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State DirectoryInvestment Advisory Service in Aptos, CA
1. Mary Elizabeth Bellizzi - Thrivent
229 Sea Ridge Rd, Aptos, CA 95003
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to providing financial…
8. Edward Jones - Financial Advisor: Julie K Tauriainen
9055 Soquel Dr, 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…
9. 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…
13. Hein Bookkeeping
Serving the Aptos Area
From Business: I have been performing bookkeeping and accounting duties for over 40 years in Santa Cruz County, specializing in small businesses. It has been a long family tradition of…
14. Gerber, Mark A, CFP
2121 41st Ave, Capitola, CA 95010
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…
15. Holmlund, Michael
2601 41st Ave, Soquel, CA 95073
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…
16. Burroughs Braley Financial Planning
521 Capitola Ave, Capitola, CA 95010
20. 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…
26. Save With Dennis
Serving the Aptos Area
From Business: Dennis Silva, Cash Flow Specialist With a career spanning over four decades, I’ve been passionate about helping businesses thrive since 1978. My journey began as a partner in…
27. Dettle Insurance Agency
305 Soquel Ave Ste B, Santa Cruz, CA 95062
From Business: ABOUT US Your Trusted Insurance Professionals When it comes to insurance, we know that making the right choices for you and your family can be daunting. To help you make the…
28. Positeri, Jerry
1237 Soquel Ave, Santa Cruz, CA 95062
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
29. Rosenau, Lisa
125 Water St, 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…
30. Coast Financial Services, Inc
4340 Scotts Valley Dr, Scotts Valley, CA 95066
From Business: Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services,…