Personalized investment management in Aptos, CA
19 results found
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U.S. Bancorp Investments - Financial Advisors: Santa Cruz
● ClosedU.S. Bancorp Investments - Financial Advisors in Santa Cruz is a trusted finance institution located at 96 Rancho Del Mar in Aptos, California. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to plan for retirement, save for college, or grow your wealth, our advisors are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start building a secure financial future.
110 Morrissey Blvd, Santa Cruz, CA 95062, United States -
U.S. Bank - Wealth Management Banker: Forrest Macierez
● ClosedWelcome to U.S. Bank - Wealth Management Banker: Forrest Macierez, your trusted partner in financial success located in the heart of Aptos, California. Situated at 96 Rancho Del Mar, our office is dedicated to providing personalized wealth management services tailored to meet your unique financial goals. With a deep understanding of the financial landscape and a commitment to excellence, Forrest Macierez offers expert guidance in investment strategies, retirement planning, estate planning, and more. Our mission is to empower you with the knowledge and tools necessary to build and preserve your wealth, ensuring a secure financial future for you and your family. Whether you're a seasoned investor or just starting your financial journey, Forrest Macierez and the U.S. Bank team are here to support you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind with strategic, holistic wealth management solutions.
96 Rancho Del Mar, Aptos, California 95003, United States -
J&M Property Management
● ClosedWelcome to J&M Property Management, your trusted partner in real estate located at 9515 Soquel Drive, Aptos, California. As a premier real estate agency, we specialize in providing comprehensive property management services tailored to meet the unique needs of our clients. Whether you're a property owner seeking expert management solutions or a tenant in search of your next home, our dedicated team is here to help. At J&M Property Management, we pride ourselves on delivering exceptional service with a personal touch. Our experienced professionals are committed to ensuring seamless and stress-free experiences for both landlords and tenants. We offer a wide range of services including property marketing, tenant screening, maintenance coordination, and financial management, all designed to maximize the value of your investment.
9515 Soquel Drive, Aptos, California 95003, United States -
Sharp Properties
● OpenSharp Properties is a reputable real estate agency located at 3571 East Ledyard Way in Aptos, California. Our experienced team of real estate professionals is dedicated to helping clients buy, sell, and rent properties in the vibrant real estate market of California. With a focus on personalized service and attention to detail, we strive to exceed our clients' expectations and deliver exceptional results. Whether you are looking for your dream home, investment property, or seeking assistance with property management, Sharp Properties is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.
3571 E Ledyard Way, Aptos, CA 95003, United States -
Fernando Lopez - State Farm Insurance Agent
● ClosedFernando 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.
734 E Lake Ave STE 7, Watsonville, CA 95076, United States -
Justin Hambly - State Farm Insurance Agent
● ClosedJustin Hambly - State Farm Insurance Agent, located at 9016 Soquel Drive, Aptos, California, is a trusted insurance agency ready to serve all your financial and insurance needs. While online auto quoting is not available at this time, you can call, text, or visit the office for a quote today. Whether you need assistance with insurance for your child's car while they are away at college, tips for safe rural road driving, or advice on using watercraft responsibly, the team at Justin Hambly - State Farm Insurance Agent is here to help. Remember to avoid sharing sensitive personal information online and reach out if you have any difficulties with the website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not affiliated with Trupanion or American Pet Insurance. State Farm VP Management Corp. provides investment services, but neither State Farm nor its agents offer tax or legal advice. Consult a professional for personalized advice.
9016 Soquel Dr, Aptos, CA 95003, United States -
Thrivent Financial
● OpenThrivent Financial is a finance institution located at 229 Sea Ridge Road, Aptos, California, United States. We believe that everyone deserves a financial plan they can be confident about, which is why we offer personalized services to match you with the resources you need based on your financial concerns. Our free virtual coaching service, Money Canvas™, empowers you to build healthier money habits at your own pace. Our financial advisors are dedicated to understanding your unique situation and goals in order to create a customized financial plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, our advisors are here to help you navigate the challenges and opportunities life presents.
