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Guide > Personalized wealth solutions in California > Personalized wealth solutions in Capitola

Top 20 Best Personalized wealth solutions in Capitola, California

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  • 1
  • 5 6
    #1

    Lanai Financial Solutions

    ● Closed
    1066 41st Ave a101, Capitola, CA 95062, United States
    (831) 476-7300
    lanaifinancialsolutions.com

    Lanai Financial Solutions is a leading finance institution located at 1066 41st Avenue in Capitola, California, United States.

    Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA Photo of Lanai Financial Solutions - 1066 41st Avenue, Capitola, CA 95062, USA
    Financial Service
    Details
  • 4.3 6
    #2

    Mechanics Bank - Capitola Branch

    ● Closed
    3555 Clares St # X, Capitola, CA 95010, United States
    (831) 475-5412
    mechanicsbank.com

    Mechanics Bank - Capitola Branch is a trusted financial institution located at 3555 Clares Street in the charming coastal town of Capitola, California. As a full-service bank, we offer a wide range of financial services to meet your banking needs.

    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3 2
    #3

    Infinity Wealth Development

    ● Open
    1925 46th Avenue, Capitola, California 95010, United States
    (831) 531-2385

    Welcome to Infinity Wealth Development, your trusted partner in financial growth and security located in the heart of Capitola, California.

    Financial Service
    Details
  • #4

    Rovai Wealth Management

    ● Closed
    1715 42nd Ave c, Capitola, CA 95010, United States
    (831) 475-3442
    rovaiwealthmanagement.com

    Rovai Wealth Management is a premier finance and insurance agency located at 1715 42nd Avenue in Capitola, California.

    Photo of Rovai Wealth Management - 1715 42nd Avenue, Capitola, CA 95010, USA
    Financial Service Insurance Agency
    Details
  • #5

    Beach House Wealth Management

    ● Closed
    521 Capitola Ave, Capitola, CA 95010, United States
    (831) 426-3100
    bbawealth.com

    Beach House Wealth Management is a finance institution located at 521 Capitola Avenue in the beautiful coastal town of Capitola, California, United States.

    Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA Photo of Beach House Wealth Management - 521 Capitola Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • 4.6 92
    #6

    Block Advisors

    ● Closed
    1475 41st Ave B, Capitola, CA 95010, United States
    (831) 462-1685
    blockadvisors.com

    Block Advisors is a trusted institution located at 1475 41st Avenue in Capitola, California.

    Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA Photo of Block Advisors - 1475 41st Avenue, Capitola, CA 95010, USA
    Accounting Service Financial Service
    Details
  • 5 3
    #7

    STRAHLE LEGACY PLANNING LAW OFFICES

    ● Open
    716 Capitola Ave Suite G, Capitola, CA 95010, United States
    (831) 621-2165
    santacruzestateplanning.com

    Strahle Legacy Planning Law Offices is a reputable law firm located at 716 Capitola Avenue in Capitola, California, United States.

    Photo of STRAHLE LEGACY PLANNING LAW OFFICES - 716 Capitola Avenue, Capitola, CA 95010, USA
    Legal Service
    Details
  • 5 1
    #8

    LPL Financial

    ● Closed
    1500 41st Ave #244, Capitola, CA 95010, United States
    (831) 476-7283

    LPL Financial is a finance institution located at 1500 41st Avenue in Capitola, California, United States. They provide a wide range of financial services such as investment planning, retirement planning, and wealth management.

    Financial Service
    Details
  • 5 1
    #9

    Chase ATM

    ● Open
    1990 41st Avenue, Capitola, California 95010, United States
    (800) 935-9935
    locator.chase.com

    Welcome to Chase ATM, conveniently located at 1990 41st Avenue, Capitola, California 95010, United States. As part of JPMorgan Chase Bank, N.A.

    Automated Teller Financial Service
    Details
  • 5 1
    #10

    Merrill Edge

    ● Closed
    4055 Capitola Road, Capitola, California 95010, United States
    (831) 824-9597
    locations.merrilledge.com

    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.

    Financial Service
    Details
  • 5 1
    #11

    Comerica Bank

    ● Closed
    1960 41st Avenue, Capitola, California 95010, United States
    (831) 462-4381
    locations.comerica.com

    Welcome to Comerica Bank, your trusted financial partner located at 1960 41st Avenue in Capitola, California.

    Photo of Comerica Bank - 1960 41st Avenue, Capitola, CA 95010, USA
    Bank, Credit Union Financial Service
    Details
  • 4.6 9
    #12

    Derek Kotval Realtor | Sotheby's International Realty

    ● Closed
    627 Capitola Avenue, Capitola, California 95010, United States
    (831) 760-1690
    derekkotval.com

    Welcome to Derek Kotval Realtor | Sotheby's International Realty, your premier real estate agency located in the heart of Capitola, California.

