Wealth growth in Santa Cruz, CA
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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 -
Farmers Insurance District Office - Pedro Gonzalez
● ClosedFarmers 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.
1521 1/2, Pacific Ave, Santa Cruz, CA 95060, United States -
Countryside Financial Services
● ClosedCountryside 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.
411 Kelly Ln, Santa Cruz, CA 95060, United States -
Ottone & Leach LLP
● ClosedOttone & 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.
1418 S Main St Suite 203, Salinas, CA 93908, United States -
Bob Gallo, LCSW
● OpenBob 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.
Soquel Dr, Aptos, CA 95003, United States -
Holly Hughes & Co.
● ClosedHolly 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.
740 Front St Suite 370, Santa Cruz, CA 95060, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
365 Lake Ave B, Santa Cruz, CA 95062, United States -
Regis Management Co
● OpenRegis 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.
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States -
Sea Glass Orthodontics
● ClosedWelcome to Sea Glass Orthodontics, your trusted destination for exceptional orthodontic care in the heart of Santa Cruz, California. Conveniently located at 824 Mission Street, our practice is dedicated to helping you and your family achieve beautiful, healthy smiles for life. Led by Dr. Sophie Logan, a proud Santa Cruz native and a Harvard-trained orthodontist, our team is passionate about providing personalized treatment in a comfortable and supportive environment. Dr. Logan, along with her husband and Treatment Coordinator Sheldon, brings a wealth of experience and a personal touch to ensure that every patient feels like part of our family.
824 Mission Street, Santa Cruz, California 95060, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 730 Ocean Street, Santa Cruz, California 95060. As a trusted leader in the banking and finance industry, Chase Bank offers a comprehensive range of services tailored to meet your financial needs. Our Santa Cruz branch provides a full suite of banking solutions, including ATMs, personal banking, and business banking services. Whether you're looking to manage your personal finances or require specialized business banking assistance, our team of professionals is here to help. Our business banking services include expert guidance on improving cash flow, credit solutions, and payroll management, complemented by our online and mobile banking platforms, business credit cards, and payment acceptance solutions.
730 Ocean Street, Santa Cruz, California 95060, United States -
Robert Carling Realtor at David Lyng Real Estate
● OpenWelcome to Robert Carling Realtor at David Lyng Real Estate, your trusted partner for all your real estate needs in Scotts Valley and the surrounding areas. Located at 5522 Scotts Valley Drive, Scotts Valley, California, our office is dedicated to helping you find a home you will truly love. With deep roots in Santa Cruz County, Robert Carling brings a wealth of local knowledge and expertise to the table. Having lived in the area his entire life, Robert understands the unique charm and nuances of the neighborhoods and market. His journey began at UC Davis, where he earned a bachelor's degree in Managerial Economics while excelling as a student-athlete. After college, he pursued a professional baseball career, playing in the MLB-partnered Frontier League and American Association.
5522 Scotts Valley Drive, Scotts Valley, California 95066, United States -
Teresa Peters Executive Realtor
● ClosedWelcome 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.
6080 Center Drive, Los Angeles, California 90045, United States
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- wealth growth in Aptos
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- wealth growth in Salinas
- wealth growth in Scotts Valley
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