Investment products offerings in Santa Cruz, California
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HarborLight Investments
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.
Fidelity Investments
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.
Merrill Investment & Retirement Financial Center
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.
Airtight Vinyl Siding & Windows - Santa Cruz Ca
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.
Santa Cruz County Bank
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.
Central Coast Audio & Tint
Central Coast Audio & Tint is your go-to destination for all your car audio and tinting needs in Santa Cruz, California. As a family-owned and operated business, we take pride in offering top-notch services such as automotive window tinting, car audio customization, auto glass repair, paint-protection film, vinyl wrap, LED, and HID replacements. With over 12 years of experience, we have established ourselves as the premier choice for quality installations and exceptional customer service. Our team of installers is dedicated to doing things right the first time, ensuring that your car receives the best treatment possible. When it comes to car audio installations, we only use the highest-grade products to guarantee a superior audio experience. Our commitment to excellence is reflected in our lifetime installation warranty and comprehensive product warranty, giving you peace of mind that your investment is protected. Choose Central Coast Audio & Tint for a car audio solution that combines quality, reliability, and impeccable service to create the ultimate auditory experience for your vehicle.
Farmers Insurance - Dion Vokos
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.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
Susan Rodriguez - State Farm Insurance Agent
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.
Farmers Insurance - Ling Shan
Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.
Joseph M. Collins, Agent, New York Life
Joseph M. Collins, Agent, New York Life is a reputable insurance agency located at 112 English Drive in Santa Cruz, California. As a representative of New York Life, Joseph M. Collins offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and professional service, this agency is committed to helping clients protect their financial future and achieve their long-term goals. Whether you are looking for life insurance, retirement planning, or investment options, Joseph M. Collins, Agent, New York Life is dedicated to providing expert guidance and support. Contact them today to see how they can help you secure your financial well-being.
Farmers Insurance - Peter Kuo
Farmers Insurance - Peter Kuo is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in Santa Clara, CA, Peter Kuo helps customers identify the 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, life, condo, and personal umbrella insurance. Peter Kuo can help you customize an insurance package to reduce your risk and protect your investment. Contact Farmers Insurance - Peter Kuo for personalized and straightforward insurance solutions to help you reach your financial goals.
Chase Bank
Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.
Direct Mortgage Funding
Direct Mortgage Funding is a finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California. We are dedicated to providing personalized and quality service to meet the specific needs of each customer. Whether you are looking for a home loan, investment tools, or mortgage options, we are here to help every step of the way. Our website offers convenient online loan applications, pre-qualification services, and interactive calculators to help you explore different financing options. Contact us today at (408) 395-2000 or email michael@directfundinginc.com for more information.
Crystal Springs Water
Crystal Springs Water is a locally owned and operated family business located at 2151 Delaware Avenue in Santa Cruz, California. Serving the Central Coast and Santa Clara Counties, we believe our natural spring water is the best the Bay Area has to offer. Our water is sourced locally from the foothills of the Santa Cruz Mountains, ensuring premium quality and taste. In addition to bottled water, Crystal Springs also provides complete coffee service for homes and offices. Customers can enjoy the convenience of home and office deliveries without having to sign up for a water delivery service. Our office is open between 8 am – 4 pm, Monday – Friday, for those looking to pick up water directly.
Charles Schwab
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.
Castelli Financial
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
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.
Scott Tucker - Morgan Stanley
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.
The Wedeen Hammer Locatelli Group - Morgan Stanley
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.
Network Press Inc
Network Press Inc is a leading finance institution located at 303 Potrero Street in Santa Cruz, California, United States. With a strong reputation for providing top-notch financial services, Network Press Inc offers a wide range of solutions to meet the needs of individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Network Press Inc is here to help. Visit us today to learn more about how we can assist you with your financial needs.
Mutual of Omaha Reverse Mortgage
Mutual of Omaha Reverse Mortgage is a trusted finance institution located at 1414 Soquel Avenue in Santa Cruz, California, United States. Specializing in reverse mortgages, they offer a variety of financial products and services to help seniors unlock the equity in their homes. With a commitment to transparency, integrity, and customer service, Mutual of Omaha Reverse Mortgage is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to supplement your retirement income or fund a major expense, their team of experienced professionals is here to help you navigate the world of reverse mortgages with confidence and peace of mind.
