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State DirectoryFinancial Services in Aptos, CA
1. Mutual of Omaha Reverse Mortgage - Dan Casagrande
1414 Soquel Ave, Santa Cruz, CA 95062
From Business: Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey, and San Benito Counties. Dan helps people to understand their…
2. Small Business Consulting Inc
5401 Scotts Valley Dr, Scotts Valley, CA 95066
From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…
3. Colip James B Insurance Services
415 Capitola Ave, Capitola, CA 95010
From Business: In 1984 James Colip hung out his shingle as an Independent Licensed Agent. Combining his interest in natural healing and alternative medicine with his desire to be of service…
4. Kensington Financial Group
4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066
5. Hutchinson And Bloodgood LLP
579 Auto Center Dr, Watsonville, CA 95076
From Business: At Hutchinson and Bloodgood LLP, we deliver accounting and consulting services that maximize your wealth and position your business for growth. We have built our reputation…
6. Edward Jones - Financial Advisor: Ryan J Ozog
151 Aptos Village Way Ste 308, Aptos, CA 95003
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
7. Busch Farren, LLP, Attorneys at Law
9057b Soquel Dr Ste F, Aptos, CA 95003
From Business: Personal Representation. We work with our clients to ensure that their specific needs are met. Whether you're creating a comprehensive estate plan to ensure your assets are…
8. Chase Bank
1990 41st Ave, Capitola, CA 95010
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
Wheelchair accessible9. Edward Jones - Financial Advisor: Mike Herlevi
2121 41st Ave Ste 209, Capitola, CA 95010
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
10. Edward Jones - Financial Advisor: Marcus Poteete
1414 Soquel Ave, Santa Cruz, CA 95062
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
11. Mitchell Anne MS CPA
575 Soquel Ave, Santa Cruz, CA 95062
From Business: We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events…
12. Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™
1500 41st Ave Ste 258, Capitola, CA 95010
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
13. Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™
2601 41st Ave Ste A, Soquel, CA 95073
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
14. Berger Lewis Accountancy Corporation
740 Front St Ste 365, Santa Cruz, CA 95060
From Business: At Berger/Lewis, our clients are privately held companies, affluent individuals and nonprofit organizations who are passionate in the pursuit of their goals. Our mission, as…
15. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services
125 Water St Ste A-3, Santa Cruz, CA 95060
From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…
16. Walters & Kondrasheff CPAs
4 Carbonero Way, Scotts Valley, CA 95066
From Business: *Servicing Individuals, Corporations, Partnerships, Non-profits and Fiduciaries AMENITY IRS EFile
17. Edward Jones - Financial Advisor: Kate Phillips
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
18. Edward Jones - Financial Advisor: Alan R Gale
5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066
From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…
19. Des Jardins, Lucille
555 Soquel Ave, Santa Cruz, CA 95062
From Business: Thinking about aging and end-of-life issues can be difficult. Whether you are planning your estate or dealing with a family members incapacity or loss of life, you need help…
20. Edward Jones - Financial Advisor: Mike Herlevi
9055 Soquel Dr Ste D, Aptos, CA 95003
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
21. U.S. Bank
783 Rio Del Mar Blvd Ste 73, Aptos, CA 95003
From Business: No matter where you are in the home buying process, I can help. As a mortgage sales supervisor right here in Aptos, I work with you to help you find the right mortgage for your…
22. Dimitri Timm at Guaranteed Rate Affinity (NMLS #280212)
124 Rancho Del Mar, Aptos, CA 95003
From Business: Dimitri Timm is your Aptos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…
23. Check N' Go
1441 Main St Suite 101, Watsonville, CA 95076
From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…
24. Santa Cruz Community Credit Union
324 Front St, Santa Cruz, CA 95060
From Business: Established in 1977, The Santa Cruz Community Credit Union is a nationally recognized financial institution, specializing in community development. Located in Santa Cruz,…
25. Edward Jones - Financial Advisor: Alan R Gale
5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
26. Check Into Cash
516 Main St, Watsonville, CA 95076
From Business: Tomorrow can be payday®! Look no further than your neighborhood Check Into Cash in Watsonville, California. Because helping you is all we do®! We're glad to call the great…
27. Monterey Bay Properties
620 Capitola Ave, Capitola, CA 95010
From Business: Monterey Bay Properties was founded in 1980 by Walter Hickey and continues to be locally owned and operated by his son John Hickey. Monterey Bay Properties is highly regarded…
28. Balance Plus Bookkeeping, Inc.
824 Bay Ave, Capitola, CA 95010
From Business: Our company offers a complete bookkeeping package which includes accounts payable, accounts receivable, payroll, bank reconciliations and financial reporting. We schedule and…
29. Charles Schwab
2407 Porter St Ste 100, Soquel, CA 95073
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
30. Tanudjojo, Mercy, AGT
2737 Porter St, Soquel, CA 95073
From Business: The advisor listed is an Ameriprise financial advisor in Soquel. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the…