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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Santa Cruz / California / United States
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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.
Santa Cruz / California / United States
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Advance America in Santa Cruz, CA is a trusted financial services company and one of 1,900 locations nationwide. We offer a variety of financial services including Payday Loans, Cash Advances, Installment Loans, Title Loans, Online Cash Advances, Online Installment Loans, Netspend Visa Prepaid Cards, MoneyGram Money Orders, Money Transfers, and Bill Payment. Advance America is here for you if you need cash fast for unexpected bills, emergencies, or other short-term needs. With a 5-star rating*, our knowledgeable staff in Santa Cruz, CA can help you choose the loan thats right for you. Visit us today for a fast and easy loan process. *Trustpilot.com
Santa Cruz / California / United States
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We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Santa Cruz / California / United States
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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.
Santa Cruz / California / United States
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Lighthouse Bank is a locally owned and operated institution that offers a range of financial products and services to individuals and businesses. It offers certificates of deposit and savings, checking and individual retirement accounts. Additionally, the bank provides debit and credit cards, ATMs, money market accounts and savings bonds, as well as wire transfer services. Its online services include personal e-mail accounts, account statements, and bill payments and transfers. The bank offers overdraft protection, direct deposit, money order, night depository and notary services. Additionally, Lighthouse Bank offers auto, recreational vehicle, personal, home equity, equipment, commercial real estate and construction loans.