TOP 30 Best Management company financial in Santa Cruz, California

DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.

Santa Cruz Insurance Services, located at 7397 Soquel Drive in Aptos, California, is a full-service insurance brokerage that has been serving Santa Cruz County and California since 1964. With over 59 years of industry experience, our team has the knowledge and expertise to provide you with the best risk management and insurance advice for both personal and business needs. At Santa Cruz Insurance Services, our success is measured by the satisfaction of our clients. We have a retention rate of over 90%, as our clients trust us to provide them with the appropriate risk management and insurance solutions. We believe in open communication, anticipation of potential risks, and the flexibility to make adjustments in your insurance program as needed.

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.

Distinct Property Management, Inc. is a premier property management company located at 343 Church Street in Santa Cruz, California. With a strong commitment to excellence and customer service, our team of experienced professionals is dedicated to providing top-notch management services for residential and commercial properties. From tenant screening and leasing to maintenance and financial management, we handle all aspects of property management with efficiency and care. Trust Distinct Property Management, Inc. to take the stress out of managing your property and ensure that your investment is in good hands. Contact us today to learn more about our services.

Santa Cruz Property Management Co. is a reputable real estate agency located at 1240 41st Avenue in Capitola, California. With a dedicated team of professionals, we specialize in managing residential and commercial properties in the Santa Cruz area. Our services include property marketing, tenant screening, rent collection, maintenance coordination, and financial reporting. Whether you are a property owner looking for expert management services or a tenant searching for the perfect rental property, Santa Cruz Property Management Co. is here to help. Contact us today to learn more about our comprehensive property management solutions.

Pacific Tax Service, A Blackline Partners Company is a trusted accounting and finance institution located at 133 Mission Street in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial solutions to individuals and businesses alike. With a focus on accuracy, reliability, and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Pacific Tax Service is here to assist you every step of the way. Trust us to handle your financial needs with expertise and integrity.

James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your needs. Trust James Gahagan - Prudential Financial to guide you towards a secure financial future.

Cruz Business Services is a professional institution located at 5276 Hollister Avenue in Santa Barbara, California. Our team of experienced professionals provides a wide range of business services including financial consulting, tax preparation, and bookkeeping. We are dedicated to helping businesses of all sizes thrive and succeed. Visit us today to see how we can help your business grow.

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.

The Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.

Lauren Foos - State Farm Insurance Agent is a local insurance agency located at 2959 Park Avenue, Soquel, California, United States. As a small business owner in Soquel, Lauren and his team are dedicated to taking care of all your insurance needs. They offer free, timely quotes and excellent customer service. Lauren has 34 years of insurance industry experience and his office has been voted the Santa Cruz Sentinel Reader’s Choice Insurance Agent award multiple times. Their office is conveniently located between Soquel and Aptos, in the county of Santa Cruz. They are dog-friendly and you may even meet Oscar, their red polo-wearing dachshund. The office is wheelchair accessible and appointments can be scheduled at the office, at your home, or over the phone.

EF Homes | Keller Williams Realty is a reputable real estate agency located at 510 Bay Avenue in Capitola, California. Whether you are looking to buy a home in Scotts Valley or sell a property in Aptos, their experienced team can help make the process seamless. They offer home value estimates to help you understand the current market conditions. With a focus on building relationships and utilizing their expertise from hundreds of transactions, EF Homes | Keller Williams Realty is dedicated to meeting your real estate needs. The stunning natural beauty of Santa Cruz County makes it an extraordinary place to live, and their listings showcase the diverse properties available in the area. Contact them today for a consultation with no hassle or obligation.

