TOP 30 Best Personal financial planning assistance in Santa Cruz, California

The Law Offices of Tracey Rangel Cruz is a reputable law firm located at 1035 Santa Barbara Street in Santa Barbara, California. Specializing in various areas of law, including family law, criminal defense, and civil litigation, our team of experienced lawyers is dedicated to providing personalized and effective legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those in need of legal assistance. Contact us today to schedule a consultation and learn how we can help with your legal needs.

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Alves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.

Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.

Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California. As a leading community bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our comprehensive range of banking solutions includes personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. At Santa Cruz County Bank, we pride ourselves on delivering personalized customer service with a local touch. Our experienced team of financial professionals is dedicated to understanding your needs and providing expert guidance every step of the way. Whether you are looking to open a new account, secure a loan, or plan for your financial future, we are here to assist you with integrity and care.

Welcome to Santa Cruz County Bank, your trusted partner in financial services located in the heart of Scotts Valley, California. Conveniently situated at 4604 Scotts Valley Drive, our branch offers a comprehensive range of banking and financial solutions designed to meet the diverse needs of our community. Whether you're looking to manage your personal finances, expand your business, or plan for the future, our dedicated team is here to provide personalized service and expert advice. At Santa Cruz County Bank, we pride ourselves on our commitment to local businesses and residents, offering a variety of products and services including personal and business banking, loans, and investment solutions. Our state-of-the-art ATM services ensure you have access to your accounts at any time, providing you with the convenience and flexibility you need in today’s fast-paced world.

Coast 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.

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.

Santa Cruz Bookkeeping and Tax Service is a reputable accounting and finance institution located at 612 Ord Street in Aptos, California, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Santa Cruz Bookkeeping and Tax Service is dedicated to providing personalized and reliable solutions to meet your needs. Visit them today to ensure your financial success and peace of mind.

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.

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.

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.

H&R Block is a renowned accounting and finance institution located at 1804 Mission Street in Santa Cruz, California, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Whether you need assistance with tax planning, bookkeeping, or financial consulting, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their Santa Cruz location to receive personalized and reliable financial services.

Welcome to Sunset Auto Sales, your trusted car dealership located in the heart of Santa Cruz, California. Situated at 1800 Soquel Avenue, we pride ourselves on offering a diverse selection of quality pre-owned vehicles to suit every lifestyle and budget. Our knowledgeable and friendly staff are dedicated to providing exceptional customer service, ensuring that your car-buying experience is smooth and enjoyable from start to finish. At Sunset Auto Sales, we understand that purchasing a vehicle is a significant decision, which is why we offer personalized assistance to help you find the perfect car that meets your needs. Our inventory is regularly updated with a wide variety of makes and models, ensuring that you have ample options to choose from. Whether you're looking for a reliable sedan, a spacious SUV, or a sporty coupe, we have something for everyone.

H&R Block is a well-established accounting and finance institution located at 724 Water Street in Santa Cruz, California, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.

Farmers Insurance - Ling Shan is an insurance agency located at 3390 De La Cruz Boulevard, Santa Clara, California, United States. As a local Farmers® agent in the Bay Area with 18 years of experience in San Jose, Ling Shan helps customers identify insurance coverage that best fits their needs. With a background as a preschool teacher in San Jose and Milpitas, Ling Shan is dedicated to providing coverage for families in the community for their wellbeing and the protection of their children. Ling Shan offers personalized assistance in understanding coverage options such as auto, home, life, renters, and business insurance. Customers can receive online insurance quotes and explore discounts to save money. Farmers Insurance has over 80 years of experience in providing insurance products, ensuring that customers receive reliable coverage in the event of disasters. Ling Shan also assists in reviewing life insurance policies and offers protection for personal belongings through renters, condo, and umbrella insurance. For small businesses, Ling Shan can customize insurance packages to reduce risk and protect investments. Customers can schedule appointments to discuss financial planning and reach their goals with Farmers Insurance and Financial Services. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance products. Contact Ling Shan at the provided address for personalized insurance solutions.

Seghetti Waxler is a reputable accounting and finance institution located at 749 37th Avenue in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and reliable solutions has earned them a strong reputation in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Seghetti Waxler is dedicated to helping you achieve your goals. Contact them today to learn more about how they can support your financial needs.

