The 30 Best Investment consulting services in Santa Cruz, California

Thompson, Kontz and Brenner is a prestigious financial institution located at 133 Mission Street in Santa Cruz, California, United States. Known for its expertise in wealth management, investment strategies, and financial planning, the firm prides itself on providing personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced professionals, Thompson, Kontz and Brenner is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you succeed.

Ace 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.

Thimann Labs is a cutting-edge research facility located at 572 Steinhart Way in Santa Cruz, California. As part of a prestigious university, Thimann Labs is dedicated to conducting innovative research in various scientific fields. The institution is equipped with state-of-the-art technology and is staffed by a team of renowned researchers and scholars. Through their groundbreaking work, Thimann Labs is at the forefront of advancing knowledge and pushing the boundaries of scientific discovery. Visit us today to learn more about our exciting research projects and collaborations.

Located at 912 Cedar Street in Santa Cruz, California, Flower Bar is a unique institution that combines a cafe, florist, food, and store all in one. Step into our full-service floral studio set in a cozy cafe setting, where you can enjoy delicious comforts and warm company. Whether you want to stay awhile and relax or grab something to go, Flower Bar is here to cater to your needs. Indulge in our selection of delicious artisan chocolates, coffee, tea, wine, beer, and small bites while surrounded by beautiful floral arrangements.

U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.

Morgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. With a focus on providing top-notch service and guidance, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Charles Schwab is a leading finance institution located at 335 North Santa Cruz Avenue in Los Gatos, California, United States. Known for its innovative investment services and personalized financial advice, Charles Schwab offers a wide range of products and services to help individuals and businesses achieve their financial goals. With a strong reputation for integrity and customer service, Charles Schwab is a trusted partner for those looking to grow and manage their wealth effectively.

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 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 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.

U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

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.

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.

Seabright Mortgage, located at 1734 Seabright Avenue in Santa Cruz, California, is a finance institution that offers a wide range of services to help you secure your dream home. With over 125 Down Payment and Affordable Housing programs available, they can assist you in finding the perfect option for your needs. Stay informed and up-to-date on all mortgage news by visiting their website. Additionally, Seabright Mortgage also offers Life Insurance quotes to protect your investment. Visit their office at 120 Aviation Way, Suite 5A in Watsonville, CA or at their Santa Cruz location for more information on how they can help you achieve your homeownership goals.

Junction Peak is a finance and leadership consulting institution located at 3721 Douglas Boulevard in Roseville, California. Our team is dedicated to helping businesses grow by providing accurate financial forecasts and proven tools. Whether you have a question about finance or want to discuss your business goals, we are here to help. With locations in Spokane, Sacramento, and Santa Cruz, we work with clients throughout the Western United States. Contact us today to start the conversation about growing your business.

Jim Bargetto Wealth Advisor at Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we offer tailored solutions to meet your needs. Trust in Jim Bargetto Wealth Advisor at Morgan Stanley for expert guidance and exceptional service in the world of finance.

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.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States. Specializing in investment management and financial planning services, Wynn Capital Management is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, Wynn Capital Management provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Wynn Capital Management is here to help you every step of the way.

Scott Tucker - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Scott Tucker - Morgan Stanley is dedicated to delivering top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Scott Tucker - Morgan Stanley is committed to helping you make informed decisions and navigate the complexities of the financial world.

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.

The Wedeen Hammer Locatelli Group at Morgan Stanley is a leading finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a commitment to providing top-tier financial services, our team of experts offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, trust the experienced professionals at The Wedeen Hammer Locatelli Group to guide you every step of the way.

Michael Chamberlain CFP is a reputable finance institution located at 303 Water Street in Santa Cruz, California, United States. As a Certified Financial Planner, Michael Chamberlain offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Michael Chamberlain CFP to guide them towards financial success.

Galaham Zuanich - Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a strong reputation for excellence in the finance industry, our team of experts provides a wide range of services including investment banking, wealth management, and financial advisory. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, Galaham Zuanich - Morgan Stanley is committed to helping you achieve your financial goals. Visit us today to learn more about how we can assist you in managing and growing your assets.

Edward 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.

Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California. With a focus on providing personalized financial solutions, Springwater Wealth Management, LLC offers a range of services including investment management, retirement planning, estate planning, and tax optimization. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Springwater Wealth Management, LLC is committed to providing expert guidance and tailored strategies to meet your individual needs.

Donald V Coulter - Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the experienced team at Donald V Coulter - Morgan Stanley is dedicated to providing personalized and comprehensive financial guidance. Trust in their expertise and commitment to excellence for all your financial needs.

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.