Business List: Financial Consultant in Santa Cruz County, CA, USA

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Optimize Enterprises 4200 Scotts Valley Dr, Scotts Valley, CA 95066
83145xxxx0
Akkish San Jose, CA 95138
41583xxxx4 a18*****************************@s*****.wixpress
Lacey Tax & Accounting Services Santa Cruz, CA 95062
83143xxxx8 inf*@l***************.com 5 3 4.2 10 5 9 135
Accounteam 3031 Tisch Way 110 Plz W San Jose, CA 95128
66922xxxx7 ang***@a*********.us 4.8 25 4.5 49
Mighty Nonprofits Oakland, CA 94605
41599xxxx9 c18*****************************@s*****.wixpress 5 6 5 4 342
Bay Area Credit 2959 South Winchester Blvd Ste 201 Campbell, CA 95008
88874xxxx2 cus*********@b************.net 3.2 9
Sooter Consulting 5201 Great America Pkwy Ste 320 Santa Clara, CA 95054
40841xxxx1 a.m******@s***************.com 19 5 6 5 10 451 466
M Brian 1500 41st Ave, Capitola, CA 95010
83147xxxx3 aar*********@l**.com 19968 202 21004
VieTax Services 5450 Thornwood Dr, San Jose, CA 95123 40830xxxx9 5 25 4.8 19
Yan Song CPA Santa Clara, CA 95051
66980xxxx0 sup****@s*********.com 5 9 52235
Wells Fargo Advisors 100 Kings Village Rd, Scotts Valley, CA 95066 83143xxxx0
Ben Absalom - Land Home Financial 1901 S Bascom Ave Ste 220 Campbell, CA 95008
40862xxxx0 5 11
Christopher Huang CPAs 303 Ray St Ste 237 Pleasanton, CA 94566
92582xxxx8 ais***@c********.com 5 7
Edward Jones - Financial Advisor: Zach Brown, CFP® 5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066
83143xxxx8 a.j*********@e**********.com 23
Paula Gomez Certified Financial Planner 3233 Valencia Ave, Aptos, CA 95003 83166xxxx4
Clientfirst Financial 8070 Soquel Dr Aptos, CA 95003
83168xxxx6 aar************@r***********.com
In3 Group Santa Cruz, CA 95061
83176xxxx0 dan***@i*********.com
Royal Alliance Assoc Inc 2435 Felt St Spc 60, Santa Cruz, CA 95062
83147xxxx0 aba*****@r************.com 2763 26 3300
Sackx P Filiep 4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066
83144xxxx4 fil***@f**********.com
Edward Jones - Financial Advisor: Zach Brown 5619 Scotts Valley Dr, Scotts Valley, CA 95066
83144xxxx8 and*******@c*************.ca
Carpe Diem Financial Life Planning 870 Woodland Dr, Ben Lomond, CA 95005
83153xxxx5 4 1
Edward Jones - Financial Advisor: Cheryl D Rebottaro 221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066
83120xxxx6 and*******@c*************.ca
Galaham Zuanich - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx0 acm***********@m************.com 3.52
Essence Wealth & Insurance Services 4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054
65074xxxx1 joh*@e************.com 5 48
Santa Cruz Investment Management 8044 Soquel Dr, Aptos, CA 95003 83168xxxx0
FCAA LLC / Farm and Community Mortgage
65070xxxx7 nei*@f***********************.com
Credit Repair 88 1172 Murphy Ave, San Jose, CA 95131
40888xxxx7 eli**@c*************.com 5 2
WI Investment Advisory Group, LLC 1535 Seabright Ave, Santa Cruz, CA 95062
83160xxxx3
Wellspring Consulting 2635 N 1st St Ste 201 San Jose, CA 95134
40843xxxx8 ape**@w***********.com 5 1
Jessica Locatelli - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060 83144xxxx1 3.52
Hock Company 530 Lytton Ave Fl 2 Palo Alto, CA 94301
65061xxxx5 ape*****@h**********.com 3 6 4.1 34
Chamberlain Financial Planning & Wealth Management 125 Mission St, Santa Cruz, CA 95060
83160xxxx4 kin*****@g****.com 34
Compt Financial Consulting 177 Park Ave San Jose, CA 95113
80036xxxx9 inf*@c****.co
Coast Financial Services, Inc. 655 Capitola Rd STE 101, Santa Cruz, CA 95062
83146xxxx0 ada*@c*********************.com 3.7 3 19 23
A Plus Tax Service 87 Dempsey Rd Milpitas, CA 95035
40876xxxx1 acc*******@n*********.com 4.1 9 3.7 25
Ballast Point Financial Planning 340 Lorton Ave Ste 216 Burlingame, CA 94010
65063xxxx6 dj@b*************.com 5 24
Austin Financial Group 9 Kite Hill Rd, Santa Cruz, CA 95060 83146xxxx0
Heritage Living Trust 4113 Scotts Valley Dr Ste 205, Scotts Valley, CA 95066
83143xxxx7 cj@h******************.com
Baywide Tax Service 799 Fletcher Ln Ste 102 Hayward, CA 94544
51027xxxx8 mai*@b*********.com 4.9 17 4.7 173
Baikie and Alcantara Investments 180 7th Ave Ste 103, Santa Cruz, CA 95062
83142xxxx4
John Howard - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx2 acm***********@m************.com
Edward Jones - Financial Advisor: Jeremy Geels, CFP® 2121 41st Ave STE 209, Capitola, CA 95010
83146xxxx2 a.j*********@e**********.com 33
Profit Trackers Inc 7052 Santa Teresa Blvd Ste 9 San Jose, CA 95139 40837xxxx3 5 3
Build Advisory
41595xxxx5 kam****@b************.com
Sandra Hill Fiduciary 740 Front St, Santa Cruz, CA 95060 83142xxxx0
GMG Tax & Business Services 3535 Ross Ave Ste 307 San Jose, CA 95124
40859xxxx4 5 50 5 2
Law Offices of Trang Do 1879 Lundy Ave Ste 212 San Jose, CA 95131
40877xxxx6 inf*@i****************.com 5 11 5 26
Developing Financial
61943xxxx3 lj@d******************.com
Keystone Tax and Accounting 100 S Murphy Ave Ste 200 Sunnyvale, CA 94086
40841xxxx3 ell**@k************.com 4.8 32 4.6 18 89 93
Diversifi Capital 4546 El Camino Real B10 Ste1013 Los Altos, CA 94022
65063xxxx7 ala*@c**********.com 5 33
Lawrence Accountancy 1602 The Alameda Ste 100 San Jose, CA 95126
40828xxxx0 adm**@a*******.com 5
MJ Tax And Accounting Services 2570 North First St Ste 200 San Jose, CA 95131
40871xxxx8 c18*****************************@s*****.wixpress 5 11 589320
All About Your Taxes 358 El Camino Real, San Bruno, CA 94066
65041xxxx2 akr**@a****************.com 5 2 4.9 153
Hill Sandra 740 Front St, Santa Cruz, Ca 95060 83142xxxx0
