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Long term wealth management in Santa Cruz, California

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    #1

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    125 Mission St #3, Santa Cruz, CA 95060, United States
    831-420-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • 5 1
    #2

    Regis Management Co

    ● Open
    873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States
    650-838-1030
    regisllc.com

    Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California.

    Details
  • 5 2
    #3

    Santa Cruz County Bank

    ● Closed
    584 Munras Avenue, Monterey, California 93940, United States
    831-242-8361
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California.

    Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA
    Bank, Credit Union Financial Service
    Details
  • 4.4 11
    #4

    Blue Sky Real Estate and Management

    ● Closed
    412 Cedar St # A, Santa Cruz, CA 95060, United States
    831-334-7676
    blueskysantacruz.com

    Blue Sky Real Estate and Management is a client-focused real estate agency located at 412 Cedar Street in Santa Cruz, California.

    Photo of Blue Sky Real Estate and Management - 412 Cedar Street, Santa Cruz, CA 95060, USA Photo of Blue Sky Real Estate and Management - 412 Cedar Street, Santa Cruz, CA 95060, USA Photo of Blue Sky Real Estate and Management - 412 Cedar Street, Santa Cruz, CA 95060, USA
    Real Estate Agent
    Details
  • 4 4
    #5

    Marshall Wealth Management Group

    ● Closed
    634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States
    408-395-1510
    marshallwealthmanagementgroup.com

    Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • 3 2
    #6

    Infinity Wealth Development

    ● Open
    1925 46th Avenue, Capitola, California 95010, United States
    831-531-2385

    Welcome to Infinity Wealth Development, your trusted partner in financial growth and security located in the heart of Capitola, California.

    Financial Service
    Details
  • #7

    Rovai Wealth Management

    ● Closed
    1715 42nd Ave c, Capitola, CA 95010, United States
    831-475-3442
    rovaiwealthmanagement.com

    Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California.

    Photo of Rovai Wealth Management - 1715 42nd Avenue, Capitola, CA 95010, USA
    Financial Service Insurance Agency
    Details
  • #8

    U.S. Bank - Wealth Management Banker: Kelvin Lam Lam

    ● Closed
    620 Santa Cruz Ave, Menlo Park, CA 94025, United States
    650-226-2501
    usbank.com

    U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California.

    Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA
    Financial Service
    Details
  • #9

    Empirical Wealth Management

    ● Closed
    250 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    408-357-2382
    empirical.net

    Empirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Empirical Wealth Management - 250 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Empirical Wealth Management - 250 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • #10

    Costello Wealth Strategies

    ● Open
    9057 Soquel Dr Building B, Suite D, Aptos, CA 95003, United States
    831-708-2395
    raymondjames.com

    Costello Wealth Strategies is a leading finance institution located at 9057 Soquel Drive in Aptos, California, United States.

    Photo of Costello Wealth Strategies - 9057 Soquel Drive, Aptos, CA 95003, USA Photo of Costello Wealth Strategies - 9057 Soquel Drive, Aptos, CA 95003, USA
    Financial Service
    Details
  • #11

    Jim Bargetto Wealth Advisor - Morgan Stanley

    ● Open
    6004 La Madrona Dr, Santa Cruz, CA 95060, United States
    831-440-5257
    advisor.morganstanley.com

    Jim Bargetto Wealth Advisor at Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California.

    Financial Service
    Details
  • #12

    James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Open
    125 Water St Ste A3, Santa Cruz, CA 95060, United States
    831-458-1125
    ameripriseadvisors.com

    James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States.

    Photo of James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC - 125 Water Street, Santa Cruz, CA 95060, USA
    Financial Service
    Details
  • #13

    Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC

    ● Open
    125 Water Street SteA3, Santa Cruz, CA 95060, United States
    831-458-1125
    ameripriseadvisors.com

    Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States.

    Photo of Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC - Santa Cruz, CA 95060, USA Photo of Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC - Santa Cruz, CA 95060, USA
    Financial Service
    Details
  • #14

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States
    800-347-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • #15

    Wynn Capital Management

    ● Closed
    101 Cooper St, Santa Cruz, CA 95060, United States
    831-336-4367
    wynncapital.com

    Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States.

    Financial Service
    Details
  • #16

    Springwater Wealth Management, LLC

    ● Closed
    740 Front St #200, Santa Cruz, CA 95060, United States
    888-998-4796
    springwaterwealth.com

    Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California.

    Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060, USA Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060, USA
    Financial Service
    Details
  • #17

    Kingsview Partners Wealth Management - Jonathan Lubell

    ● Closed
    2901 Park Ave Suite B2, Soquel, CA 95073, United States
    831-200-1205
    kingsview.com

    Kingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Financial Service
    Details
  • #18

    U.S. Bank - Wealth Management Banker: Forrest Macierez

    ● Closed
    96 Rancho Del Mar, Aptos, California 95003, United States
    831-219-3551
    usbank.com

    Welcome to U.S. Bank - Wealth Management Banker: Forrest Macierez, your trusted partner in financial success located in the heart of Aptos, California.

