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Map of Santa Cruz, CA

Investment Advisory Service in Santa Cruz, CA

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2. Dettle Insurance Agency

Dettle Insurance Agency

305 Soquel Ave Ste B, Santa Cruz, CA 95062

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

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…

YP
52 Years
in Business

3. Rosenau, Lisa

Rosenau, Lisa

125 Water St, Santa Cruz, CA 95060

CLOSED NOW:8:00 am - 4:30 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…

4. Positeri, Jerry, AGT

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. P P & Co

P P & Co

911 Center St, Santa Cruz, CA 95060

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

6. Opes Advisors

Opes Advisors

133 Mission St, Santa Cruz, CA 95060

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

13. Lawrence Caleb Registered

Lawrence Caleb Registered

422 Capitola Road Ext, Santa Cruz, CA 95062

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

15. 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…

16. 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…

17. 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

18. Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management

125 Mission St, Santa Cruz, CA 95060

CLOSED NOW:10:00 am - 4:00 pm

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.

19. 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…

20. 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…

24. Hein Bookkeeping

Hein Bookkeeping

Serving the Santa Cruz Area

CLOSED NOW:9:00 am - 6:00 pm

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…