1 2
J.R. Financial & Insurance Services 2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050
40864xxxx2 and***@j****.com 4.8 28
Tax Help & Accounting Solutions 1426 E Hamilton Ave Ste A Campbell, CA 95008
40855xxxx0 arn**@t********.com 4.4 14
Gale Ranch Notary Finance and Apostille San Ramon, CA 94582
92532xxxx1 gov***@g**************.com 5 43 4.9 35 5 10 208
Raymond James Financial Services 4245 Capitola Rd Ste 201, Capitola, CA 95010
83146xxxx6 aar************@r***********.com 17312
Burroughs Braley Financial Planning 521 Capitola Ave, Capitola, CA 95010
83142xxxx0
Year Round Tax Service 204 Mount Hermon Rd Scotts Valley, CA 95066
83124xxxx0 hea****@y***.net 3.7 10 3.2 33
Waddell & Reed 365 Lake Ave, Santa Cruz, CA 95062
83147xxxx0 aam***@w******.com 12 19968 202
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC 125 Water St, Ste A-3, Santa Cruz, CA 95060
83145xxxx5 dns*****@a***.com 132800
Financial Planning Assocs 9111 Soquel Dr, Aptos, CA 95003
83168xxxx6
Axis Bookkeeping Services 1005 Northgate Dr Ste 130 San Rafael, CA 94903
70731xxxx4 adm**@o*********.net 5 3 5 5 78 81
Long Term Care Insurance Santa Cruz 2425 Porter St # 3, Soquel, CA 95073
83146xxxx8 b12*************************************@p************.gkg 5 1
Cia Investments 1685 Commercial Way, Santa Cruz, CA 95065
83147xxxx8 ana***********@d************.org 5 4 170968 118653 186211
Flex Tax and Consulting Group 2811 Castro Valley Blvd Ste 206 Castro Valley, CA 94546
41586xxxx8 ale******@f******.com 5 3 4.8 35 4.9 106 1184
The Buyers Brokerage Inc 519 Seabright Ave Ste 103, Santa Cruz, CA 95062 83160xxxx7
SCORE Mentors Central Coast 716 Capitola Ave, Capitola, CA 95010
83162xxxx5 cen**********@s*************.org 20 4.6 13 528 5 549
The Sherer Group 61 E Main St Ste D Los Gatos, CA 95030
88898xxxx6 rsh****@s**********.com 357
Premium Financial Consultants 5776 Stoneridge Mall Rd Ste 225 Pleasanton, CA 94588 92557xxxx9 acm***********@m************.com 3 4
Aelita Leto Feng Shui Los Gatos, CA 95030
40876xxxx6 7c0*************************************@w*****************.com 4.9 59 5 29
Chance Accountancy 8407 Central Ave Ste 2088 Newark, CA 94560
62682xxxx5 inf*@c****************.com 5 1
Chiorini, Platt & Jacobs 901 Center St Santa Cruz, CA 95060
83142xxxx3 dav**@c**.com 3.7 3 4 5
EASA Architecture 851 Burlway Rd Ste 422 Burlingame, CA 94401
65034xxxx2 exx************@e***************.com 5 3
The Credit Docs 177 Park Ave Ste 200 San Jose, CA 95113
40843xxxx0 geo***@t************.com
Mark Junod at CrossCountry Mortgage 9 Seascape Vlg, Aptos, CA 95003
83160xxxx9 5 7
The Wedeen Hammer Locatelli Group - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx0 acm***********@m************.com
Law Offices of W. Kirk Moore 586 N 1st St, Ste 202 San Jose, CA 95112
40899xxxx6 wkm****@b********.com 5 55 4.9 112
Edward Jones - Financial Advisor: Lisa Constant, CRPC™ 2601 41st Ave Ste A, Soquel, CA 95073
83126xxxx1 a.j*********@e**********.com 84394
AP Accounting & Consulting 353 Alder Rd Boulder Creek, CA 95006
40830xxxx6 apc**********@m*.com
Martin Lowe, CPA 4595 Salina Dr, San Jose, CA 95124
40882xxxx6 inf*@m************.com 5 4 4.7 29 5 9 117 4 122
Thomas & Company 1850 Hamilton Ave San Jose, CA 95125 40855xxxx4 3.9 10
Coast Financial Services 655 Capitola Rd Ste 101 Santa Cruz, CA 95062
83177xxxx1 ada*@c*********************.com 4.1 19 19 23
Sophia Ahmad Law, APC 39055 Hastings St, Ste 211 Fremont, CA 94538
51042xxxx8 sop***@s*************.com 4.4 7 4.9 76
J F Gullo & Company 520 S El Camino Real Ste 610 San Mateo, CA 94402
65034xxxx3 con****@w**********.net 5 2
Jane Alma Massie EA CFP 3431 Portola Dr, Santa Cruz, CA 95062
83147xxxx6 adq**********@b********.com 6
FairWeather Group San Jose, CA 95153
40867xxxx4 dan@f***************.net 5 12 5 3
Raymond James Financial 9011 Soquel Dr Ste B, Aptos, CA 95003
83170xxxx5 aar************@r***********.com 17312
Flynn Financial and Insurance Services, Inc 2121 41st Ave STE 208, Capitola, CA 95010
83147xxxx0 kel***@f*************.net 221 4
Paul B Drescher Financial 2805 Porter St, Soquel, CA 95073 83146xxxx0 3.04
Fitzpatrick & Tucker Inc. 4040 Moorpark Ave Ste 112 San Jose, CA 95117
40824xxxx0 c18*****************************@s*****.wixpress 3.7 3 4.3 26
Van Zanen, Janet 110 Morrissey Blvd, Santa Cruz, CA 95062
83168xxxx4 ali********@u*****.com 344548 4271 346939
Mary Elizabeth Bellizzi - Thrivent 229 Sea Ridge Rd, Aptos, CA 95003
83168xxxx8 dus*************@t*******.com 411822
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC 125 Water Street, SteA3, Santa Cruz, CA 95060
83145xxxx5 ann***********@a***.com
Kartveli CPA Firm San Jose, CA 95129
40850xxxx9 c18*****************************@s*****.wixpress 5 3 5 9
Wells Fargo Advisors 74 River St, Santa Cruz, CA 95060 83146xxxx5
Wells Fargo Advisors 1700 41st Ave, Capitola, CA 95010 83146xxxx2
A Earle Lapp 2435 Felt St Spc 60, Santa Cruz, CA 95062 83147xxxx0
Optimize Accounting Solutions 39812 Mission Blvd Ste 218 Fremont, CA 94539
51076xxxx1 inf*@o******.com 5 4 4.1 9
Niemann Capital Management 5615 Scotts Valley Dr Ste 145, Scotts Valley, CA 95066
83146xxxx3 ada*@n**.net
Sanjiv Gupta, CPA 5820 Stoneridge Mall Rd Ste 222 Pleasanton, CA 94588
51082xxxx3 inf*@s********.com 4.6 19 4.5 69 715 3
Carreira Finance Sunnyvale, CA 94087
66921xxxx7 car************@g****.com 5 1
Personalized Tax Service 154 W San Luis St Salinas, CA 93901 83144xxxx1 5 5 4.9 21
Top Gun Financial Planning San Carlos, CA 94070
91622xxxx3 bjo*****@t*******.com 5 1
Mark Rosenberg, Western International Securities Inc.
