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Personalized wealth advice in Santa Cruz, California

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  • 4.4 7
    #61

    Pamela EASTON, REALTOR® - Sotheby's International Realty

    ● Closed
    627 Capitola Avenue, Capitola, California 95010, United States
    831-535-2649
    pamelaeaston.com

    Welcome to Pamela EASTON, REALTOR® - Sotheby's International Realty, your premier real estate agency located in the heart of Capitola, California.

    Photo of Pamela EASTON, REALTOR® - Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA Photo of Pamela EASTON, REALTOR® - Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA Photo of Pamela EASTON, REALTOR® - Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA
    Real Estate Agent
    Details
  • 4.3 6
    #62

    Amy L Stavis Law Office

    ● Closed
    236 N Santa Cruz Ave UNIT 247, Los Gatos, CA 95030, United States
    408-354-3770
    santaclarafamilylawattorney.squarespace.com

    Amy L Stavis Law Office is a reputable legal institution located in the heart of Los Gatos, California.

    Legal Service
    Details
  • 4.2 10
    #63

    Liberty Bank, N.A. - Boulder Creek

    ● Closed
    13233 CA-9, Boulder Creek, CA 95006, United States
    831-338-6477
    libertybk.com

    Liberty Bank, N.A. - Boulder Creek is a trusted financial institution located at 13233 California 9 in Boulder Creek, California, United States.

    Bank, Credit Union Financial Service
    Details
  • 4.2 6
    #64

    Fidelity Investments

    ● Closed
    434 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    800-579-9984
    fidelity.com

    Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Fidelity Investments - 434 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Fidelity Investments - 434 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • 4.2 13
    #65

    Freitas Tax Services

    ● Closed
    707 E Lake Ave, Watsonville, CA 95076, United States
    831-722-2884

    Freitas Tax Services is a reputable accounting and finance institution located at 707 East Lake Avenue in Watsonville, California, United States.

    Accounting Service Financial Service
    Details
  • 4.2 5
    #66

    U.S. Bank Branch

    ● Closed
    96 Rancho Del Mar, Aptos, California 95003, United States
    831-219-3536
    usbank.com

    Welcome 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.

    Photo of U.S. Bank Branch - 96 Rancho Del Mar, Aptos, CA 95003, USA Photo of U.S. Bank Branch - 96 Rancho Del Mar, Aptos, CA 95003, USA Photo of U.S. Bank Branch - 96 Rancho Del Mar, Aptos, CA 95003, USA
    Bank, Credit Union Financial Service
    Details
  • 4 1
    #67

    Carpe Diem Financial Life Planning

    ● Open
    870 Woodland Dr, Ben Lomond, CA 95005, United States
    831-539-9475

    Carpe Diem Financial Life Planning is a finance institution located at 870 Woodland Drive, Ben Lomond, California, United States. Our mission is to help individuals seize the day and plan for a secure financial future.

    Photo of Carpe Diem Financial Life Planning - 870 Woodland Drive, Ben Lomond, CA 95005, USA
    Financial Service
    Details
  • 4 8
    #68

    Canyon View Capital

    ● Closed
    331 Soquel Ave, Santa Cruz, CA 95062, United States
    831-480-6335
    canyonviewcapital.com

    Canyon View Capital is a finance institution located at 331 Soquel Avenue in Santa Cruz, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States.

    Financial Service
    Details
  • 3.2 42
    #69

    Chase Bank

    ● Closed
    730 Ocean Street, Santa Cruz, California 95060, United States
    831-427-0532
    locator.chase.com

    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.

    Photo of Chase Bank - 730 Ocean Street, Santa Cruz, CA 95060, USA Photo of Chase Bank - 730 Ocean Street, Santa Cruz, CA 95060, USA Photo of Chase Bank - 730 Ocean Street, Santa Cruz, CA 95060, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3.8 5
    #70

    BMO

    ● Closed
    3820 Capitola Rd, Capitola, CA 95010, United States
    831-462-0100
    usbranches.bmo.com

    BMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A.

    Photo of BMO - 3820 Capitola Road, Capitola, CA 95010, USA Photo of BMO - 3820 Capitola Road, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 3.8 5
    #71

    Thompson, Kontz and Brenner

    ● Closed
    133 Mission St # 290, Santa Cruz, CA 95060, United States
    831-427-2727
    surfcitylaw.com

    Thompson, Kontz and Brenner is a prestigious financial institution located at 133 Mission Street in Santa Cruz, California, United States.

