Professional financial services in Santa Cruz, CA
130 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
DCD Financial & Insurance Services
● ClosedDCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.
1123 Soquel Ave, Santa Cruz, CA 95062, United States -
Prinz Insurance Services
● OpenPrinz Insurance Services is a reputable insurance agency located at 9035 Soquel Avenue in Santa Cruz, California. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best suits your individual needs. Our commitment to exceptional customer service and personalized attention sets us apart from other insurance agencies. Contact us today to learn more about how we can protect what matters most to you.
9035 Soquel Ave STE 105, Santa Cruz, CA 95062, United States -
Bri Steel, REALTOR-Broker | Live Love Santa Cruz
● OpenBri Steel, REALTOR-Broker | Live Love Santa Cruz is a reputable real estate agency located at 645 35th Avenue in Santa Cruz, California. Specializing in helping clients buy and sell homes in the beautiful Santa Cruz area, Bri Steel offers top-notch service and expertise in the real estate market. As a general contractor, Bri Steel also provides valuable insights and guidance on property maintenance and improvements. Whether you are looking to find your dream home or sell your current property, Bri Steel is dedicated to helping you navigate the real estate process with care and professionalism. Live Love Santa Cruz with Bri Steel, REALTOR-Broker.
645 35th Ave, Santa Cruz, CA 95062, United States -
Santa Cruz Property Management Co.
● ClosedSanta 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. Our services include property marketing, tenant screening, rent collection, maintenance coordination, and financial reporting. Whether you are a property owner looking for expert management services or a tenant searching for the perfect rental property, Santa Cruz Property Management Co. is here to help. Contact us today to learn more about our comprehensive property management solutions.
1240 41st Ave, Capitola, CA 95010, United States -
AAA Capitola/Santa Cruz Branch
● ClosedAAA Capitola/Santa Cruz Branch is an insurance agency located at 4400 Capitola Road in Capitola, California. Our dedicated team of professionals is committed to providing high-quality insurance products and exceptional customer service to the residents of Santa Cruz and the surrounding areas. Whether you are in need of auto, home, or life insurance, we are here to help you find the coverage that best fits your needs. Visit us today to learn more about our services and how we can protect what matters most to you.
4400 Capitola Rd #100, Capitola, CA 95010, United States -
Countryside Financial Services
● ClosedCountryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
A Premium Tax Services & Notary
● OpenA Premium Tax Services & Notary is a trusted financial institution located in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and notary services to individuals and businesses in the area. Whether you need help with tax preparation, filing, or notarizing important documents, we are here to assist you with personalized and efficient service. Trust A Premium Tax Services & Notary for all your financial needs.
Santa Cruz, CA 95060, United States -
Cruz Business Services
● ClosedCruz Business Services is a professional institution located at 5276 Hollister Avenue in Santa Barbara, California. Our team of experienced professionals provides a wide range of business services including financial consulting, tax preparation, and bookkeeping. We are dedicated to helping businesses of all sizes thrive and succeed. Visit us today to see how we can help your business grow.
5276 Hollister Ave #406, Santa Barbara, CA 93111, United States -
Wildflower Financial
● OpenWildflower Financial is a leading finance institution located at 120 Church Street in the vibrant city of Santa Cruz, California, United States. With a team of dedicated professionals, Wildflower Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Wildflower Financial is here to provide expert guidance and personalized solutions. Trust in Wildflower Financial to help you cultivate a strong financial future.
120 Church St, Santa Cruz, CA 95060, United States -
Castelli Financial
● ClosedCastelli Financial is a finance institution located at 236 North Santa Cruz Avenue, Los Gatos, California, United States. At Castelli Financial, we prioritize transparency and trust, providing personalized financial services to help you achieve your financial goals and live your best life. Our approach is like an Italian family dinner - personal, sophisticated, and unrushed. We take the time to review your financial landscape, educate you about your options, and ensure you have peace of mind about your finances. Our founder, Juliette Castelli-Kolev, comes from a heritage of caring deeply for others, and we treat each client like family. We offer a range of financial solutions for all stages of life, from retirement planning to comprehensive financial strategies. Castelli Financial has been recognized by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, a testament to our dedication to excellence and client satisfaction. Juliette Castelli-Kolev is a licensed agent for New York Life Insurance Company, offering a range of insurance and investment products to help you secure your financial future. We are committed to serving our clients with integrity and expertise, and we are honored to have you join the Castelli Financial family.