83143xxxx0 sup****@g*****.com 289357
Professional Tax Services 2450 Peralta Blvd Ste 222 Fremont, CA 94536
51050xxxx5 4.7 69
RC Blackwell’s Tax Service 900 Lafayette St Ste 705 Santa Clara, CA 95050
40859xxxx2 rcb********@g****.com 4.7 7 4.8 151 5 9 322 18 318
Casey Daniels Bookkeeping Santa Cruz, CA 95060
40848xxxx3 cas**@c*************.com 5 1
Brookline Financial Management 465 La Cuesta Dr, Scotts Valley, CA 95066 83145xxxx5
Edward Jones - Financial Advisor: Jeremy Geels 2121 41st Ave Ste 209, Capitola 95010
83146xxxx2 a.j*********@e**********.com
1
Will Steinberger - Think Different Financial Planning 1144 St Francis St, Redwood City, CA 94061
65038xxxx3 fir**@t***************.com 5 6 5 14
Thomas Newton - Prudential Financial 4444 Scotts Valley Dr # 8A, Scotts Valley, CA 95066 83143xxxx5
Sanjiv Gupta, CPA 39111 Paseo Padre Pkwy Ste 101 Fremont, CA 94538
51082xxxx3 inf*@s********.com 4.6 166 3.9 141 715 3
Balance with Bounty
C.L. Tax & Accounting Service 39899 Balentine Dr Suite 315 Newark, CA 94560
34133xxxx6 cin**************@g****.com 4.6 42 4.3 37
Central Coast Merchant Payment Solutions 2621 Rodeo Gulch Rd Soquel, CA 95073 83147xxxx1
Capitola Investments 720 Capitola Ave, Capitola, CA 95010
83146xxxx0 joh*@c*************.com
Meisser & Riccabona 1595 38th Ave Capitola, CA 95010
83146xxxx0 c18*****************************@s*****.wixpress 587245 46
Natural Bridges Financial 332 Columbia St, Santa Cruz, CA 95060
83142xxxx0 5 2
Savvy Tax and Bookkeeping 16165 Monterey Rd Ste 207 Morgan Hill, CA 95037
66928xxxx0 sav*******@g****.com 4.9 31
Edward Jones - Financial Advisor: Julie K Tauriainen 9055 Soquel Dr Ste D, Aptos, CA 95003
83166xxxx5 and*******@c*************.ca
Shedden Social Security and Retirement Planning
83135xxxx0 5 3
Modern Woodmen of America 230 Mount Hermon Rd, Scotts Valley, CA 95066
83160xxxx1 aar**@m************.org 2
Courier Financial Consulting & Income Tax 1770 Hester Ave San Jose, CA 95128 40829xxxx0 2 1
Merrill Edge 4525 Scotts Valley Dr, Scotts Valley, CA 95066
ale************@m*.com
Roundleaf - San Jose 2055 Junction Ave Ste 115 San Jose, CA 95131
40891xxxx3 ask@r***********.com 4.8 24 4.7 121 681 28
Advantage Bookkeeping & Tax Center 1281 Fifth Ave Belmont, CA 94002
65059xxxx8 joh*@a*****************.com 5 15
Tax Helpers 2880 Zanker Rd, Ste 203 San Jose, CA 95134
40860xxxx0 acc********@t*********.com 5 4 4.8 23
Edward Jones - Financial Advisor: Mark A Gerber 5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066
83143xxxx8 a.j*********@e**********.com 84482
Keytax CPA 2690 S White Rd Ste 30 San Jose, CA 95148
40858xxxx0 adm**@k********.com 5 3 4.7 73 558 9
NGH Insurance & Financial Services, LLC 1999 S Bascom Ave Ste 700 The Pruneyard Tower Campbell, CA 95008 80073xxxx7
MC Accountancy CPA 1633 Old Bayshore Hwy Ste 222 Burlingame, CA 94010
65064xxxx5 hel*@c***************.com 5 6 5 13 99 97
Jarrett Brady, Financial Consultant 1 Almaden Blvd Fl 10 San Jose, CA 95113
40828xxxx0 hos*******@w*********.com
Alam Accountancy Corporation, PC 5533 Snell Ave Ste 100 San Jose, CA 95123
40844xxxx0 joh*@a*********.com 3.7 3 2.8 6
Hendershott Wealth Management 2025 Gateway Pl Ste 405 San Jose, CA 95110
87756xxxx8 adv*****@h****************.com 4.8 21
Kadalyst Design Santa Clara, CA 95050
40864xxxx1 ben*****@k*************.com 5 2
Fidelity Investments 851 E Hamilton Ave Campbell, CA 95008
80054xxxx0 a61****@f*******.com 2.8 29 329245 353000
Alam One Stop Tax and Accounting Services 3933 Baronet Ct, San Jose, CA 95121
40820xxxx6 ala****@y****.com 4.7 28 4.4 7
Premier Tax Advisors 88 W Tully Rd Ste 106 San Jose, CA 95111
40821xxxx2 4.8 62
Dan Hodgin Tax Consulting 106 W Campbell Ave, Campbell, CA 95008
40855xxxx6 dan@d********.com 4.5 17
McKinley Financial Group 3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065
65055xxxx0 cme***@m**********.com 5 5
BWISE Financial Consultants 199 California Dr Ste 201 Millbrae, CA 94030
65044xxxx4
Edward Jones - Financial Advisor: Kris A Schilperoort 1414 Soquel Ave Ste 107, Santa Cruz, CA 95062
83138xxxx6 and*******@c*************.ca
Chamberlain Financial Planning & Wealth Management 303 Water Street Suite 120, Santa Cruz, CA 95060
83142xxxx0
Lanai Financial Solutions 1066 41st Ave a101, Capitola, CA 95062
83147xxxx0 jsm***@l**********************.com 5 6
SJ Accounting Consulting 4695 Chabot Dr Ste 200 Pleasanton, CA 94588
40843xxxx6 c18*****************************@s*****.wixpress 5 10
Moussa CPA 5330 Terner Way Ste 10 San Jose, CA 95136
40834xxxx2
Teh Financial Coaching Milpitas, CA 95035
51036xxxx9 acc**********@s********.org 4.9 91 774 835
Linda Contreras, CPA 519 Capitola Ave Ste B Capitola, CA 95010 83147xxxx0 lin*****@y****.com 3.3 4 2 1
Natural Bridges Financial Advisors 627 Center St, Santa Cruz, CA 95060
83142xxxx0 ana***@n***************.com 5 3 23
Imbrie Timothy CPA Mba 4340 Scotts Valley Dr, Scotts Valley, CA 95066
83143xxxx2 imb******@g****.com 5 4
Raymond James Financial Services 8070 Soquel Dr Ste 110, Aptos, CA 95003
83168xxxx6
Fay Jamasbi, CPA 1999 S Bascom Ave Ste 700 Campbell, CA 95008
40849xxxx0 fay@a*********.com 5 6 185 93 194
Manka Mortgages San Jose, CA 95129
40853xxxx1 4.9 9
Wildflower Financial 120 Church St, Santa Cruz, CA 95060
83185xxxx1 jen*************@w******************.com
Colton Investment Management 108 Coldbrook Ln, Soquel, CA 95073 83147xxxx7
