Mutual Funds 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
103 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
103 Years
in Business

3. 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…

4. 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
103 Years
in Business

5. 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:Closed

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…

6. 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…

7. 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
103 Years
in Business

8. 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.

10. Morgan Stanley

Morgan Stanley

6004 La Madrona Dr, Scotts Valley, CA 95060

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

11. Prudential Financial

Prudential Financial

4444 Scotts Valley Dr Ste 8a, Scotts Valley, CA 95066

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

12. Niemann Capital Management

Niemann Capital Management

5615 Scotts Valley Dr Ste 145, Scotts Valley, CA 95066

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

13. Waddell & Reed

Waddell & Reed

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

CLOSED NOW:9:00 am - 5:00 pm
Amenities:
Wheelchair accessible

We found 14 results for Mutual Funds in or near Capitola, CA.They also appear in other related business categories including Investments, Financial Planners, and Financial Planning Consultants.


The businesses listed also serve surrounding cities and neighborhoods including Eastside, and Westside.