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State DirectoryFinancial Services in Brookdale, CA
1. Mutual of Omaha Reverse Mortgage - Dan Casagrande
1414 Soquel Ave, Santa Cruz, CA 95062
From Business: Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey, and San Benito Counties. Dan helps people to understand their…
2. Small Business Consulting Inc
5401 Scotts Valley Dr, Scotts Valley, CA 95066
From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…
3. Colip James B Insurance Services
415 Capitola Ave, Capitola, CA 95010
From Business: In 1984 James Colip hung out his shingle as an Independent Licensed Agent. Combining his interest in natural healing and alternative medicine with his desire to be of service…
4. Kensington Financial Group
4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066
5. Edward Jones - Financial Advisor: Alan R Gale
221 Mount Hermon Rd Ste F, 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 education and be a…
6. Mitchell Anne MS CPA
575 Soquel Ave, Santa Cruz, CA 95062
From Business: We are subject matter experts. We keep abreast of trends and changes in accounting, tax law, and financial management through professional education & monitoring current events…
7. 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…
8. Edward Jones - Financial Advisor: Mike Herlevi
2121 41st Ave Ste 209, 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 education and be a…
9. Chase Bank
1990 41st Ave, Capitola, CA 95010
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
Wheelchair accessible10. Edward Jones - Financial Advisor: Kate Phillips
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066
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…
11. Edward Jones - Financial Advisor: Alan R Gale
5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066
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…
12. Walters & Kondrasheff CPAs
4 Carbonero Way, Scotts Valley, CA 95066
From Business: *Servicing Individuals, Corporations, Partnerships, Non-profits and Fiduciaries AMENITY IRS EFile
13. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services
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 those goals can…
14. Berger Lewis Accountancy Corporation
740 Front St Ste 365, Santa Cruz, CA 95060
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 mission, as…
15. Edward Jones - Financial Advisor: Lisa Constant, ChFC®|CEPA®|CRPC™
2601 41st Ave Ste A, Soquel, CA 95073
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…
16. Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™
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 education and be a…
17. Des Jardins, Lucille
555 Soquel Ave, Santa Cruz, CA 95062
From Business: Thinking about aging and end-of-life issues can be difficult. Whether you are planning your estate or dealing with a family members incapacity or loss of life, you need help…
18. Santa Cruz Community Credit Union
324 Front St, Santa Cruz, CA 95060
From Business: Established in 1977, The Santa Cruz Community Credit Union is a nationally recognized financial institution, specializing in community development. Located in Santa Cruz,…
19. Edward Jones - Financial Advisor: Alan R Gale
5403 Scotts Valley Dr Ste C, 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 education and be a…
20. U.S. Bank
110 Morrissey Blvd, Santa Cruz, CA 95062
From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Santa…
21. Superior Tax Service
12615 Highway 9, Boulder Creek, CA 95006
From Business: Tax Preparation office, Tax Consultations
22. Liberty Tax Service
5215 Scotts Valley Dr Ste A, Scotts Valley, CA 95066
From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services with real…
23. Scharf Investments
5619 Scotts Valley Dr, Scotts Valley, CA 95066
From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.
24. James Bizzack - Private Wealth Advisor, Ameriprise Financial Services
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 those goals can…
25. 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…
26. 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…
27. First American Title
330 Soquel Ave, Santa Cruz, CA 95062
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 insurance for…
28. CoinFlip Bitcoin ATM
2845 Soquel Ave, Santa Cruz, CA 95062
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 your bitcoin…
29. Jennifer Walker at Rate (NMLS #277784)
519 Seabright Ave Ste 103, Santa Cruz, CA 95062
From Business: Jennifer Walker is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jennifer is committed to helping…
30. Joe Hutson at Rate (NMLS #447536)
519 Seabright Ave Ste 103, Santa Cruz, CA 95062
From Business: Joe Hutson is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Joe is committed to helping homeowners…