Prestige Business Solutions 40025 Mission Blvd, Fremont, CA 94539
51065xxxx1 joh*@p*******************.com 4.6 9 4.8 59 51 53
VALIC Financial Advisors 5353 Scotts Valley Dr a, Scotts Valley, CA 95066 83142xxxx4
College Planning ABC 3031 Tisch Way 110 Plz W San Jose, CA 95128
40891xxxx8 che********@g****.com 4.9 56
Network Press Inc. 303 Potrero St, Santa Cruz, CA 95060
83143xxxx0 jak*@t************.com 5 21
Win Tax Services 2090 Morrill Ave San Jose, CA 95132
40850xxxx9 c18*****************************@s*****.wixpress 589370
Leal Financial Planning 900 E Hamilton Ave Ste 100 Campbell, CA 95008
40867xxxx4 and**@l*****.com 5 3
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC SteA3, 125 Water St, Santa Cruz, CA 95060
83145xxxx5 dns*****@a***.com 5.01
Small Business Consulting Inc 5401 Scotts Valley Dr, Scotts Valley, CA 95066
83143xxxx0 joh*@s*************************.net 5 4 2
5 1
Nexxus Financial Resource Ventures 87 Dempsey Rd, Milpitas, CA 95035
40876xxxx1 acc*******@n*********.com 5 10
Nat’s Tax Service 2670 S White Rd Ste 130 San Jose, CA 95148 40888xxxx1 4.2 20 4.9 101
Belinda Trense Tax Service 1290 Lawrence Station Rd, Sunnyvale, CA 94089 40863xxxx9 4.9 44 4.9 90
Seth Wax - BancWest Investment Services Financial Advisor 1551 Pacific Ave, Santa Cruz, CA 95060
83123xxxx2 amb*********@b************.com
Curran & Associates CPA 1314 Lincoln Ave Ste 2F San Jose, CA 95125
40822xxxx0 cha****@c******************.com 4.5 8 4.5 17
FJM Consulting Services 606 San Mateo Ave San Bruno, CA 94066
65087xxxx4 5 1
Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ 1500 41st Avenue, #258, Capitola, CA 95010
83122xxxx7 a.j*********@e**********.com 84394
Kingsview Partners Wealth Management - Jonathan Lubell 2901 Park Ave Suite B2, Soquel, CA 95073
83120xxxx5 adm**@k********.com 5.01
Money Concepts Financial Planning Centre 1715 42nd Ave, Capitola, CA 95010
83147xxxx2 aak***@m************.com
Profound Consulting Group 830 Stewart Dr Sunnyvale, CA 94085
65026xxxx6 5 2
Anderson Accountancy Corporation 762 Rio Del Mar Blvd Aptos, CA 95003
83168xxxx7 inf*@a**********************.com 108 3 2
MJ Partners 2880 Zanker Rd Ste 203 San Jose, CA 95134
40885xxxx8 dan*@m*******************.com 4.6 26 4.3 12
Fernanda Aguiar, CPA, EA Padgett Business Services 325 Soquel Ave Santa Cruz, CA 95062
83158xxxx5 hel*@c***************.com 43 9
David E Chopp, CPA 7041 Koll Center Pkwy Ste 260 Pleasanton, CA 94566
92539xxxx2 dav**@d*********.com 5 2 4.5 17
Norris Fiduciary Services Scotts Valley, CA 95066
40829xxxx0 nan**@n**************.net 5 1
The Bargetto Group - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95066 83144xxxx7
Sid Financial Services 1700 S Amphlett Blvd Ste 218 Sid Financial Services San Mateo, CA 94402
65037xxxx8 dav*******@s***********.com 5 2 5 16 5 11 216
Joe Phillips Insured Retirement Income - Closed 9029 Soquel Ave #C, Santa Cruz, CA 95062
83147xxxx0 joe@s*****************.com 5 3
5 1
Niemann Capital Management Inc 5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066 80062xxxx6 5.01
Laddi Jhuty, CFP 5201 Great America Pkwy Ste 350 Santa Clara, CA 95054
51081xxxx4 inf*@n********.com 4.2 20
Edward Jones - Financial Advisor: Alan R Gale 5619 Scotts Valley Dr, Ste 100, Scotts Valley, CA 95066
83143xxxx9 a.j*********@e**********.com 374
1 1
World Financial Group - Pinnacle Elite 2901 Park Ave Suite A12, Soquel, CA 95073
83129xxxx9 dns******@a*******.com 5 3
Nexus Wealth Advisors 365 Lake Ave, Santa Cruz, CA 95062
83147xxxx3 aam***@w******.com 12 19968 202
Costa Richard L & Associates 323 Spreckels Dr, Aptos, CA 95003 83168xxxx2
Bhatia & Co 4677 Old Ironsides Dr Ste 170 Santa Clara, CA 95054
40884xxxx1 ban**@b*******.com 3.3 6
Michael Chamberlain CFP 303 Water St, Santa Cruz, CA 95060
83142xxxx0 4
1
Beach House Wealth Management 521 Capitola Ave, Capitola, CA 95010
83142xxxx0 inf*@b***************.com 5.06
Financial Insights & Strategies Cupertino, CA 95014
40871xxxx9 san*********************@g****.com 5 13
Financial Resource Associates 107 McPherson St, Santa Cruz, CA 95060
83145xxxx5 bro******@b*********.com
WaveCrest Wealth Management 1500 41st Ave Ste 256, Capitola, CA 95010 83147xxxx5
Lina’s Tax Team 69 E Hamilton Ave, Campbell, CA 95008
40886xxxx0 ela***@f*********.com 4.4 7 4.6 100 35 41
Fred Livai Financial Consulting 25125 Santa Clara St Ste E330 Hayward, CA 94544
51088xxxx3 c87*************************************************************@g****.calendar 5 48
H&R Block 1804 Mission St Santa Cruz, CA 95060
83142xxxx2 aab***@h******.com 4.6 72 1.8 5 554753 20485 552513
Serendipity Securities 7735 Soquel Dr, Aptos, CA 95003
83166xxxx0 aar************@r***********.com 184 133
Ohana Tax Services Fremont, CA 94538
51057xxxx0 adm**@o***************.com 3.4 5 4.9 85
George Financial Advisors 245 Mount Hermon Rd, Scotts Valley, CA 95066 83143xxxx0
Kayros Multiservices 1528 Constitution Blvd Salinas, CA 93905
83127xxxx0 inf*@k******************.com 5 6 5 4
Smart Tax 4020 Moorpark Ave Ste 208 San Jose, CA 95117
40871xxxx2 san******@s******************.com 3.7 3 3.4 5
Beacon Pointe Advisors 365 Lake Ave B, Santa Cruz, CA 95062
83147xxxx0 aba*****@b***********.com 5 1 225 36
Diversified Financial 108 Whispering Pines Dr Ste 130, Scotts Valley, CA 95066
83143xxxx3 awi****@d***.com 35 3
College Financial Consultants 15559 Union Ave Ste 198 Los Gatos, CA 95032 40839xxxx0
