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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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Thinking about aging and end-of-life issues can be difficult. Whether you are planning your estate or dealing with a family members incapacity or loss of life, you need help from someone with a compassionate, well-rounded perspective. Lucille Des Jardins will focus on your problem with patience and empathy, and she knows how important it is to communicate clearly in ordinary language. Drawing on her experience, she'll help you consider the long-term effects your plans may have on your family and on relationships between family members. Lucille's clients say she makes it easier than they imagined, and they don't know why they waited. You'll enjoy the peace of mind that comes with having plans in place for you and your loved ones.
Santa Cruz / California / United States
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Santa Cruz / California / United States
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Buying, refinancing — whatever you need. You can count on the nations leading residential lender to be right there with you, guiding you through the process. Whether youre just starting to explore your options or youre ready to make a move, talk to us. Well give you the information you need and help you understand your home loan options. Please call to make an appointment. Equal Housing Lender.
Santa Cruz / California / United States
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Santa Cruz / California / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 1551 Pacific Ave, Santa Cruz, CA 95060
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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Put Your Money Where Your Life Is! Santa Cruz County Bank is a local community bank serving the banking and lending needs of individuals and businesses by delivering a broad array of products and services, all in one stop. Expect top of the line technology, a team of knowledgeable, experienced professionals, and excellent customer service. Because of this, and so much more, Santa Cruz County Bank is where the locals choose to bank. Give us a call today. Member of The State Bar of California Leadership Bank. Hours of Operation: Monday - Thursday 9:00 AM - 5:00 PM, Friday 9:00 AM - 6:00 PM. Locations in Aptos, Watsonville, Capitola, Santa Cruz, and Scotts Valley. 2007 ARTWORKS Award, granted by the city of Santa Cruz Arts Commission.
Santa Cruz / California / United States
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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 1551 Pacific Avenue, Santa Cruz, CA 95060
Santa Cruz / California / United States
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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 & official announcements. Our internal systems ensure that we deliver quality work products. We believe in the value of relationships. Every client relationship is a partnership, and our success is a result of your success. All associates take pride in giving you the personal assistance that comes from years of advanced training, technical experience, customer service, and financial acumen. Our firm offers a wide range of services to individuals and businesses. Because our firm is relatively small, you benefit by getting personalized, quality service.
Santa Cruz / California / United States
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Santa Cruz County Bank is a locally owned financial institution that offers a range of personal and business banking solutions for residential, commercial and industrial clients. It provides notary, overdraft protection, and online and telephone banking services. The bank works to meet the banking needs of individuals and businesses. It offers money market, checking, and automatic and children s savings accounts, as well as certificates of deposit for a variety of terms. Santa Cruz County Bank offers direct deposit services for payroll checks and social security and retirement payments. It also provides cashier s checks, safe-deposit boxes, and ATM, credit and debit cards. The bank additionally offers commercial real estate, consumer and personal loans.
Santa Cruz / California / United States
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Santa Cruz / California / United States
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As an attorney and Certified Public Accountant Chad Hoesing is uniquely qualified to assist you with your business, taxation and estate needs. Please contact us for more information or to set up an appointment.