Financial Services in Felton, CA

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Edward Jones - Financial Advisor: Alan R Gale - Financial Services
(831) 438-0719
5619 Scotts Valley Dr Ste 100
Scotts Valley, CA 95066

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…

Superior Tax Service - Tax Return Preparation
(831) 338-2222
12615 Highway 9
Boulder Creek, CA 95006
CLOSED NOW

From Business: Tax Preparation office, Tax Consultations

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(831) 458-1125
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…

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…

Berger Lewis Accountancy Corporation - Bookkeeping
(831) 423-6500
740 Front St Ste 365
Santa Cruz, CA 95060
CLOSED NOW

From Business: At Berger/Lewis, our clients are privately held companies, affluent individuals and nonprofit organizations who are passionate in the pursuit of their goals. Our…

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…

First American Title - Tamar Frey - Escrow Service
(831) 359-5721
330 Soquel Ave
Santa Cruz, CA 95062
CLOSED NOW

From Business: I’m proud to work for First American Title in Santa Cruz. As a leader in the title insurance industry, we provide escrow and settlement services as well as title…

CoinFlip Bitcoin ATM - ATM Locations
(773) 800-0106
2851 Soquel Ave
Santa Cruz, CA 95062
CLOSED NOW

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan…

Jennifer Walker at Guaranteed Rate (NMLS #277784) - Mortgages
(831) 471-7134
519 Seabright Ave Ste 103
Santa Cruz, CA 95062
CLOSED NOW

From Business: Jennifer Walker is your Santa Cruz local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Jennifer…

Joe Hutson at Guaranteed Rate (NMLS #447536) - Mortgages
(831) 205-1582
519 Seabright Ave Ste 103
Santa Cruz, CA 95062
CLOSED NOW

From Business: Joe Hutson is your Santa Cruz local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Joe is…

Guaranteed Rate - Mortgages
(831) 205-1582
519 Seabright Ave Ste 103
Santa Cruz, CA 95062
CLOSED NOW

From Business: Guaranteed Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are…

Robin Ronzano at Guaranteed Rate (NMLS #670993) - Mortgages
(831) 622-0103
519 Seabright Ave Ste 103
Santa Cruz, CA 95062
CLOSED NOW

From Business: Robin Ronzano is your Santa Cruz local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Robin is…

Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CRPC™ - Financial Services
(831) 269-3901
2601 41st Ave Ste A
Soquel, CA 95073

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…

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…

Balance Plus Bookkeeping, Inc. - Bookkeeping
(831) 477-4600
824 Bay Ave
Capitola, CA 95010
CLOSED NOW

From Business: Our company offers a complete bookkeeping package which includes accounts payable, accounts receivable, payroll, bank reconciliations and financial reporting. We…

Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ - Financial Services
(831) 226-2177
1500 41st Ave Ste 258
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…

Dimitri Timm at Guaranteed Rate Affinity (NMLS #280212) - Mortgages
(831) 662-6591
124 Rancho Del Mar
Aptos, CA 95003
CLOSED NOW

From Business: Dimitri Timm is your Aptos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined…

Edward Jones - Financial Advisor: Ryan J Ozog - Investment Advisory Service
(831) 662-4565
151 Aptos Village Way Ste 308
Aptos, CA 95003

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.…

Lindsay Thomas R CPA - Accountants-Certified Public
(831) 438-1524
230 Mount Hermon Rd
Scotts Valley, CA 95066
CLOSED NOW
Jp Gahagan Financial - Financial Planning Consultants
(831) 426-9400
590 Pineridge Rd
Santa Cruz, CA 95060
Cheryl Rebottaro - Financial Services
(831) 461-9311
221 Mount Hermon Rd
Scotts Valley, CA 95066
Wells Fargo Advisors - Financial Planners
(831) 438-3700
100 Kings Village Rd
Scotts Valley, CA 95066
Kensington Financial Group - Financial Planning Consultants
(831) 440-0714
4113 Scotts Valley Dr Ste B
Scotts Valley, CA 95066
CLOSED NOW
Lmc Financial Services - Financial Planning Consultants
(831) 269-3860
5215 Scotts Valley Dr Ste A
Scotts Valley, CA 95066
CLOSED NOW
Sean O'Brien Financial Advisor - Financial Services
(831) 438-5626
5523 Scotts Valley Dr Ste 100
Scotts Valley, CA 95066
CLOSED NOW
Pacific Mountain Advisors Inc - Financial Planning Consultants
(831) 706-2761
5619 Scotts Valley Dr Ste 260
Scotts Valley, CA 95066
CLOSED NOW
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