Pruneyard Financial Group 51 East Campbell Ave Ste 140 Campbell, CA 95008
40837xxxx4 hel**@r**********.com 5 4
Libra Wealth 901 Center St, Santa Cruz, CA 95060
83142xxxx0 hel**@r*****.io
Plenaris Advisory 950 S Bascom Ave San Jose, CA 95128
40829xxxx8 ple*************@g****.com
Bonnie Li Accounting & Tax Service 800 West El Camino Real Ste 180 Mountain View, CA 94040 40896xxxx0 b.l*@b********.com 4.8 38 19
Countryside Financial Services 411 Kelly Ln, Santa Cruz, CA 95060
83146xxxx4 bas***@c*******************.com 2
HarborLight Investments 180 7th Ave Suite 204, Santa Cruz, CA 95062
83129xxxx3 inf*@h*********************.com 5 8
U.S. Bancorp Investments - Financial Advisors: Aptos 96 Rancho Del Mar, Aptos, CA 95003
83168xxxx6 aar************@u*****.com 5.01 352 344073 4201 346940
Computax Services - Santa Clara 1765 Scott Blvd Ste 123 Santa Clara, CA 95050 40832xxxx6 4.1 13 4.6 33
Essential Business Concepts 350 Main St Ste N Pleasanton, CA 94566
92527xxxx5 ani**@e************************.com 4.3 3 4.8 17 210 9
Ez Tax Service 1855 41st Ave Capitola, CA 95010 83147xxxx2 cap*****@m***********.com 4.9 9 4.8 26
AJJ Bookkeeping & Tax Services South San Francisco, CA 94080 65053xxxx8 fin**@m***.com 4.7 29
Monterey Bay Group 6004 La Madrona Dr, Scotts Valley, CA 95060
83144xxxx3 3.5 2
Current Capital Inc. 83171xxxx0 5 1
Barbara Doherty 164 Main St Suite 202 Los Altos, CA 94022
65025xxxx4 bar****@d************.com 352 4.8 29
Ameer N Khan, CPA 11501 Dublin Blvd Ste 200 Dublin, CA 94568
92599xxxx5 tax@b*********.com 4.9 102
Alpha B Tax & Bookkeeping Services 5201 Great America Pkwy Ste 320, PMB 224 Santa Clara, CA 95054
40873xxxx0 adm**@u*****************.com 5 102 5 159 394 199
AI Bookkeeping & Tax Services Aptos, CA 95003
83129xxxx2 aib****************@y****.com
Grs 266 Bridlewood Ct, Santa Cruz, CA 95060 83143xxxx0
Notary Outlet 4924 Trent Dr San Jose, CA 95124
40883xxxx7 hel**@r**********.com 5 20 5 7
Thai T. Nguyen, CPA 1900 Camden Ave Ste 201 San Jose, CA 95124
40849xxxx8 c18*****************************@s*****.wixpress 5 2 4.5 22
Cloverleaf Financial Group 171 Marine Parade, Santa Cruz, CA 95062
83142xxxx0 ema**@h********************.com 3 2 4.5 9 198 13
Elaine Cfp Kiernan Cdfa Csa 125 Water St, Santa Cruz, CA 95060 83145xxxx5
Abundance Wealth Planning 39899 Balentine Dr Ste 200 Newark, CA 94560
51093xxxx7 jku*@f******************.com 5 9 111
Dorrance Financial Services Redwood City, CA 94063
65024xxxx8 5 3 4.8 9
Onepoint Services 5309 Mckinley Way Felton, CA 95018
83134xxxx3 joh*******@o***************.co 5 3
Edward Jones - Financial Advisor: Mike Herlevi 9055 Soquel Dr Ste D Aptos, CA 95003
83166xxxx5 a.j*********@e**********.com 84482
B & R Accounting 1900 Camden Ave Ste 204 San Jose, CA 95124
40824xxxx6 bob**@b**************.com 5 7 4.5 66
LPL Financial 5187 Empire Grade, Santa Cruz, CA 95060
83142xxxx0 dav***********@l**.com
Rittenhouse Building & Invstmn 660 High St, Santa Cruz, CA 95060 83142xxxx0
Rivermark Wealth Management 800 W El Camino Real Ste 180 Mountain View, CA 94040
40837xxxx7 inf*@f*******.com 5 6 5 1 254 21 290
Ngoc Tran, CPA 2005 De La Cruz Blvd Ste 275 Santa Clara, CA 95050
40870xxxx6 ngo*******@o******.com 4.8 34
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services 125 Water St Ste A-3, Santa Cruz, CA 95060
83145xxxx5 dns*****@a***.com
Chan CPA & Company 1885 S Winchester Blvd Ste 200 Campbell, CA 95008
40835xxxx1 bon***@c******.com 4.3 13 92
Acuitax 1525 McCarthy Blvd Ste 1079 Milpitas, CA 95035
40865xxxx1 con****@p*************.org 5 3
Gomez Paula CFP 3283 Valencia Ave, Aptos, CA 95003
83166xxxx4 pau****@m********.com
Durrani CPA Services 42514 Albrae St, Fremont, CA 94538
51059xxxx6 haj***@d*********.com 5 6 5 9 149
Lanai Financial Solutions 1066 41st Ave Ste A101, Capitola, CA 95010
83147xxxx0 jsm***@l**********************.com 5 6
4.5 16
Allied Financial Network 3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117
40825xxxx9 joh*@a*********************.com 5 8
Chamberlain Financial Planning & Wealth Management 125 Mission St #3, Santa Cruz, CA 95060 83142xxxx0 ant****@c************.com 5 1
Jane McKenzie and Protected Investors 1010 Fair Ave, Santa Cruz, CA 95060 83160xxxx4
Holland & Associates 2479 E Bayshore Rd Ste 250 Palo Alto, CA 94303
65032xxxx0 cri**********@h**********.com 47 4.5 8
Hugi, Kathleen 110 Morrissey Blvd, Santa Cruz, CA 95062
83123xxxx6 ali********@u*****.com 3.1 16 344548 4271 346939
Accounting Innovator Palo Alto, CA 94303 65031xxxx4
SJ Accounting Consulting, CPA CFP 1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035
c18*****************************@s*****.wixpress 5 5 4.8 37
Edward Jones - Financial Advisor: Ryan D Bennett 819 Bay Ave Suite B, Capitola, CA 95010
83147xxxx6 a.j*********@e**********.com 85187
Trike Financial 16548 Oleander Ave, Los Gatos, CA 95032
40882xxxx6 ton*@t*************.com 5 6
Alta Investment Group 104 Lamanda Dr, Aptos, CA 95003 83168xxxx0 5 1
Prosper Bookkeeping Sunnyvale, CA 94085
65066xxxx3 5 29
Laureen Yungmeyer - State Farm Insurance Agent 230 Mount Hermon Rd Ste F Scotts Valley, CA 95066
83142xxxx0 joh*@l***************.com 4.7 22 4 12 214 57
Caleb Lawrence Registered Investment Adviser Inc. 216 Mount Hermon Rd Ste E, Scotts Valley, CA 95066
83133xxxx8 cal**@c************.com 112 21
