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Financial Planners in Aptos, CA

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…

Edward Jones - Financial Advisor: Julie K Tauriainen - Investments
(831) 662-4565
9055 Soquel Dr
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…

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…

U.S. Bank - Banks
(831) 219-3536
96 Rancho Del Mar
Aptos, CA 95003
closed now

From Business: At U.S. Bank, our dedicated banking team is here to help you along your financial way. Bank with us and enjoy a host of U.S. Bank products and services,…

Charles Schwab - Financial Planners
(831) 465-7670
2407 Porter St
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…

Phillips 66 - Financial Planners
(831) 474-9040
9029 Soquel Ave Ste C
Santa Cruz, CA 95062
closed now

From Business: MATCHING YOUR INCOME TO SECURE YOUR RETIREMENT Since 1970, Joe Phillips has been respected by his clients as well as his peers for having led or been among the…

LPL Financial, Brian M. Cooke - Financial Planners
(831) 476-7285
1500 41st Ave Ste 244
Capitola, CA 95010
closed now
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…

Foothill Securities - Investment Advisory Service
(831) 464-1555
2805 Porter St
Soquel, CA 95073
closed now
Bay Federal Credit Union - Banks
(831) 479-6000
3333 Clares St
Capitola, CA 95010
closed now

From Business: Based in Watsonville, Calif., Bay Federal Credit Union is a full-service financial cooperative providing personal and business banking services. Some of the bank…

Burroughs Braley Financial Planning - Investment Advisory Service
(831) 426-3100
521 Capitola Ave
Capitola, CA 95010
closed now
U.S. Bancorp Advisors - Financial Advisors: Santa Cruz - Financial Planners
(831) 688-7186
110 Morrissey Blvd
Santa Cruz, CA 95062
closed now

From Business: Partnering with a Wealth Management Advisor starts with a conversation to get to know you and your unique needs, goals and passions. Our advisors will then work…

Lisa Rosenau - 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…

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

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…

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
Waddell & Reed - Financial Planning Consultants
(831) 316-9890
5619 Scotts Valley Dr Ste 260
Scotts Valley, CA 95066
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.

Farm and Community Asset Advisors - Financial Planners
(650) 384-5624
24685 Soquel San Jose Rd
Los Gatos, CA 95033

From Business: About Farm and Community Asset Advisors, LLC As a fee only financial planner with, over 20 years of experience, Mr. Gavande (CFP®, ChFC®, CLU®, CDFA®) is…

Mariner - Financial Planners
(408) 947-7321
17045 Monterey St Ste C
Morgan Hill, CA 95037
closed now

From Business: Access to a wealth of knowledge and solutions.

Focus Partners - Financial Planners
(800) 700-5255
17190 Monterey St Ste 202
Morgan Hill, CA 95037
closed now

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client…

Allstate Personal Financial Representative: James Grant - Financial Planners
(408) 782-7100
17200 Monterey St Ste A
Morgan Hill, CA 95037
closed now
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