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Financial Services in Aptos, CA

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

1. Dan Casagrande - Reverse Mortgages

Dan Casagrande - Reverse Mortgages

1414 Soquel Avenue, Suite 207, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 7:00 pm

From Business: Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey and San Benito Counties. Dan helps people understand their options…

YP
21 Years
in Business

2. Edward Jones - Financial Advisor: Ryan J Ozog

Edward Jones - Financial Advisor: Ryan J Ozog

151 Aptos Village Way Ste 308, Aptos, CA 95003

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

3. Busch Farren, LLP, Attorneys at Law

Busch Farren, LLP, Attorneys at Law

9057b Soquel Dr Ste F, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

From Business: Personal Representation. We work with our clients to ensure that their specific needs are met. Whether you're creating a comprehensive estate plan to ensure your assets are…

YP
13 Years
in Business

4. Mitchell Anne MS CPA

Mitchell Anne MS CPA

575 Soquel Ave, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 5:00 pm

From Business: 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…

YP
40 Years
in Business

5. Small Business Consulting Inc

Small Business Consulting Inc

5401 Scotts Valley Dr, Scotts Valley, CA 95066

OPEN NOW:9:00 am - 5:00 pm

From Business: Tax Preparation & QuickBooks Set-Up & Clean-Up, Payrolls & Business Consulting, Accounting Services, Business Formations, Audit Representation, Corporate Compliance. In…

YP
59 Years
in Business

6. Edward Jones - Financial Advisor: Melissa A Sterling, AAMS®|CRPC™

Edward Jones - Financial Advisor: Melissa A Sterling, AAMS®|CRPC™

2121 41st Ave Ste 207, Capitola, CA 95010

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

7. Edward Jones - Financial Advisor: Hector M Gonzalez, CFP®

Edward Jones - Financial Advisor: Hector M Gonzalez, CFP®

1414 Soquel Ave Ste 107, Santa Cruz, CA 95062

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

8. Berger Lewis Accountancy Corporation

Berger Lewis Accountancy Corporation

740 Front St Ste 365, Santa Cruz, CA 95060

OPEN NOW:9:00 am - 5:00 pm

From Business: At Berger/Lewis, our clients are privately held companies, affluent individuals and nonprofit organizations who are passionate in the pursuit of their goals. Our mission, as…

9. Lisa Rosenau - Financial Advisor, Ameriprise Financial Services

Lisa Rosenau - Financial Advisor, Ameriprise Financial Services

125 Water St Ste A-3, Santa Cruz, CA 95060

OPEN NOW:8:30 am - 5:00 pm

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 those goals can…

10. Edward Jones - Financial Advisor: Diana K Brenneise, AAMS®

Edward Jones - Financial Advisor: Diana K Brenneise, AAMS®

563 Auto Center Dr Ste 101, Watsonville, CA 95076

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

11. Edward Jones - Financial Advisor: Kate Phillips

Edward Jones - Financial Advisor: Kate Phillips

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

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

12. Des Jardins, Lucille

Des Jardins, Lucille

555 Soquel Ave, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 5:00 pm

From Business: 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…

YP
50 Years
in Business

13. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

9055 Soquel Dr Ste D, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

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 education and be a…

YP
104 Years
in Business

14. U.S. Bank

U.S. Bank

783 Rio Del Mar Blvd Frnt, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

From Business: No matter where you are in the home buying process, I can help. As a mortgage sales supervisor right here in Aptos, I work with you to help you find the right mortgage for your…

YP
21 Years
in Business

15. Fifth Third Bank & ATM

Fifth Third Bank & ATM

1 Rancho Del Mar, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

From Business: This Comerica Branch is now a Fifth Third Branch

16. Dimitri Timm at Guaranteed Rate Affinity (NMLS #280212)

Dimitri Timm at Guaranteed Rate Affinity (NMLS #280212)

124 Rancho Del Mar, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

From Business: Dimitri Timm is your Aptos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

