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Guide > Portfolio management in California > Portfolio management in Santa Cruz

Top 30 Best Portfolio management in Santa Cruz, California

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    #1

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    125 Mission St #3, Santa Cruz, CA 95060, United States
    (831) 420-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • 5 1
    #2

    Regis Management Co

    ● Open
    873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States
    (650) 838-1030
    regisllc.com

    Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California.

    Details
  • 5 2
    #3

    Santa Cruz County Bank

    ● Closed
    584 Munras Avenue, Monterey, California 93940, United States
    (831) 242-8361
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California.

    Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA Photo of Santa Cruz County Bank - 584 Munras Avenue, Monterey, CA 93940, USA
    Bank, Credit Union Financial Service
    Details
  • 4 4
    #4

    Santa Cruz County Bank

    ● Closed
    819 Bay Avenue, Capitola, California 95010, United States
    (831) 464-5300
    sccountybank.com

    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.

    Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA Photo of Santa Cruz County Bank - 819 Bay Avenue, Capitola, CA 95010, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 4 3
    #5

    Santa Cruz County Bank

    ● Closed
    7775 Soquel Drive, Aptos, California 95003, United States
    (831) 662-6000
    sccountybank.com

    Welcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California.

    Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA Photo of Santa Cruz County Bank - 7775 Soquel Drive, Aptos, CA 95003, USA
    Bank, Credit Union Financial Service
    Details
  • 2.9 51
    #6

    Santa Cruz Property Management Co.

    ● Closed
    1240 41st Ave, Capitola, CA 95010, United States
    (831) 462-6424
    santacruzproperty.com

    Santa Cruz Property Management Co. is a reputable real estate agency located at 1240 41st Avenue in Capitola, California. With a dedicated team of professionals, we specialize in managing residential and commercial properties in the Santa Cruz area.

    Photo of Santa Cruz Property Management Co. - 1240 41st Avenue, Capitola, CA 95010, USA Photo of Santa Cruz Property Management Co. - 1240 41st Avenue, Capitola, CA 95010, USA Photo of Santa Cruz Property Management Co. - 1240 41st Avenue, Capitola, CA 95010, USA
    Real Estate Agent
    Details
  • 2.8 17
    #7

    Lighthouse Realty & Property Management

    ● Open
    402 Ingalls St suite 5A, Santa Cruz, CA 95060, United States
    (831) 247-7211
    lighthouserealty.net

    Lighthouse Realty & Property Management is Santa Cruz's leading real estate and property management company, located at 402 Ingalls Street in Santa Cruz, California.

    Photo of Lighthouse Realty & Property Management - 402 Ingalls Street, Santa Cruz, CA 95060, USA Photo of Lighthouse Realty & Property Management - 402 Ingalls Street, Santa Cruz, CA 95060, USA Photo of Lighthouse Realty & Property Management - 402 Ingalls Street, Santa Cruz, CA 95060, USA
    Details
  • #8

    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
  • #9

    U.S. Bank - Wealth Management Banker: Kelvin Lam Lam

    ● Closed
    620 Santa Cruz Ave, Menlo Park, CA 94025, United States
    (650) 226-2501
    usbank.com

    U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California.

    Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA Photo of U.S. Bank - Wealth Management Banker: Kelvin Lam Lam - 620 Santa Cruz Avenue, Menlo Park, CA 94025, USA
    Financial Service
    Details
  • #10

    Empirical Wealth Management

    ● Closed
    250 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    (408) 357-2382
    empirical.net

    Empirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Empirical Wealth Management - 250 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Empirical Wealth Management - 250 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • #11

    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
  • #12

    Niemann Capital Management Inc

    ● Open
    5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066, United States
    (800) 622-1626

    Niemann Capital Management Inc is a finance institution located at 5615 Scotts Valley Drive in Scotts Valley, California, United States.

    Financial Service
    Details
  • #13

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States
    (800) 347-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • #14

    Springwater Wealth Management, LLC

    ● Closed
    740 Front St #200, Santa Cruz, CA 95060, United States
    (888) 998-4796
    springwaterwealth.com

    Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California.

    Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060, USA Photo of Springwater Wealth Management, LLC - 740 Front Street, Santa Cruz, CA 95060, USA
    Financial Service
    Details
  • #15

    Kingsview Partners Wealth Management - Jonathan Lubell

    ● Closed
    2901 Park Ave Suite B2, Soquel, CA 95073, United States
    (831) 200-1205
    kingsview.com

    Kingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Financial Service
    Details
  • #16

    U.S. Bank - Wealth Management Banker: Forrest Macierez

    ● Closed
    96 Rancho Del Mar, Aptos, California 95003, United States
    (831) 219-3551
    usbank.com

    Welcome to U.S. Bank - Wealth Management Banker: Forrest Macierez, your trusted partner in financial success located in the heart of Aptos, California.

    Photo of U.S. Bank - Wealth Management Banker: Forrest Macierez - 96 Rancho Del Mar, Aptos, CA 95003, USA
    Financial Service
    Details
  • 4.7 26
    #17

    Anderson Christie Real Estate

    ● Open
    115 Knight Street, Santa Cruz, California 95060, United States
    (831) 515-8421
    andersonchristie.com

    Welcome to Anderson Christie Real Estate, your trusted partner in finding the perfect home or investment property in Santa Cruz, California.

    Photo of Anderson Christie Real Estate - 115 Knight Street, Santa Cruz, CA 95060, USA Photo of Anderson Christie Real Estate - 115 Knight Street, Santa Cruz, CA 95060, USA Photo of Anderson Christie Real Estate - 115 Knight Street, Santa Cruz, CA 95060, USA
    Real Estate Agent
    Details
  • 4.5 26
    #18

    Chase Bank

    ● Closed
    7851 Soquel Drive, Aptos, California 95003, United States
    (831) 688-1961
    locator.chase.com

    Welcome 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.

    Photo of Chase Bank - 7851 Soquel Drive, Aptos, CA 95003, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 5 4
    #19

    Urbana Design Studio

    ● Closed
    741 41st Ave, Santa Cruz, CA 95062, United States
    (831) 477-9474
    urbanadesign.com

    Urbana Design Studio, located at 741 41st Avenue in Santa Cruz, California, is a unique institution that combines the services of a furniture store, general contractor, and home goods store.

    Photo of Urbana Design Studio - 741 41st Avenue, Santa Cruz, CA 95062, USA Photo of Urbana Design Studio - 741 41st Avenue, Santa Cruz, CA 95062, USA Photo of Urbana Design Studio - 741 41st Avenue, Santa Cruz, CA 95062, USA
    Furniture Store General Contractor Home Goods Store Store
    Details
  • 5 1
    #20

    Michelle Lisac Interior Design

    ● Closed
    1010 Fair Ave Suite E, Santa Cruz, CA 95060, United States
    (831) 621-2075
    michellelisacinteriordesign.com

    Michelle Lisac Interior Design is a California Modern Classic Interiors firm located at 1010 Fair Avenue, Santa Cruz, California.

    Photo of Michelle Lisac Interior Design - 1010 Fair Avenue, Santa Cruz, CA 95060, USA Photo of Michelle Lisac Interior Design - 1010 Fair Avenue, Santa Cruz, CA 95060, USA Photo of Michelle Lisac Interior Design - 1010 Fair Avenue, Santa Cruz, CA 95060, USA
    General Contractor
    Details
  • 5 8
    #21

    Bailey Properties

    ● Closed
    1602 Ocean St, Santa Cruz, CA 95060, United States
    (831) 426-4100
    baileyproperties.com

    Bailey Properties is a finance and real estate agency located at 1602 Ocean Street in Santa Cruz, California, United States.