Farmers Insurance - Matthew O Brien is an insurance agency located at 1722 Seabright Avenue, Santa Cruz, California, United States. Matthew O Brien, a local agent with 30 years of experience, is dedicated to providing personalized and comprehensive insurance solutions to the Santa Cruz community. Whether you need coverage for your home, auto, life, business, or rental property, the team at O'Brien Insurance Services is here to help. They also offer umbrella insurance policies for added protection. With a focus on building relationships and educating clients, they strive to make the insurance process straightforward and tailored to your needs and budget. Contact Farmers Insurance - Matthew O Brien today for expert advice and guidance on selecting the right insurance coverage for you.

Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.

Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.

Joe Stretch - State Farm Insurance Agent is a reputable insurance agency located at 1165 South Main Street in Salinas, California. As we enter the month of March, the agency is celebrating creative holidays such as Employee Appreciation Day, Daylight Savings, and St. Patrick's Day. Customers can stop by the office for a FREE gift and choose from a variety of items. The team at Joe Stretch State Farm values and appreciates their customers, serving the Salinas, Santa Cruz, Monterey Bay, Carmel, and San Lorenzo Valley areas. They are dedicated to getting to know what is most important to each individual and crafting personalized insurance and financial service packages. Specializing in Life and Paycheck Insurance, the team also helps families bundle their Home, Auto, and Liability Insurance for maximum value.

Evans Law Offices, located at 1150 North First Street in San Jose, California, is a leading institution offering legal services for individuals facing challenges related to finances or divorce. With a focus on helping clients navigate through difficult situations such as job loss, home loss, stress, and illness that may contribute to the breakdown of a marriage, our team of experienced lawyers specializes in divorce cases in Santa Clara, Monterey, and Santa Cruz counties. We understand the emotional and financial toll that divorce can take on individuals and are dedicated to providing compassionate and knowledgeable support to help our clients find resolution and move forward. As a debt relief agency, we also assist individuals in filing for bankruptcy relief under the Bankruptcy Code. With a strong reputation for our commitment to our clients and successful outcomes, Evans Law Offices is here to help you find the light at the end of the tunnel during this challenging time."

Shockley Insurance Solutions is a reputable insurance agency located at 519 Seabright Avenue in Santa Cruz, California. With a commitment to providing personalized insurance solutions for individuals and businesses, Shockley Insurance Solutions offers a wide range of insurance products to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to helping you find the right coverage at the best possible rates. Trust Shockley Insurance Solutions to protect what matters most to you.

Frosch Travel is a renowned travel agency located at 825 Santa Cruz Avenue in Menlo Park, California, United States. With offices in over 40 locations worldwide, Frosch is known for providing exceptional service in global travel management and luxury vacation planning. Their team of over 2200 professionals have been recognized by top industry publications for their expertise, ensuring that clients receive personalized service that exceeds expectations. Frosch specializes in various sectors including legal, financial, entertainment, energy, group travel, conferences & events, rewards & incentives, private client services, and student travel. They offer tailored travel management programs to meet the specific needs of each client, providing peace of mind and top-notch service 24/7.

Doan Law Group - Watsonville Bankruptcy Attorneys is a finance and lawyer institution located at 567 Auto Center Drive in Watsonville, California, United States. They specialize in helping clients stop lawsuits, eviction, repossession, foreclosure, taxes, and harassment. Watsonville bankruptcy attorney Jonathan D. Doan serves clients in Santa Cruz County and surrounding areas, offering chapter 7 bankruptcy, chapter 13 bankruptcy, and other non-bankruptcy options. They provide free consultations either in person or over the phone for convenience. Contact them at 888-DOAN-LAW for more information.

Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.

Chad Hoesing Inc is a reputable professional services firm located at 331 Soquel Avenue in Santa Cruz, California. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing expert guidance and support to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or legal matters, we are here to help. Trust Chad Hoesing Inc for all your accounting, finance, and legal needs in the Santa Cruz area.

Welcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.