236 N Santa Cruz Ave #240, Los Gatos, CA 95030, United States -
Pacific Tax Service, A Blackline Partners Company
● ClosedPacific Tax Service, A Blackline Partners Company is a trusted accounting and finance institution located at 133 Mission Street in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial solutions to individuals and businesses alike. With a focus on accuracy, reliability, and personalized attention, we strive to help our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Pacific Tax Service is here to assist you every step of the way. Trust us to handle your financial needs with expertise and integrity.
133 Mission St UNIT 240, Santa Cruz, CA 95060, United States -
Coast Financial Services, Inc.
● ClosedCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Trish the Santa Cruz CPA
● ClosedTrish the Santa Cruz CPA, located at 4630 Soquel Drive in Soquel, California, is a trusted institution specializing in accounting and finance services. Led by Patricia Beckwith, known as Trish, the institution offers personal and exceptional service with reasonable fees. Trish is experienced in all aspects of taxes, including individuals, businesses, trusts, estates, and IRS tax resolution services. Her mission is to provide superior client service and the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. Clients rave about Trish's knowledge, easy-going nature, and expertise in the field. If you're looking for a CPA in Santa Cruz, Trish is the one to call.
4630 Soquel Dr, Soquel, CA 95073, United States -
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenBizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
125 Water Street SteA3, Santa Cruz, CA 95060, United States -
Chamberlain Financial Planning & Wealth Management
● ClosedChamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States -
Allworth Financial
● ClosedAllworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
644 N Santa Cruz Ave #4, Los Gatos, CA 95030, United States -
Chamberlain Financial Planning & Wealth Management
● ClosedChamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.
125 Mission St #3, Santa Cruz, CA 95060, United States -
Santa Cruz Tax Services
● ClosedSanta Cruz Tax Services is a reputable institution located at 710 River Street in Santa Cruz, California, United States. Specializing in accounting and finance, they offer a wide range of services to help individuals and businesses with their tax needs. With experienced professionals and a commitment to providing excellent customer service, Santa Cruz Tax Services is a trusted partner for all your financial needs.
710 River St Unit 8, Santa Cruz, CA 95060, United States -
Padgett Business Services
● ClosedPadgett Business Services is a trusted institution located in Los Gatos, California, specializing in accounting and finance services. With a convenient location at 501 North Santa Cruz Avenue, Padgett Business Services offers expert financial guidance and support to businesses of all sizes. Their team of professionals is dedicated to helping clients navigate complex financial matters and achieve their goals. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Padgett Business Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to see how they can help you succeed in your business endeavors.
501 N Santa Cruz Ave #4355, Los Gatos, CA 95030, United States -
Santa Cruz Bookkeeping
● ClosedSanta Cruz Bookkeeping is a trusted institution located in the heart of Santa Cruz, California. Specializing in accounting and finance services, we provide expert bookkeeping solutions for individuals and businesses alike. Our team of professionals is dedicated to helping clients manage their financial records efficiently and accurately. Whether you need assistance with payroll, taxes, or budgeting, Santa Cruz Bookkeeping is here to help. Visit us at 180 7th Avenue to learn more about how we can support your financial needs.
180 7th Ave Ste 200, Santa Cruz, CA 95062, United States -
Fernanda Aguiar, CPA, EA Padgett Business Services
● ClosedFernanda Aguiar, CPA, EA Padgett Business Services is a reputable accounting and finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a team of qualified professionals, the institution provides a wide range of financial services including tax preparation, bookkeeping, payroll, and business consulting. Clients can rely on their expertise to help them navigate complex financial matters and achieve their financial goals. Whether you are an individual or a business owner, Fernanda Aguiar, CPA, EA Padgett Business Services is dedicated to providing personalized and professional service to meet your needs.
325 Soquel Ave #1, Santa Cruz, CA 95062, United States -
Keenly Financial
● ClosedKeenly Financial is a reputable accounting and finance institution located at 1111 River Street in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with taxes, budgeting, or financial planning, Keenly Financial is here to help you navigate the complex world of finance with expertise and precision. Trust us to help you achieve your financial goals and secure a bright financial future.
1111 River St #8, Santa Cruz, CA 95060, United States -
Hensley Tax & Bookkeeping Services
● ClosedHensley Tax & Bookkeeping Services is a reputable accounting and finance institution located at 1515 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Our goal is to provide personalized and efficient solutions to help individuals and businesses manage their finances effectively. Trust Hensley Tax & Bookkeeping Services for all your accounting needs.
