Financial Services in Brookdale, CA

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1. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Brookdale Area

CLOSED NOW:9:00 am - 8:00 pm

From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

2. Mutual of Omaha Reverse Mortgage - Dan Casagrande

Mutual of Omaha Reverse Mortgage - Dan Casagrande

1414 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 7:00 pm

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…

YP
20 Years
in Business

4. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Brookdale Area

From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

YP
70 Years
in Business

5. Small Business Consulting Inc

Small Business Consulting Inc

5401 Scotts Valley Dr, Scotts Valley, CA 95066

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

From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…

YP
58 Years
in Business

6. Mitchell Anne MS CPA

Mitchell Anne MS CPA

575 Soquel Ave, Santa Cruz, CA 95062

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

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…

YP
39 Years
in Business

7. Walters & Kondrasheff CPAs

Walters & Kondrasheff CPAs

4 Carbonero Way, Scotts Valley, CA 95066

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

From Business: *Servicing Individuals, Corporations, Partnerships, Non-profits and Fiduciaries AMENITY IRS EFile

YP
63 Years
in Business

8. Monterey Bay Properties

Monterey Bay Properties

620 Capitola Ave, Capitola, CA 95010

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

From Business: Monterey Bay Properties was founded in 1980 by Walter Hickey and continues to be locally owned and operated by his son John Hickey. Monterey Bay Properties is highly regarded…

YP
17 Years
in Business

9. Crest Mar Coding And Billing Services

Crest Mar Coding And Billing Services

El Dorado Hills, CA 95762

CLOSED NOW:9:00 am - 4:30 pm

From Business: Your #1 Resource when it's time to Outsource

YP
25 Years
in Business

10. Happy Hooker Towing

Happy Hooker Towing

Serving the Brookdale Area

OPEN 24 HOURS

"Very Prompt, Reliable & Professional! Great experience under circumstances! Will refer to anyone! Thank You Very Much! Will only use you in future when needed!"

YP
36 Years
in Business

11. Hein Bookkeeping

Hein Bookkeeping

Serving the Brookdale Area

CLOSED 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…

12. Santa Cruz Community Credit Union

Santa Cruz Community Credit Union

324 Front St, Santa Cruz, CA 95060

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

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,…

YP
14 Years
in Business

13. Chase Bank

Chase Bank

247 Mount Hermon Rd, Scotts Valley, CA 95066

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

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.

14. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066

CLOSED NOW:8:00 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

15. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066

CLOSED NOW:8:00 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

16. U.S. Bank

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…

17. Edward Jones - Financial Advisor: Marcus Poteete

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…

18. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

CLOSED 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

19. Superior Tax Service

Superior Tax Service

12615 Highway 9, Boulder Creek, CA 95006

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

From Business: Tax Preparation office, Tax Consultations

YP
50 Years
in Business

20. Liberty Tax Service

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…

YP
28 Years
in Business

21. Scharf Investments

Scharf Investments

5619 Scotts Valley Dr, Scotts Valley, CA 95066

CLOSED NOW:7:30 am - 4:00 pm

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

22. Edward Jones - Financial Advisor: Kate Phillips

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…

23. Edward Jones - Financial Advisor: Alan R Gale

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…

YP
103 Years
in Business

24. Edward Jones - Financial Advisor: Ivor Thomas

Edward Jones - Financial Advisor: Ivor Thomas

5619 Scotts Valley Dr Ste 120, 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…

YP
103 Years
in Business

25. James Bizzack - Private Wealth Advisor, Ameriprise Financial Services

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

CLOSED NOW:8:30 am - 5:00 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…

26. Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

CLOSED NOW:8:30 am - 5:00 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…

27. Bizzack Wealth Advisory Group - Ameriprise Financial Services

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…

28. Berger Lewis Accountancy Corporation

Berger Lewis Accountancy Corporation

740 Front St Ste 365, Santa Cruz, CA 95060

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

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…

29. First American Title

First American Title

330 Soquel Ave, Santa Cruz, CA 95062

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

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…

30. CoinFlip Bitcoin ATM - Santa Cruz Cigar Factory (Santa Cruz)

CoinFlip Bitcoin ATM - Santa Cruz Cigar Factory (Santa Cruz)

2845 Soquel Ave, Santa Cruz, CA 95062

CLOSED NOW:9:00 am - 10:00 pm

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…

We found 240 results for Financial Services in or near Brookdale, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Loans. 16 of these businesses have an A/A+ BBB rating. 5 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including East Campbell, Central Campbell, and Willow Glen. These businesses offer their services in one-or-more of the following languages: Spanish, Chinese, and Hindi.