    Photo of Derek Kotval Realtor | Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA Photo of Derek Kotval Realtor | Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA Photo of Derek Kotval Realtor | Sotheby's International Realty - 627 Capitola Avenue, Capitola, CA 95010, USA
    Real Estate Agent
    Details
  • 3.7 3
    #13

    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
    #14

    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
  • 2.7 24
    #15

    Chase Bank

    ● Closed
    1990 41st Ave, Capitola, CA 95010, United States
    (831) 476-6811
    locator.chase.com

    Chase Bank, located at 1990 41st Avenue, Capitola, California, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions.

    Photo of Chase Bank - 1990 41st Avenue, Capitola, CA 95010, USA Photo of Chase Bank - 1990 41st Avenue, Capitola, CA 95010, USA Photo of Chase Bank - 1990 41st Avenue, Capitola, CA 95010, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 3.3 4
    #16

    Linda Contreras, CPA

    ● Closed
    519 Capitola Ave, Capitola, CA 95010, United States
    (831) 479-1040
    lindacontrerascpa.com

    Linda Contreras, CPA is a reputable accounting and finance institution located at 519 Capitola Avenue in Capitola, California, United States.

    Accounting Service Financial Service
    Details
  • 1.9 48
    #17

    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
  • 1 1
    #18

    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
  • #19

    Kathleen Lawler Bodmer, Attorney at Law, PC

    ● Closed
    655 Capitola Rd Suite 103, Santa Cruz, CA 95062, United States
    (831) 462-3220
    bodmerlaw.com

    Kathleen Lawler Bodmer, Attorney at Law, PC, located at 655 Capitola Road in Santa Cruz, California, is a trusted legal institution specializing in estate planning, trust administration, and business transactions.

    Legal Service
    Details
  • #20

    Edward Jones - Financial Advisor: Jeremy Geels, CFP®

    ● Closed
    2121 41st Ave Suite 207, Capitola, CA 95010, United States
    (831) 462-8242
    edwardjones.com

    Edward Jones - Financial Advisor: Jeremy Geels, CFP® is a reputable financial institution located at 2121 41st Avenue in Capitola, California.

    Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010, USA Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010, USA Photo of Edward Jones - Financial Advisor: Jeremy Geels, CFP® - 2121 41st Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • #21

    Stiles-Strudley - Raymond James

    ● Open
    2121 41st Ave STE 206, Capitola, CA 95010, United States
    (831) 464-6416
    raymondjames.com

    Stiles-Strudley - Raymond James is a finance institution located at 2121 41st Avenue in Capitola, California.

    Financial Service
    Details
  • #22

    Flynn Financial and Insurance Services, Inc

    ● Closed
    2121 41st Ave STE 208, Capitola, CA 95010, United States
    (831) 475-0800

    Flynn Financial and Insurance Services, Inc. is a reputable finance institution located at 2121 41st Avenue in Capitola, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients.

    Photo of Flynn Financial and Insurance Services, Inc - 2121 41st Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • #23

    Edward Jones - Financial Advisor: Ryan D Bennett

    ● Open
    819 Bay Ave Suite B, Capitola, CA 95010, United States
    (831) 476-1606
    edwardjones.com

    Edward Jones - Financial Advisor: Ryan D Bennett is a reputable financial institution located at 819 Bay Avenue in Capitola, California, United States.

    Photo of Edward Jones - Financial Advisor: Ryan D Bennett - 819 Bay Avenue, Capitola, CA 95010, USA
    Financial Service
    Details
  • #24

    E Donnelly & Associates with Iron Point Advisors

    ● Closed
    4145 Clares St STE H, Capitola, CA 95010, United States
    (831) 421-9361
    edonnellyandassociates.com

    E Donnelly & Associates with Iron Point Advisors is a leading finance institution located at 4145 Clares Street in Capitola, California, United States.

    Financial Service
    Details
  • #25

    Merrill Investment & Retirement Financial Center

    ● Closed
    4055 Capitola Rd, Capitola, CA 95010, United States
    (831) 462-8091
    locations.merrilledge.com

    Merrill Investment & Retirement Financial Center is a leading finance institution located at 4055 Capitola Road in Capitola, California, United States.

    Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA Photo of Merrill Investment & Retirement Financial Center - 4055 Capitola Road, Capitola, CA 95010, USA
    Financial Service
    Details
  • #26

    Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages

    ● Closed
    Aptos-Capitola, 3700 Hardin Way Santa Cruz-Soquel, 3700 Hardin Way, Soquel, CA 95073, United States
    (707) 985-2178
    agents.longbridge-financial.com

    Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages is a finance institution located at 3700 Hardin Way in Soquel, California, United States.

    Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073, USA Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073, USA Photo of Longbridge Financial, LLC - Brooke Squyres - Reverse Mortgages - 3700 Hardin Way, Soquel, CA 95073, USA
    Financial Service
    Details
  • #27

    Bank Of The West Bnp Paribas

    ● Open
    3818 Capitola Road, Santa Cruz, California 95062, United States

    Welcome to Bank of the West BNP Paribas, your trusted financial partner located at 3818 Capitola Road, Santa Cruz, California.

    Bank, Credit Union Financial Service
    Details
  • 1

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