Investor advisor in Santa Cruz, California

Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.

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.

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.

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.

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.

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.

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.

WI Investment Advisory Group, LLC is a reputable finance institution located at 1535 Seabright Avenue in Santa Cruz, California, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WI Investment Advisory Group, LLC is dedicated to providing expert guidance and support every step of the way. Trustworthy and reliable, they are committed to helping clients make informed decisions and secure their financial future.

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

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.

Cultivate Investments, located at 20 South Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers a next-generation investment management approach. Founded by Loren Kinczel, a seasoned professional with a background in top-rated investment firms, Cultivate Investments focuses on aligning interests with its clients and investing a significant portion of its family wealth alongside yours. With a commitment to flexible thinking and original technology, Cultivate Investments offers a classic value investment approach that can help you achieve your investment goals. Please note that all information provided on this site is for informational purposes only, and you should consult with a financial adviser before making any decisions. Cultivate Financial Group LLC is not affiliated with the Social Security Administration or any government agency.

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.

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.

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.

John Howard - Morgan Stanley is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Specializing in providing a wide range of financial services, the institution is dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced professionals, John Howard - Morgan Stanley offers personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, John Howard - Morgan Stanley is committed to providing expert guidance and support every step of the way.

Jerry Reich - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Jerry Reich offers a wide range of investment and wealth management services to clients in the Santa Cruz area. With a team of experienced financial advisors, Jerry Reich - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jerry Reich - Morgan Stanley is committed to providing you with the resources and support you need to make informed financial decisions.

Kyle Coulter - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Kyle Coulter offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors, Kyle Coulter - Morgan Stanley 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 invest in the stock market, Kyle Coulter - Morgan Stanley is committed to providing personalized financial solutions tailored to your individual needs.

Richard Kapchuk - Morgan Stanley is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of the prestigious Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or plan for retirement, Richard Kapchuk - Morgan Stanley is dedicated to providing top-notch financial advice and services.

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.

Peter Dean - Morgan Stanley is a premier financial institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, we offer a wide range of financial services including investment banking, wealth management, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Peter Dean - Morgan Stanley is the trusted choice for individuals and businesses seeking expert financial advice and guidance.

Welcome to The Coulter Capital Group at Morgan Stanley, your trusted partner in financial planning and wealth management. Conveniently located at 6004 La Madrona Drive, Santa Cruz, California, our team of experienced financial advisors is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At The Coulter Capital Group, we understand that every client’s financial journey is unique. Whether you are planning for retirement, investing for the future, or managing your estate, we offer a comprehensive range of services tailored to meet your specific needs. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and support.

Welcome 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.

Welcome 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.

Welcome to Doug Byrd Real Estate Agency, your trusted partner in navigating the dynamic property market of Pajaro, California. Conveniently located at 487 White Road, Pajaro, CA 95076, we are dedicated to providing exceptional real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing, our team of experienced professionals is committed to delivering personalized solutions and expert guidance every step of the way. At Doug Byrd, we pride ourselves on our deep local knowledge, integrity, and a client-centered approach, ensuring a seamless and rewarding real estate experience. Explore the possibilities with us and let us help you find your perfect home or investment opportunity in the heart of California. Contact us today to learn more about how we can assist you in achieving your real estate goals.