The UCSC Veterans Resource Center is a dedicated space on the campus of the University of California, Santa Cruz, designed to support and empower military veterans as they pursue their academic and career goals. Located on Hagar Drive in Santa Cruz, California, this center offers a range of resources and services to help veterans successfully transition from military service to student life. From academic advising and counseling to assistance with VA benefits and community outreach programs, the UCSC Veterans Resource Center is committed to providing a welcoming and inclusive environment for all veterans on campus. Whether you are a current student, prospective student, or alumni, this center is here to help you navigate your academic journey and achieve your personal and professional aspirations.

A College Entrance Solution is a premier educational institution located at 117 Dellview Avenue in Santa Cruz, California, United States. We specialize in providing comprehensive guidance and support to students preparing for college entrance exams such as the SAT and ACT. Our experienced instructors offer personalized tutoring and test preparation services to help students achieve their academic goals and gain admission to their desired colleges and universities. With a proven track record of success, A College Entrance Solution is dedicated to helping students reach their full potential and excel in their academic pursuits. Contact us today to learn more about our services and how we can help you succeed in your college entrance journey.

Reddell and Kremer Accountancy Corporation is a reputable accounting and finance institution located at 412 Cedar Street in Santa Cruz, California. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Reddell and Kremer Accountancy Corporation is dedicated to helping you achieve your financial goals. Visit their office today to see how they can assist you with your accounting needs.

RMJR Tax and Accounting is a professional institution located in the heart of Los Gatos, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes and accounting with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to assist you every step of the way. Visit us at 2 North Santa Cruz Avenue to learn more about how we can help you achieve your financial goals.

Fernanda Aguiar, CPA, EA Padgett Business Services is a reputable accounting and finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a team of qualified professionals, the institution provides a wide range of financial services including tax preparation, bookkeeping, payroll, and business consulting. Clients can rely on their expertise to help them navigate complex financial matters and achieve their financial goals. Whether you are an individual or a business owner, Fernanda Aguiar, CPA, EA Padgett Business Services is dedicated to providing personalized and professional service to meet your needs.

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.

Grace Lynn Karisli - State Farm Insurance Agent is an insurance agency located at 7010 Soquel Drive, Aptos, California. Situated near Cabrillo College at the corner of Soquel and Madeline, our team is dedicated to serving all your financial and insurance needs. We offer a range of insurance services including Car Insurance, Life Insurance, ATV Insurance, Motorcycle Insurance, Motorhome Insurance, and Medi-Gap insurance. Our focus is on resident relocations to the Santa Cruz & Monterey County areas. With a background in law and extensive experience in claims, Grace Lynn Karisli is committed to providing outstanding service to the community. Whether you are moving to Aptos, Soquel, Capitola, Santa Cruz, Scotts Valley, Felton, Ben Lomond, Boulder Creek, or the surrounding Bay area, we are here to assist you with all your insurance requirements. Contact us today for a free Auto, Health, or Life Insurance Quote. Please note that for your protection, sensitive personal information should not be included in any communication. Visit us or call/text for more information.

Penrose Chun & Gorman LLP is a prestigious law firm located in the heart of Santa Cruz, California. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, business law, real estate transactions, or estate planning, the attorneys at Penrose Chun & Gorman LLP are here to help. Their commitment to excellence and client satisfaction sets them apart from other law firms in the area. Visit their office at 1200 Pacific Avenue to discuss your legal needs with a trusted and reliable legal team.

Alese Greene - State Farm Insurance Agent is an insurance agency located at 625 Water Street in Santa Cruz, California. Our team is dedicated to serving all your insurance needs, whether it be auto, home, renters, life, health, and more. We have been affiliated with State Farm since 1992 and are proud members of the Women in Business Santa Cruz Chamber. Our office is dog-friendly and we are committed to providing great service to the residents of Santa Cruz County. We offer a range of insurance products, including auto insurance, home insurance, and life insurance. Our team is licensed to serve the entire state of California, and we are here to assist small business owners in Santa Cruz and help with relocations to the area. We also provide information on important topics such as financial planning, special needs guardianships, and the dangers of drunk driving.

HealthMarkets Insurance - Manfred Luedge is a reputable health insurance agency located at 505-A River Street in Santa Cruz, California. Specializing in providing individuals and families with comprehensive health insurance plans, they offer personalized services to help clients find the coverage that best fits their needs and budget. With a commitment to customer satisfaction and a team of experienced insurance agents, HealthMarkets Insurance - Manfred Luedge is dedicated to helping clients navigate the complex world of health insurance with ease and confidence. Contact them today to secure your peace of mind and protect your health.

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.