West Pro 6591 San Ignacio Ave San Jose, CA 95119
40897xxxx9 inf*@w*********.com 5 1
Better Credit USA 745 Distel Dr Ste 118 Los Altos, CA 94022
40865xxxx5 inf*@b******************.com 4.7 12 4.4 14 4.6 16 913 917
Elina Brusilovsky, CPA 950 Tower Ln Ste 110 Foster City, CA 94404
65083xxxx8 inf*@g******.com 5 53
Jp Gahagan Financial 590 Pineridge Rd, Santa Cruz, CA 95060 83142xxxx0
Padgett Business Services 2950 Merced St Ste 102B San Leandro, CA 94577
87781xxxx0 inf*@p*************.com 5 8 128
Edward Jones - Financial Advisor: Cheryl D Rebottaro, ChFC®|AAMS™|CRPC™ 221 Mt Hermon Rd Suite F, Scotts Valley, CA 95066
83146xxxx1 a.j*********@e**********.com 5 1 84482
Candace Ebert & Company 749 37th Ave Santa Cruz, CA 95062
83131xxxx6 and***@c***********.com 5 2 5 1 142
Sanjiv Gupta, CPA 355 West Olive Ave Ste 108 Sunnyvale, CA 94086
40891xxxx4 inf*@s********.com 3.8 27 4.1 58 726 3
Redintegration Rio del Mar, CA 95003
83120xxxx5
Aargo Inc 10 Timber Ridge Ln, Scotts Valley, CA 95066
40831xxxx0 sim************@g****.com
AJ Abdelkhalek - State Farm Insurance Agent 146 E Iowa Ave Sunnyvale, CA 94086
40873xxxx0 aj@i************.com 4.8 32
Fernanda Aguiar 51 E Campbell Ave Campbell, CA 95008
40886xxxx5 hel*@c***************.com 5 13 4.8 16 9
Tax Relief USA 20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014
40853xxxx6 9d0*************************************@w*****************.com 4.4 14 4.4 68
Omni Fund 149 Josephine St Ste D, Santa Cruz, CA 95060
83142xxxx0 pau*@a*************.com
LPL Financial, David De La Rosa 5187 Empire Grade, Santa Cruz, CA 95060
83142xxxx0 dav***********@l**.com
Roger Evans - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx7 acm***********@m************.com
H H Professional Tax 1101 S Winchester Blvd, San Jose, CA 95128
40829xxxx7 har***@h********.com
Dollar Brokerage 844 17th Ave, Santa Cruz, CA 95062
83147xxxx0 je**@d**************.com
Santa Cruz County Small Business Development Center 6500 Soquel Dr #2100C, Aptos, CA 95003
83147xxxx6 mar******@n*********.org 4.8 13
Divorce Capital Planning 1 Almaden Blvd Ste 610 San Jose, CA 95113
40899xxxx0 doe*****@d*********************.com 5 7
Global Wealth Partners 1764 The Alameda San Jose, CA 95126
40823xxxx0 ana***@g**********************.com 87 1 1 5 5 35
Tax Magic of Hayward 980 A St Hayward, CA 94541
86662xxxx0 als******@t*******.tax 4.7 19 4.9 30 44 50
Edward Jones - Financial Advisor: Aaron E Brandt 6630 Highway 9, Suite 102, Felton, CA 95018
83133xxxx8 a.j*********@e**********.com 3 84398
5 1
Rice Financial Consulting 300 E Main St Los Gatos, CA 95030
40835xxxx0 sri**@s********.com 1 1
H&R Block 724 Water St Santa Cruz, CA 95060
83142xxxx1 aab***@h******.com 4.3 41 3.5 6 554696 20833
Croxall Capital Planning 9057 Soquel Dr Building B / Suite A, Aptos, CA 95003
83166xxxx6 gar*********@l**.com 5.01
San Jose Tax Services 639 Tully Rd, San Jose, CA 95111
40829xxxx4 4.2 129
Small Business Consulting 5401 Scotts Valley Dr, Scotts Valley, CA 95066
83188xxxx4 joh*@s*************************.net 5 4 4.7 12 2
James Gahagan - Prudential Financial 590 Pineridge Rd, Santa Cruz, CA 95060
83142xxxx0 a.w*****@p*********.com
Pacific Financial Associates Inc. 323 Spreckels Dr, Aptos, CA 95003
83168xxxx1 ali***@p******.com 4.3 6
Charles Schwab 2407 Porter St Ste 100, Soquel, CA 95073
83146xxxx0 acc************@s*****.com 3.7 3
J P D Financial Consultants 700 Gale Dr Campbell, CA 95008
40834xxxx0 ali***@j***********.com
Dollars & Sense 1206 Bay St, Santa Cruz, CA 95060
83125xxxx3 car*****@d******************.com
LPL Financial 1500 41st Ave #244, Capitola, CA 95010 83147xxxx3 5 1
Nevin T Hougardy - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx2 acm***********@m************.com 3.52
Asset Planning & Management 3385 Samuel Pl, Santa Cruz, CA 95062 83172xxxx0
Block Advisors 1475 41st Ave Ste B Capitola, CA 95010
83146xxxx5 aar**@b************.com 4.7 91 3.2 19 1557 366
Block Advisors 6467 Almaden Expy Ste 30 San Jose, CA 95120
40892xxxx3 aar**@b************.com 4.8 52 4.2 11 1557 366
TRM Tax Solutions 39899 Balentine Dr Ste 200 Newark, CA 94560
40868xxxx7 hel*@c***************.com 5 5 4.8 23 1782 13 1700
Pegasus Tax and Accounting 611 Gateway Blvd Fl 2 S San Francisco, CA 94080
88852xxxx9 bet**@p********.com 5 10 5 1
StoneBridge Tax Solutions 4030 Moorpark Ave Ste 115 San Jose, CA 95117
40846xxxx9 che***@s**********************.com 5 4 4.6 32
Index Gurus 5350 Paso Del Rio Way, Concord, CA 94521
92535xxxx0 far**@i*********.com 5 47
Financial Consultants 22693 Hesperian Blvd Hayward, CA 94541 51030xxxx0
Edward Jones - Financial Advisor: Ivor Thomas 5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066
83129xxxx4 and*******@c*************.ca
Erik Hanson - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx7 acm***********@m************.com
Farmers Insurance - Genaro Garza 3535 Ross Ave Ste 307 San Jose, CA 95124
40859xxxx4 aar*****@f***********.com 4.6 28 5 8
Nova Law Group 800 W El Camino Real, Ste 180 Mountain View, CA 94040
65081xxxx0 zac*********@n***********.com 5 7 5 26
Tesoro Financial Group 607 N 1st St San Jose, CA 95112
40881xxxx3 jav*********@f*************.com 223 5 1
Edward Chiang, CPA 2007 W Hedding St Ste 209 San Jose, CA 95128 40824xxxx2 4.1 12
Chamberlain Financial Planning & Wealth Management 644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030
80034xxxx0 5 1
Flynn Financial Corp 2121 41st Ave, Capitola, CA 95010
83147xxxx0 kel***@f*************.net
Lois K. Vega, CPA San Jose, CA 95123 5 1
Coast Financial Services 4340 Stevens Creek Blvd 161 Ste 161 San Jose, CA 95129
40899xxxx5 ada*@c*********************.com 5 1
Andrade Tax Service 1565 Alum Rock Ave, San Jose, CA 95116
40827xxxx2 con****@s*********.com 3.7 3 4.3 10
Capitol Roth Investment 3825 Clares St, Capitola, CA 95010 83146xxxx6
Tax Deferral Strategies 3031 Tisch Way Ste 901 San Jose, CA 95128
40826xxxx6 car*@d*******.com 5 1 5 7 264 267
Preeti Sehgal - State Farm Insurance Agent 9057B Soquel Dr Ste F Aptos, CA 95003
83153xxxx6 pre***@s*******.com 5 67 4.8 4 182 10
Vested Financial Planning San Carlos, CA 94070
65071xxxx4 edb*************************************@w*****************.com 5 33 165
Rovai Wealth Management 1715 42nd Ave c, Capitola, CA 95010
83147xxxx2 5.06
Wells Fargo Advisors 7701 Soquel Dr, Aptos, CA 95003 83168xxxx2
H&R Block 237B Mount Hermon Rd Scotts Valley, CA 95066
83143xxxx1 aab***@h******.com 4.7 75 3.6 12 554696 20833
Wealth Cairn 910 E Hamilton Ave Ste 350 Campbell, CA 95008
40852xxxx8 c18*****************************@s*****.wixpress 235
Henri Jeanrenaud 106 Ponderosa Dr, Santa Cruz, CA 95060 83143xxxx2
World Financial Group 1840 41st Ave STE 205, Capitola, CA 95010
83131xxxx4 con****************@t***********.com 5 2 81840 2032
Sanjiv Gupta, CPA 4075 Evergreen Village Sq Ste 220 San Jose, CA 95135
40820xxxx2 inf*@s********.com 3 2 4.6 9
Lanai Financial Solutions 1066 41st Ave, Capitola, CA 95010
83185xxxx6 cmc*****@l**********************.com 5 6 187 6
Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC 2737 Porter St, Soquel, Ca 95073
83147xxxx7 dns*****@a***.com
Charles Schwab 438 E El Camino Real Sunnyvale, CA 94087
40852xxxx0 ej.********@s*****.com 3.7 15 3.2 18
Delgado & Associates 18625 Sutter Blvd Ste 400 Morgan Hill, CA 95037
40837xxxx0 joh*@t*****.net 5 4 4.7 12
SCORE
21523xxxx0 a-r****@s****.org 4.4 11 4.5 44 2398 57 2400
Nidhi Jain CPA 11501 Dublin Blvd Ste 200 Dublin, CA 94568
40850xxxx6 inf*@n*******.com 4.6 46
BookSoEasy 1459 18th St Ste 246 San Francisco, CA 94107
41524xxxx2 ake**@b*********.com 4.7 15
Affordable Home Finance 120 Bulkhead, Santa Cruz, CA 95060
87732xxxx2 82a*************************************@w*****************.com 5 3
Springwater Wealth Management, LLC 740 Front St #200, Santa Cruz, CA 95060
88899xxxx6 jim********@s****************.com 241 2
Lisa C Silva, CPA/PFS - Taxes By Design 15325 Calle Enrique Ste 1 Morgan Hill, CA 95037
66925xxxx0 4.7 13 5 11
Bryan Russell - Mortgage Consultant 750 University Ave Ste 275 Los Gatos, CA 95032
40865xxxx5 aas***@o***********.com 5 10
Evan J Benevento Watsonville, CA 95076
83192xxxx3 inf*@e*******.com 5 6 5 1
Waddell & Reed 223 Merced Ave, Santa Cruz, CA 95060
83147xxxx0 aam***@w******.com 19968 202
Dollars and Sense 1734 Seabright Ave Santa Cruz, CA 95062
83146xxxx4 car*****@d******************.com 61 3 4
Gallagher Reedy & Jones 19 N Santa Cruz Ave, Ste A Los Gatos, CA 95030
40835xxxx8 grj@g*****.com 3.2 17
Complete Tax Solutions 851 Burlway Rd Ste 600 Burlingame, CA 94010 65068xxxx0 4.9 27
Ernst & Young 550 High St Ste 100 Palo Alto, CA 94301
65088xxxx0 abd**********@e*.com 3 3 545999
Liberty Tax 5510 Almaden Expy, San Jose, CA 95118
66954xxxx0 aar***@l*********.com 4.9 213 4.5 97 105718 14089 106000
Edward Jones - Financial Advisor: Ryan J Ozog 151 Aptos Vlg Wy Unit 308, Aptos, CA 95003
83166xxxx5 a.j*********@e**********.com 85189
AAlpha And Omega Tax Service San Jose, CA 95113
40888xxxx2 ana***@g****.com 5 26
Fireside Financial Planning 1975 Hamilton Ave Ste 6A San Jose, CA 95125
40837xxxx1 cb.*********@g****.com 5 2
Heckman Financial & Insurance Services 333 W Santa Clara St Ste 604 San Jose, CA 95113
40829xxxx0 *nn*@w************.com 4.6 7 5 2 100
Oakhurst Financial 1059 Fremont Ave Los Altos, CA 94024
40821xxxx3 jer**@o****************.com 5 5
Megan Mortgage 22631 5th St Hayward, CA 94541
92539xxxx4 joh**@m*************.com
Gold Alliance Serving theSanta Cruz Area 88821xxxx2
Patricia A. Beckwith, CPA 4630 Soquel Dr Ste 3 Soquel, CA 95073
83166xxxx5 tri**@s***********.com 4.7 6 5 10
Council Financial & Insurance Services 425 Market St Ste 1600 San Francisco, CA 94105
92587xxxx2 her*@c***************.com 5 68 107
Juan Reyes, CPA - Books To Scale 2110 K St Ste 115 Sacramento, CA 95816
20996xxxx3 jua*@b***********.com 5 3 5 8
Fix Your Credit Consulting 388 Market St, Ste 1300 San Francisco, CA 94111
87721xxxx0 con****@f**********************.com 4.7 36 4.6 10 945 3 962
Gerald L. Cockrill, CPA 1290 B St Ste 308 Hayward, CA 94541 51088xxxx5 3 2 5 5
Diwakar Taxes 2332 Walsh Ave, Santa Clara, CA 95051
40824xxxx5 ami*@d***********.com 3.6 109 4.3 177
Piedmont Avenue Consulting 3873 Piedmont Ave Ste 2 Oakland, CA 94611
51030xxxx6 aub***@p**********.com 5 6 5 40 580 9 577
Redfern Diana CFP EA MBA 2715 Porter St, Soquel, CA 95073 83146xxxx0
Flex Tax and Consulting Group 1160 Battery St E Ste 100 San Francisco, CA 94111
41586xxxx8 ale******@f******.com 4.8 53 4.8 149 4.9 106 1184
Morgan Stanley Financial Advisors 6004 La Madrona Dr, Santa Cruz, CA 95060
83144xxxx0 acm***********@m************.com 3.5 2
Liberty Tax 32619 Alvarado Blvd, Union City, CA 94587 51047xxxx5 4.6 51
Lillian Moore - State Farm Insurance Agent 5520 Almaden Expy San Jose, CA 95118
