TOP 30 Best Professional investment advisor in Santa Cruz, California

HarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States. With a focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized advice and guidance to ensure that each client receives the best possible investment strategy tailored to their individual needs. Whether you are a seasoned investor or just starting out, HarborLight Investments is committed to helping you navigate the complex world of finance with confidence and success.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Cultivate Investments, located at 20 South Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers a next-generation investment management approach. Founded by Loren Kinczel, a seasoned professional with a background in top-rated investment firms, Cultivate Investments focuses on aligning interests with its clients and investing a significant portion of its family wealth alongside yours. With a commitment to flexible thinking and original technology, Cultivate Investments offers a classic value investment approach that can help you achieve your investment goals. Please note that all information provided on this site is for informational purposes only, and you should consult with a financial adviser before making any decisions. Cultivate Financial Group LLC is not affiliated with the Social Security Administration or any government agency.

DCD 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.

Welcome to Anderson Christie Real Estate, your trusted partner in finding the perfect home or investment property in Santa Cruz, California. Conveniently located at 115 Knight Street, our agency prides itself on offering personalized and comprehensive real estate services to meet all your needs. Whether you are buying, selling, or renting, our experienced team is dedicated to providing expert guidance and support throughout your real estate journey. At Anderson Christie Real Estate, we understand that each client is unique, which is why we tailor our services to fit your individual requirements. Our deep knowledge of the local market, combined with our commitment to excellence, ensures that you receive the highest level of service and the best possible outcomes. From charming coastal cottages to modern urban dwellings, we have a diverse portfolio of properties that cater to a wide range of tastes and budgets.

H&R Block is a renowned accounting and finance institution located at 1804 Mission Street in Santa Cruz, California, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Whether you need assistance with tax planning, bookkeeping, or financial consulting, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their Santa Cruz location to receive personalized and reliable financial services.

H&R Block is a well-established accounting and finance institution located at 724 Water Street in Santa Cruz, California, United States. With a team of skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services in a welcoming and professional environment.

Countryside 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.

Castelli 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.

Dollars and Sense is a reputable accounting and finance institution located at 1734 Seabright Avenue in Santa Cruz, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are here to help you make sense of your dollars. Contact us today to schedule a consultation and take control of your finances.

Chamberlain 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.

Michael Chamberlain CFP is a reputable finance institution located at 303 Water Street in Santa Cruz, California, United States. As a Certified Financial Planner, Michael Chamberlain offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized financial planning and investment management, clients can trust in the expertise and professionalism of Michael Chamberlain CFP to guide them towards financial success.

Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.

Welcome to Kathy S. Davis Real Estate Agency, your trusted partner in finding the perfect home in Scotts Valley, California, and the surrounding areas. Conveniently located at 237 Mount Hermon Road, our dedicated team of real estate professionals is committed to providing personalized and comprehensive services tailored to meet your unique needs. Whether you're buying, selling, or investing, we leverage our extensive knowledge of the local market and our passion for real estate to ensure a seamless and successful experience. At Kathy S. Davis Real Estate Agency, we pride ourselves on our integrity, expertise, and exceptional customer service. Let us guide you on your real estate journey and help you turn your property dreams into reality. Visit us today and discover why we are the preferred choice for all your real estate needs in Scotts Valley and beyond.

Welcome to BCE and Associates, your trusted real estate partner located in the heart of Santa Cruz, California. Situated at 511 River Street, our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of our community. With a deep understanding of the local market and a commitment to excellence, BCE and Associates offers a comprehensive range of services including buying, selling, and property management. Our team of experienced professionals is here to guide you every step of the way, ensuring a seamless and rewarding real estate experience. Whether you're a first-time homebuyer, looking to invest, or seeking the perfect property to call home, BCE and Associates is here to help you achieve your real estate goals with confidence and ease. Discover the difference of working with a local agency that truly understands Santa Cruz. Contact us today and let's embark on your real estate journey together.

Welcome to Linda Bailey, Realtor – Your trusted partner in real estate, located in the heart of Santa Cruz, California. Situated at 1142 Soquel Avenue, our agency is dedicated to helping you navigate the dynamic real estate market with confidence and ease. With years of experience and a deep understanding of the local community, Linda Bailey and her team are committed to providing personalized, professional service tailored to meet your unique needs. Whether you're buying your first home, searching for the perfect investment property, or looking to sell, we offer expert guidance every step of the way. Our comprehensive market knowledge, combined with a passion for real estate, ensures that you receive the best possible outcomes. We pride ourselves on building lasting relationships with our clients through integrity, transparency, and exceptional service.

