TOP 30 Investment strategies in Soquel, California

23 results found

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.

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.

Tuition 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.

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.

Ohana 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.

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.

Jerry 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.

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.

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.

Mercy 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.

Edward 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.

Welcome to Blink Charging Station, your go-to destination for reliable and innovative electric vehicle (EV) charging solutions. Conveniently located at 7695 Soquel Drive, Aptos, California 95003, we are committed to powering the future of transportation by transforming everyday locations into EV charging destinations. At Blink, we believe in electrifying imaginations and making EV charging accessible for everyone. Our mission is to provide fast, reliable, and sustainable charging solutions that meet the needs of businesses and individuals alike. Whether you're a business owner looking to attract more customers or a homeowner seeking a dependable charging solution, Blink has you covered.

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 Shemeika Fox - Fox Realty Group, Inc., your premier real estate agency located at 1130 Soquel Avenue, Santa Cruz, California. Here at Fox Realty Group, we pride ourselves on our commitment to providing exceptional service to our clients in the beautiful Santa Cruz area. Whether you are looking to sell your home quickly and profitably or find your dream home with ease, Shemeika Fox and her dedicated team are here to assist you every step of the way. Our expertise in the local market, combined with our advanced marketing strategies and strong network, ensures that your Santa Cruz house sells fast and for top dollar. For buyers, our deep knowledge of the area and passion for what we do allow us to guide you in purchasing the perfect home at the best possible price.

Welcome to Miritz & Bailey Real Estate, Inc., your trusted partner in navigating the dynamic real estate market of Santa Cruz, California. Located conveniently at 1142 Soquel Avenue, our agency is dedicated to providing exceptional service and expert guidance to buyers, sellers, and investors alike. With a deep understanding of the local market and a commitment to personalized service, we strive to make your real estate journey seamless and rewarding. At Miritz & Bailey Real Estate, Inc., we pride ourselves on our comprehensive knowledge of the Santa Cruz community, from its vibrant neighborhoods to its stunning coastal properties. Whether you're searching for your dream home, selling your property, or exploring investment opportunities, our team of experienced professionals is here to assist you every step of the way.

Welcome to Sarah Shirley Realtor, your trusted real estate agency located at 1130 Soquel Avenue in the heart of Santa Cruz, California. Our dedicated team, led by the esteemed Shemeika Fox, is committed to helping you achieve your real estate dreams in the beautiful Santa Cruz area. Whether you're looking to sell your home swiftly and profitably or find the perfect new place to call home, we are here to make the process seamless and rewarding for you. At Sarah Shirley Realtor, we pride ourselves on our personalized service and deep knowledge of the local real estate market. Our passion for this special community drives us to deliver exceptional results, whether you're buying or selling. We understand that choosing the right real estate agent is crucial, which is why our team works tirelessly to stand out through our dedication, expertise, and genuine care for our clients.

Welcome to Frank Murphy - Keller Williams Realty, your trusted real estate partner in the heart of Santa Cruz, California. Conveniently located at 1414 Soquel Avenue, our agency is dedicated to providing exceptional real estate services to both buyers and sellers in the vibrant Santa Cruz community and surrounding areas. With a deep understanding of the local market, Frank Murphy and his team offer personalized guidance to help you navigate the complex real estate landscape. Whether you're searching for your dream home, looking to sell your property, or interested in investment opportunities, we are committed to delivering results that exceed your expectations.

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 Larson Real Estate Team Powered by eXp Realty, your trusted partner in navigating the dynamic real estate market of Soquel, California, and beyond. Conveniently located at 4061 Soquel Drive, our dedicated team of experienced professionals is committed to providing exceptional service and expertise to help you achieve your real estate goals. Whether you're buying, selling, or investing, we leverage cutting-edge technology and personalized strategies to deliver results tailored to your unique needs. At Larson Real Estate Team, we pride ourselves on our integrity, local market knowledge, and commitment to building lasting relationships with our clients. Discover the difference of working with a team that truly cares about your success. Contact us today to begin your real estate journey with confidence.

Welcome to Amber Melenudo - REALTOR® at Sotheby's International Realty, your premier destination for luxury real estate in Santa Cruz County. Located at 627 Capitola Avenue, Capitola, California, Amber brings over 23 years of local residency and a deep understanding of the SF Bay Area to meet the diverse needs of her clientele. Specializing in luxury properties, beachfront homes, and ocean-view estates, Amber's extensive knowledge of the Santa Cruz, Capitola, Soquel, Aptos, and Watsonville neighborhoods ensures you find the perfect home or investment. Amber's journey from an elementary school teacher to a top 1% producing Realtor in the county has equipped her with unparalleled communication and negotiation skills. Her commitment to integrity and the "Golden Rule" underpins her success, earning her recognition from the prestigious Institute for Luxury Home Marketing as a Certified Luxury Home Marketing Specialist.

Welcome to Alicia Danna REALTOR - Bailey Properties, your trusted partner in real estate located in the heart of Aptos, California. Situated at 9119 Soquel Drive, our office is dedicated to providing exceptional real estate services to the vibrant communities of Santa Cruz County and beyond. With a deep understanding of the local market and a commitment to personalized service, Alicia Danna is passionate about helping clients navigate their real estate journeys with confidence and ease. Whether you're buying your first home, selling a cherished property, or seeking investment opportunities, Alicia's expertise and dedication ensure a seamless and rewarding experience.

Welcome 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.