The Bargetto Ingesson Evans Group - Morgan Stanley
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.
Blink Charging Station
Welcome to Blink Charging Station, your premier destination for electric vehicle (EV) charging solutions in Santa Cruz, California. Conveniently located at 1718 Soquel Avenue, we are committed to powering your journey with reliable and innovative EV charging options. At Blink, we believe in electrifying imaginations and revolutionizing the way you fuel your vehicles. Our mission is to make EV charging accessible, convenient, and sustainable for everyone, transforming everyday locations into charging destinations. Whether you're a business owner or a homeowner, we offer comprehensive EV charging solutions tailored to your needs.
Dynamite Roofing
Welcome to Dynamite Roofing - Your Trusted Roofing Partner in Monterey, CA Located at 177 Webster Street, Monterey, California, Dynamite Roofing has been proudly serving the Central Coast community for over 24 years. As a family-owned and operated business, we are committed to delivering the quality you deserve from a company you can trust.
Dollar Brokerage
Welcome to Dollar Brokerage, your one-stop destination for exceptional deals and a wide range of products in Santa Cruz, California. Conveniently located at 844 17th Avenue, our store is dedicated to providing the local community with affordable and high-quality items that cater to all your needs. Whether you're looking for household essentials, unique gifts, or everyday necessities, Dollar Brokerage offers an extensive selection at unbeatable prices. Our friendly and knowledgeable staff are always on hand to assist you and ensure a pleasant shopping experience. Visit us today and discover why Dollar Brokerage is Santa Cruz's favorite place for great value and variety.
Drenched IV Incorporated
Welcome to Drenched IV Incorporated, your premier mobile IV hydration and vitamin therapy service in Monterey, California. Located at 550 Figueroa Street, we specialize in bringing wellness directly to your doorstep, offering a variety of infusion therapies tailored to meet your unique health needs. Our professional team provides a wide range of services, from Energy and Focus infusions to Recovery and Hangover Relief, and specialized Women’s Health Support. Each infusion is expertly crafted with a blend of essential vitamins, minerals, electrolytes, amino acids, antioxidants, and NAD to give your body a comprehensive wellness boost. Whether you're preparing for a big event or recovering from a strenuous workout, our therapies are designed to support your lifestyle and enhance your well-being.
Bank of America ATM
Welcome to the Bank of America ATM located at 1901 Mission Street, Santa Cruz, California 95060. Conveniently situated for your financial needs, our ATM offers a range of services designed to make banking easier and more accessible. Whether you need to withdraw cash, check your account balance, or deposit funds, our user-friendly ATM is available to assist you 24/7. As a trusted name in finance, Bank of America is committed to providing secure and efficient banking solutions. Visit us at this location to experience seamless financial transactions at your convenience.
CDReload Instant Bitcoin
Welcome to CDReload Instant Bitcoin, your go-to solution for easy and convenient Bitcoin transactions in Santa Cruz, California. Located at 1700 Mission Street, we offer a seamless way to buy and send Bitcoin without the hassle of traditional banks or ATMs. With over 16,000 locations nationwide, you can effortlessly add cash at the register and convert it into Bitcoin instantly. Our user-friendly Bitcoin ATMs are strategically placed across the country, making it simple to purchase Bitcoin with cash. Just scan your wallet QR code, deposit your cash, and receive your Bitcoin immediately. For those who prefer digital transactions, you can buy a wide range of cryptocurrencies using your debit card, credit card, or bank account, with transaction limits ranging from $5 to $20,000.
US Bank Mortgage
Welcome to US Bank Mortgage, your trusted financial partner located in the heart of Santa Cruz, California. Situated at 2203 Mission Street, our dedicated team is committed to providing personalized mortgage solutions tailored to meet your unique needs. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a comprehensive range of products and services designed to help you achieve your financial goals. With a strong emphasis on customer service and a deep understanding of the local market, US Bank Mortgage is here to guide you through every step of the home financing process. Visit us today to discover how we can make your homeownership dreams a reality.
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