Financial Planners in Capitola, CA

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Charles Schwab - Financial Planners
(831) 465-7670
2407 Porter St Ste 100
Soquel, CA 95073
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Tanudjojo, Mercy, AGT - Financial Planners
(831) 479-3477
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…

Wells Fargo Advisors - Financial Planners
(831) 462-1832
1700 41st Ave
Capitola, CA 95010
Edward Jones - Financial Advisor: Mike Herlevi - Investments
(831) 462-8242
2121 41st Ave Ste 209
Capitola, CA 95010
CLOSED NOW

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…

Edward Jones - Financial Advisor: Ryan D Bennett - Investments
(831) 476-1606
819 Bay Ave Ste B
Capitola, CA 95010
CLOSED NOW

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…

Shapiro Steve - Financial Planning Consultants
(831) 465-1148
2425 Porter St Ste 15
Soquel, CA 95073
CLOSED NOW
B. Paul - Financial Planning Consultants
(831) 462-3200
2805 Porter St
Soquel, CA 95073
CLOSED NOW
Burroughs Braley Financial Planning - Investment Advisory Service
(831) 426-3100
521 Capitola Ave
Capitola, CA 95010
CLOSED NOW
Genesis Gold Group - Financial Planners
(833) 632-9857

Serving the
Capitola Area

OPEN 24 Hours

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy…

Coast Financial Services, Inc. - Financial Planners
(831) 462-0330
655 Capitola Rd Ste 101
Santa Cruz, CA 95062
CLOSED NOW

From Business: Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business…

Mary Elizabeth Bellizzi - Thrivent - Financial Planners
(831) 688-1788
229 Sea Ridge Rd
Aptos, CA 95003
CLOSED NOW

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…

Jerry Positeri - Financial Advisor, Ameriprise Financial Services - Financial Planners
(831) 460-4040
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…

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services - Financial Planners
(831) 458-1185
125 Water St Ste A-3
Santa Cruz, CA 95060
CLOSED NOW

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…

Bizzack Wealth Advisory Group - Ameriprise Financial Services - Financial Planners
(831) 458-1125
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…

Edward Jones - Financial Advisor: Marcus Poteete - Investments
(831) 466-9788
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…

Edward Jones - Financial Advisor: Mike Herlevi - Investments
(831) 662-4565
9055 Soquel Dr Ste D
Aptos, CA 95003
CLOSED NOW

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…

Financial Research Associates - Financial Planning Consultants
(831) 462-8950
200 Washington St Ste 201
Santa Cruz, CA 95060
CLOSED NOW
Chamberlain Financial Planning & Wealth Management - Financial Planning Consultants
(831) 600-8194
125 Mission St
Santa Cruz, CA 95060
CLOSED NOW

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.

Natural Bridges Financial - Financial Planners
(831) 421-0700
332 Columbia St
Santa Cruz, CA 95060
CLOSED NOW
Edward Jones - Financial Advisor: Alan R Gale - Investments
(831) 438-2168
5403 Scotts Valley Dr Ste C
Scotts Valley, CA 95066
CLOSED NOW

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…

Scharf Investments - Investment Management
(831) 429-6513
5619 Scotts Valley Dr Ste 140
Scotts Valley, CA 95066
CLOSED NOW

From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.

Morgan Stanley Wealth Management - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
CLOSED NOW
Morgan Stanley - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
CLOSED NOW
Sackx P Filiep - Financial Planning Consultants
(831) 440-0714
4113 Scotts Valley Dr Ste B
Scotts Valley, CA 95066
CLOSED NOW
Diversified Financial - Investment Securities
(831) 438-7223
108 Whispering Pines Dr
Scotts Valley, CA 95066
CLOSED NOW
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