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Map of Davenport, CA

Financial Services in Davenport, 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. Small Business Consulting Inc

Small Business Consulting Inc

5401 Scotts Valley Dr, Scotts Valley, CA 95066

CLOSED NOW:Closed

From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…

YP
58 Years
in Business

3. Colip James B Insurance Services

Colip James B Insurance Services

415 Capitola Ave, Capitola, CA 95010

CLOSED NOW:

From Business: In 1984 James Colip hung out his shingle as an Independent Licensed Agent. Combining his interest in natural healing and alternative medicine with his desire to be of service…

YP
41 Years
in Business

4. Kensington Financial Group

Kensington Financial Group

4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066

CLOSED NOW:
YP
36 Years
in Business

5. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066

CLOSED NOW:

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

6. Mitchell Anne MS CPA

Mitchell Anne MS CPA

575 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:

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

7. 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…

8. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

CLOSED NOW:

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

9. Chase Bank

Chase Bank

1990 41st Ave, Capitola, CA 95010

CLOSED NOW:9:00 am - 2:00 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.

Amenities:
Wheelchair accessible

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: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…

11. Berger Lewis Accountancy Corporation

Berger Lewis Accountancy Corporation

740 Front St Ste 365, Santa Cruz, CA 95060

CLOSED NOW:

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. Walters & Kondrasheff CPAs

Walters & Kondrasheff CPAs

4 Carbonero Way, Scotts Valley, CA 95066

CLOSED NOW:

From Business: *Servicing Individuals, Corporations, Partnerships, Non-profits and Fiduciaries AMENITY IRS EFile

YP
63 Years
in Business

13. Edward Jones - Financial Advisor: Kate Phillips

Edward Jones - Financial Advisor: Kate Phillips

5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066

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…

YP
103 Years
in Business

14. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066

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

15. Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™

Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™

2601 41st Ave Ste A, Soquel, CA 95073

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

16. Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™

1500 41st Ave Ste 258, 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…

17. Des Jardins, Lucille

Des Jardins, Lucille

555 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:

From Business: Thinking about aging and end-of-life issues can be difficult. Whether you are planning your estate or dealing with a family members incapacity or loss of life, you need help…

YP
49 Years
in Business

18. Santa Cruz Community Credit Union

Santa Cruz Community Credit Union

324 Front St, Santa Cruz, CA 95060

CLOSED NOW:9:00 am - 1:00 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

19. U.S. Bank

U.S. Bank

2203 Mission St, Santa Cruz, CA 95060

From Business: Let the U.S. Bank Mission & Almar Safeway Office help you bank smarter with Online Banking, Bill Pay, Checking Accounts, Savings Accounts, Bank Loans and Student Loans.

YP
10 Years
in Business
Amenities:
Wheelchair accessible

20. 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:

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

21. Superior Tax Service

Superior Tax Service

12615 Highway 9, Boulder Creek, CA 95006

CLOSED NOW:9:00 am - 2:00 pm

From Business: Tax Preparation office, Tax Consultations

YP
50 Years
in Business

22. 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: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…

23. 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…

24. First American Title

First American Title

330 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:Closed

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…

25. Jerry Positeri - Financial Advisor, Ameriprise Financial Services

Jerry Positeri - Financial Advisor, Ameriprise Financial Services

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…

26. Liberty Tax Service

Liberty Tax Service

5215 Scotts Valley Dr Ste A, Scotts Valley, CA 95066

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services with real…

YP
28 Years
in Business

27. Jennifer Walker at Rate (NMLS #277784)

Jennifer Walker at Rate (NMLS #277784)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

CLOSED NOW:Closed

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…

28. Joe Hutson at Rate (NMLS #447536)

Joe Hutson at Rate (NMLS #447536)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

CLOSED NOW:Closed

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…

29. Robin Ronzano at Rate (NMLS #670993)

Robin Ronzano at Rate (NMLS #670993)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

CLOSED NOW:Closed

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…

30. Rate

Rate

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

CLOSED NOW:Closed

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…