    Details
  • 3.8 17
    #72

    Esmeralda's Tax & Business Center

    ● Closed
    28 2nd St #103, Watsonville, CA 95076, United States
    831-728-1040

    Esmeralda's Tax & Business Center is a trusted accounting and finance institution located at 28 2nd Street in Watsonville, California, United States.

    Photo of Esmeralda's Tax & Business Center - 28 2nd Street, Watsonville, CA 95076, USA
    Accounting Service Financial Service
    Details
  • 3 38
    #73

    Wells Fargo Bank

    ● Closed
    74 River Street, Santa Cruz, California 95060, United States
    831-469-3525
    wellsfargo.com

    Welcome to Wells Fargo Bank, conveniently located at 74 River Street, Santa Cruz, California. As a trusted institution in the heart of Santa Cruz, we are committed to providing exceptional banking and financial services to our community.

    Photo of Wells Fargo Bank - 74 River Street, Santa Cruz, CA 95060, USA Photo of Wells Fargo Bank - 74 River Street, Santa Cruz, CA 95060, USA Photo of Wells Fargo Bank - 74 River Street, Santa Cruz, CA 95060, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3.7 3
    #74

    Coast Financial Services, Inc.

    ● Closed
    655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States
    831-462-0330
    coastfinancialservices.com

    Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States.

    Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062, USA Photo of Coast Financial Services, Inc. - 655 Capitola Road, Santa Cruz, CA 95062, USA
    Accounting Service Financial Service
    Details
  • 3.6 14
    #75

    U.S. Bank Branch

    ● Closed
    601 Bay Ave, Capitola, CA 95010, United States
    831-291-4705
    usbank.com

    The U.S. Bank Branch located at 601 Bay Avenue in Capitola, California is a trusted financial institution offering a wide range of banking services to individuals and businesses.

    Photo of U.S. Bank Branch - 601 Bay Avenue, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 3.5 2
    #76

    Morgan Stanley Financial Advisors

    ● Open
    6004 La Madrona Dr, Santa Cruz, CA 95060, United States
    831-440-5200
    advisor.morganstanley.com

    Morgan Stanley Financial Advisors is a renowned finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States.

    Financial Service
    Details
  • 3.5 4
    #77

    Bank of America ATM

    ● Open
    1901 Mission Street, Santa Cruz, California 95060, United States
    844-401-8500
    locators.bankofamerica.com

    Welcome to the Bank of America ATM located at 1901 Mission Street, Santa Cruz, California 95060. Conveniently situated for your financial needs, our ATM offers a range of services designed to make banking easier and more accessible.

    Photo of Bank of America ATM - 1901 Mission Street, Santa Cruz, CA 95060, USA Photo of Bank of America ATM - 1901 Mission Street, Santa Cruz, CA 95060, USA
    Automated Teller Financial Service
    Details
  • 2.7 21
    #78

    Wells Fargo Bank

    ● Closed
    100 Kings Village Road, Scotts Valley, California 95066, United States
    831-438-3700
    wellsfargo.com

    Welcome to Wells Fargo Bank, conveniently located at 100 Kings Village Road, Scotts Valley, California. As a trusted name in banking and finance, we are committed to providing exceptional financial services to meet your needs.

    Photo of Wells Fargo Bank - 100 Kings Village Road, Scotts Valley, CA 95066, USA Photo of Wells Fargo Bank - 100 Kings Village Road, Scotts Valley, CA 95066, USA Photo of Wells Fargo Bank - 100 Kings Village Road, Scotts Valley, CA 95066, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3 4
    #79

    Charles Schwab

    ● Closed
    2407 Porter St Ste 100, Soquel, CA 95073, United States
    831-465-7670
    client.schwab.com

    Charles Schwab is a renowned finance institution located at 2407 Porter Street in Soquel, California, United States.

    Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073, USA Photo of Charles Schwab - 2407 Porter Street, Soquel, CA 95073, USA
    Financial Service
    Details
  • 3 1
    #80

    ARF Enterprises

    ● Closed
    149 Josephine St # D, Santa Cruz, CA 95060, United States
    831-426-0400

    ARF Enterprises is a leading finance institution located at 149 Josephine Street in Santa Cruz, California, United States.

