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Map of Capitola, CA

Investment Management in Capitola, CA

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1. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
102 Years
in Business

2. Edward Jones - Financial Advisor: Ryan D Bennett

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…

YP
102 Years
in Business

6. Palo Alto Investment Co

Palo Alto Investment Co

318 Morrissey Blvd, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 5:00 pm

7. Alta Investment Group

Alta Investment Group

9055 Soquel Dr Ste H, Aptos, CA 95003

CLOSED NOW:9:00 am - 5:00 pm
YP
22 Years
in Business

8. Edward Jones - Financial Advisor: Marcus Poteete

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…

9. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

9055 Soquel Dr Ste D, Aptos, CA 95003

CLOSED NOW:9:00 am - 5:00 pm

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…

YP
102 Years
in Business

10. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

CLOSED NOW:8:30 am - 5:00 pm

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…

11. Bizzack Wealth Advisory Group - Ameriprise Financial Services

Bizzack Wealth Advisory Group - Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

From Business: At Bizzack Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

12. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066

CLOSED NOW:8:00 am - 5:00 pm

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…

YP
102 Years
in Business

13. Scharf Investments

Scharf Investments

5619 Scotts Valley Dr, Scotts Valley, CA 95066

CLOSED NOW:7:30 am - 4:00 pm

From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.

16. Morgan Stanley

Morgan Stanley

6004 La Madrona Dr, Scotts Valley, CA 95060

CLOSED NOW:9:00 am - 5:00 pm

17. Pacific Mountain Advisors Inc

Pacific Mountain Advisors Inc

5619 Scotts Valley Dr Ste 260, Scotts Valley, CA 95066

CLOSED NOW:9:00 am - 5:00 pm

18. Sterling Pacific Financial

Sterling Pacific Financial

1205 Freedom Blvd Ste 2, Watsonville, CA 95076

CLOSED NOW:8:30 am - 5:00 pm

From Business: Our primary business is investing in loans to owners and developers of real estate properties. We're proud of the unique role we play in the real estate investment market. By…

YP
19 Years
in Business