Investment planning in Aptos, California

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.

Alta 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.

Airtight 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.

Welcome to Oscar Gutierrez Realtor - Bailey Properties, your trusted partner in real estate based in the heart of Aptos, California. Located at 9119 Soquel Drive, Oscar Gutierrez brings over 20 years of dedicated experience to help families find and secure the homes of their dreams. Recognized with the prestigious Circle of Champions award for Superior Production since 2004, Oscar is celebrated for his commitment to excellence and personalized service. Whether you're buying or selling, Oscar's extensive knowledge of the local real estate market makes him an invaluable resource. Clients consistently praise his professionalism, responsiveness, and exceptional negotiation skills. From managing complex escrows to ensuring smooth and stress-free transactions, Oscar goes above and beyond to meet his clients' needs.

Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.

Farmers Insurance - Edna Vilozny is an insurance agency located at 7545 Soquel Drive, Aptos, California, United States. Edna Vilozny got her start in the insurance industry working for her father's Farmers® insurance agency in 1995. She obtained her insurance license in 2005 and opened her own Farmers agency in 2010. The office is conveniently located in the Aptos Dental complex, across the street from Companion Bakeshop and Aptos Natural Foods on Soquel Drive. Edna can assist with personal, commercial, life, and health insurance needs. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Edna can help guide you through selecting the right insurance coverage for your needs and budget. Farmers® has been providing insurance products for over 80 years, ensuring that your most valuable possessions, like your home, are protected in the event of a disaster. Edna also offers competitive rates with multi-line insurance discounts. She can also help review your life insurance policy to ensure it aligns with your current life circumstances. Renters, condo, and business insurance options are also available to help protect your assets and investments. Contact Edna Vilozny for a personalized insurance quote and to discuss your financial goals.

Farmers Insurance - Sean Rovai is an insurance agency located at 6990 Soquel Drive, Aptos, California, United States. As your local Farmers® agent in Aptos, CA, Sean Rovai helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Sean Rovai can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Sean Rovai is here to help. Additionally, Farmers Insurance offers competitive rates and multi-line insurance discounts. Contact Sean Rovai today for a personalized insurance quote and to learn more about protecting your assets and future earnings. Whether you need renters insurance, condo insurance, or business insurance, Sean Rovai can help customize an insurance package to meet your unique needs. Farmers Insurance also offers personal umbrella insurance policies for added coverage above and beyond auto or home insurance. For financial planning and investment options, Sean Rovai can help you build a solid financial plan. Farmers Insurance and Financial Services agent, Sean Rovai, is dedicated to helping you reach your financial goals and secure a stable future. Contact Sean Rovai at Farmers Insurance for all your insurance needs.

Justin 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.

Farmers Insurance - Michael Thomas is an insurance agency located at 3233 Valencia Avenue, Aptos, California, United States. They work with specific insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company to provide a variety of insurance options including home, auto, and life insurance. They are dedicated to helping clients find the best coverage for their individual needs. Additionally, they offer securities through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for their own insurance, and not all products and discounts may be available in every state. Contact Farmers Insurance - Michael Thomas for more information on their insurance offerings.

Coast 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.

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.

Welcome to Comerica Bank, your trusted partner in banking and finance located at 1 Rancho Del Mar, Aptos, California. At Comerica Bank, we are dedicated to providing exceptional financial services tailored to meet your unique needs. Our experienced team is committed to delivering personalized solutions, whether you're looking to manage your personal finances, grow your business, or plan for the future. Conveniently situated in the heart of Aptos, our branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, and investment advice. We pride ourselves on our customer-centric approach, ensuring that you receive the support and guidance you need to achieve your financial goals.

Welcome to American Dream Realty, led by Charles Duppen, a dedicated and experienced real estate broker serving the vibrant community of Santa Cruz County since 1997. Located at 1041 41st Avenue, Santa Cruz, California, we are committed to making your homeownership dreams a reality. Whether you're buying or selling a home, we promise exceptional service at every step of the process. As part of the esteemed David Lyng Real Estate network, we offer an extensive range of services tailored to meet your unique real estate needs. From Aptos to Watsonville, we provide comprehensive property searches across various Santa Cruz areas, ensuring you find the perfect home.

Welcome to Cypress Realty, your trusted real estate agency located in the heart of Aptos, California, at 26 Seascape Village. At Cypress Realty, we understand that navigating the real estate market can be challenging, which is why having a great advocate by your side is essential. Our team of experienced professionals is dedicated to providing you with the guidance and support you need to make informed decisions, whether you're buying, selling, or managing properties. We pride ourselves on our commitment to excellence and personalized service, ensuring that your real estate journey is smooth and successful. With Cypress Realty Corp. and Cypress Property Management, Inc., you have a partner that combines extensive industry expertise with a deep understanding of the local market. We are here to help you achieve your real estate goals with confidence. Give Cypress Realty a call today, and discover the difference that expert advocacy and exceptional service can make. You'll be glad you did.

Farmers Insurance - Steven Manville is an insurance agency located at 9045 Soquel Drive, Aptos, California, United States. As a local Farmers agent in Aptos, CA, Steven Manville helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers has been providing insurance products to protect your most valuable possessions. Steven Manville can help you understand coverage options and provide competitive rates with multi-line insurance discounts. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Steven Manville is there to help you customize a plan to reduce your risk and protect your investments. Additionally, Farmers Insurance and Financial Services agent can help you build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide added protection for your assets and future earnings. Visit FINRA BrokerCheck for background information on this investment professional. Each insurer has sole financial responsibility for its own insurance. Contact Steven Manville at Farmers Insurance for a personalized insurance quote and start protecting what matters most to you.