40826xxxx0 u00**@i******************.com 4.9 51 4.6 13
Retirement Administration San Jose, CA 94022
65096xxxx0 ale***@r**************.com 5 1
clientfirst financial 8070 Soquel Dr #110, Aptos, CA 95003 88868xxxx0
Early Growth Financial Services 2033 Gateway Pl Fl 5 San Jose, CA 95110
41523xxxx7 ada****@e***************************.com 2.3 3 4.6 12 490
Barney Smith 6004 La Madrona Dr, Scotts Valley, CA 95060 83144xxxx0 acm***********@m************.com
Peak Accounting Services 783 Rio Del Mar Blvd Ste 43 Aptos, CA 95003
83168xxxx1 cur*@p***********.net 4.2 5
Sanjay Taxpro 830 Stewart Dr Suite 134 Sunnyvale, CA 94085
40846xxxx9 bwo**********@s***********.com 4.5 720 2.9 379
Castelli Financial 236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030
40883xxxx4 joh*@c****************.com 5 36
ABC Tax and Accounting 770 Kiely Blvd Ste 110 Santa Clara, CA 95051 40882xxxx9 2 5 8
Johnson Education Solutions 101 Cooper St #2228, Santa Cruz, CA 95060 83144xxxx0
Ohana Wealth Management 2901 Park Ave Ste B1, Soquel, CA 95073
83121xxxx9 ali***@o********************.net
MFAS Homes Realty & Development 6090 Hellyer Ave Unit 150 San Jose, CA 95138
40888xxxx8 inf*@m********.com 4.5 2 521 617
Bottom Line Financial Svc 9457 Zayante Dr, Felton, CA 95018 83133xxxx5
Taxwest Services 1101 S Winchester Blvd Ste A-107 San Jose, CA 95128
40864xxxx3 joh******@t**************.com 5 10
Hamilton M M Financial Group Inc 23378 Deerfield Rd, Los Gatos, CA 95033 40835xxxx0
Fairway Financial Consulting Union City, CA 94587
51078xxxx2
California Financial and Tax Services 20370 Town Center Ln Ste 168 Cupertino, CA 95014
40899xxxx0 amy@c********.com 3.6 8
Wynn Capital Management 101 Cooper St, Santa Cruz, CA 95060
83133xxxx7 ama****@w**********.com
Thrivent Financial 229 Sea Ridge Rd, Aptos, CA 95003
83168xxxx8 aar************@t*******.com 411881 404164
Heckley Robert T Clu- Financial Consultant Chartered 1800 Hamilton Ave San Jose, CA 95125 40899xxxx5
Edward Jones - Financial Advisor: Marisa C Otto 275 Tennant Ave Ste 206A Morgan Hill, CA 95037
40877xxxx0 a.j*********@e**********.com 5 1 7
Dividend Detective
80027xxxx1 sup****@d****************.com
A2i Accounting + Consulting Services 3040 Valencia Ave Ste 6 Aptos, CA 95003
83147xxxx0 inf*@a**.me 5 2 5 7 5 6 30 20
GS Accounting Consultants 1818 Gilbreth Rd Ste 115 Burlingame, CA 94010 65086xxxx9 5 5
Zhong & Sanchez 97 E Brokaw Rd Ste 240 San Jose, CA 95112
51060xxxx1 arb****************@z***********.com 5 1 100 101
Raymond James Financial 1066 41st Ave Ste A101, Capitola, CA 95010
83147xxxx0 aar************@r***********.com 17312
Kamita Partners, CPA 1011 W Taylor St, San Jose, CA 95126
51065xxxx6 joh*@k*************.com 5 1
H&R Block 2750 41st Ave Ste D Soquel, CA 95073
83122xxxx5 aab***@h******.com 4.5 65 1.7 6 554696 20833
Wahba Ray M CPA 2542 S Bascom Ave Ste 202 Campbell, CA 95008 40837xxxx5 5 3
National Planning Corp 9057 Soquel Dr, Aptos, CA 95003 83166xxxx9
Stiles-Strudley - Raymond James 2121 41st Ave Ste 206, Capitola, CA 95010
83146xxxx6 aar************@r***********.com
Amts Tax Services 2340 Santa Rita Rd Pleasanton, CA 94566
92524xxxx0 3.2 9 5 3
Davis Clinton E Clu Rhu CHFC 305 Soquel Ave Ste B, Santa Cruz, CA 95062
83142xxxx8 cli**********@g***.com
Tedrowe Realty & Investments 1717 Seabright Ave Ste 1, Santa Cruz, CA 95062
83142xxxx0
Flynn Financial & Insurance Services 2121 41st Ave, Capitola, CA 95010
83147xxxx0 joh*@f********************.com 220 4
2
First American Title Company 330 Soquel Avenue, Santa Cruz, CA 95062
83142xxxx0 aal***@f******.com 4.6 33
6
Mauricio Midence Tax Preparation & Financial Services 2552 Appian Way Pinole, CA 94564
51066xxxx9 mid****************@g****.com 4.9 205 4.6 55
Amin Dean, CPA 1799 Bayshore Hwy Ste 100 Burlingame, CA 94010
65069xxxx7 ami*@a**********.com 5 2 4.8 78 85198 118
Modi’s Tax 6472 Camden Ave Ste 103 San Jose, CA 95120
40873xxxx1 doe**@m*******.com 3.6 14 3.6 17
The Dahlmeier Kass Team - Morgan Stanley 6004 La Madrona Dr, Santa Cruz, CA 95060 83144xxxx0 3.52
Margaret K. Chan, CPA, CFP 16615 Lark Ave Ste 200 Los Gatos, CA 95032
40835xxxx0
On Q Financial 36 Seascape Vlg, Aptos, CA 95003
83166xxxx0 inf*@o***********.com 5 31 12111 222
Mercer Advisors 100 Pringle Ave Ste 320 Walnut Creek, CA 94596
65057xxxx8 aar********@m*************.com 2.3 3 4.4 77
Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ 1414 Soquel Ave, Ste 107, Santa Cruz, CA 95062
83146xxxx8 a.j*********@e**********.com
Money Matters 2565 Huntington Dr, Aptos, CA 95003 83168xxxx8
At Peace with Money
40865xxxx2 ang***@a***************.com 5 3 156
Instant Tax Attorney 55 S Almaden Blvd, San Jose, CA 95113
87736xxxx1 ali**@i******************.com 5 1 1994 198
Bautista Properties 2431 Fillmore St San Francisco, CA 94115
41577xxxx3 bau***************@l***.com
Lockett Capital Consulting 6525 Crown Blvd Ste 20204 San Jose, CA 95160
40899xxxx7
C J Investment Services Inc 331 Capitola Ave, Capitola, CA 95010
83146xxxx5 joh*@c*************.com
Kiernan Elaine CFP Cdfa CSA 107 Mcpherson St, Santa Cruz, CA 95060
83145xxxx5 bro******@b*********.com
Continuity Capital Group 5619 Scotts Valley Dr, Scotts Valley, CA 95066 83162xxxx8
Yamani World Holdings 1618 Sullivan Ave Daly City, CA 94015
84440xxxx7
Financial Resource Associates 125 Water St, Santa Cruz, CA 95060 83145xxxx5