Financial Services locations near Capitola, CA

Showing 1–10 of 10 results

We track 10 financial services listings in and around Capitola, CA, spread over 2 ZIP codes. Listings here were last checked in Jul 2026.

Edward Jones - Financial Advisor: Katherine Rathe

Investment Services

📍 2121 41st Ave Ste 209, Capitola, CA, 95010

📞 831-462-8242

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 tax-smart investor.

Edward Jones - Financial Advisor: Ryan D Bennett

Investment Services

📍 819 Bay Ave Ste B, Capitola, CA, 95010

📞 831-476-1606

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 tax-smart investor.

Coast Financial Services

Tax Return Preparation, State & Income Taxes

📍 655 Capitola Rd Ste 101 Ste 101, Santa Cruz, CA, 95062

📞 831-462-0330

Coast Financial Services, Inc. , based in Santa Cruz, CA, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location

Edward Jones - Financial Advisor: Kyle A Sharp

Investment Services

📍 1414 Soquel Ave Ste 107 Ste 107, Santa Cruz, CA, 95062

📞 831-466-9788

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 tax-smart investor.

Omni Financial

Financial Services

📍 1260 41st Ave Ste O, Capitola, CA, 95010

📞 831-464-5027

Updated Jul 2026

Countryside Financial Services-

Mortgage Companies, Home Loans, Real Estate Loans

📍 1500 41st Ave Ste 260, Capitola, CA, 95010

📞 831-464-6464

🌐 www.countrysidefinancial.com

Residential home loans for purchase or refinance. FHA, VA, USDA, Fannie Mae and Freddie Mac. Life Insurance, financial consulting, credit restoration serv