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State DirectoryFinancial Planners in Ben Lomond, CA
61. 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…
62. Edward Jones - Financial Advisor: Lucy McGuire
14375 Saratoga Ave Ste 105, Saratoga, CA 95070
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…
63. Edward Jones - Financial Advisor: Jeremy Geels, CFP®
2121 41st Ave Ste 207, Capitola, CA 95010
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…
64. Edward Jones - Financial Advisor: Ryan D Bennett
819 Bay Ave Ste B, Capitola, CA 95010
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…
65. 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…
66. 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…
67. Edward Jones - Financial Advisor: Vince DiPiero, CFP®
101 Church St Ste 18, Los Gatos, CA 95030
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…
68. Fidelity Investments
434 N Santa Cruz Ave, Los Gatos, CA 95030
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
69. Parkworth Wealth Management, Inc.
475 Alberto Way Ste 210, Los Gatos, CA 95032
From Business: Parkworth Wealth Management, Inc. offers wealth management so tech professionals can be in control of their financial success. Tech professionals often have their wealth tied…
70. Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™
987 University Ave Ste 11, Los Gatos, CA 95032
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…
71. Edward Jones Investments
2161 Delaware Ave Ste C, Santa Cruz, CA 95060
73. Stiles-Strudley - Raymond James
2121 41st Ave Ste 206, Capitola, CA 95010
Wheelchair accessible
82. Brenner Financial Services
475 Alberto Way Ste 110, Los Gatos, CA 95032
85. Saratoga Research & Investment Management
14471 Big Basin Way, Saratoga, CA 95070
89. Morgan Stanley Wealth Management
16000 Los Gatos Blvd, Los Gatos, CA 95032
90. Enterprise Trust & Investment
15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032