Investment Services locations near Soquel, CA

Edward Jones - Financial Advisor: Katherine Rathe

📍 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

📍 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.

Edward Jones - Financial Advisor: Kyle A Sharp

📍 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.

Morgan Stanley

📍 6004 La Madrona Dr, Santa Cruz, CA, 95060

📞 831-440-5200

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Thomas Newton - Prudential Financial

📍 4444 Scotts Valley Dr Suite 8a Ste 8a, Scotts Valley, CA, 95066

📞 831-438-9055

For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.

Edward Jones - Financial Advisor: Julie K Tauriainen

📍 9055 Soquel Dr Ste D, Aptos, CA, 95003

📞 831-662-4565

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: Zach Brown

📍 5619 Scotts Valley Dr Ste 100 Ste 100, Scotts Valley, CA, 95066

📞 831-438-2778

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: Cheryl D Rebottaro

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

📞 831-461-9311

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.

Austin Douglas D

📍 2840 Park Ave, Soquel, CA, 95073

📞 831-464-6400

🌐 austinfinancialgroup.net

Drescher Paul B CFP

📍 2805 Porter St, Soquel, CA, 95073

📞 831-462-3200