Investment risk management strategies in Santa Cruz, CA
8 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.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.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Regis Management Co
● OpenRegis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States -
Countryside Financial Services
● ClosedCountryside 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.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
Coast Financial Services, Inc.
● ClosedCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
CDReload Instant Bitcoin
● OpenWelcome 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.
1700 Mission Street, Santa Cruz, California 95060, United States -
Jessica Locatelli - Morgan Stanley
● OpenWelcome to Jessica Locatelli - Morgan Stanley, your trusted partner in financial planning and investment management, located in the heart of Santa Cruz, California. Situated at 6004 La Madrona Drive, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. At Jessica Locatelli - Morgan Stanley, we understand that navigating the complexities of the financial world can be challenging. Our experienced team is committed to offering expert guidance and innovative solutions to help you achieve financial success. Whether you're planning for retirement, managing your wealth, or looking to invest, we offer a comprehensive range of services designed to support your financial journey.
6004 La Madrona Drive, Santa Cruz, California 95060, United States -
Pertria
● ClosedWelcome to Pertria, your trusted real estate agency located at 365 Lake Avenue, Santa Cruz, California. Specializing in Bay Area real estate investments, Pertria is the go-to choice for investors seeking personalized investment strategies that align with their goals for income generation, appreciation, or capital gains. Whether you're an individual investor or part of a group, our expert team will guide you through the complexities of the real estate market with strategies tailored to your risk tolerance and objectives. Founded by Helen Pastorino, a distinguished leader with over 42 years of experience in the real estate industry, Pertria brings unparalleled expertise and insight into the dynamic Silicon Valley market. Helen's illustrious career includes serving as Regional Vice President of Fox & Carskadon, where she managed $1 billion in sales, and co-founding Alain Pinel Realtors, where she grew annual sales into billions of dollars. Her pioneering work in integrating information technology into real estate practices has been widely recognized and celebrated.
365 Lake Avenue, Santa Cruz, California 95062, United States -
Teresa Peters Executive Realtor
● ClosedWelcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
6080 Center Drive, Los Angeles, California 90045, United States
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos