Tailored financial services for individuals in Santa Cruz, CA
11 results found
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MainStreet Financial Planning, Inc
● ClosedMainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.
236 N Santa Cruz Ave # 237, Los Gatos, CA 95030, United States -
Santa Cruz Check Recovery
● OpenWelcome to Santa Cruz Check Recovery, your dedicated local government office located at 701 Ocean Street, Santa Cruz, California. We specialize in providing efficient and reliable check recovery services to the residents and businesses of Santa Cruz County. Our team is committed to assisting individuals and organizations in resolving issues related to returned checks, ensuring a smooth and fair process for all parties involved. With a focus on professionalism and integrity, we work diligently to uphold the financial stability and trust within our community. Whether you're dealing with a returned check or seeking guidance on check recovery procedures, Santa Cruz Check Recovery is here to help. Visit us today for expert support and assistance tailored to your needs.
701 Ocean Street, Santa Cruz, California 95060, United States -
Santa Cruz County Bank
● ClosedWelcome to Santa Cruz County Bank, your trusted financial partner located at 7775 Soquel Drive, Aptos, California. As a leading community bank, we are committed to providing exceptional banking services tailored to meet the needs of individuals, businesses, and non-profit organizations in our community. Our comprehensive range of financial solutions includes personal and business banking, loans, mortgages, and investment services, all delivered with a personalized touch. At Santa Cruz County Bank, we pride ourselves on our deep roots in the community and our dedication to fostering economic growth and prosperity in the region. Our team of experienced financial professionals is here to guide you every step of the way, offering expert advice and customized financial strategies to help you achieve your goals.
7775 Soquel Drive, Aptos, California 95003, United States -
Farmers Insurance - Ted Herzon
● ClosedFarmers Insurance - Ted Herzon is a reputable insurance agency located at 406 Mission Street in Santa Cruz, California, United States. With a strong commitment to protecting individuals and businesses with quality insurance products, Farmers Insurance - Ted Herzon offers a wide range of coverage options to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to providing personalized service and tailored solutions to ensure you have the coverage you need. Trust Farmers Insurance - Ted Herzon to safeguard your assets and provide peace of mind for the future.
406 Mission St # F, Santa Cruz, CA 95060, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.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.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Springwater Wealth Management, LLC
● ClosedSpringwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California. With a focus on providing personalized financial solutions, Springwater Wealth Management, LLC offers a range of services including investment management, retirement planning, estate planning, and tax optimization. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Springwater Wealth Management, LLC is committed to providing expert guidance and tailored strategies to meet your individual needs.
740 Front St #200, Santa Cruz, CA 95060, United States -
Tristan Kass - Morgan Stanley
● OpenTristan Kass - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a strong reputation for excellence in financial services, Tristan Kass - Morgan Stanley offers a wide range of investment and wealth management solutions to clients in the Santa Cruz area and beyond. The knowledgeable team at Tristan Kass - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tristan Kass - Morgan Stanley is committed to providing personalized and professional financial advice tailored to your individual needs.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Kyle Coulter - Morgan Stanley
● OpenKyle Coulter - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Kyle Coulter offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors, Kyle Coulter - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Kyle Coulter - Morgan Stanley is committed to providing personalized financial solutions tailored to your individual needs.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
King Personal Injury & Car Accident Lawyers
● OpenWelcome to King Personal Injury & Car Accident Lawyers, your trusted legal advocates in Santa Cruz, California. Conveniently located at 212 Laurel Street, our dedicated team is committed to providing exceptional legal services to individuals who have been injured in personal injury and car accident cases. With a deep understanding of California law and a client-focused approach, we strive to achieve the best possible outcomes for our clients. At King Personal Injury & Car Accident Lawyers, we recognize the physical, emotional, and financial challenges that can arise from an accident. Our experienced attorneys are here to guide you through every step of the legal process, offering personalized attention and expert advice tailored to your unique situation. Whether you’re dealing with medical expenses, lost wages, or insurance disputes, we are prepared to fight for your rights and ensure you receive the compensation you deserve.
212 Laurel Street, Santa Cruz, California 95060, United States -
1st Capital Bank
● ClosedWelcome to 1st Capital Bank, your trusted partner in banking and finance, conveniently located at 3110 Mission Drive, Santa Cruz, California. At 1st Capital Bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Our team of experienced professionals is dedicated to delivering personalized solutions, whether you're looking to open a new account, secure a loan, or explore investment opportunities. With a focus on customer satisfaction, we strive to offer competitive rates, innovative banking products, and a seamless banking experience. Visit us today and discover why 1st Capital Bank is the preferred choice for individuals and businesses in Santa Cruz. Your financial success is our priority!
3110 Mission Drive, Santa Cruz, California 95065, United States -
Diane Molnar, Realtor
● ClosedWelcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.
1041 41st Avenue, Santa Cruz, California 95062, United States
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- tailored financial services for individuals in Aptos
- tailored financial services for individuals in Los Gatos
- tailored financial services for individuals in Menlo Park
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