229 Sea Ridge Rd, Aptos, CA 95003, United States -
Serendipity Securities
● ClosedSerendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
7735 Soquel Dr, Aptos, CA 95003, United States -
Edward Jones - Financial Advisor: Ryan J Ozog
● OpenEdward Jones - Financial Advisor: Ryan J Ozog is a reputable financial institution located at 151 Aptos Village Way in Aptos, California. As a dedicated financial advisor, Ryan J Ozog provides personalized investment and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Ryan J Ozog offers expert guidance and tailored solutions to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Ryan J Ozog is committed to helping you secure a sound financial future.
151 Aptos Vlg Wy Unit 308, Aptos, CA 95003, United States -
Mc Dowell & Co
● OpenMc Dowell & Co is a reputable accounting and finance institution located at 9083 Soquel Drive in Aptos, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Mc Dowell & Co is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing your finances.
9083 Soquel Dr, Aptos, CA 95003, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 7851 Soquel Drive, Aptos, California 95003. As a leading provider of financial services, we offer a comprehensive range of banking solutions to meet your personal and business needs. Our services include ATMs, banking, and finance solutions tailored to support your financial goals. At Chase, we pride ourselves on delivering exceptional service and guidance. Our Business Banking team is dedicated to helping you enhance cash flow, find credit solutions, and manage payroll effectively. We also provide a suite of online and mobile services, alongside business credit cards and payment acceptance solutions designed specifically for businesses.
7851 Soquel Drive, Aptos, California 95003, United States -
Comerica Bank
● ClosedWelcome to Comerica Bank, your trusted partner in banking and finance located at 1 Rancho Del Mar, Aptos, California. At Comerica Bank, we are dedicated to providing exceptional financial services tailored to meet your unique needs. Our experienced team is committed to delivering personalized solutions, whether you're looking to manage your personal finances, grow your business, or plan for the future. Conveniently situated in the heart of Aptos, our branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, and investment advice. We pride ourselves on our customer-centric approach, ensuring that you receive the support and guidance you need to achieve your financial goals.
1 Rancho Del Mar, Aptos, California 95003, United States -
U.S. Bank Branch
● ClosedWelcome to U.S. Bank Branch in Aptos, California! Conveniently located at 96 Rancho Del Mar, our branch is dedicated to providing exceptional banking and financial services to the local community. Whether you're looking to open a new account, apply for a loan, or explore investment opportunities, our team of experienced professionals is here to help you reach your financial goals. We offer a wide range of services, including personal and business banking, mortgage solutions, wealth management, and more, all tailored to meet your unique needs. At U.S. Bank Branch, we pride ourselves on delivering personalized service and expert advice in a friendly and welcoming environment. Visit us today and experience the difference of working with a bank that truly cares about your financial well-being.
96 Rancho Del Mar, Aptos, California 95003, United States -
American Dream Realty - Charles Duppen, Broker
● ClosedWelcome to American Dream Realty, led by Charles Duppen, a dedicated and experienced real estate broker serving the vibrant community of Santa Cruz County since 1997. Located at 1041 41st Avenue, Santa Cruz, California, we are committed to making your homeownership dreams a reality. Whether you're buying or selling a home, we promise exceptional service at every step of the process. As part of the esteemed David Lyng Real Estate network, we offer an extensive range of services tailored to meet your unique real estate needs. From Aptos to Watsonville, we provide comprehensive property searches across various Santa Cruz areas, ensuring you find the perfect home.
