Top financial advisors near me in Capitola, CA
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Edward Jones - Financial Advisor: Mark A Gerber
● OpenEdward Jones - Financial Advisor: Mark A Gerber is a reputable financial institution located at 2121 41st Avenue in Capitola, California, United States. Specializing in finance, Mark A Gerber provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Mark A Gerber is dedicated to providing top-notch financial advice and guidance to individuals and families in the Capitola area.
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066, United States -
Phelps Karen a CPA
● ClosedPhelps Karen, a CPA, is a reputable accounting and finance institution located at 824 Bay Avenue in Capitola, California, United States. With years of experience and expertise in the field, Phelps Karen offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch solutions to individuals and businesses alike. Trust Phelps Karen, a CPA, to handle all your accounting and finance needs with professionalism and precision.
824 Bay Ave #20, Capitola, CA 95010, United States -
Team Jim Black Home Loans by Revest Homes, Inc.
● OpenTeam Jim Black Home Loans by Revest Homes, Inc. is a finance and real estate agency located at 105 Stockton Avenue, Capitola, California, United States. Committed to integrity, responsibility, and excellence, Jim and his team are dedicated to helping clients navigate the complexities of home financing and real estate transactions. With a focus on creating wealth through real estate, Jim offers customized lending strategies tailored to individual needs. The team also provides expert assistance on real estate goals, collaborating with top real estate agents like Ace Woods from Dream Catch Properties. Whether you are looking to purchase a home in Santa Cruz, San Rafael, Walnut Creek, Monterey, or San Francisco, Team Jim Black Home Loans is ready to guide you through the process. Loan approval is not guaranteed and is subject to lender review, but the team is committed to providing optimal rate options and cost-effective solutions. Contact them during their business hours or schedule an appointment online to start your real estate journey with Team Jim Black Home Loans by Revest Homes, Inc.
105 Stockton Ave, Capitola, CA 95010, United States -
AB Tax Systems
● OpenAB Tax Systems is a renowned accounting and finance institution located at 4259 Capitola Road in Capitola, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, AB Tax Systems is dedicated to providing top-notch financial solutions to help you achieve your goals. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting needs.
4259 Capitola Rd, Capitola, CA 95010, United States
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