    Photo of U.S. Bank - Wealth Management Banker: Forrest Macierez - 96 Rancho Del Mar, Aptos, CA 95003, USA
    Financial Service
    Details
  • 4.9 244
    #19

    DCD Financial & Insurance Services

    ● Closed
    1123 Soquel Ave, Santa Cruz, CA 95062, United States
    831-423-8542
    dcdis.com

    DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States.

    Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA Photo of DCD Financial & Insurance Services - 1123 Soquel Avenue, Santa Cruz, CA 95062, USA
    Insurance Agency Medical Services
    Details
  • 5 5
    #20

    Chris George: Primerica - Financial Services

    ● Closed
    3 Hangar Way ste b, Watsonville, CA 95076, United States
    831-722-9993
    primerica.com

    Chris George: Primerica - Financial Services is an insurance agency located at 3 Hangar Way in Watsonville, California, United States. Our team of professionals is dedicated to providing top-notch financial services to our clients.

    Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076, USA Photo of Chris George: Primerica - Financial Services - 3 Hangar Way, Watsonville, CA 95076, USA
    Insurance Agency
    Details
  • 5 1
    #21

    Countryside Financial Services

    ● Closed
    411 Kelly Ln, Santa Cruz, CA 95060, United States
    831-464-6464

    Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States.

    Financial Service
    Details
  • 5 8
    #22

    Douglass Law Group

    ● Closed
    16185 Los Gatos Blvd #205, Los Gatos, CA 95032, United States
    408-577-3050
    douglasslawgroup.com

    Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California.

    Photo of Douglass Law Group - 16185 Los Gatos Boulevard, Los Gatos, CA 95032, USA Photo of Douglass Law Group - 16185 Los Gatos Boulevard, Los Gatos, CA 95032, USA Photo of Douglass Law Group - 16185 Los Gatos Boulevard, Los Gatos, CA 95032, USA
    Legal Service
    Details
  • 5 8
    #23

    Des Jardins Lucille

    ● Closed
    542 Ocean St Suite B, Santa Cruz, CA 95060, United States
    831-425-5828
    ldjlaw.com

    Des Jardins Lucille, located at 542 Ocean Street in Santa Cruz, California, is a reputable law institution specializing in estate planning and end-of-life issues.

    Photo of Des Jardins Lucille - 542 Ocean Street, Santa Cruz, CA 95060, USA Photo of Des Jardins Lucille - 542 Ocean Street, Santa Cruz, CA 95060, USA Photo of Des Jardins Lucille - 542 Ocean Street, Santa Cruz, CA 95060, USA
    Legal Service
    Details
  • 5 3
    #24

    STRAHLE LEGACY PLANNING LAW OFFICES

    ● Open
    716 Capitola Ave Suite G, Capitola, CA 95010, United States
    831-621-2165
    santacruzestateplanning.com

    Strahle Legacy Planning Law Offices is a reputable law firm located at 716 Capitola Avenue in Capitola, California, United States.

    Photo of STRAHLE LEGACY PLANNING LAW OFFICES - 716 Capitola Avenue, Capitola, CA 95010, USA
    Legal Service
    Details
  • 5 2
    #25

    Natural Bridges Financial Advisors

    ● Closed
    627 Center St, Santa Cruz, CA 95060, United States
    831-421-0700
    naturalbridgesfa.com

    Natural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States.

    Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #26

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™

    ● Closed
    221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066, United States
    831-461-9311
    edwardjones.com

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ is a leading financial institution located at 221 Mount Hermon Road in Scotts Valley, California, United States.

    Photo of Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ - 221 Mount Hermon Road, Scotts Valley, CA 95066, USA
    Financial Service
    Details
  • 5 7
    #27

    Castelli Financial

    ● Closed
    236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States
    408-838-4544
    castellifinancial.com

    Castelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States.

    Financial Service
    Details
  • 5 1
    #28

    Merrill Edge

    ● Closed
    333 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    408-335-2903
    locations.merrilledge.com

    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.

    Financial Service
    Details
  • 5 4
    #29

    JR Financial & Insurance Services

    ● Closed
    2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States
    408-642-1322
    jrfis.com

    JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California.

    Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA Photo of JR Financial & Insurance Services - 2005 De La Cruz Boulevard, Santa Clara, CA 95050, USA
    Financial Service
    Details
  • 5 1
    #30

    Modern Woodmen

    ● Open
    230 Mt Hermon Rd Suite 212, Scotts Valley, CA 95066, United States
    831-600-8461
    modernwoodmen.org

    Modern Woodmen, located at 230 Mount Hermon Road in Scotts Valley, California, is a finance institution that has been bringing people together, supporting families, and strengthening communities since 1883.

    Financial Service
    Details
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