1515 Capitola Rd, Santa Cruz, CA 95062, United States -
Jane Alma Massie Tax Prep-Financial
● ClosedJane Alma Massie Tax Prep-Financial is a reputable accounting and finance institution located at 3431 Portola Drive in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses in the area. With a strong commitment to accuracy and efficiency, we aim to help our clients navigate the complexities of tax laws and financial planning with ease. Whether you need assistance with tax filing, budgeting, investment strategies, or retirement planning, our experts are here to guide you every step of the way. Trust Jane Alma Massie Tax Prep-Financial for all your accounting and financial needs.
3431 Portola Dr, Santa Cruz, CA 95062, United States -
Santa Cruz Bookkeeping and Tax Service
● ClosedSanta Cruz Bookkeeping and Tax Service is a reputable accounting and finance institution located at 612 Ord Street in Aptos, California, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, and financial consulting. Whether you are a small business owner or an individual in need of financial guidance, Santa Cruz Bookkeeping and Tax Service is dedicated to providing personalized and reliable solutions to meet your needs. Visit them today to ensure your financial success and peace of mind.
612 Ord St, Aptos, CA 95003, United States -
Optium Financial Services
● OpenOptium Financial Services is a leading accounting and finance institution located at 1975 Soquel Drive in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to help you achieve your financial goals. Trust Optium Financial Services to provide you with the personalized and professional financial guidance you need to succeed.
1975 Soquel Dr # 210, Santa Cruz, CA 95065, United States -
United States Postal Service
● ClosedWelcome to the United States Postal Service located at 850 Front Street, Santa Cruz, California. As a cornerstone of the community, our facility offers a comprehensive range of postal and financial services designed to meet your needs. Whether you're mailing a letter, shipping a package, or managing your postal needs, our dedicated team is here to assist you with efficiency and care. Our Santa Cruz location functions not only as a post office but also as a local government office, providing essential services to residents and businesses alike. We pride ourselves on our commitment to customer satisfaction, ensuring that your experience with us is seamless and convenient.
850 Front Street, Santa Cruz, California 95060, United States -
City of Santa Cruz Finance Department
● OpenWelcome to the City of Santa Cruz Finance Department, your trusted partner in fiscal management and financial services. Located at 809 Center Street in the heart of Santa Cruz, California, our department is dedicated to maintaining the financial health and integrity of our vibrant community. As a key component of the local government, we specialize in accounting, budgeting, and financial planning, ensuring transparent and efficient use of public funds. Our team of experienced professionals is committed to providing exceptional service to residents, businesses, and government entities. Whether you need assistance with municipal finance, tax information, or budget reports, the City of Santa Cruz Finance Department is here to support you. Visit us today and discover how we contribute to the economic well-being of our city.
809 Center Street, Santa Cruz, California 95060, United States -
Santa Cruz County Auditor-Controller
● OpenWelcome to the Santa Cruz County Auditor-Controller's Office, your trusted local government resource for financial oversight and accountability. Conveniently located at 701 Ocean Street in the heart of Santa Cruz, California, our office is dedicated to ensuring transparency and integrity in the financial operations of the county. We provide a range of essential services, including auditing county departments, managing financial reporting, and overseeing the allocation of public funds. Our team of experienced professionals is committed to serving the community by safeguarding public resources and promoting fiscal responsibility. Whether you are a resident, business owner, or visitor, we are here to assist you with any inquiries related to county finances. Visit us to learn more about our services and how we work to maintain the financial health of Santa Cruz County.
701 Ocean Street, Santa Cruz, California 95060, United States -
Santa Cruz County Cal-Learn
● OpenWelcome to Santa Cruz County Cal-Learn, a dedicated local government office committed to supporting the educational and personal development of young parents in our community. Located at 1400 Emeline Avenue, Santa Cruz, California, our office is a hub for resources and guidance tailored to assist young families in navigating the challenges of parenthood while pursuing their educational goals. At Santa Cruz County Cal-Learn, we understand the unique needs of young parents and strive to provide comprehensive support through personalized case management, educational workshops, and access to essential services. Our team of compassionate professionals is here to empower young parents to achieve their academic aspirations and build a brighter future for themselves and their families.
1400 Emeline Avenue, Santa Cruz, California 95060, United States
- Car insurance companies
- Home insurance companies
- Small business loan
- Personal loan
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Notary
- Law company
- Tax preparation services
- professional financial services in Aptos
- professional financial services in Capitola
- professional financial services in Los Gatos
- professional financial services in Menlo Park
- professional financial services in Monterey
- professional financial services in Santa Barbara
- professional financial services in Santa Clara
- professional financial services in Soquel
- professional financial services in Watsonville
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos