| Gulati Financial & Insurance Services |
2350 Mission College Blvd Ste 1160 Santa Clara, CA 95054 |
|
40898xxxx0 |
ani*@g**************.com |
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1 |
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| Optimize Enterprises |
4200 Scotts Valley Dr, Scotts Valley, CA 95066 |
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83145xxxx0 |
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| Richard R Rammer Inc |
1414 Soquel Ave Ste 207, Santa Cruz, CA 95062 |
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83142xxxx7 |
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| Menlo Asset Management |
1010 El Camino Real Ste 370 Menlo Park, CA 94025 |
|
65032xxxx8 |
cla****@m*********.com |
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2 |
5 |
1 |
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| First American Exchange Company |
333 W Santa Clara St Ste 622 San Jose, CA 95113 |
|
80083xxxx3 |
aal***@f******.com |
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5 |
6 |
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1251 |
4 |
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| M Brian |
1500 41st Ave, Capitola, CA 95010 |
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83147xxxx3 |
aar*********@l**.com |
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19968 |
202 |
21004 |
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| Yan Song CPA |
Santa Clara, CA 95051 |
|
66980xxxx0 |
sup****@s*********.com |
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5 |
9 |
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52235 |
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| Wells Fargo Advisors |
100 Kings Village Rd, Scotts Valley, CA 95066 |
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83143xxxx0 |
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| Cathy Daigle, CFP, CDFA |
Los Gatos, CA 95031 |
|
40835xxxx4 |
cat**@c**********.com |
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5 |
2 |
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| Paula Gomez Certified Financial Planner |
3233 Valencia Ave, Aptos, CA 95003 |
|
83166xxxx4 |
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| Visions In Partnership |
172 View Cir Felton, CA 95018 |
|
83124xxxx2 |
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| Graystone Advisor |
48 Port Royal Ave Foster City, CA 94404 |
|
65060xxxx3 |
aar*******@g***************.com |
5 |
2 |
5 |
4 |
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| Clientfirst Financial |
8070 Soquel Dr Aptos, CA 95003 |
|
83168xxxx6 |
aar************@r***********.com |
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| David Kelly CPA, CFP® |
San Jose, CA 95138 |
|
65073xxxx5 |
dav********@d*********.com |
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5 |
3 |
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| In3 Group |
Santa Cruz, CA 95061 |
|
83176xxxx0 |
dan***@i*********.com |
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| Royal Alliance Assoc Inc |
2435 Felt St Spc 60, Santa Cruz, CA 95062 |
|
83147xxxx0 |
aba*****@r************.com |
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2763 |
26 |
3300 |
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| Sackx P Filiep |
4113 Scotts Valley Dr Ste B, Scotts Valley, CA 95066 |
|
83144xxxx4 |
fil***@f**********.com |
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| SMA Reserves, LLC |
2059 Camden Ave Ste 151 San Jose, CA 95124 |
|
40830xxxx5 |
eri*@s**********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Zach Brown |
5619 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83144xxxx8 |
and*******@c*************.ca |
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| Carpe Diem Financial Life Planning |
870 Woodland Dr, Ben Lomond, CA 95005 |
|
83153xxxx5 |
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4 |
1 |
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| Edward Jones - Financial Advisor: Cheryl D Rebottaro |
221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066 |
|
83120xxxx6 |
and*******@c*************.ca |
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| Sierra Pacific Financial Advisors |
7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566 |
|
92522xxxx8 |
ama@s********.com |
4.8 |
4 |
4.8 |
5 |
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82 |
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| James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC |
125 Water St Ste A3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
5.01 |
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| Adero Partners |
5000 Hopyard Rd Ste 460 Pleasanton, CA 94588 |
|
65025xxxx0 |
mad************@d*************************.com |
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| Galaham Zuanich - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.52 |
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| Essence Wealth & Insurance Services |
4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054 |
|
65074xxxx1 |
joh*@e************.com |
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5 |
48 |
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| Santa Cruz Investment Management |
8044 Soquel Dr, Aptos, CA 95003 |
|
83168xxxx0 |
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| FCAA LLC / Farm and Community Mortgage |
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|
65070xxxx7 |
nei*@f***********************.com |
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| D Findrick- The Home Loan Center |
Soquel, CA 95073 |
|
40822xxxx1 |
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5 |
5 |
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| Canyon View Capital |
331 Soquel Ave, Santa Cruz, CA 95062 |
|
83148xxxx5 |
acc*************@c****************.com |
4.1 |
9 |
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| WI Investment Advisory Group, LLC |
1535 Seabright Ave, Santa Cruz, CA 95062 |
|
83160xxxx3 |
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| Constant, Lisa |
2601 41st Ave, Soquel, CA 95073 |
|
83126xxxx1 |
a.j*********@e**********.com |
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84482 |
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| Raymond James Financial Services - Heather Stiles |
2121 41st Ave Ste 206 Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
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5 |
1 |
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17312 |
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| Primerica |
3 Hangar Way Ste B, Watsonville, CA 95076 |
|
83172xxxx3 |
a.-*******************@p********.com |
5 |
5 |
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147402 |
4028 |
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| Silicon Valley Financial Group |
950 S Bascom Ave Ste 2112 San Jose, CA 95128 |
|
40828xxxx0 |
bec**@s***.com |
5 |
2 |
5 |
1 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St, Santa Cruz, CA 95060 |
|
83160xxxx4 |
kin*****@g****.com |
|
34 |
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| Coast Financial Services, Inc. |
655 Capitola Rd STE 101, Santa Cruz, CA 95062 |
|
83146xxxx0 |
ada*@c*********************.com |
3.7 |
3 |
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19 |
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23 |
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| Ballast Point Financial Planning |
340 Lorton Ave Ste 216 Burlingame, CA 94010 |
|
65063xxxx6 |
dj@b*************.com |
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5 |
24 |
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| Hayden Finance |
5501 Demarcus Blvd Dublin, CA 94568 |
|
41579xxxx3 |
abc***@p*********.com |
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5 |
1 |
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| Saratoga Research & Investment Management |
14417 Big Basin Way Ste E Saratoga, CA 95070 |
|
40874xxxx0 |
ada*@s**********.com |
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5 |
2 |
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| Edward Jones - Financial Advisor: Sirinee Tippakorn |
1281 Fifth Ave Ste B Belmont, CA 94002 |
|
65080xxxx4 |
a.j*********@e**********.com |
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5 |
2 |
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| Albert Lee, CFP - The Loan Story |
4880 Steven Creek Blvd Ste 200 San Jose, CA 95129 |
|
40897xxxx0 |
alb***@t***********.com |
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5 |
75 |
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| Jeffrey Anton Tax & Business Services |
540 Ralston Ave Ste E Belmont, CA 94002 |
|
65065xxxx5 |
ja_************@y****.com |
5 |
3 |
5 |
6 |
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| Galaham Zuanich-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
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| Meriwest Credit Union |
1795 Hillsdale Ave, San Jose, CA 95124 |
|
87763xxxx7 |
ace*******@m*******.com |
|
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3.9 |
57 |
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| Austin Financial Group |
9 Kite Hill Rd, Santa Cruz, CA 95060 |
|
83146xxxx0 |
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| Heritage Living Trust |
4113 Scotts Valley Dr Ste 205, Scotts Valley, CA 95066 |
|
83143xxxx7 |
cj@h******************.com |
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| Edward Jones - Financial Advisor: Todd Bergstrom |
21710 Stevens Creek Blvd Ste 135 Cupertino, CA 95014 |
|
40897xxxx9 |
a.j*********@e**********.com |
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|
84482 |
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| Baikie and Alcantara Investments |
180 7th Ave Ste 103, Santa Cruz, CA 95062 |
|
83142xxxx4 |
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| Meriwest Credit Union |
5683 Cottle Rd, San Jose, CA 95123 |
|
87763xxxx7 |
ace*******@m*******.com |
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4.3 |
115 |
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| Edward Jones - Financial Advisor: Jeremy Geels, CFP® |
2121 41st Ave STE 209, Capitola, CA 95010 |
|
83146xxxx2 |
a.j*********@e**********.com |
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33 |
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| Mary Lee - Calrima Senior Services & Insurance Solutions |
Campbell, CA 95008 |
|
86658xxxx6 |
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5 |
9 |
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| Edward Jones - Financial Advisor: Cathy McDougall |
2 Lower Ragsdale Dr Ste 230 Monterey, CA 93940 |
|
83124xxxx9 |
a.j*********@e**********.com |
|
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2 |
1 |
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|
87601 |
|
100000 |
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| Regent Wealth Management |
1500 E Hamilton Ave Ste 201 Campbell, CA 95008 |
|
87745xxxx7 |
ann@r*******.com |
|
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5 |
1 |
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| Sandra Hill Fiduciary |
740 Front St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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| Developing Financial |
|
|
61943xxxx3 |
lj@d******************.com |
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| Diversifi Capital |
4546 El Camino Real B10 Ste1013 Los Altos, CA 94022 |
|
65063xxxx7 |
ala*@c**********.com |
|
|
5 |
33 |
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| Vanderkodde, Stacey |
1500 41st Ave, Capitola, CA 95010 |
|
83122xxxx7 |
a.j*********@e**********.com |
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84482 |
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| Ken Prodger CFP®,ChFC®,ChSNC®, AIF® |
4633 Old Ironsides Dr Ste 436 Santa Clara, CA 95054 |
|
40863xxxx2 |
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5 |
2 |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Aptos |
96 Rancho Del Mar, Aptos, CA 95003 · ~40.6 mi |
|
83168xxxx6 |
aar************@u*****.com |
4 |
4 |
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352 |
344078 |
4202 |
346945 |
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| My Retirement Exit |
9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758 |
|
88858xxxx7 |
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5 |
1 |
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| All About Your Taxes |
358 El Camino Real, San Bruno, CA 94066 |
|
65041xxxx2 |
akr**@a****************.com |
5 |
2 |
4.9 |
153 |
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| J.R. Financial & Insurance Services |
2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050 |
|
40864xxxx2 |
and***@j****.com |
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4.8 |
28 |
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| SF Money Coach |
Palo Alto, CA 94301 |
|
41557xxxx8 |
car***@s***********.com |
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5 |
22 |
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| Tuition Solutions Now. Stephen Shapiro CFP |
2425 Porter St # 3, Soquel, CA 95073 |
|
83146xxxx8 |
inf*@t******************.com |
5 |
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| Andrew Andrikopoulos |
445 Sherman Ave, Palo Alto, CA 94306 |
|
65032xxxx5 |
agg***********@a*****.com |
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22 |
4.4 |
12 |
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| Gale Ranch Notary Finance and Apostille |
San Ramon, CA 94582 |
|
92532xxxx1 |
gov***@g**************.com |
5 |
43 |
4.9 |
35 |
5 |
10 |
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208 |
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| Raymond James Financial Services |
4245 Capitola Rd Ste 201, Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
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17312 |
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| Wells Fargo Advisors |
1501 Freedom Blvd, Watsonville, CA 95076 |
|
83172xxxx0 |
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| Sean O'Brien Financial Advisor |
5523 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066 |
|
83143xxxx6 |
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| Burroughs Braley Financial Planning |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
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| Mutual of Omaha Reverse Mortgage |
1414 Soquel Ave Suite 207, Santa Cruz, CA 95062 |
|
40829xxxx0 |
joh*@r************.com |
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| Lexington Financial |
260 Los Gatos Saratoga Rd Los Gatos, CA 95030 |
|
40839xxxx0 |
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| Brian Lombardo, CFP, CPA |
2570 N 1st St Ste 200 Gateway Financial Advisors San Jose, CA 95131 |
|
40872xxxx0 |
blo******@g*************.com |
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3 |
5 |
8 |
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| John M Plaza Investment Advisor |
835 Blossom Hill Rd Ste 220 San Jose, CA 95123 |
|
40844xxxx0 |
inf*@f**********.com |
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5 |
3 |
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83 |
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114 |
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| Waddell & Reed |
365 Lake Ave, Santa Cruz, CA 95062 |
|
83147xxxx0 |
aam***@w******.com |
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12 |
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19968 |
202 |
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| Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC |
125 Water St Ste A3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
5.08 |
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| Financial Planning Assocs |
9111 Soquel Dr, Aptos, CA 95003 |
|
83168xxxx6 |
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| King Wealth Advisors |
1900 S Norfolk Ste 350 San Mateo, CA 94403 |
|
65043xxxx8 |
jsm***@k*****************.com |
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5 |
3 |
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| Jordan Walters & Kurt Carrasquilla |
San Jose, CA 95113 |
|
40894xxxx3 |
and***********@s**********.com |
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5 |
1 |
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| professional invesment property 180 |
San Leandro, CA 94578 |
|
51057xxxx5 |
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| Technology Credit Union |
360 Cypress Dr Milpitas, CA 95035 |
|
80055xxxx0 |
abe*******@t*****.com |
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4.7 |
57 |
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| Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ |
1414 Soquel Ave, Ste 107, Santa Cruz, CA 95062 · ~40 mi |
|
83146xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Axis Bookkeeping Services |
1005 Northgate Dr Ste 130 San Rafael, CA 94903 |
|
70731xxxx4 |
adm**@o*********.net |
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5 |
3 |
5 |
5 |
78 |
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81 |
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| Costello Wealth Strategies |
9057 Soquel Dr Building B, Suite D, Aptos, CA 95003 |
|
83170xxxx5 |
aar************@r***********.com |
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17322 |
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| Long Term Care Insurance Santa Cruz |
2425 Porter St # 3, Soquel, CA 95073 |
|
83146xxxx8 |
b12*************************************@p************.gkg |
5 |
1 |
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| Edward Jones - Financial Advisor: Luann M Lauesen |
563 Auto Center Dr Ste 101, Watsonville, CA 95076 |
|
83143xxxx9 |
and*******@c*************.ca |
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| Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC |
2737 Porter St, Soquel, CA · ~39.7 mi |
|
83147xxxx7 |
dns*****@a***.com |
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| Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC |
125 Water Street, SteA3, Santa Cruz, CA 95060 · ~40.2 mi |
|
83145xxxx5 |
ann***********@a***.com |
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| Cia Investments |
1685 Commercial Way, Santa Cruz, CA 95065 |
|
83147xxxx8 |
ana***********@d************.org |
5 |
4 |
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170968 |
118653 |
186211 |
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| The Buyers Brokerage Inc |
519 Seabright Ave Ste 103, Santa Cruz, CA 95062 |
|
83160xxxx7 |
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| Voya Financial Advisors |
2323 S Bascom Ave Ste 150-A Campbell, CA 95008 |
|
40824xxxx2 |
mka*******@c***********.com |
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1 |
26 |
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| Technology Credit Union |
1562 S Bascom Ave, San Jose, CA 95125 |
|
80055xxxx0 |
abe*******@t*****.com |
4.8 |
18 |
4.3 |
164 |
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|
2677 |
|
2600 |
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| Glass and Associates |
12280 Saratoga Sunnyvale Rd Ste 103 Saratoga, CA 95070 |
|
40825xxxx9 |
|
4.7 |
3 |
5 |
8 |
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| SCORE Mentors Central Coast |
716 Capitola Ave, Capitola, CA 95010 |
|
83162xxxx5 |
cen**********@s*************.org |
|
20 |
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4.6 |
13 |
528 |
5 |
549 |
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| Erik Cormier |
181 Via Novella, Aptos, CA 95003 |
|
83161xxxx9 |
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| The Sherer Group |
61 E Main St Ste D Los Gatos, CA 95030 |
|
88898xxxx6 |
rsh****@s**********.com |
|
357 |
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| Edward Jones - Financial Advisor: Mark Vivian |
615 San Benito St Ste C Hollister, CA 95023 |
|
83163xxxx4 |
a.j*********@e**********.com |
|
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84482 |
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| Nick Hunt - Ameriprise Financial Services |
1 Almaden Blvd Ste 810 San Jose, CA 95113 |
|
40891xxxx3 |
dns*****@a***.com |
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5 |
3 |
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| U.S. Bancorp Investments - Financial Advisors: Santa Cruz |
110 Morrissey Blvd, Santa Cruz, CA 95062 · ~39.9 mi |
|
83168xxxx6 |
aar************@u*****.com |
|
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352 |
344070 |
4201 |
346938 |
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| The Brokerage |
142 Via Trinita, Aptos, CA 95003 |
|
83147xxxx7 |
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| Mark Junod at CrossCountry Mortgage |
9 Seascape Vlg, Aptos, CA 95003 |
|
83160xxxx9 |
|
5 |
7 |
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| Quantum Financial Services |
1777 Hamilton Ave Ste 2270 San Jose, CA 95125 |
|
40876xxxx0 |
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5 |
1 |
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| Foothill Securities |
269 Mount Hermon Rd, Scotts Valley, CA 95066 |
|
83147xxxx9 |
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|
106 |
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| Edward Jones - Financial Advisor: Lisa Constant, CRPC™ |
2601 41st Ave suite a, Soquel, CA 95073 |
|
83126xxxx1 |
a.j*********@e**********.com |
5.02 |
|
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|
84482 |
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| AP Accounting & Consulting |
353 Alder Rd Boulder Creek, CA 95006 |
|
40830xxxx6 |
apc**********@m*.com |
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| Ohana Wealth Mangement |
2901 Park Ave b1, Soquel, CA 95073 |
|
83121xxxx9 |
ali***@o********************.net |
5 |
1 |
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| Meriwest Credit Union |
2042 El Camino Real Santa Clara Town Centre Santa Clara, CA 95050 |
|
87763xxxx7 |
ace*******@m*******.com |
|
|
4.2 |
28 |
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| ABS Tax Services |
1515 Lincoln Ave, San Jose, CA 95125 |
|
40828xxxx3 |
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|
| Natural Bridges Financial Advisors |
627 Center St, Santa Cruz, CA 95060 · ~40.5 mi |
|
83142xxxx0 |
chr**@n***************.com |
|
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23 |
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4.5 |
4 |
| Wynn Capital Management |
999 Valley View Rd Ben Lomond, CA 95005 |
|
83133xxxx7 |
cca**@w**********.com |
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|
| Wildflower Financial |
120 Church St, Santa Cruz, CA 95060 · ~40.4 mi |
|
83185xxxx1 |
|
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|
2 |
| Jane Alma Massie EA CFP |
3431 Portola Dr, Santa Cruz, CA 95062 |
|
83147xxxx6 |
adq**********@b********.com |
|
6 |
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|
| Raymond James Financial |
9011 Soquel Dr Ste B, Aptos, CA 95003 |
|
83170xxxx5 |
aar************@r***********.com |
|
|
|
|
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17312 |
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| Flynn Financial and Insurance Services, Inc |
2121 41st Ave STE 208, Capitola, CA 95010 |
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83147xxxx0 |
kel***@f*************.net |
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221 |
4 |
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| Investor’s Capital Management |
1100 Alma St Ste 200 Menlo Park, CA 94025 |
|
86696xxxx1 |
bri***@f*******.com |
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4.7 |
3 |
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| Philip B Hebner, CPA |
449 Cliff Dr Aptos, CA 95003 |
|
83125xxxx1 |
joh*@s*****************.com |
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| Paul B Drescher Financial |
2805 Porter St, Soquel, CA 95073 |
|
83146xxxx0 |
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3.04 |
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| Edward Jones - Financial Advisor: Mandy Andrei |
1045 W El Camino Real Ste C Mountain View, CA 94040 |
|
65032xxxx6 |
a.j*********@e**********.com |
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4.2 |
5 |
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| Filiep P Sackx Financial Advisor |
4113 Scotts Valley Dr Scotts Valley, CA 95066 |
|
83144xxxx4 |
fil***@f**********.com |
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| Edward Jones - Financial Advisor: Angelika Lipow |
1611 Bunker Hill Way Ste 160 Salinas, CA 93906 |
|
83144xxxx6 |
a.j*********@e**********.com |
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| Van Zanen, Janet |
110 Morrissey Blvd, Santa Cruz, CA 95062 |
|
83168xxxx4 |
ali********@u*****.com |
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344548 |
4271 |
346939 |
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| Mary Elizabeth Bellizzi - Thrivent |
229 Sea Ridge Rd, Aptos, CA 95003 |
|
83168xxxx8 |
bry********@t*******.com |
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| VALIC Financial Advisors |
5353 Scotts Valley Dr a, Scotts Valley, CA · ~34.6 mi |
|
18314xxxxx4 |
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5 |
1 |
| Wells Fargo Advisors |
74 River St, Santa Cruz, CA 95060 |
|
83146xxxx5 |
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| Wells Fargo Advisors |
1700 41st Ave, Capitola, CA 95010 |
|
83146xxxx2 |
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| A Earle Lapp |
2435 Felt St Spc 60, Santa Cruz, CA 95062 |
|
83147xxxx0 |
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| Loring Ward |
10 S Almaden Blvd Fl 15 San Jose, CA 95113 |
|
80036xxxx6 |
aca*****@l*********.com |
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| Niemann Capital Management |
5615 Scotts Valley Dr Ste 145, Scotts Valley, CA 95066 |
|
83146xxxx3 |
ada*@n**.net |
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| Carreira Finance |
Sunnyvale, CA 94087 |
|
66921xxxx7 |
car************@g****.com |
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5 |
1 |
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| BayBridge Capital Group |
5976 W Las Positas Blvd Ste 124 Pleasanton, CA 94588 |
|
88844xxxx4 |
anu****@b**********.com |
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5 |
4 |
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40 |
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41 |
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| Parsons Accounting & Tax Services |
721 Purissima St Ste C Half Moon Bay, CA 94019 |
|
65072xxxx0 |
joh*@p****************.com |
5 |
2 |
4.3 |
7 |
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| Top Gun Financial Planning |
San Carlos, CA 94070 |
|
91622xxxx3 |
bjo*****@t*******.com |
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5 |
1 |
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| Mark Rosenberg, Western International Securities Inc. |
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83143xxxx0 |
sup****@g*****.com |
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289357 |
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| Professional Tax Services |
2450 Peralta Blvd Ste 222 Fremont, CA 94536 |
|
51050xxxx5 |
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4.7 |
69 |
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| Brookline Financial Management |
465 La Cuesta Dr, Scotts Valley, CA 95066 |
|
83145xxxx5 |
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| Advantage Business Capital |
Serving theSanta Cruz Area |
|
88847xxxx8 |
aca***@a***********************.com |
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| Edward Jones - Financial Advisor: Jeremy Geels |
2121 41st Ave Ste 209 Capitola, CA 95010 |
|
83146xxxx2 |
a.j*********@e**********.com |
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33 |
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| Edward Jones - Financial Advisor: Rosalyn Antonio |
20980 Redwood Rd Ste 120 Castro Valley, CA 94546 |
|
51088xxxx6 |
a.j*********@e**********.com |
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1 |
1 |
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| Will Steinberger - Think Different Financial Planning |
1144 St Francis St, Redwood City, CA 94061 |
|
65038xxxx3 |
fir**@t***************.com |
5 |
6 |
5 |
14 |
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| Scts |
Watsonville, CA 95076 |
|
83132xxxx0 |
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5 |
1 |
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| Edward Jones - Financial Advisor: Zach Brown, CFP® |
5619 Scotts Valley Dr, Ste 120, Scotts Valley, CA 95066 · ~34.3 mi |
|
83143xxxx8 |
a.j*********@e**********.com |
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84483 |
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| Wade Financial Advisory |
2105 S Bascom Ave Ste 110 Campbell, CA 95008 |
|
40836xxxx9 |
ann****@w*****.com |
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5 |
2 |
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8 |
4 |
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| Edward Jones - Financial Advisor: Tim Fortino |
8060 Santa Teresa Blvd, Ste 140, Gilroy, CA 95020 · ~43.7 mi |
|
40884xxxx8 |
a.j*********@e**********.com |
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1 |
1 |
| Michele C Day, CPA |
6300 Village Pkwy Ste 100 Dublin, CA 94568 |
|
92555xxxx0 |
mic****@m************.com |
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3.7 |
6 |
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| Central Coast Merchant Payment Solutions |
2621 Rodeo Gulch Rd Soquel, CA 95073 |
|
83147xxxx1 |
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| Capitola Investments |
720 Capitola Ave, Capitola, CA 95010 |
|
83146xxxx0 |
joh*@c*************.com |
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| Natural Bridges Financial |
332 Columbia St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
|
5 |
2 |
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| Foothill Securities |
2941 Park Ave B, Soquel, CA 95073 |
|
83146xxxx0 |
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| Fidelity Investments |
1411 Chapin Ave Burlingame, CA 94010 |
|
65034xxxx5 |
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2.4 |
18 |
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| Edward Jones - Financial Advisor: Julie K Tauriainen |
9055 Soquel Dr Ste D, Aptos, CA 95003 |
|
83166xxxx5 |
and*******@c*************.ca |
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| Shedden Social Security and Retirement Planning |
|
|
83135xxxx0 |
|
5 |
3 |
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| Modern Woodmen |
230 Mt Hermon Rd Suite 212, Scotts Valley, CA 95066 |
|
83160xxxx1 |
aar**@m************.org |
5 |
1 |
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| Modern Woodmen of America |
230 Mount Hermon Rd, Scotts Valley, CA 95066 |
|
83160xxxx1 |
aar**@m************.org |
|
2 |
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| Merrill Edge |
4525 Scotts Valley Dr, Scotts Valley, CA 95066 |
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|
ale************@m*.com |
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| Roundleaf - San Jose |
2055 Junction Ave Ste 115 San Jose, CA 95131 |
|
40891xxxx3 |
ask@r***********.com |
4.8 |
24 |
4.7 |
121 |
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681 |
28 |
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| Edward Jones - Financial Advisor: Ivor Thomas |
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 · ~34.3 mi |
|
83143xxxx8 |
a.j*********@e**********.com |
|
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|
84482 |
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1 |
| Edward Jones - Financial Advisor: Mark A Gerber |
5619 Scotts Valley Dr Ste 120, Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Professional Financial Services |
1124 S Main St Ste A Salinas, CA 93901 |
|
83144xxxx0 |
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1.9 |
26 |
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| Capital Network Inc |
7555 Sunset Way Apt 15, Aptos, CA 95003 |
|
83143xxxx6 |
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| Edward Jones - Financial Advisor: Zach Brown |
5619 Scotts Valley Dr Ste 100 Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
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| Hendershott Wealth Management |
2025 Gateway Pl Ste 405 San Jose, CA 95110 |
|
87756xxxx8 |
adv*****@h****************.com |
|
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4.8 |
21 |
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| Beacon Financial Planning |
236 N Santa Cruz Ave Los Gatos, CA 95030 |
|
40839xxxx0 |
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| Wells Fargo Advisors |
1975 SOQUEL DR, SANTA CRUZ, CA 95065 · ~39.4 mi |
|
83146xxxx0 |
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| Fidelity Investments |
851 E Hamilton Ave Campbell, CA 95008 |
|
80054xxxx0 |
a61****@f*******.com |
|
|
2.8 |
29 |
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|
329245 |
|
353000 |
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| Chime Interactive |
4640 Cherryvale Ave, Soquel, CA 95073 |
|
83147xxxx6 |
aak****@c****.com |
|
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|
280872 |
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| Premier Tax Advisors |
88 W Tully Rd Ste 106 San Jose, CA 95111 |
|
40821xxxx2 |
|
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4.8 |
62 |
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| McKinley Financial Group |
3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065 |
|
65055xxxx0 |
cme***@m**********.com |
|
|
5 |
5 |
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| Fidelity Investments |
398 W El Camino Real Ste 102 Sunnyvale, CA 94087 |
|
80037xxxx3 |
a61****@f*******.com |
|
|
1 |
1 |
|
|
318850 |
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| PWJohnson Wealth and Legacy |
2051 Grant Rd Ste 240 Los Altos, CA 94024 |
|
40874xxxx2 |
aus*****@p********.com |
|
|
5 |
2 |
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| Edward Jones - Financial Advisor: Kris A Schilperoort |
1414 Soquel Ave Ste 107, Santa Cruz, CA 95062 |
|
83138xxxx6 |
and*******@c*************.ca |
|
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| Chamberlain Financial Planning & Wealth Management |
303 Water Street Suite 120, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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| Lanai Financial Solutions |
1066 41st Ave a101, Capitola, CA 95062 |
|
83147xxxx0 |
jsm***@l**********************.com |
5 |
6 |
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| SJ Accounting Consulting |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
40843xxxx6 |
c18*****************************@s*****.wixpress |
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5 |
10 |
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| Petersen Cathleen Financial Planning |
14583 Big Basin Way Saratoga, CA 95070 |
|
40874xxxx2 |
adm**@c***************.com |
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2 |
5 |
1 |
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| King Wealth Planning |
2105 S Bascom Ave Ste 148 Campbell, CA 95008 |
|
40887xxxx9 |
cha****@k*********.com |
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| Teh Financial Coaching |
Milpitas, CA 95035 |
|
51036xxxx9 |
acc**********@s********.org |
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4.9 |
91 |
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774 |
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835 |
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| Delbar Jahanian, CMFC |
1901 S Bascom Ave Ste 1060 Campbell, CA 95008 |
|
40896xxxx2 |
ado****@w*********.com |
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4.2 |
6 |
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| Natural Bridges Financial Advisors |
627 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ana***@n***************.com |
5 |
3 |
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23 |
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| Imbrie Timothy CPA Mba |
4340 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83143xxxx2 |
imb******@g****.com |
5 |
4 |
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| Raymond James Financial Services |
8070 Soquel Dr Ste 110, Aptos, CA 95003 |
|
83168xxxx6 |
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| Sol Property Advisors |
269 Mount Hermon Rd, Scotts Valley, CA 95066 · ~35.4 mi |
|
83171xxxx0 |
0ce*************************************@w*****************.com |
4.2 |
5 |
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5 |
4 |
| Wildflower Financial |
120 Church St, Santa Cruz, CA 95060 |
|
83185xxxx1 |
jen*************@w******************.com |
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| Edward Jones - Financial Advisor: Lisa Constant, CRPC™ |
2601 41st Ave Ste A, Soquel, CA 95073 · ~39.8 mi |
|
83126xxxx1 |
a.j*********@e**********.com |
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84482 |
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| Wells Fargo Advisors |
74 RIVER ST, SANTA CRUZ, CA 95060 · ~40.3 mi |
|
83146xxxx5 |
aar**********@w*********.com |
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156845 |
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3.5 |
34 |
| Colton Investment Management |
108 Coldbrook Ln, Soquel, CA 95073 |
|
83147xxxx7 |
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| VALIC Financial Advisors |
5353 Scotts Valley Dr a, Scotts Valley, CA 95066 |
|
83142xxxx4 |
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| Dovetail Financial |
912 Capitola Ave Ste 23 Capitola, CA 95010 |
|
91746xxxx6 |
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| Edward Jones - Financial Advisor: David M Amann |
702 Marshall St Ste 515 Redwood City, CA 94063 |
|
65036xxxx8 |
a.j*********@e**********.com |
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5 |
3 |
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115 |
15 |
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| Network Press Inc. |
303 Potrero St, Santa Cruz, CA 95060 |
|
83143xxxx0 |
jak*@t************.com |
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5 |
21 |
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| Leal Financial Planning |
900 E Hamilton Ave Ste 100 Campbell, CA 95008 |
|
40867xxxx4 |
and**@l*****.com |
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5 |
3 |
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| Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC |
SteA3, 125 Water St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
5.01 |
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| Raymond James |
9011 Soquel Dr Ste B Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
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183 |
23 |
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| Edward Jones- Financial Advisor: Robert W Diaz |
1309 S Mary Ave Ste 204, Sunnyvale, CA 94087 · ~14.8 mi |
|
40874xxxx0 |
a.j*********@e**********.com |
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| Christine E Ingesson-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx4 |
acm***********@m************.com |
3.5 |
2 |
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| John Howard-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx2 |
acm***********@m************.com |
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| Seth Wax - BancWest Investment Services Financial Advisor |
1551 Pacific Ave, Santa Cruz, CA 95060 |
|
83123xxxx2 |
amb*********@b************.com |
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| LMC Financial Service |
492 Noteware Dr, Ben Lomond, CA 95005 |
|
62644xxxx5 |
law***********@l***********.com |
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| Lautze & Lautze |
111 W Saint John St San Jose, CA 95113 |
|
40891xxxx0 |
age***@l*****.com |
|
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5 |
2 |
4.4 |
97 |
22624 |
218 |
22000 |
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| Charles Schwab |
100 Clock Tower Pl Ste 100 Carmel, CA 93923 |
|
83162xxxx3 |
jan*****@s*****.com |
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3 |
4 |
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| Nathan Cruz Christian Wealth Management Advisor |
650 San Benito St Ste 130 Hollister, CA 95023 |
|
83120xxxx7 |
emm*@c**********.com |
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| Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ |
1500 41st Ave Ste 258, Capitola, CA 95010 |
|
83122xxxx7 |
a.j*********@e**********.com |
|
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|
87388 |
|
100000 |
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| Kingsview Partners Wealth Management - Jonathan Lubell |
2901 Park Ave Suite B2, Soquel, CA 95073 |
|
83120xxxx5 |
adm**@k********.com |
5.01 |
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| Ledwith Financial Wealth Management |
55 W First St Morgan Hill, CA 95037 |
|
40877xxxx0 |
bra*@l***************.com |
5 |
5 |
4.5 |
8 |
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| Money Concepts Financial Planning Centre |
1715 42nd Ave, Capitola, CA 95010 |
|
83147xxxx2 |
aak***@m************.com |
|
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| Edward Jones - Financial Advisor: Karen Hagman |
1611 Bunker Hill Way Ste 160 Salinas, CA 93906 |
|
83144xxxx6 |
a.j*********@e**********.com |
|
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|
87601 |
|
100000 |
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| Donald V Coulter-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx1 |
acm***********@m************.com |
|
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| SFI Snarr Financial & Insurance Services |
6203 San Ignacio Ave Ste 110 San Jose, CA 95126 |
|
40846xxxx4 |
inf*@r*******.com |
|
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5 |
14 |
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| Anderson Accountancy Corporation |
762 Rio Del Mar Blvd Aptos, CA 95003 |
|
83168xxxx7 |
inf*@a**********************.com |
|
108 |
3 |
2 |
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| MJ Partners |
2880 Zanker Rd Ste 203 San Jose, CA 95134 |
|
40885xxxx8 |
dan*@m*******************.com |
4.6 |
26 |
4.3 |
12 |
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|
| Modern Woodmen of America |
230 Mt Hermon Rd Ste 212 Scotts Valley, CA 95066 |
|
83160xxxx1 |
aar**********@m*************.org |
|
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5 |
1 |
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| Norris Fiduciary Services |
Scotts Valley, CA 95066 |
|
40829xxxx0 |
nan**@n**************.net |
|
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5 |
1 |
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|
| Fidelity Investments |
553 Munras Ave Ste 242 Monterey, CA 93940 |
|
83165xxxx7 |
a61****@f*******.com |
|
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3.5 |
4 |
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|
318316 |
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| 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 |
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|
216 |
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|
| Scott Tucker - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95066 |
|
83144xxxx3 |
acm***********@m************.com |
3.52 |
|
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|
| Edward Jones -Financial Advisor - Kyle Sharp |
615 San Benito St Ste C Hollister, CA 95023 |
|
83163xxxx4 |
a.j*********@e**********.com |
|
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5 |
2 |
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|
| Niemann Capital Management Inc |
5615 Scotts Valley Dr # 200, Scotts Valley, CA 95066 |
|
80062xxxx6 |
|
5.01 |
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| Abacus Forensic Accounting |
Soquel, CA 95073 |
|
83146xxxx0 |
aba***@f******************.org |
|
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| Laddi Jhuty, CFP |
5201 Great America Pkwy Ste 350 Santa Clara, CA 95054 |
|
51081xxxx4 |
inf*@n********.com |
|
|
4.2 |
20 |
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|
| Edward Jones - Financial Advisor: Alan R Gale |
5619 Scotts Valley Dr Suite 100, Scotts Valley, CA 95066 |
|
83143xxxx9 |
a.j*********@e**********.com |
1 |
1 |
|
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|
84482 |
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| Edward Jones - Financial Advisor: Rhonda W Wentzel |
1100 Alma St Ste 201 Menlo Park, CA 94025 |
|
65032xxxx1 |
a.j*********@e**********.com |
|
|
5 |
1 |
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|
84482 |
|
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|
| Nexus Wealth Advisors |
365 Lake Ave, Santa Cruz, CA 95062 |
|
83147xxxx3 |
aam***@w******.com |
|
12 |
|
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|
19968 |
202 |
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| Cornerstone Financial Partners |
4725 1st St Ste 224 Pleasanton, CA 94566 |
|
92589xxxx9 |
|
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5 |
4 |
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| Costa Richard L & Associates |
323 Spreckels Dr, Aptos, CA 95003 |
|
83168xxxx2 |
|
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| Magnum Financial Services |
380 Swift Ave Unit 1 South San Francisco, CA 94080 |
|
65058xxxx0 |
|
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5 |
2 |
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|
| Michael Chamberlain CFP |
303 Water St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
|
5 |
1 |
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|
| Beach House Wealth Management |
521 Capitola Ave, Capitola, CA 95010 |
|
83142xxxx0 |
inf*@b***************.com |
5.06 |
|
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| Financial Insights & Strategies |
Cupertino, CA 95014 |
|
40871xxxx9 |
san*********************@g****.com |
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5 |
13 |
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| Edward Jones - Financial Advisor: Warren Barmore |
101 Main St Ste G Half Moon Bay, CA 94019 |
|
65072xxxx3 |
a.j*********@e**********.com |
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29 |
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| Financial Resource Associates |
107 McPherson St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
bro******@b*********.com |
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| WaveCrest Wealth Management |
1500 41st Ave Ste 256, Capitola, CA 95010 |
|
83147xxxx5 |
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| Edward Jones |
298 S Sunnyvale Ave Ste 103 Sunnyvale, CA 94086 |
|
40873xxxx2 |
a.j*********@e**********.com |
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5 |
4 |
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84699 |
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| Fred Livai Financial Consulting |
25125 Santa Clara St Ste E330 Hayward, CA 94544 |
|
51088xxxx3 |
c87*************************************************************@g****.calendar |
5 |
48 |
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| Serendipity Securities |
7735 Soquel Dr, Aptos, CA 95003 |
|
83166xxxx0 |
aar************@r***********.com |
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184 |
133 |
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| Chinese Abraham Investment Advisors |
20111 Stevens Creek Blvd Ste 200 Cupertino, CA 95014 |
|
40872xxxx5 |
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1 |
1 |
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| Wakili & Associates CPA |
37600 Central Ct Ste 250 Newark, CA 94560 |
|
51039xxxx1 |
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4.9 |
7 |
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| George Financial Advisors |
245 Mount Hermon Rd, Scotts Valley, CA 95066 |
|
83143xxxx0 |
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| Kayros Multiservices |
1528 Constitution Blvd Salinas, CA 93905 |
|
83127xxxx0 |
inf*@k******************.com |
5 |
6 |
5 |
4 |
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| Beacon Pointe Advisors |
365 Lake Ave B, Santa Cruz, CA 95062 |
|
83147xxxx0 |
aba*****@b***********.com |
5 |
1 |
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225 |
36 |
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| Diversified Financial |
108 Whispering Pines Dr Ste 130, Scotts Valley, CA 95066 |
|
83143xxxx3 |
awi****@d***.com |
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35 |
3 |
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| College Financial Consultants |
15559 Union Ave Ste 198 Los Gatos, CA 95032 |
|
40839xxxx0 |
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| Pruneyard Financial Group |
51 East Campbell Ave Ste 140 Campbell, CA 95008 |
|
40837xxxx4 |
hel**@r**********.com |
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5 |
4 |
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| Libra Wealth |
901 Center St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
hel**@r*****.io |
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| Charles Schwab |
800 El Camino Real Ste 100 Menlo Park, CA 94025 |
|
65061xxxx0 |
jan*****@s*****.com |
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3.1 |
12 |
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| Pinay Angel |
39 St Francis Square Daly City, CA 94015 |
|
65075xxxx0 |
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1 |
3 |
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| Stephanie Atalla - Ameriprise Financial Services |
1919 S Bascom Ave Ste 100 Campbell, CA 95008 |
|
40896xxxx4 |
dns*****@a***.com |
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5 |
2 |
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16 |
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| ESTATE DOCTOR Suddenly Single Wealth Management |
4192 Sunridge Rd Pebble Beach, CA 93953 |
|
83164xxxx0 |
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| Countryside Financial Services |
411 Kelly Ln, Santa Cruz, CA 95060 |
|
83146xxxx4 |
bas***@c*******************.com |
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2 |
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| Sequoia Wealth Advisors |
23 Seascape Vlg, Aptos, CA 95003 |
|
83166xxxx4 |
*nn*@s********.com |
5 |
2 |
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257 |
4 |
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| HarborLight Investments |
180 7th Ave Suite 204, Santa Cruz, CA 95062 |
|
83129xxxx3 |
inf*@h*********************.com |
5 |
8 |
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| U.S. Bancorp Investments - Financial Advisors: Aptos |
96 Rancho Del Mar, Aptos, CA 95003 |
|
83168xxxx6 |
aar************@u*****.com |
5.01 |
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352 |
344073 |
4201 |
346940 |
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| Gale, Alan R |
5619 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83143xxxx9 |
a.j*********@e**********.com |
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| Monterey Bay Group |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx3 |
|
3.5 |
2 |
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| Vista Financial Services |
15 Montebello Way Los Gatos, CA 95030 |
|
40835xxxx9 |
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| Edward Jones - Financial Advisor: Glynis A Wineinger |
12297 Saratoga Sunnyvale Rd Ste 200 Saratoga, CA 95070 |
|
40887xxxx1 |
a.j*********@e**********.com |
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84482 |
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| Monterey Private Wealth |
2340 Garden Rd Ste 202 Monterey, CA 93940 |
|
83137xxxx6 |
ann*@m********************.com |
3 |
2 |
5 |
1 |
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| LPL Financial - Blackmont Wealth Management Group |
99 S Almaden Blvd Ste 600 San Jose, CA 95113 |
|
66923xxxx0 |
aar********@l**.com |
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5 |
1 |
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| Doris Splettstoesser |
12615 Hwy 9, Boulder Creek, CA 95006 |
|
83133xxxx2 |
dor**@a**********.com |
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|
4.4 |
7 |
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585491 |
|
46 |
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| Clark 401k Consulting |
319 Los Gatos Saratoga Rd Los Gatos, CA 95030 |
|
66925xxxx1 |
chr**************@l**.com |
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| Grs |
266 Bridlewood Ct, Santa Cruz, CA 95060 |
|
83143xxxx0 |
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| Cloverleaf Financial Group |
171 Marine Parade, Santa Cruz, CA 95062 |
|
83142xxxx0 |
ema**@h********************.com |
3 |
2 |
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4.5 |
9 |
198 |
13 |
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| Morgan Stanley Financial Advisors |
6004 La Madrona Dr, Santa Cruz, CA 95060 · ~36.2 mi |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
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3 |
5 |
| Norman A Smith, EA |
12624 Biarritz Ln Saratoga, CA 95070 |
|
40837xxxx7 |
|
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4.3 |
4 |
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| Edward Jones - Financial Advisor: Christina Biagi |
2280 Lincoln Ave Ste 100 San Jose, CA 95125 |
|
40844xxxx6 |
a.j*********@e**********.com |
|
|
1 |
1 |
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|
87586 |
|
100000 |
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| Elaine Cfp Kiernan Cdfa Csa |
125 Water St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
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| E Donnelly & Associates with Iron Point Advisors |
4145 Clares St STE H, Capitola, CA 95010 |
|
83142xxxx1 |
|
5.01 |
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| Abundance Wealth Planning |
39899 Balentine Dr Ste 200 Newark, CA 94560 |
|
51093xxxx7 |
jku*@f******************.com |
|
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5 |
9 |
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111 |
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|
| Edward Jones - Financial Advisor: Stacey VanderKodde, CRPC™ |
1500 41st Avenue, #258, Capitola, CA 95010 · ~40.6 mi |
|
83122xxxx7 |
a.j*********@e**********.com |
|
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84482 |
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| Red Tower Advisors |
1810 Gateway Dr Ste 115 San Mateo, CA 94404 |
|
65075xxxx3 |
inf*@r***************.com |
|
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5 |
1 |
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176 |
2 |
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| NDO Tax Services |
San Jose, CA 94088 |
|
40890xxxx3 |
|
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| Edward Jones - Financial Advisor: Mike Herlevi |
9055 Soquel Dr Ste D Aptos, CA 95003 |
|
83166xxxx5 |
a.j*********@e**********.com |
|
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|
84482 |
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|
| Wells Fargo Advisors |
1975 Soquel Dr, Santa Cruz, CA 95065 |
|
83146xxxx0 |
|
3.45 |
|
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| LPL Financial |
1500 41st Ave, Capitola, CA 95010 · ~40.6 mi |
|
83147xxxx3 |
aar********@l**.com |
|
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|
19968 |
202 |
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5 |
1 |
| Roger Evans-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx7 |
acm***********@m************.com |
|
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| LPL Financial |
5187 Empire Grade, Santa Cruz, CA 95060 |
|
83142xxxx0 |
dav***********@l**.com |
|
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| Rittenhouse Building & Invstmn |
660 High St, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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| Rivermark Wealth Management |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
40837xxxx7 |
inf*@f*******.com |
5 |
6 |
5 |
1 |
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|
254 |
21 |
290 |
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| Bill Andrews |
777 1st St Ste 111 Gilroy, CA 95020 |
|
40856xxxx7 |
|
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| First Republic Bank |
275 Los Gatos Saratoga Rd Los Gatos, CA 95030 |
|
40839xxxx5 |
aac**********@f************.com |
|
|
4.4 |
15 |
|
|
89761 |
260 |
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|
| Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC |
125 Water St, Ste A-3, Santa Cruz, CA 95060 · ~40.2 mi |
|
83145xxxx5 |
dns*****@a***.com |
|
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|
132828 |
|
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| Timothy Imbrie CPA MBA |
4340 Scotts Valley Dr STE G, Scotts Valley, CA 95066 |
|
83143xxxx2 |
imb******@g****.com |
5 |
3 |
|
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|
142 |
183530670 |
118 |
189218792 |
|
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|
| Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services |
125 Water St Ste A-3, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
|
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|
| Kingsview Partners Soquel Office |
2901 Park Ave Suite B2, Soquel, CA 95073 |
|
83120xxxx5 |
adm**@k********.com |
|
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| Gomez Paula CFP |
3283 Valencia Ave, Aptos, CA 95003 |
|
83166xxxx4 |
pau****@m********.com |
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| Gryphon Investors |
1022 Via Palo Alto, Aptos, CA 95003 |
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83166xxxx3 |
and****@g**********.com |
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| Asl Financial |
234 Mission St, Santa Cruz, CA 95060 |
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83142xxxx8 |
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| Fidelity Management Group |
533 Airport Blvd Ste 400 Burlingame, CA 94010 |
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65037xxxx6 |
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| Brenner Financial Services |
475 Alberto Way Ste 110 Los Gatos, CA 95032 |
|
40839xxxx0 |
hor**@b***********************.com |
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5 |
2 |
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| Lanai Financial Solutions |
1066 41st Ave Ste A101 Capitola, CA 95010 |
|
83147xxxx0 |
jsm***@l**********************.com |
5 |
6 |
4.7 |
15 |
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191 |
6 |
202 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St #3, Santa Cruz, CA 95060 |
|
83142xxxx0 |
ant****@c************.com |
5 |
1 |
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| Overcome Money |
Modesto, CA 95356 |
|
20940xxxx3 |
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2 |
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| Jane McKenzie and Protected Investors |
1010 Fair Ave, Santa Cruz, CA 95060 |
|
83160xxxx4 |
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| Hugi, Kathleen |
110 Morrissey Blvd, Santa Cruz, CA 95062 |
|
83123xxxx6 |
ali********@u*****.com |
3.1 |
16 |
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344548 |
4271 |
346939 |
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| SJ Accounting Consulting, CPA CFP |
1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035 |
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c18*****************************@s*****.wixpress |
5 |
5 |
4.8 |
37 |
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| Edward Jones - Financial Advisor: Russell T Case |
16190 Los Gatos Blvd Ste 102 Los Gatos, CA 95032 |
|
40835xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Edward Jones - Financial Advisor: Ryan D Bennett |
819 Bay Ave Suite B, Capitola, CA 95010 |
|
83147xxxx6 |
a.j*********@e**********.com |
5.06 |
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84482 |
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| World Financial Group |
10096 Soquel Dr Ste 8, Aptos, CA 95003 |
|
83166xxxx8 |
con****************@t***********.com |
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81890 |
2033 |
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| Merrill Investment & Retirement Financial Center |
4055 Capitola Rd, Capitola, CA 95010 |
|
83146xxxx1 |
alf*******************@m*.com |
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| Alta Investment Group |
104 Lamanda Dr, Aptos, CA 95003 |
|
83168xxxx0 |
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5 |
1 |
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| Chamberlain Financial Planning & Wealth Management |
125 Mission St Ste 3, Santa Cruz, CA 95060 · ~40.3 mi |
|
83142xxxx0 |
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5 |
1 |
| Technology Credit Union |
10051 S De Anza Blvd Cupertino, CA 95014 |
|
80055xxxx0 |
abe*******@t*****.com |
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4.5 |
73 |
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| Caleb Lawrence Registered Investment Adviser Inc. |
216e Mt Hermon Rd, Scotts Valley, CA 95066 |
|
83133xxxx8 |
cal**@c************.com |
1.01 |
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111 |
21 |
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| Jp Gahagan Financial |
590 Pineridge Rd, Santa Cruz, CA 95060 |
|
83142xxxx0 |
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| Philip L Robinett, CPA |
Morgan Hill, CA 95037 |
|
40877xxxx6 |
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4.3 |
3 |
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| 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 |
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84482 |
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| Pacific Green Funding |
29300 Kohoutek Way Ste 110 Union City, CA 94587 |
|
51054xxxx7 |
ash***@p******************.com |
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5 |
6 |
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| Silicon Valley Beach Retirement Savings |
Aptos, CA 95003 |
|
83121xxxx8 |
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| Redintegration |
Rio del Mar, CA 95003 |
|
83120xxxx5 |
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| Herrera Financial Services |
1370 Valencia St Ste A San Francisco, CA 94110 |
|
41569xxxx0 |
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5 |
1 |
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| Aargo Inc |
10 Timber Ridge Ln, Scotts Valley, CA 95066 |
|
40831xxxx0 |
sim************@g****.com |
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| Smart Path Wealth Management |
4695 Chabot Dr Ste 200 Pleasanton, CA 94588 |
|
92526xxxx5 |
jsm***@s**********.com |
5 |
2 |
5 |
8 |
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| Omni Fund |
149 Josephine St Ste D, Santa Cruz, CA 95060 |
|
83142xxxx0 |
pau*@a*************.com |
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| Amaral Financial Planning |
San Jose, CA 95123 |
|
40879xxxx9 |
ama*********@p*********.is |
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5 |
44 |
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| LPL Financial, David De La Rosa |
5187 Empire Grade, Santa Cruz, CA 95060 |
|
83142xxxx0 |
dav***********@l**.com |
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| Roger Evans - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx7 |
acm***********@m************.com |
3.52 |
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| Dollar Brokerage |
844 17th Ave, Santa Cruz, CA 95062 |
|
83147xxxx0 |
je**@d**************.com |
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| Potentia Wealth |
1226 Lincoln Ave Ste 200 San Jose, CA 95125 |
|
40828xxxx6 |
ask@p*************.com |
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5 |
5 |
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355 |
19 |
357 |
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| Divorce Capital Planning |
1 Almaden Blvd, Ste 610 San Jose, CA 95113 |
|
40899xxxx0 |
doe*****@d*********************.com |
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5 |
9 |
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| Denise Hughes |
San Carlos, CA 94070 |
|
65059xxxx9 |
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5 |
3 |
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| Opes Advisors |
133 Mission St, Santa Cruz, CA 95060 |
|
83160xxxx0 |
aas***@o***********.com |
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| Costello Wealth Strategies |
9053 Soquel Dr Ste A, Aptos, CA 95003 |
|
83170xxxx5 |
eri**********@r***********.com |
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183 |
23 |
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| Edward Jones - Financial Advisor: Aaron E Brandt |
6630 Hwy 9 Ste 102 Felton, CA 95018 |
|
83133xxxx8 |
a.j*********@e**********.com |
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3 |
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| Charles Schwab |
335 N Santa Cruz Ave, Los Gatos, CA 95030 |
|
40835xxxx0 |
ej.********@s*****.com |
3 |
5 |
2.4 |
12 |
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| Carpe Diem Tax Services SLV |
870 Woodland Drive Ben Lomond, CA 95005 |
|
83153xxxx5 |
rob***@c********.financial |
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5 |
3 |
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511 |
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| Croxall Capital Planning |
9057 Soquel Dr Building B / Suite A, Aptos, CA 95003 |
|
83166xxxx6 |
gar*********@l**.com |
5.01 |
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| Joe Phillips |
9029 Soquel Ave Santa Cruz, CA 95062 |
|
83147xxxx7 |
joe@s*****************.com |
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| Truth Advisory & Consulting |
11501 Dublin Blvd, Dublin, CA 94568 |
|
84442xxxx4 |
c18*****************************@s*****.wixpress |
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5 |
5 |
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| Scottrade |
2750 41st Ave Ste E, Soquel, CA 95073 |
|
83146xxxx7 |
dns*****@s*****.com |
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|
393350 |
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| David Meyers -Meyers Wealth Management |
441 California Ave Ste 7 Palo Alto, CA 94306 |
|
80099xxxx4 |
acc********@m**********.com |
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| Pacific Financial Associates Inc. |
323 Spreckels Dr, Aptos, CA 95003 |
|
83168xxxx1 |
ali***@p******.com |
4.3 |
6 |
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| Craig Uffelman, CFP, CRPC |
2105 S Bascom Ave Ste 295 Campbell, CA 95008 |
|
40866xxxx7 |
dns*****@a***.com |
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| Jacob Young Financial |
195 Aviation Way #101, Watsonville, CA 95076 |
|
83172xxxx5 |
aly************@j******************.com |
5.01 |
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| Charles Schwab |
2407 Porter St Ste 100, Soquel, CA 95073 |
|
83146xxxx0 |
acc************@s*****.com |
3.7 |
3 |
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| Seth Wax - Bancwest Investment Services Financial Advisor |
1551 Pacific Ave, Santa Cruz, Ca 95060 · ~40.3 mi |
|
83123xxxx2 |
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| Charlotte’s Webb Financial Services |
1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502 |
|
51098xxxx2 |
con****@p*************.org |
|
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3.7 |
3 |
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| Young Jacob Financial Services |
294 Green Valley Rd Ste 304, Watsonville, CA 95076 |
|
83172xxxx5 |
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| Alves Tax and Financial Services Inc |
325 Soquel Ave, Santa Cruz, CA 95062 |
|
83147xxxx0 |
tax***@a***************************.com |
5 |
2 |
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| Fisher Investments |
13100 Skyline Blvd Woodside, CA 94062 |
|
65085xxxx4 |
aa@f****************.com |
|
|
1.9 |
118 |
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| Dollars & Sense |
1206 Bay St, Santa Cruz, CA 95060 |
|
83125xxxx3 |
car*****@d******************.com |
|
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| LPL Financial |
1500 41st Ave #244, Capitola, CA 95010 |
|
83147xxxx3 |
|
5 |
1 |
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| Financial Journey Partners |
101 Metro Dr Ste 264 San Jose, CA 95110 |
|
40896xxxx8 |
ari****@f***************.com |
|
|
5 |
2 |
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| Nevin T Hougardy - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx2 |
acm***********@m************.com |
3.52 |
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| Edward Jones - Financial Advisor: Diana K Brenneise, AAMS™ |
717 E Lake Ave, Watsonville, CA 95076 |
|
83176xxxx0 |
a.j*********@e**********.com |
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2 |
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| Wells Fargo Advisors |
1700 41ST AVE, CAPITOLA, CA 95010 · ~40.5 mi |
|
83146xxxx2 |
aar**********@w*********.com |
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156893 |
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| Mountain West Financial Inc |
1734 Seabright Ave, Santa Cruz, CA 95062 |
|
83172xxxx9 |
ble*********@m*****.com |
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4.7 |
128 |
1215 |
607 |
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| Foss Financial Services |
San Jose, CA 95125 |
|
40869xxxx8 |
dan@f********************.com |
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3 |
2 |
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| Index Gurus |
5350 Paso Del Rio Way, Concord, CA 94521 |
|
92535xxxx0 |
far**@i*********.com |
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5 |
47 |
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| Financial Telesis Inc |
Aptos, CA 95003 |
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83168xxxx6 |
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| Guardian Wealth Management |
900 E Hamilton Ave Ste 100 Campbell, CA 95008 |
|
40879xxxx0 |
jan*@g*****.com |
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5 |
1 |
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| Sam Granato & Laura Leavitt |
1275 S Winchester Blvd Ste B San Jose, CA 95128 |
|
40824xxxx1 |
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5 |
2 |
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| Edward Jones - Financial Advisor: Ivor Thomas |
5403 Scotts Valley Dr Ste C, Scotts Valley, CA 95066 |
|
83129xxxx4 |
and*******@c*************.ca |
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| Erik Hanson - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx7 |
acm***********@m************.com |
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| M & M Financial |
4604 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83160xxxx7 |
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| California Municipal Advisors |
20 S Santa Cruz Ave Ste 300 Los Gatos, CA 95030 |
|
41578xxxx0 |
afl***@c**************.com |
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| Tesoro Financial Group |
607 N 1st St, San Jose, CA 95112 |
|
40881xxxx3 |
jav*********@f*************.com |
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223 |
5 |
1 |
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| Adap Tax Financial, Inc. |
4725 First St Ste 275 Pleasanton, CA 94566 |
|
92521xxxx1 |
gcr*****@a******.com |
4.3 |
3 |
4.6 |
21 |
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| Edward Jones - Financial Advisor: Russell T Case, CFP®|AAMS™|CRPC™|CRPS™ |
16190 Los Gatos Blvd, Suite 102, Los Gatos, CA 95032 · ~22.6 mi |
|
40835xxxx8 |
a.j*********@e**********.com |
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84482 |
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1 |
| Chamberlain Financial Planning & Wealth Management |
644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030 |
|
80034xxxx0 |
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5 |
1 |
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| Flynn Financial Corp |
2121 41st Ave, Capitola, CA 95010 |
|
83147xxxx0 |
kel***@f*************.net |
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| Edward Jones - Financial Advisor: Alan R Gale |
5403 Scotts Valley Dr Ste C Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
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5 |
1 |
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| Edward Jones - Financial Advisor: Alan R Gale |
5619 Scotts Valley Dr Ste 100, Scotts Valley, CA 95066 · ~34.3 mi |
|
83143xxxx9 |
a.j*********@e**********.com |
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84482 |
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1 |
1 |
| Lanai Financial Solutions |
1066 41st Ave Ste A101, Capitola, CA 95010 · ~40.9 mi |
|
83147xxxx0 |
cmc*****@l**********************.com |
5 |
6 |
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4.5 |
16 |
| Prudential Financial |
1188 Padre Dr Ste 118 Salinas, CA 93901 |
|
83175xxxx0 |
a.w*****@p*********.com |
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5 |
1 |
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559881 |
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| MetLife |
2160 41st Ave Ste 101, Capitola, CA 95010 |
|
83147xxxx0 |
a@m******.com |
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2.2 |
791 |
695463 |
4075 |
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| Ameriprise Financial Advisors |
51 E Campbell Ave Campbell, CA 95008 |
|
40837xxxx0 |
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5 |
1 |
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| Capitol Roth Investment |
3825 Clares St, Capitola, CA 95010 |
|
83146xxxx6 |
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| Vested Financial Planning |
San Carlos, CA 94070 |
|
65071xxxx4 |
edb*************************************@w*****************.com |
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5 |
33 |
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165 |
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| Rovai Wealth Management |
1715 42nd Ave c, Capitola, CA 95010 |
|
83147xxxx2 |
|
5.06 |
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| Monterey Private Wealth |
4900 Hopyard Rd Ste 100 Pleasanton, CA 94588 |
|
92546xxxx5 |
ann*@m********************.com |
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5 |
2 |
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93 |
5 |
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| Wells Fargo Advisors |
7701 Soquel Dr, Aptos, CA 95003 |
|
83168xxxx2 |
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| Andrew L Howard |
Los Gatos, CA 95030 |
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| Wells Fargo Advisors |
100 KINGS VILLAGE RD, SCOTTS VALLEY, CA 95066 · ~35.5 mi |
|
83143xxxx0 |
cas*********@w*****************.com |
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|
189262 |
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3 |
13 |
| Henri Jeanrenaud |
106 Ponderosa Dr, Santa Cruz, CA 95060 |
|
83143xxxx2 |
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| Edward Jones - Financial Advisor: Jeffrey R Bohn |
5980 Stoneridge Dr Ste 104 Pleasanton, CA 94588 |
|
92522xxxx5 |
a.j*********@e**********.com |
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5 |
1 |
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| Technology Credit Union |
846 Blossom Hill Rd San Jose, CA 95123 |
|
80055xxxx0 |
abe*******@t*****.com |
4.1 |
10 |
4.4 |
71 |
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| Lanai Financial Solutions |
1066 41st Ave, Capitola, CA 95010 |
|
83185xxxx6 |
cmc*****@l**********************.com |
5 |
6 |
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187 |
6 |
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| Mercy Tanudjojo - Financial Advisor, Ameriprise Financial Services, LLC |
2737 Porter St, Soquel, CA 95073 |
|
83147xxxx7 |
dns*****@a***.com |
5.01 |
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| Acumen Financial Inc |
1336 Brommer St, Santa Cruz, CA 95062 |
|
83132xxxx2 |
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| Affordable Home Finance |
120 Bulkhead, Santa Cruz, CA 95060 |
|
87732xxxx2 |
82a*************************************@w*****************.com |
5 |
3 |
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| The Brokerage |
1840 41st Ave, Capitola, CA 95010 |
|
83147xxxx7 |
ade******@t*********************.com |
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| Springwater Wealth Management, LLC |
740 Front St #200, Santa Cruz, CA 95060 |
|
88899xxxx6 |
jim********@s****************.com |
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241 |
2 |
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| Solutions Wealth Management |
1777 Hamilton Ave Ste 1040 San Jose, CA 95125 |
|
40862xxxx8 |
jon**********@l**.com |
|
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4 |
4 |
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| Prestige Accounting Solutions |
11740 Dublin Blvd Ste 200 Dublin, CA 94568 |
|
92555xxxx9 |
aud***@s*******.com |
|
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4.8 |
58 |
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| Integris Wealth Management |
435 Washington St Ste A Monterey, CA 93940 |
|
83133xxxx7 |
gi**@i*************.com |
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| Waddell & Reed |
223 Merced Ave, Santa Cruz, CA 95060 |
|
83147xxxx0 |
aam***@w******.com |
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|
19968 |
202 |
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| Tax Masters of America |
230 Mt Hermon Rd Ste 212 Scotts Valley, CA 95066 |
|
56189xxxx5 |
|
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4.3 |
6 |
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| Cori Financial & Insurance Services |
5435 Scotts Valley Dr STE E, Scotts Valley, CA 95066 |
|
83143xxxx4 |
bob@c************.com |
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| Joe Wu, CPA |
Walnut Creek, CA 94598 |
|
92577xxxx9 |
joe**@j*******.com |
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4.9 |
31 |
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| Edward Jones - Financial Advisor: Ryan J Ozog |
151 Aptos Village Way Ste 308, Aptos, CA 95003 |
|
83166xxxx5 |
a.j*********@e**********.com |
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| Financial Education Investment |
Hayward, CA 94545 |
|
40896xxxx4 |
dns******@a*******.com |
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| Fireside Financial Planning |
1975 Hamilton Ave Ste 6A San Jose, CA 95125 |
|
40837xxxx1 |
cb.*********@g****.com |
|
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5 |
2 |
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| Rosenau, Lisa |
125 Water St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
dns*****@a***.com |
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| Meisser & Associates |
5 Erba Ln #C, Scotts Valley, CA 95066 |
|
83199xxxx0 |
bar****@e*********.com |
2.3 |
3 |
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| Jacob Young Financial |
195 Aviation Way, Watsonville, CA 95076 |
|
83172xxxx3 |
aly************@j******************.com |
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| Giordano Wealth Management Group |
644 N Santa Cruz Ave Ste 4 Los Gatos, CA 95030 |
|
40835xxxx4 |
chr**@t******.com |
|
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|
5258 |
47 |
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| Oakhurst Financial |
1059 Fremont Ave Los Altos, CA 94024 |
|
40821xxxx3 |
jer**@o****************.com |
|
|
5 |
5 |
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| Gold Alliance |
Serving theSanta Cruz Area |
|
88821xxxx2 |
|
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| John Castaneda - Ameriprise Financial Services |
36 Quail Run Cir Ste 100M Salinas, CA 93907 |
|
80097xxxx4 |
dns*****@a***.com |
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| Brett Macauley - Ameriprise Financial Advisor |
2441 Park Blvd Ste A104 Palo Alto, CA 94306 |
|
65047xxxx0 |
dns*****@a***.com |
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5 |
2 |
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| LPL Financial |
Santa Cruz, CA 95060 |
|
83142xxxx0 |
dav***********@l**.com |
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1 |
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| Council Financial & Insurance Services |
425 Market St Ste 1600 San Francisco, CA 94105 |
|
92587xxxx2 |
her*@c***************.com |
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5 |
68 |
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107 |
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| Edward Jones - Financial Advisor: Javier K Bolante |
1000 Munras Ave Ste 100 Monterey, CA 93940 |
|
83164xxxx1 |
a.j*********@e**********.com |
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84482 |
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| Fiscally Fit |
Los Altos, CA 94022 |
|
65096xxxx0 |
abb**@f**********.us |
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5 |
4 |
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| Fix Your Credit Consulting |
388 Market St, Ste 1300 San Francisco, CA 94111 |
|
87721xxxx0 |
con****@f**********************.com |
4.7 |
36 |
4.6 |
10 |
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945 |
3 |
962 |
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| Beacon Wealth Advisory |
800 W El Camino Real Ste 180 Mountain View, CA 94040 |
|
65088xxxx0 |
inf*@b*******.com |
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| Jaime and Ramona’s Consulting |
Watsonville, CA 95076 |
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83133xxxx7 |
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| Burlingame Wealth Management |
345 Lorton Ave Ste 201 Burlingame, CA 94010 |
|
65059xxxx0 |
dav**@b***************.com |
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5 |
10 |
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| Edward Jones - Financial Advisor: Katrina C Yun-Nikolac |
165 University Ave Palo Alto, CA 94301 |
|
65032xxxx3 |
a.j*********@e**********.com |
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5 |
1 |
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| Tristan Kass-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx3 |
acm***********@m************.com |
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| Redfern Diana CFP EA MBA |
2715 Porter St, Soquel, CA 95073 |
|
83146xxxx0 |
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| Morgan Stanley Financial Advisors |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
3.5 |
2 |
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| Early Growth Financial Services |
2033 Gateway Pl Fl 5 San Jose, CA 95110 |
|
41523xxxx7 |
ada****@e***************************.com |
2.3 |
3 |
4.6 |
12 |
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490 |
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| Brian Cooke - LPL Financial |
1500 41st Ave Ste 244 Capitola, CA 95010 |
|
83147xxxx3 |
aar********@l**.com |
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5 |
3 |
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19968 |
202 |
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| Larry Kaplan |
5215 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83143xxxx3 |
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| Barney Smith |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx0 |
acm***********@m************.com |
