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State DirectoryFinancial Planners in Freedom, CA
3. Edward Jones - Financial Advisor: Luann M Lauesen, AAMS™
563 Auto Center Dr Ste 101, Watsonville, CA 95076
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…
4. Annuity General
Serving the Freedom Area
From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…
5. Mary Elizabeth Bellizzi - Thrivent
229 Sea Ridge Rd, Aptos, CA 95003
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to providing financial…
7. 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…
10. Charles Schwab
2407 Porter St Ste 100, Soquel, CA 95073
From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…
11. Tanudjojo, Mercy, AGT
2737 Porter St, Soquel, CA 95073
From Business: The advisor listed is an Ameriprise financial advisor in Soquel. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the…
12. Coast Financial Services, Inc.
655 Capitola Rd Ste 101, Santa Cruz, CA 95062
From Business: Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services,…
14. LPL Financial, Brian M. Cooke
1500 41st Ave Ste 244, Capitola, CA 95010
16. 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…
21. 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…
22. Mariner
17045 Monterey St Ste C, Morgan Hill, CA 95037
From Business: Access to a wealth of knowledge and solutions.
23. 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…
24. 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…
28. 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…
29. Buckingham Strategic Wealth
17190 Monterey St Ste 202, Morgan Hill, CA 95037
From Business: Buckingham Strategic Wealth believes choosing the right financial advisor may be one of the most important financial decisions you make. At our Morgan Hill wealth management…
30. 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.
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