17. Wells Fargo Bank

Wells Fargo Bank

7701 Soquel Dr, Aptos, CA 95003

OPEN NOW:9:00 am - 5:00 pm

From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next.…

YP
58 Years
in Business
Amenities:
Wheelchair accessible

18. Check N' Go

Check N' Go

1441 Main St Suite 101, Watsonville, CA 95076

OPEN NOW:10:30 am - 6:00 pm

From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…

19. Santa Cruz Community Credit Union

Santa Cruz Community Credit Union

324 Front St, Santa Cruz, CA 95060

OPEN NOW:9:00 am - 5:00 pm

From Business: Established in 1977, The Santa Cruz Community Credit Union is a nationally recognized financial institution, specializing in community development. Located in Santa Cruz,…

YP
15 Years
in Business

20. Edward Jones - Financial Advisor: Mike Herlevi

Edward Jones - Financial Advisor: Mike Herlevi

2121 41st Ave Ste 209, Capitola, CA 95010

OPEN NOW:9:00 am - 5:00 pm

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 education and be a…

YP
104 Years
in Business

21. Edward Jones - Financial Advisor: Alan R Gale

Edward Jones - Financial Advisor: Alan R Gale

5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066

OPEN NOW:8:00 am - 5:00 pm

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 education and be a…

YP
104 Years
in Business

22. Matthew Falconer at Guaranteed Rate Affinity (NMLS #380797)

Matthew Falconer at Guaranteed Rate Affinity (NMLS #380797)

506 Bay Ave Ofc 1, Capitola, CA 95010

OPEN NOW:9:00 am - 5:00 pm

From Business: Matthew Falconer is your Capitola local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined…

23. Monterey Bay Properties

Monterey Bay Properties

620 Capitola Ave, Capitola, CA 95010

OPEN NOW:9:00 am - 5:00 pm

From Business: Monterey Bay Properties was founded in 1980 by Walter Hickey and continues to be locally owned and operated by his son John Hickey. Monterey Bay Properties is highly regarded…

YP
1 Year
in Business

24. Charles Schwab

Charles Schwab

2407 Porter St, Soquel, CA 95073

OPEN NOW:8:30 am - 5:00 pm

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

YP
20 Years
in Business

25. First American Title Company

First American Title Company

2425 Porter St Ste 12, Soquel, CA 95073

From Business: Our First American Title office in Monterey Bay provides comprehensive title insurance protection and professional escrow and settlement services for all types of real estate…

YP
21 Years
in Business

26. Tanudjojo, Mercy, AGT

Tanudjojo, Mercy, AGT

2737 Porter St, Soquel, CA 95073

From Business: The advisor listed is an Ameriprise financial advisor in Soquel. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the…

27. Fifth Third Bank & ATM

Fifth Third Bank & ATM

1960 41st Ave, Capitola, CA 95010

OPEN NOW:9:00 am - 5:00 pm

From Business: This Comerica Branch is now a Fifth Third Branch

28. Jennifer Walker at Rate (NMLS #277784)

Jennifer Walker at Rate (NMLS #277784)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 5:00 pm

From Business: Jennifer Walker is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Jennifer is committed to helping…

29. Joe Hutson at Rate (NMLS #447536)

Joe Hutson at Rate (NMLS #447536)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 5:00 pm

From Business: Joe Hutson is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Joe is committed to helping homeowners…

30. Steve Rammel at Rate (NMLS #283955)

Steve Rammel at Rate (NMLS #283955)

519 Seabright Ave Ste 103, Santa Cruz, CA 95062

OPEN NOW:9:00 am - 5:00 pm

From Business: Steve Rammel is your Santa Cruz local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Steve is committed to helping…

We found 119 results for Financial Services in or near Aptos, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Loans. 4 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Central Santa Cruz, Downtown Santa Cruz, and Eastside. These businesses offer their services in one-or-more of the following languages: Spanish, Portuguese, and Punjabi.