The 30 Best Personalized financial service in Capitola, California

Welcome to Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.

Welcome to Bank of the West BNP Paribas, your trusted financial partner located at 3818 Capitola Road, Santa Cruz, California. As a proud member of the BNP Paribas Group, we offer a comprehensive range of banking and financial services tailored to meet the unique needs of our community. Whether you're looking to open a new account, secure a loan, or explore investment opportunities, our team of dedicated professionals is here to provide personalized guidance and support. At Bank of the West, we prioritize customer satisfaction and financial well-being, ensuring a seamless and rewarding banking experience. Visit us today and discover how we can help you achieve your financial goals.

Welcome to Bay Federal Credit Union, your trusted financial partner located at 3333 Clares Street, Capitola, California. As a member-focused financial institution, we are committed to providing exceptional banking services tailored to meet your needs. Our convenient ATM services ensure you have easy access to your funds whenever you need them. Whether you're looking to manage your daily finances, save for the future, or secure a loan, our team of friendly and knowledgeable professionals is here to assist you every step of the way. At Bay Federal Credit Union, we prioritize your financial well-being and strive to offer personalized solutions that align with your goals. Visit us today and experience the difference of community-driven banking.

Welcome to the Wells Fargo ATM located at 1700 41st Avenue, Capitola, California 95010. Conveniently situated in the heart of Capitola, our ATM provides a quick and easy way to access your Wells Fargo accounts and manage your finances on the go. Whether you need to withdraw cash, check your account balance, or transfer funds, our user-friendly ATM services are available 24/7 to meet your banking needs. Committed to security and efficiency, Wells Fargo ensures that your transactions are safe and seamless. Visit us today and experience the convenience of banking with Wells Fargo.

Welcome to Infinity Wealth Development, your trusted partner in financial growth and security located in the heart of Capitola, California. Situated at 1925 46th Avenue, our firm is dedicated to empowering individuals and businesses with the financial strategies they need to succeed. With a focus on personalized service, our team of experienced financial professionals is committed to helping you navigate the complexities of wealth management, investment planning, and financial advisement. At Infinity Wealth Development, we believe in building lasting relationships with our clients, understanding their unique financial goals, and crafting tailored solutions to achieve them. Whether you are planning for retirement, seeking investment opportunities, or looking to secure your family's financial future, we are here to guide you every step of the way.

Welcome to Martini David J Insurance Agency, your trusted partner in Capitola, California, for all your insurance needs. Conveniently located at 500 Plum Street, our agency is committed to providing personalized and comprehensive insurance solutions to individuals, families, and businesses in the community. With a focus on customer satisfaction, we pride ourselves on offering a wide range of insurance services, including auto, home, life, and business insurance. Our experienced team is dedicated to understanding your unique needs and providing tailored coverage options that offer peace of mind and financial security. At Martini David J Insurance Agency, we are here to guide you every step of the way, ensuring you have the right protection for what matters most. Visit us today to experience our exceptional service and discover how we can help safeguard your future.

Welcome to Santa Cruz County Bank, your trusted financial partner located in the heart of Capitola, California. Situated at 819 Bay Avenue, our branch proudly serves the local community with a comprehensive range of banking and financial services. Whether you're looking to manage your personal finances, grow your business, or simply need access to convenient ATM services, our dedicated team is here to provide personalized solutions tailored to your needs. At Santa Cruz County Bank, we believe in building strong, lasting relationships with our clients. Our commitment to exceptional customer service and community involvement sets us apart as a local bank that truly cares. We offer a wide array of services, including personal and business banking, loans, mortgages, and investment advice, all designed to help you achieve your financial goals.

Welcome to the Comerica Bank ATM located at 1960 41st Avenue, Capitola, California. Conveniently situated in the heart of Capitola, our ATM provides easy access to a wide range of banking services to meet your financial needs. Whether you need to withdraw cash, check your account balance, or transfer funds, our user-friendly ATM is available 24/7 to assist you. As a part of Comerica Bank, we are committed to offering secure and efficient financial solutions to our valued customers. Visit us today for reliable service and experience the convenience of banking with Comerica Bank.

Welcome to Comerica Bank, your trusted financial partner located at 1960 41st Avenue in Capitola, California. As a leading institution in banking and finance, we are committed to providing exceptional service and personalized financial solutions to meet the diverse needs of our community. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our team of experienced professionals is here to guide you every step of the way. At Comerica Bank, we pride ourselves on our customer-centric approach, innovative financial products, and a deep understanding of the local market. Visit us today and discover how we can help you achieve your financial goals. Your success is our priority!

Welcome to Megan Lyng - David Lyng Real Estate, your premier real estate agency located at 1041 41st Avenue, Santa Cruz, California. Our agency is dedicated to providing exceptional real estate services in one of California's most beautiful coastal regions. Nestled close to the ocean and within easy reach of Silicon Valley, our location offers the perfect blend of accessibility and tranquility, allowing you to enjoy both the vibrant tech hub and the serene beauty of nature. At Megan Lyng - David Lyng Real Estate, we specialize in a diverse range of properties, from stunning oceanfront homes with breathtaking views to charming country retreats and stylish urban residences. Whether you are looking for a luxury beachfront property, a cozy family home, or a unique investment opportunity, our experienced team is here to guide you every step of the way.

Welcome to Vista Properties, Inc and Vista Property Management, your trusted real estate agency located in the heart of Capitola, California. Situated at 830 Bay Avenue, we proudly serve the Capitola community and surrounding areas with a comprehensive range of real estate services. Our dedicated team of experienced professionals is committed to helping you navigate the dynamic real estate market with ease and confidence. Whether you're buying, selling, or looking for expert property management services, Vista Properties, Inc is here to meet your needs. We specialize in residential and commercial real estate, offering personalized solutions tailored to your unique goals. Our deep understanding of the local market, combined with our commitment to exceptional customer service, ensures a seamless and rewarding experience for our clients.