1041 41st Avenue, Santa Cruz, California 95062, United States -
GRO Real Estate
● OpenWelcome to GRO Real Estate, your trusted partner in navigating the dynamic world of real estate in Capitola and beyond. Located at 1360 41st Avenue, Capitola, California 95010, our agency prides itself on a legacy of over 20 years of excellence, offering unparalleled expertise and personalized service to each of our clients. At GRO Real Estate, we believe in being proactive and always putting your best interests first. Our team, including standout agents like Sarah, Gina, and Rebecca, are committed to making the buying or selling process smooth and enjoyable. With a wealth of experience and deep knowledge of the local market, they are equipped to handle everything from first-time home purchases to complex property sales.
1360 41st Avenue, Capitola, California 95010, United States -
Amber Melenudo - REALTOR ️ Sotheby's International Realty Santa Cruz
● ClosedWelcome to Amber Melenudo - REALTOR® at Sotheby's International Realty, your premier destination for luxury real estate in Santa Cruz County. Located at 627 Capitola Avenue, Capitola, California, Amber brings over 23 years of local residency and a deep understanding of the SF Bay Area to meet the diverse needs of her clientele. Specializing in luxury properties, beachfront homes, and ocean-view estates, Amber's extensive knowledge of the Santa Cruz, Capitola, Soquel, Aptos, and Watsonville neighborhoods ensures you find the perfect home or investment. Amber's journey from an elementary school teacher to a top 1% producing Realtor in the county has equipped her with unparalleled communication and negotiation skills. Her commitment to integrity and the "Golden Rule" underpins her success, earning her recognition from the prestigious Institute for Luxury Home Marketing as a Certified Luxury Home Marketing Specialist.
627 Capitola Avenue, Capitola, California 95010, United States -
Newhouse & Associates
● OpenWelcome to Newhouse & Associates, your trusted real estate agency located at 3121 Park Avenue, Soquel, California. We are dedicated to connecting, advising, and problem-solving to create a network of strong relationships in the real estate industry. Our commitment to timely communication, transparency, and a proactive approach sets us apart as a trusted property manager, sales agent, and investor partner. Founded by Sarah, who returned to her roots in Aptos, CA, after a 12-year stint in South Lake Tahoe, Newhouse & Associates was born out of a passion for forming and maintaining meaningful relationships through real estate. Sarah, a licensed real estate broker since 2020, brings her extensive experience in property management and sales to the firm, alongside her love for adventure and family life with her partner Rob and their two boys.
3121 Park Avenue, Soquel, California 95073, United States -
Cypress Realty
● OpenWelcome to Cypress Realty, your trusted real estate agency located in the heart of Aptos, California, at 26 Seascape Village. At Cypress Realty, we understand that navigating the real estate market can be challenging, which is why having a great advocate by your side is essential. Our team of experienced professionals is dedicated to providing you with the guidance and support you need to make informed decisions, whether you're buying, selling, or managing properties. We pride ourselves on our commitment to excellence and personalized service, ensuring that your real estate journey is smooth and successful. With Cypress Realty Corp. and Cypress Property Management, Inc., you have a partner that combines extensive industry expertise with a deep understanding of the local market. We are here to help you achieve your real estate goals with confidence. Give Cypress Realty a call today, and discover the difference that expert advocacy and exceptional service can make. You'll be glad you did.
26 Seascape Village, Aptos, California 95003, United States -
Oscar Gutierrez Realtor - Bailey Properties
● ClosedWelcome to Oscar Gutierrez Realtor - Bailey Properties, your trusted partner in real estate based in the heart of Aptos, California. Located at 9119 Soquel Drive, Oscar Gutierrez brings over 20 years of dedicated experience to help families find and secure the homes of their dreams. Recognized with the prestigious Circle of Champions award for Superior Production since 2004, Oscar is celebrated for his commitment to excellence and personalized service. Whether you're buying or selling, Oscar's extensive knowledge of the local real estate market makes him an invaluable resource. Clients consistently praise his professionalism, responsiveness, and exceptional negotiation skills. From managing complex escrows to ensuring smooth and stress-free transactions, Oscar goes above and beyond to meet his clients' needs.
9119 Soquel Drive, Aptos, California 95003, United States
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