Investment Advisory Service in Soquel, CA

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1. Holmlund, Michael

Holmlund, Michael

2601 41st Ave, Soquel, CA 95073

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…

2. Gerber, Mark A, CFP

Gerber, Mark A, CFP

2121 41st Ave, Capitola, CA 95010

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…

8. Lawrence Caleb Registered

Lawrence Caleb Registered

422 Capitola Road Ext, Santa Cruz, CA 95062

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

9. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

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

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

10. Edward Jones - Financial Advisor: Ryan D Bennett

Edward Jones - Financial Advisor: Ryan D Bennett

819 Bay Ave Ste B, Capitola, CA 95010

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

17. Dettle Insurance Agency

Dettle Insurance Agency

305 Soquel Ave Ste B, Santa Cruz, CA 95062

OPEN 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

18. Hein Bookkeeping

Hein Bookkeeping

Serving the Soquel Area

OPEN 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…

19. Mary Elizabeth Bellizzi - Thrivent

Mary Elizabeth Bellizzi - Thrivent

229 Sea Ridge Rd, Aptos, CA 95003

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

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…

20. Positeri, Jerry

Positeri, Jerry

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…

21. Rosenau, Lisa

Rosenau, Lisa

125 Water St, Santa Cruz, CA 95060

OPEN 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…

24. Capital Network Inc

Capital Network Inc

7555 Sunset Way, Aptos, CA 95003

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

29. Opes Advisors

Opes Advisors

133 Mission St, Santa Cruz, CA 95060

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

30. P P & Co

P P & Co

911 Center St, Santa Cruz, CA 95060

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