The Santa Cruz County Small Business Development Center, located at 6500 Soquel Drive in Aptos, California, is a finance institution dedicated to supporting small businesses in the area. With a focus on providing resources and assistance to help small businesses thrive and grow, the SBDC offers financial guidance, training, and support to entrepreneurs looking to start or expand their businesses. Whether you need help with creating a business plan, securing funding, or navigating the complexities of financial management, the Santa Cruz County SBDC is here to help.

Welcome to Guaranteed Rate Affinity, your trusted partner in navigating the world of home financing, located at 7979 Soquel Drive, Aptos, California 95003. We specialize in providing tailored mortgage solutions to help you secure the home of your dreams with the right advice and guidance. Our competitive edge ensures you have access to fast approvals with options starting at just 3% down. We understand that overcoming the challenge of a down payment can be daunting. That's why we offer access to grants and programs from federal and local governments designed to aid homeownership. Whether you're looking to invest in your first home with a VA, FHA, or USDA loan, which require 0-10% down, or you're a military service member, our options allow you to build equity at a lower cost.

Welcome to U.S. Bank Branch in Aptos, California! Conveniently located at 96 Rancho Del Mar, our branch is dedicated to providing exceptional banking and financial services to the local community. Whether you're looking to open a new account, apply for a loan, or explore investment opportunities, our team of experienced professionals is here to help you reach your financial goals. We offer a wide range of services, including personal and business banking, mortgage solutions, wealth management, and more, all tailored to meet your unique needs. At U.S. Bank Branch, we pride ourselves on delivering personalized service and expert advice in a friendly and welcoming environment. Visit us today and experience the difference of working with a bank that truly cares about your financial well-being.

Welcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California. As a leading community bank, we are committed to providing exceptional banking services tailored to meet the needs of individuals, businesses, and non-profit organizations in our community. Our comprehensive range of financial solutions includes personal and business banking, loans, mortgages, and investment services, all delivered with a personalized touch. At Santa Cruz County Bank, we pride ourselves on our deep roots in the community and our dedication to fostering economic growth and prosperity in the region. Our team of experienced financial professionals is here to guide you every step of the way, offering expert advice and customized financial strategies to help you achieve your goals.

Welcome to Bay Federal Credit Union, your trusted financial partner located in the heart of Aptos, California. Situated at 48 Rancho Del Mar Shopping Center, our branch is dedicated to providing exceptional financial services to the local community. As a member-owned financial cooperative, we prioritize your financial well-being and are committed to helping you achieve your financial goals. At Bay Federal Credit Union, we offer a comprehensive range of financial products and services tailored to meet your unique needs. Whether you're looking for a reliable checking or savings account, competitive loan options, or expert financial advice, our friendly and knowledgeable team is here to assist you every step of the way.

Farmers Insurance - Dion Vokos, located at 6990 Soquel Drive, Aptos, California, is your local insurance agency in Santa Cruz. With 25 years of experience, Dion Vokos helps customers identify the best insurance coverage for their needs, whether it's auto, home, renters, business insurance, and more. From comprehensive coverage to deductibles, Dion can simplify the process and help you make informed decisions about your insurance. Protect your most valuable possession - your home - with insurance from Farmers, a trusted provider for over 80 years. Get competitive rates and multi-line insurance discounts to save money. Review your life insurance policy to ensure financial support for your loved ones in case of unforeseen events.

Welcome to Wells Fargo Bank, conveniently located at 7701 Soquel Drive, Aptos, California. As a trusted name in banking and finance, we are committed to providing exceptional financial services to meet your personal and business needs. Our Aptos branch offers a full range of services including personal and business banking, loans, mortgages, and investment advice. Additionally, our on-site ATM provides easy access to your funds 24/7, ensuring your financial transactions are seamless and convenient. Whether you're opening a new account, applying for a loan, or planning your financial future, our friendly and knowledgeable staff are here to assist you every step of the way. Visit us today to experience comprehensive banking solutions tailored to your needs.

The Bank of America Financial Center located at 783 Rio Del Mar Boulevard in Aptos, California is a trusted institution offering a wide range of banking and financial services. Whether you are looking to open a checking or savings account, apply for a loan, or receive investment advice, the knowledgeable staff at this branch is here to assist you. With a strong presence in the community and a commitment to customer satisfaction, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Visit the Financial Center today to experience top-notch service and personalized solutions for all your banking needs.

Mc 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.

Thrivent Financial is a finance institution located at 229 Sea Ridge Road, Aptos, California, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer personalized services to match you with the resources you need based on your financial concerns. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Our financial advisors are dedicated to understanding your unique situation and goals in order to create a customized financial plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, our advisors are here to help you navigate the challenges and opportunities life presents.

Serendipity 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.

Costello 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.

Edward Jones - Financial Advisor: Ryan J Ozog is a reputable financial institution located at 151 Aptos Village Way in Aptos, California. As a dedicated financial advisor, Ryan J Ozog provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Ryan J Ozog offers expert guidance and tailored solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ryan J Ozog is committed to helping you secure a sound financial future.

Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States. Specializing in reverse mortgages, they provide expert guidance and financial solutions for seniors looking to unlock the equity in their homes. With a focus on personalized service and comprehensive support, Longbridge Financial, LLC is dedicated to helping clients navigate the complexities of reverse mortgages with confidence and ease.

Welcome to Greg Foy Building Construction, your trusted general contractor located in the heart of Aptos, California. Situated at 240 Danube Drive, we proudly serve the community and surrounding areas with top-notch construction services tailored to meet your unique needs. At Greg Foy Building Construction, we specialize in a wide range of construction projects, from residential remodels and renovations to new home builds and commercial developments. Our team of experienced professionals is dedicated to delivering quality craftsmanship and exceptional service, ensuring your vision comes to life with precision and care.