Welcome to The Portola Group, your trusted partner for all your general contracting and real estate needs in Capitola, California, and the surrounding Santa Cruz area. Conveniently located at 1360 41st Avenue, we specialize in providing expert guidance and personalized services to help you navigate the dynamic real estate market. At The Portola Group, we pride ourselves on our deep-rooted understanding of the local market, meticulous attention to detail, and a genuine passion for empowering our clients. Whether you're looking to buy, sell, or invest, our team of experienced professionals, including Nick Kambic (CA DRE# 02019111) and Jonathan Rossi (CA DRE# 01988429), is dedicated to ensuring a positive and fulfilling experience every step of the way.

Welcome to Sunset Properties, your trusted real estate agency nestled in the heart of Watsonville, California. Conveniently located at 2661 Beach Road, we specialize in connecting clients with their dream homes and investment properties across the picturesque landscapes of the Central Coast. With a deep understanding of the local market and a commitment to personalized service, our team of experienced real estate professionals is dedicated to making your buying, selling, or renting experience seamless and successful. Whether you're searching for a charming coastal cottage, a sprawling estate, or a lucrative commercial property, Sunset Properties is here to guide you every step of the way. Discover the perfect property today with Sunset Properties—where your real estate dreams come to life.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

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. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, Canyon View Capital is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Optium 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.

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. Our Santa Cruz branch provides a full suite of banking solutions, including ATMs, personal banking, and business banking services. Whether you're looking to manage your personal finances or require specialized business banking assistance, our team of professionals is here to help. Our business banking services include expert guidance on improving cash flow, credit solutions, and payroll management, complemented by our online and mobile banking platforms, business credit cards, and payment acceptance solutions.

Chiorini Hunt & Jacobs is a reputable accounting and finance institution located at 901 Center Street in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Chiorini Hunt & Jacobs has the expertise to meet your needs. Trustworthy and reliable, this institution is dedicated to helping their clients achieve their financial goals.

Coast 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.

Welcome to Chase ATM located at 730 Ocean Street, Santa Cruz, California 95060, your convenient financial partner in the heart of Santa Cruz. As part of JPMorgan Chase & Co., one of the world's leading financial services firms, we are here to support your financial needs with a wide array of services. At Chase, we understand the importance of efficient and secure banking. Our ATM services provide easy access to your accounts, allowing you to withdraw cash, check your balance, and more, all at your convenience. Our facility is designed to ensure a seamless and secure banking experience.

Welcome to Marjorie Vickner, David Lyng Real Estate, your trusted partner in finding the perfect property in Scotts Valley and the surrounding areas. Located conveniently at 5522 Scotts Valley Drive, Scotts Valley, California, our dedicated team of real estate professionals is committed to providing exceptional service tailored to your unique needs. Whether you're buying, selling, or investing, Marjorie Vickner and her team bring years of experience and a deep understanding of the local market to ensure a seamless and successful real estate journey. We pride ourselves on our personalized approach, taking the time to listen and understand your goals to deliver the best possible outcomes.

Lighthouse Realty & Property Management is Santa Cruz's leading real estate and property management company, located at 402 Ingalls Street in Santa Cruz, California. Our locally owned company is dedicated to providing our clients with top-notch, professional service for all their real estate needs. Whether you are buying or selling a home, our team at Lighthouse Realty understands the significance of these transactions and the importance of attention to detail. We are committed to helping our clients navigate the ever-changing housing market with enthusiasm and expertise.

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. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our dedicated team is here to assist you. At BMO, we are committed to providing you with secure and reliable financial services. As a member of the FDIC, our banking products and services are subject to bank and credit approval, ensuring that your financial needs are met with the highest standards of security and compliance.

Chase Bank, located at 650 Santa Cruz Avenue in Menlo Park, California, is a full-service financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in cash flow management, credit solutions, and payroll services, Chase Bank also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank offers investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Additionally, Chase Private Client offers a premium banking and investment experience. Member FDIC.

Jane 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.