Tax efficient investing strategies in Capitola, California

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 Merrill Edge, located at 4055 Capitola Road, Capitola, California. As a leading provider of financial solutions, we are committed to helping you turn your ambitions into action. Our team of experienced Merrill® Financial Solutions Advisors™ is ready to offer personalized advice and guidance tailored to your unique goals and priorities. Whether you are planning for the future or seeking to make informed financial decisions, our advisors can meet with you in the way that suits you best. At Merrill, we provide a comprehensive range of services including brokerage, investment advisory, and financial planning. We are dedicated to delivering valuable insights and tools to help you navigate the complexities of investing. Please note that investing in securities involves risks, including the potential loss of principal. We encourage you to review our detailed information about products and services through our Client Relationship Summary.