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TOP 30 Risk management strategies in Santa Cruz, CA
10 results found
Search for local businesses, places and services near you
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
Regis Management Co
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.
Countryside Financial Services
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.
Coast Financial Services, Inc.
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.
Dr. Jeff D. Lester, DO
Welcome to Dr. Jeff D. Lester, DO, your trusted partner in integrative health located at 4105 Soquel Drive, Soquel, California. Since 1987, Dr. Lester has been at the forefront of integrative medicine, providing personalized care that addresses the unique complexities of each patient’s physiology. Our approach has successfully resulted in complete and life-long cures for conditions often deemed incurable by conventional methods. At Trilogy Medical Centers, we pride ourselves on offering a friendly and welcoming environment where patients are remembered by name and treated with the utmost care and respect. Our integrative approach combines the best of traditional and alternative medicine, focusing on the whole person—body, mind, and spirit. This allows us to develop tailored treatment programs that enhance your health and well-being without relying heavily on medications or invasive procedures.
Trilogy Medical
Welcome to Trilogy Medical, your premier destination for integrative healthcare in Soquel, California. Conveniently located at 4105 Soquel Drive, our facility has been a cornerstone of holistic health since 1987, under the compassionate leadership of Dr. Lester. We specialize in an integrative medical approach that blends the best of traditional and alternative medicine to address a wide range of health conditions, even those deemed incurable by conventional methods. At Trilogy Medical, we understand that each individual is unique, and so is their journey to health. That's why we prioritize personalized care programs tailored to meet the specific needs of each patient. Our approach is rooted in the principles of integrative medicine, emphasizing the body's natural capacity to heal itself without relying heavily on medications or invasive procedures.
CDReload Instant Bitcoin
Welcome to CDReload Instant Bitcoin, your go-to solution for easy and convenient Bitcoin transactions in Santa Cruz, California. Located at 1700 Mission Street, we offer a seamless way to buy and send Bitcoin without the hassle of traditional banks or ATMs. With over 16,000 locations nationwide, you can effortlessly add cash at the register and convert it into Bitcoin instantly. Our user-friendly Bitcoin ATMs are strategically placed across the country, making it simple to purchase Bitcoin with cash. Just scan your wallet QR code, deposit your cash, and receive your Bitcoin immediately. For those who prefer digital transactions, you can buy a wide range of cryptocurrencies using your debit card, credit card, or bank account, with transaction limits ranging from $5 to $20,000.
Jessica Locatelli - Morgan Stanley
Welcome to Jessica Locatelli - Morgan Stanley, your trusted partner in financial planning and investment management, located in the heart of Santa Cruz, California. Situated at 6004 La Madrona Drive, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. At Jessica Locatelli - Morgan Stanley, we understand that navigating the complexities of the financial world can be challenging. Our experienced team is committed to offering expert guidance and innovative solutions to help you achieve financial success. Whether you're planning for retirement, managing your wealth, or looking to invest, we offer a comprehensive range of services designed to support your financial journey.
Pertria
Welcome to Pertria, your trusted real estate agency located at 365 Lake Avenue, Santa Cruz, California. Specializing in Bay Area real estate investments, Pertria is the go-to choice for investors seeking personalized investment strategies that align with their goals for income generation, appreciation, or capital gains. Whether you're an individual investor or part of a group, our expert team will guide you through the complexities of the real estate market with strategies tailored to your risk tolerance and objectives. Founded by Helen Pastorino, a distinguished leader with over 42 years of experience in the real estate industry, Pertria brings unparalleled expertise and insight into the dynamic Silicon Valley market. Helen's illustrious career includes serving as Regional Vice President of Fox & Carskadon, where she managed $1 billion in sales, and co-founding Alain Pinel Realtors, where she grew annual sales into billions of dollars. Her pioneering work in integrating information technology into real estate practices has been widely recognized and celebrated.
Teresa Peters Executive Realtor
Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
List of local businesses, places and services in California
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