Investment Services locations near Santa Cruz, CA

Showing 1–10 of 10 results

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.

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.

James Gahagan - Prudential Financial

📍 590 Pineridge Rd, Santa Cruz, CA, 95060

📞 831-426-9400

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

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.

C J Investment Services Inc.

📍 PO Box 476, Santa Cruz, CA, 95061

📞 831-466-0425

Opes Advisors

📍 133 Mission St, Santa Cruz, CA, 95060

📞 831-600-1580

Cloverleaf Financial Group

📍 171 Marine Parade, Santa Cruz, CA, 95062

📞 831-426-4600