Financial Services in Central Santa Cruz Santa Cruz, CA

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1. Mutual of Omaha Reverse Mortgage - Dan Casagrande

Mutual of Omaha Reverse Mortgage - Dan Casagrande

1414 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 7:00 pm

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…

YP
20 Years
in Business

2. Mitchell Anne MS CPA

Mitchell Anne MS CPA

575 Soquel Ave, Santa Cruz, CA 95062

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

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…

YP
39 Years
in Business

3. Santa Cruz Community Credit Union

Santa Cruz Community Credit Union

324 Front St, Santa Cruz, CA 95060

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

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,…

YP
14 Years
in Business

5. James Bizzack - Private Wealth Advisor, Ameriprise Financial Services

James Bizzack - Private Wealth 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…

6. 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…

7. 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…

10. Chase Bank

Chase Bank

730 Ocean St, Santa Cruz, CA 95060

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

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.

11. Berger Lewis Accountancy Corporation

Berger Lewis Accountancy Corporation

740 Front St Ste 365, Santa Cruz, CA 95060

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

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…

12. Zuk Financial Group

Zuk Financial Group

104 Walnut Ave Ste 200, Santa Cruz, CA 95060

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

14. First American Title

First American Title

330 Soquel Ave, Santa Cruz, CA 95062

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

From Business: I’m proud to work for First American Title in Santa Cruz. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for…

16. U.S. Bank

U.S. Bank

110 Morrissey Blvd, Santa Cruz, CA 95062

From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Santa…

17. 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…

18. Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™

Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™

1414 Soquel Ave Ste 107, Santa Cruz, CA 95062

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

20. Jennifer Walker at Rate (NMLS #277784)

Jennifer Walker at Rate (NMLS #277784)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

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

From Business: Jennifer Walker is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jennifer is committed to helping…

21. Joe Hutson at Rate (NMLS #447536)

Joe Hutson at Rate (NMLS #447536)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

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

From Business: Joe Hutson is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Joe is committed to helping homeowners…

22. Robin Ronzano at Rate (NMLS #670993)

Robin Ronzano at Rate (NMLS #670993)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

From Business: Robin Ronzano is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Robin is committed to helping…

23. Rate

Rate

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

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

From Business: Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping…

27. Vn7 Dynamic Capitol LLP

Vn7 Dynamic Capitol LLP

3004 Mission St, Santa Cruz, CA 95060

CLOSED NOW:8:00 am - 6:00 pm

28. Waddell & Reed

Waddell & Reed

223 Merced Ave, Santa Cruz, CA 95060

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

29. CoinFlip Bitcoin ATM

CoinFlip Bitcoin ATM

2845 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 10:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…