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Financial Planners in Scotts Valley, CA

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Edward Jones - Financial Advisor: Alan R Gale

From Business: 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…

Edward Jones - Financial Advisor: Alan R Gale

From Business: 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…

Scharf Investments

4. Scharf Investments

5619 Scotts Valley Dr Ste 140, Scotts Valley, CA, 95066

From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.

Waddell & Reed

6. Waddell & Reed

5619 Scotts Valley Dr Ste 260, Scotts Valley, CA, 95066

Amenities:
Wheelchair accessible
Genesis Gold Group

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy…

Jerry Positeri - Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals…

Coast Financial Services, Inc.

From Business: Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business…

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Bizzack Wealth Advisory Group - Ameriprise Financial Services

From Business: At Bizzack Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial…

Charles Schwab

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

Mary Elizabeth Bellizzi - Thrivent

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to…

Edward Jones - Financial Advisor: Marcus Poteete

From Business: 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…

Edward Jones - Financial Advisor: Mike Herlevi

From Business: 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…

Farm and Community Asset Advisors

25. Farm and Community Asset Advisors

24685 Soquel San Jose Rd, Los Gatos, CA, 95033

From Business: About Farm and Community Asset Advisors, LLC As a fee only financial planner with, over 20 years of experience, Mr. Gavande (CFP®, ChFC®, CLU®, CDFA®) is…

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