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State DirectoryMutual Funds in Downtown Santa Cruz Santa Cruz, CA
1. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services
125 Water St Ste A-3, Santa Cruz, CA 95060
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…
2. 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…
3. 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: 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…
5. Edward Jones - Financial Advisor: Mike Herlevi
2121 41st Ave Ste 209, 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…
6. Morgan Stanley Wealth Management
6004 La Madrona Dr, Scotts Valley, CA 95060
8. Prudential Financial
4444 Scotts Valley Dr Ste 8a, Scotts Valley, CA 95066
9. Edward Jones - Financial Advisor: Alan R Gale
5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066
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…
10. Niemann Capital Management
5615 Scotts Valley Dr Ste 145, Scotts Valley, CA 95066
11. Waddell & Reed
5619 Scotts Valley Dr Ste 260, Scotts Valley, CA 95066
Wheelchair accessible12. Scharf Investments
5619 Scotts Valley Dr, Scotts Valley, CA 95066
From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.
13. 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…
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