    Photo of Bailey Properties - 1602 Ocean Street, Santa Cruz, CA 95060, USA Photo of Bailey Properties - 1602 Ocean Street, Santa Cruz, CA 95060, USA Photo of Bailey Properties - 1602 Ocean Street, Santa Cruz, CA 95060, USA
    Financial Service Real Estate Agent
    Details
  • 5 8
    #22

    HarborLight Investments

    ● Closed
    180 7th Ave Suite 204, Santa Cruz, CA 95062, United States
    (831) 291-3843
    harborlightinvestments.com

    HarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States.

    Photo of HarborLight Investments - 180 7th Avenue, Santa Cruz, CA 95062, USA Photo of HarborLight Investments - 180 7th Avenue, Santa Cruz, CA 95062, USA Photo of HarborLight Investments - 180 7th Avenue, Santa Cruz, CA 95062, USA
    Financial Service
    Details
  • 5 2
    #23

    Natural Bridges Financial Advisors

    ● Closed
    627 Center St, Santa Cruz, CA 95060, United States
    (831) 421-0700
    naturalbridgesfa.com

    Natural Bridges Financial Advisors is a leading accounting and finance institution located at 627 Center Street in the beautiful coastal city of Santa Cruz, California, United States.

    Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA Photo of Natural Bridges Financial Advisors - 627 Center Street, Santa Cruz, CA 95060, USA
    Accounting Service Financial Service
    Details
  • 5 1
    #24

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™

    ● Closed
    221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066, United States
    (831) 461-9311
    edwardjones.com

    Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ is a leading financial institution located at 221 Mount Hermon Road in Scotts Valley, California, United States.

    Photo of Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ - 221 Mount Hermon Road, Scotts Valley, CA 95066, USA
    Financial Service
    Details
  • 5 1
    #25

    Merrill Edge

    ● Closed
    333 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    (408) 335-2903
    locations.merrilledge.com

    Merrill Edge is a finance institution located at 333 North Santa Cruz Avenue, Los Gatos, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action.

    Financial Service
    Details
  • 5 1
    #26

    Modern Woodmen

    ● Open
    230 Mt Hermon Rd Suite 212, Scotts Valley, CA 95066, United States
    (831) 600-8461
    modernwoodmen.org

    Modern Woodmen, located at 230 Mount Hermon Road in Scotts Valley, California, is a finance institution that has been bringing people together, supporting families, and strengthening communities since 1883.

    Financial Service
    Details
  • 5 1
    #27

    Beacon Pointe Advisors

    ● Closed
    365 Lake Ave B, Santa Cruz, CA 95062, United States
    (831) 476-5210
    beaconpointe.com

    Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth.

    Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA Photo of Beacon Pointe Advisors - 365 Lake Avenue, Santa Cruz, CA 95062, USA
    Financial Service
    Details
  • 5 2
    #28

    World Financial Group - Pinnacle Elite

    ● Closed
    2901 Park Ave Suite A12, Soquel, CA 95073, United States
    (831) 295-2809
    agents.worldfinancialgroup.com

    World Financial Group - Pinnacle Elite is a prestigious finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Financial Service
    Details
  • 5 1
    #29

    Ohana Wealth Mangement

    ● Closed
    2901 Park Ave b1, Soquel, CA 95073, United States
    (831) 216-5519
    ohanawealthmanagement.net

    Ohana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States.

    Photo of Ohana Wealth Mangement - 2901 Park Avenue, Soquel, CA 95073, USA
    Financial Service
    Details
  • 5 6
    #30

    Mark Areias Jewelers

    ● Closed
    7552 Soquel Dr, Aptos, CA 95003, United States
    (831) 688-2799
    areiasjewelers.com

    Mark Areias Jewelers is a premier jewelry store and financial institution located at 7552 Soquel Drive in Aptos, California.

    Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA Photo of Mark Areias Jewelers - 7552 Soquel Drive, Aptos, CA 95003, USA
    Financial Service Jewelry Store Store
    Details
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Aptos Capitola Felton Los Gatos Menlo Park Monterey Santa Clara Santa Cruz Scotts Valley Soquel Watsonville

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