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TOP 30 Wealth growth in Santa Cruz, CA
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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.
Farmers Insurance District Office - Pedro Gonzalez
Farmers Insurance District Office - Pedro Gonzalez is an insurance agency located on Pacific Avenue in Santa Cruz, California, United States. This agency offers the opportunity for individuals to build or buy their own agency through various programs such as Retail, Acquisition, or Protégé. With the support of experienced professionals, agency owners can maximize their personal income through residual income and quarterly bonus opportunities. Additionally, hard work can lead to rewards and bonuses, including destination trips for Farmers Achievement Clubs. The agency owners have the chance to establish generational wealth and enjoy unlimited income potential. The institution provides award-winning training programs and access to knowledgeable professionals to support business growth. By partnering with Farmers Insurance Group of Companies®, agency owners can offer over 50 different products to the community, ranging from home and auto to business, life, and financial services. By supporting local schools, youth programs, sports teams, and charity organizations, agency owners can become valued community leaders. The agency is affiliated with various insurers and offers a range of insurance products and services.
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.
Ottone & Leach LLP
Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
Bob Gallo, LCSW
Bob Gallo, LCSW is a renowned psychotherapist and clinical social worker located on Soquel Drive in Aptos, California, United States. With 30 years of experience in the field, Bob brings a wealth of knowledge and expertise to each of his professional endeavors. He provides individual therapy for adults and adolescents, as well as family therapy for children and their family members. Bob also works with couples and families, helping them navigate through various challenges and transitions. In addition to therapy sessions, Bob offers consultations to help individuals determine the best approach for their specific needs, whether it be therapy, medical attention, alternative approaches, or community resources. He believes that therapy can not only address current concerns but also promote personal growth, improve functioning, and enhance overall quality of life.
Holly Hughes & Co.
Holly Hughes & Co. is a health institution located at 740 Front Street in Santa Cruz, California, United States. We understand that life can be unpredictable and challenging, which is why we offer individual therapy to help you navigate through stress, anxiety, and overwhelming feelings. Our goal is to provide you with the time, space, and perspective needed to heal and grow. Families are constantly changing and evolving, and we are here to support you through every stage. Whether you need help improving your relationships, parenting strategies, or guidance during uncertain times, our therapists are here to help you bring your best self to the table.
Beacon Pointe Advisors
Beacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.
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.
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