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| Cavin 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 |
2805 Porter St, Soquel, CA 95073 |
|
83146xxxx5 |
bra****@c*************.com |
4.19 |
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| Julie Ping He, CFP - Gateway Financial Advisor |
2570 North First St Ste 200 San Jose, CA 95131 |
|
40850xxxx8 |
adm*****@g*************.com |
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5 |
8 |
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| Wells Fargo Advisors |
7701 SOQUEL DR, APTOS, CA 95003 · ~40.3 mi |
|
83168xxxx2 |
aar**********@w*********.com |
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156845 |
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| Jim Bargetto Wealth Advisor - Morgan Stanley |
6004 La Madrona Dr, Santa Cruz, CA 95060 |
|
83144xxxx7 |
acm***********@m************.com |
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| Martin Wealth Management |
1145 Merrill St Menlo Park, CA 94025 |
|
65028xxxx0 |
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5 |
1 |
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| Stephanie Robello-Miracle Loan Officer |
1475 S Bascom Ave Ste 112 Campbell, CA 95008 |
|
40855xxxx0 |
ali***@s*********.com |
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| Castelli Financial |
236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030 |
|
40883xxxx4 |
joh*@c****************.com |
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5 |
36 |
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| Edward Jones - Financial Advisor: Jeremy Geels |
2121 41st Ave Ste 209, Capitola 95010 · ~40.1 mi |
|
83146xxxx2 |
a.j*********@e**********.com |
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33 |
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1 |
| Ohana Wealth Management |
2901 Park Ave Ste B1, Soquel, CA 95073 |
|
83121xxxx9 |
ali***@o********************.net |
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| Edward Jones - Financial Advisor: Tim Fortino |
8060 Santa Teresa Blvd, Ste 140 Gilroy, CA 95020 |
|
40884xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Bottom Line Financial Svc |
9457 Zayante Dr, Felton, CA 95018 |
|
83133xxxx5 |
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| Hamilton M M Financial Group Inc |
23378 Deerfield Rd, Los Gatos, CA 95033 |
|
40835xxxx0 |
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| Edward Jones - Financial Advisor: Luann M Lauesen |
563 Auto Center Dr Watsonville, CA 95076 |
|
83176xxxx1 |
a.j*********@e**********.com |
|
3 |
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| Wynn Capital Management |
101 Cooper St, Santa Cruz, CA 95060 |
|
83133xxxx7 |
ama****@w**********.com |
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| Thrivent Financial |
229 Sea Ridge Rd, Aptos, CA 95003 |
|
83168xxxx8 |
aar************@t*******.com |
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411881 |
|
404164 |
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| Edward Jones - Financial Advisor: Marisa C Otto |
275 Tennant Ave Ste 206A Morgan Hill, CA 95037 |
|
40877xxxx0 |
a.j*********@e**********.com |
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5 |
1 |
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7 |
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| Baughman Financial Group |
Los Gatos, CA 95030 |
|
40835xxxx0 |
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| Kennsei Trading |
83 Metro Dr Silicon Valley, CA 95110 |
|
40863xxxx3 |
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| Edward Jones - Financial Advisor: Cheryl D Rebottaro |
221 Mount Hermon Rd Ste F, Scotts Valley, CA 95066 · ~35.6 mi |
|
83146xxxx1 |
a.j*********@e**********.com |
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216 |
8 |
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5 |
3 |
| Raymond James Financial |
1066 41st Ave Ste A101, Capitola, CA 95010 |
|
83147xxxx0 |
aar************@r***********.com |
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17312 |
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| MainStreet Financial Planning - Los Gatos |
236 N Santa Cruz Ave Ste 237 Los Gatos, CA 95030 |
|
88889xxxx3 |
*nn*@m*****************.com |
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5 |
3 |
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| Authentikos Advisory |
1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037 |
|
84432xxxx1 |
bxx********@a**********.com |
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3.7 |
6 |
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| Insight Wealth Strategies |
2603 Camino Ramon Ste 350 San Ramon, CA 94583 |
|
92565xxxx0 |
agr***@i*************.com |
5 |
4 |
4.8 |
20 |
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116 |
4 |
132 |
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| National Planning Corp |
9057 Soquel Dr, Aptos, CA 95003 |
|
83166xxxx9 |
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| Carlos Rodezno - Financial Professional |
Salinas, CA 93906 |
|
83126xxxx0 |
dns******@a*******.com |
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| Stiles-Strudley - Raymond James |
2121 41st Ave Ste 206, Capitola, CA 95010 |
|
83146xxxx6 |
aar************@r***********.com |
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| Davis Clinton E Clu Rhu CHFC |
305 Soquel Ave Ste B, Santa Cruz, CA 95062 |
|
83142xxxx8 |
cli**********@g***.com |
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| Tedrowe Realty & Investments |
1717 Seabright Ave Ste 1, Santa Cruz, CA 95062 |
|
83142xxxx0 |
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| Costello Eric |
9011 Soquel Dr Aptos, CA 95003 |
|
83166xxxx5 |
a.j*********@e**********.com |
|
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|
84699 |
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| Edward Jones - Financial Advisor: Ryan J Ozog |
151 Aptos Village Way, Ste 308, Aptos, CA 95003 · ~40.5 mi |
|
83166xxxx5 |
a.j*********@e**********.com |
|
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|
84483 |
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| Kyle Coulter-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx3 |
acm***********@m************.com |
|
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| Aaron Brandt - Edward Jones |
819 Bay Ave Ste B Capitola, CA 95010 |
|
83147xxxx6 |
a.j*********@e**********.com |
|
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|
84482 |
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| Wittkins Matt |
75 Aviation Way, Watsonville, CA 95076 |
|
83172xxxx3 |
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| Kayros Multiservices |
1520 Constitution Blvd Salinas, CA 93905 |
|
83127xxxx0 |
inf*@k****************.com |
5 |
6 |
5 |
4 |
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| Edward Jones - Financial Advisor: Meg Finones |
111 Anza Blvd Ste 115 Burlingame, CA 94010 |
|
65034xxxx1 |
a.j*********@e**********.com |
|
|
4.2 |
6 |
|
|
87612 |
|
100000 |
|
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| Lawrence Caleb Registered |
422 Capitola Road Ext, Santa Cruz, CA 95062 |
|
83133xxxx8 |
cal**@c************.com |
|
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|
111 |
21 |
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| Thomas, Ivor |
5619 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83143xxxx8 |
a.j*********@e**********.com |
|
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|
84482 |
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| Edward Jones - Financial Advisor: Ryan D Bennett |
819 Bay Ave, Suite B, Capitola, CA 95010 · ~40 mi |
|
83147xxxx6 |
a.j*********@e**********.com |
|
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|
84482 |
|
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|
3 |
| Surf City Tax Service |
4067 Cory St Ste 3 Soquel, CA 95073 |
|
83160xxxx5 |
inf*@s**********.com |
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| Margaret K. Chan, CPA, CFP |
16615 Lark Ave Ste 200 Los Gatos, CA 95032 |
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40835xxxx0 |
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| On Q Financial |
36 Seascape Vlg, Aptos, CA 95003 |
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83166xxxx0 |
inf*@o***********.com |
5 |
31 |
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12111 |
222 |
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| Financial Affairs |
1156 High St, Santa Cruz, CA 95064 |
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83145xxxx1 |
aar***@u***.edu |
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| Mercer Advisors |
100 Pringle Ave Ste 320 Walnut Creek, CA 94596 |
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65057xxxx8 |
aar********@m*************.com |
2.3 |
3 |
4.4 |
77 |
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| Edward Jones - Financial Advisor: Aaron E Brandt |
6630 Highway 9, Suite 102, Felton, CA 95018 · ~34.9 mi |
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83133xxxx8 |
a.j*********@e**********.com |
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3 |
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84482 |
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| Raymond James Financial Services |
2121 41st Ave Ste 206 Capitola, CA 95010 |
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83146xxxx6 |
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| Clearsource Financial Consulting |
7960 Soquel Dr Ste B363, Aptos, CA 95003 |
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83128xxxx8 |
jsm***@c*******************.com |
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| Edward Jones - Financial Advisor: Kris A Schilperoort, CRPC™ |
1414 Soquel Ave #107, Santa Cruz, CA 95062 |
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83146xxxx8 |
a.j*********@e**********.com |
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84482 |
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| Monica Bowman - Academy Mortgage Corporation |
1500 41st Ave Ste 100 Capitola, CA 95010 |
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83181xxxx5 |
aar*********@a**************.com |
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| Werba Rubin Papier |
10 Almaden Blvd Fl 15 San Jose, CA 95113 |
|
40854xxxx3 |
aru***@w********.com |
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| Money Matters |
2565 Huntington Dr, Aptos, CA 95003 |
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83168xxxx8 |
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| Vestus Group |
2600 Garden Rd Ste 410 Monterey, CA 93940 |
|
83165xxxx1 |
joh*@v**********.com |
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5 |
1 |
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| Lockett Capital Consulting |
6525 Crown Blvd Ste 20204 San Jose, CA 95160 |
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40899xxxx7 |
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| C J Investment Services Inc |
331 Capitola Ave, Capitola, CA 95010 |
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83146xxxx5 |
joh*@c*************.com |
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| Edward Jones - Financial Advisor: Linda Kime |
2300 1st St Ste 232 Livermore, CA 94550 |
|
92537xxxx2 |
a.j*********@e**********.com |
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5 |
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| Kiernan Elaine CFP Cdfa CSA |
107 Mcpherson St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
bro******@b*********.com |
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| Peter Dean-Morgan Stanley |
6004 La Madrona Dr, Scotts Valley, CA 95060 |
|
83144xxxx4 |
acm***********@m************.com |
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| Continuity Capital Group |
5619 Scotts Valley Dr, Scotts Valley, CA 95066 |
|
83162xxxx8 |
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| Financial Resource Associates |
125 Water St, Santa Cruz, CA 95060 |
|
83145xxxx5 |
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