Welcome to the Pete Alexander State Farm Insurance office located at 2000 Freedom Boulevard in Freedom, California. Our insurance agency, conveniently situated at the corner of Airport and Freedom Blvd in the Safeway Shopping Center, is dedicated to serving the residents of Santa Cruz, San Benito, and Monterey Counties with top-notch Insurance and Financial Services. With over 42 years of experience in the Santa Cruz area, Pete Alexander has deep roots in the community and is committed to helping customers protect what matters most to them. The office specializes in Auto, Motorcycle, ATV, Life Insurance, and Med Supplement coverage. Pete is supported by a team of 6 bilingual licensed Insurance Professionals who are dedicated to finding the right insurance coverage for your specific needs.

Bedell & Nelson-Harbert Insurance is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, they are dedicated to providing personalized solutions to protect what matters most to you. Trust Bedell & Nelson-Harbert Insurance for all your insurance needs in the Santa Cruz area.

Nonprofits Insurance Alliance, located in Santa Cruz, California, offers liability and property insurance specifically tailored for 501(c)(3) nonprofits. As a nonprofit organization itself, NIA understands the unique needs and budget constraints of nonprofits. Insured by NIA, organizations like the Redfish Music Festival in Port Orford, OR and Derry Township Community Cats in Hershey, PA have access to fair and equitable pricing based on their own operations. NIA also provides practical services and consulting to help prevent issues at nonprofits. With a focus on protecting missions and those served, NIA goes beyond just insurance to offer training, consulting, and resources. Nonprofits insured by NIA appreciate the peace of mind knowing they are protected against unexpected premium hikes and have access to expert advice on personnel matters. NIA aims to make insurance easy and accessible for nonprofits, ensuring they can focus on their important work.

Margarita Nicol - State Farm Insurance Agent is a trusted insurance agency located at 2121 41st Avenue, Capitola, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for an auto quote. The team at Margarita Nicol State Farm is dedicated to serving all financial and insurance needs, with a focus on Auto, Motorcycle, ATV, Life Insurance, and Med Supplement. The office proudly serves Santa Cruz, San Benito, Santa Clara, and Monterey Counties. Margarita Nicol, the State Farm agent, has over 30 years of experience in the insurance industry and is dedicated to helping customers protect what matters most. She provides services such as Car Insurance, Motorcycle and ATV Insurance, Life Insurance, and Med Supplement. Customers can reach out for a personalized Auto Insurance Quote.

Welcome to Pleasant Acres, your ideal lodging destination in the heart of Santa Cruz, California! Nestled at 1770 17th Avenue, Pleasant Acres is a charming RV park and family mobile home community dedicated to providing a welcoming and supportive environment for all its residents. Owned by a non-profit organization, Pleasant Acres offers 65 rental spaces for owner-occupied homes, ensuring a perfect blend of affordable and market-rate family rental housing. Our community is designed with a variety of needs in mind, including senior housing, cooperatives, and special needs housing. At Pleasant Acres, we pride ourselves on offering a range of amenities such as a community room for gatherings, convenient laundry facilities, and an on-site manager to ensure a seamless living experience.

Welcome to Chase Bank, conveniently located at 730 Ocean Street, Santa Cruz, California 95060. As a trusted leader in the banking and finance industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Our Santa Cruz branch provides a full suite of banking solutions, including ATMs, personal banking, and business banking services. Whether you're looking to manage your personal finances or require specialized business banking assistance, our team of professionals is here to help. Our business banking services include expert guidance on improving cash flow, credit solutions, and payroll management, complemented by our online and mobile banking platforms, business credit cards, and payment acceptance solutions.

Senior Legal Services is a reputable law firm located at 317 Soquel Avenue in Santa Cruz, California. Specializing in providing legal assistance to seniors, our team of experienced lawyers is dedicated to ensuring the rights and well-being of our elderly clients. From estate planning and probate to social security and elder abuse cases, we offer a wide range of legal services tailored to meet the specific needs of older individuals. With a compassionate and client-centered approach, Senior Legal Services is committed to providing high-quality legal representation for seniors in the Santa Cruz area.