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State DirectoryInvestment Advisory Service in Eastside Santa Cruz, CA
2. 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…
3. Positeri, Jerry, AGT
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…
5. 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…
6. 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…
7. Dettle Insurance Agency
305 Soquel Ave Ste B, Santa Cruz, CA 95062
From Business: ABOUT US Your Trusted Insurance Professionals When it comes to insurance, we know that making the right choices for you and your family can be daunting. To help you make the…
8. Rosenau, Lisa
125 Water St, 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…
10. Opes Advisors
13. P P & Co
14. Baikie and Alcantara Investments
180 7th Ave Ste 103, Santa Cruz, CA 95062
15. 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…
16. 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…
17. Chamberlain Financial Planning & Wealth Management
125 Mission St, Santa Cruz, CA 95060
From Business: Financial Planning and Wealth Management by Certified Financial Planners on a Fee Only Basis. Helping clients to balance current needs with future goals.
24. Hein Bookkeeping
Serving the Santa Cruz Area
From Business: I have been performing bookkeeping and accounting duties for over 40 years in Santa Cruz County, specializing in small businesses. It has been a long family tradition of…
25. Save With Dennis
Serving the Santa Cruz Area
From Business: Dennis Silva, Cash Flow Specialist With a career spanning over four decades, I’ve been passionate about helping businesses thrive since 1978. My journey began as a partner in…
28. Burroughs Braley Financial Planning
521 Capitola Ave, Capitola, CA 95010
29. 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…
30. Stiles-Strudley - Raymond James
2121 41st Ave Ste 206, Capitola, CA 95010
Wheelchair accessible