercy Tanudjojo can provide personalized financial advice and guidance to help you make informed decisions. Contact Mercy today to schedule a consultation and take the first step towards financial security.
2737 Porter St, Soquel, CA 95073, United States -
Edward Jones - Financial Advisor: Lisa Constant, CRPC™
● ClosedEdward Jones - Financial Advisor: Lisa Constant, CRPC™ is a reputable finance institution located at 2601 41st Avenue in Soquel, California, United States. Lisa Constant is a Certified Retirement Planning Counselor (CRPC™) who offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Lisa Constant provides comprehensive financial planning services to individuals and families in the Soquel area. Visit the office today to start planning for a secure financial future with Edward Jones.
2601 41st Ave suite a, Soquel, CA 95073, United States -
Kingsview Partners Wealth Management - Jonathan Lubell
● ClosedKingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. With a strong focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your unique needs. Trust Kingsview Partners Wealth Management - Jonathan Lubell to provide expert guidance and strategic advice to help you secure your financial future.
2901 Park Ave Suite B2, Soquel, CA 95073, United States -
Mc Dowell & Co
● OpenMc Dowell & Co is a reputable accounting and finance institution located at 9083 Soquel Drive in Aptos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Mc Dowell & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
9083 Soquel Dr, Aptos, CA 95003, United States -
Optium Financial Services
● OpenOptium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.
1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States -
Inner Light Ministries
● ClosedWelcome to Inner Light Ministries, a dynamic and inclusive spiritual community located at 623 Soquel Avenue, Santa Cruz, California. As a forward-thinking church and place of worship, Inner Light is committed to evolving with the times while providing a welcoming space for all—whether you're local, joining us via livestream, or visiting for the first time. Our mission is to foster a sense of community, deepen the consciousness of Oneness, and support both personal and global healing. At Inner Light, we embrace the diversity of cultural celebrations throughout December and early January, recognizing this time as an opportunity for joy, reflection, and healing. Whether you're observing Hanukkah, Kwanzaa, Winter Solstice, Christmas, New Year’s, or any other tradition, we extend our blessings for health, wholeness, and prosperity to you and your loved ones. Our goal is for each of us to be an instrument of Peace.
623 Soquel Avenue, Santa Cruz, California 95062, United States -
OCA Builders: ADU Construction
● ClosedWelcome to OCA Builders: ADU Construction, your premier choice for exceptional Accessory Dwelling Unit (ADU) construction services in Santa Cruz and the surrounding areas. Located at 331 Soquel Avenue, Santa Cruz, California, we specialize in comprehensive construction solutions, including design, build, and maintenance. With over 10 years of invaluable experience, our team of skilled professionals is committed to delivering top-tier craftsmanship and unparalleled customer satisfaction. At OCA Builders, we transform your vision into reality with precision and care, creating custom ADUs that enhance your property’s value and provide versatile living spaces tailored to your unique needs. Our unwavering dedication to quality ensures that every project reflects the highest standards of professionalism and attention to detail, from the initial consultation to the final touches.
331 Soquel Avenue, Santa Cruz, California 95062, United States -
Airtight Vinyl Siding & Windows - Santa Cruz Ca
● ClosedAirtight Vinyl Siding & Windows - Santa Cruz, CA Welcome to Airtight Vinyl Siding & Windows, your premier destination for top-quality window replacement and vinyl siding services in Santa Cruz County. Located at 3621 Soquel Drive, Soquel, California, our family-owned and operated business has been transforming homes for over 30 years. With James, our owner, bringing over 35 years of expert fieldwork experience, we specialize in delivering precision installations that enhance your home's energy efficiency, style, and resale value.
3621 Soquel Drive, Soquel, California 95073, United States -
Howerton Construction, Inc.
● ClosedWelcome to Howerton Construction, Inc., your trusted general contractor located in the heart of Aptos, California. Situated at 200 Charman Hill Road, we specialize in delivering exceptional construction services tailored to meet the unique needs of our clients. With years of experience in the industry, our skilled team is dedicated to providing high-quality craftsmanship and unparalleled customer service. At Howerton Construction, Inc., we understand that every project is a significant investment, and we are committed to ensuring that your vision is brought to life with precision and attention to detail. Whether you're planning a new build, a renovation, or a remodel, we offer a comprehensive range of services to accommodate residential and commercial projects of all sizes.
200 Charman Hill Road, Aptos, California 95003, United States -
Maggie Barr, Real Estate Agent
● ClosedWelcome to Maggie Barr, Real Estate Agent, your trusted partner in navigating the dynamic real estate market of Santa Cruz and surrounding areas. Conveniently located at 1414 Soquel Avenue, Santa Cruz, California, our agency is dedicated to providing personalized and professional real estate services tailored to meet your unique needs. With years of experience and a deep understanding of the local market, Maggie Barr and her team are committed to helping you find the perfect home or investment property. Whether you're buying, selling, or investing, we offer expert guidance and insights to ensure a seamless and successful real estate experience.
1414 Soquel Avenue, Santa Cruz, California 95062, United States -
Megan Lyng - David Lyng Real Estate
● ClosedWelcome to Megan Lyng - David Lyng Real Estate, your premier real estate agency located at 1041 41st Avenue, Santa Cruz, California. Our agency is dedicated to providing exceptional real estate services in one of California's most beautiful coastal regions. Nestled close to the ocean and within easy reach of Silicon Valley, our location offers the perfect blend of accessibility and tranquility, allowing you to enjoy both the vibrant tech hub and the serene beauty of nature. At Megan Lyng - David Lyng Real Estate, we specialize in a diverse range of properties, from stunning oceanfront homes with breathtaking views to charming country retreats and stylish urban residences. Whether you are looking for a luxury beachfront property, a cozy family home, or a unique investment opportunity, our experienced team is here to guide you every step of the way.
1041 41st Avenue, Santa Cruz, California 95062, United States -
Megan Kilmer Santa Cruz Realtor and Lender
● OpenWelcome 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.
2571 South Main Street, Soquel, California 95073, United States -
Rick White
● ClosedWelcome to Rick White Real Estate Agency, your trusted partner in finding the perfect home or investment property in Aptos, California, and the surrounding areas. Conveniently located at 9119 Soquel Drive, Aptos, our team of experienced real estate professionals is dedicated to providing personalized service and expert guidance to help you navigate the dynamic real estate market. At Rick White Real Estate Agency, we understand that buying or selling a property is a significant decision, and we are committed to making the process as smooth and stress-free as possible. Whether you're a first-time homebuyer, looking to upgrade, or seeking a lucrative investment opportunity, we offer a comprehensive range of services tailored to meet your unique needs.
9119 Soquel Drive, Aptos, California 95003, United States
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