    Photo of ARF Enterprises - 149 Josephine Street, Santa Cruz, CA 95060, USA Photo of ARF Enterprises - 149 Josephine Street, Santa Cruz, CA 95060, USA
    Financial Service
    Details
  • 3 5
    #81

    Charles Schwab

    ● Closed
    335 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    408-357-0160
    client.schwab.com

    Charles Schwab is a leading finance institution located at 335 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Charles Schwab - 335 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Charles Schwab - 335 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Charles Schwab - 335 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • 3 2
    #82

    Edward Jones - Financial Advisor: Alan R Gale

    ● Closed
    5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066, United States
    831-438-0719
    edwardjones.com

    Edward Jones - Financial Advisor: Alan R Gale is a reputable financial institution located at 5619 Scotts Valley Drive in Scotts Valley, California, United States.

    Photo of Edward Jones - Financial Advisor: Alan R Gale - 5619 Scotts Valley Drive, Scotts Valley, CA 95066, USA
    Financial Service
    Details
  • 2.7 18
    #83

    BMO

    ● Closed
    1551 Pacific Avenue, Santa Cruz, California 95060, United States
    831-429-1124
    usbranches.bmo.com

    Welcome to BMO, your trusted financial partner located at 1551 Pacific Avenue, Santa Cruz, California 95060. As a full-service branch, we offer a comprehensive range of banking services tailored to meet the needs of both personal and commercial customers.

    Photo of BMO - 1551 Pacific Avenue, Santa Cruz, CA 95060, USA Photo of BMO - 1551 Pacific Avenue, Santa Cruz, CA 95060, USA Photo of BMO - 1551 Pacific Avenue, Santa Cruz, CA 95060, USA
    Bank, Credit Union Financial Service
    Details
  • 2.6 5
    #84

    Comerica Bank

    ● Closed
    25 River Street, Santa Cruz, California 95060, United States
    831-460-4001
    locations.comerica.com

    Welcome to Comerica Bank, your trusted financial partner located at 25 River Street, Santa Cruz, California. As a leading financial institution, we are committed to providing exceptional banking services tailored to meet the diverse needs of our community.

    Photo of Comerica Bank - 25 River Street, Santa Cruz, CA 95060, USA
    Bank, Credit Union Financial Service
    Details
  • 1.9 48
    #85

    Bank of America Financial Center

    ● Closed
    4055 Capitola Rd, Capitola, CA 95010, United States
    831-462-8091
    locators.bankofamerica.com

    The Bank of America Financial Center located at 4055 Capitola Road in Capitola, California, is a full-service bank offering a wide range of financial services to individuals, businesses, and institutions.

    Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Bank of America Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 2.3 3
    #86

    Dan Schwarzbach, Schwarzbach Associates

    ● Closed
    13335 CA-9, Boulder Creek, CA 95006, United States
    831-338-2171
    schwarzbachassociatesinc.com

    Dan Schwarzbach, Schwarzbach Associates is a reputable finance and real estate agency located at 13335 California 9 in Boulder Creek, California, United States.

    Financial Service Real Estate Agent
    Details
  • 2 8
    #87

    Bank of America Financial Center

    ● Closed
    783 Rio Del Mar Blvd, Aptos, CA 95003, United States
    831-661-4705
    locators.bankofamerica.com

    The Bank of America Financial Center located at 783 Rio Del Mar Boulevard in Aptos, California is a trusted institution offering a wide range of banking and financial services.

    Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA Photo of Bank of America Financial Center - 783 Rio Del Mar Boulevard, Aptos, CA 95003, USA
    Bank, Credit Union Financial Service
    Details
  • 1 1
    #88

    E M Rasmussen Tax & Consulting

    ● Closed
    1850 41st Ave, Capitola, CA 95010, United States
    831-429-6757

    E M Rasmussen Tax & Consulting is a reputable accounting and finance institution located at 1850 41st Avenue in Capitola, California, United States.

    Accounting Service Financial Service
    Details
  • 1 1
    #89

    Mc Dowell & Co

    ● Open
    9083 Soquel Dr, Aptos, CA 95003, United States
    831-761-3466

    Mc 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.

    Accounting Service Financial Service
    Details
  • #90

    Joseph M. Collins, Agent, New York Life

    ● Open
    112 English Dr, Santa Cruz, CA 95065, United States
    831-469-4732

    Joseph M. Collins, Agent, New York Life is a reputable insurance agency located at 112 English Drive in Santa Cruz, California. As a representative of New York Life, Joseph M.

    Insurance Agency
    Details
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