Best Financial Advisors in Santa Cruz, CA

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Santa Cruz, CA Fiduciary Financial Advisors

Natural Bridges Financial Advisors
5 out of 5
Location 627 Center St, Santa Cruz, CA 95060, USA
Phone (831) 421-0700
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 125 Water St Ste A-3, Santa Cruz, CA 95060, USA
Phone (831) 458-1125
Wildflower Financial
Location 120 Church St, Santa Cruz, CA 95060, USA
Phone (831) 854-7291
Financial Advisors | U.S. Bancorp Investments
Location 110 Morrissey Blvd, Santa Cruz, CA 95062, USA
Phone (831) 688-7186
Nexus Wealth Advisors
5 out of 5
Location 365 Lake Ave B, Santa Cruz, CA 95062, USA
Phone (831) 476-5210
Financial Advisors in Santa Cruz, CA

Where Certified Financial Advisors in Santa Cruz, CA Serve

Santa Cruz is a city located in California's Central Coast. The city is known for its beautiful beaches, redwood forests, and liberal politics. Santa Cruz is home to University of California, Santa Cruz and a variety of businesses and industries. Some of the city's major employers include Santa Cruz County government, Watsonville Strawberry Festival, and UCSC. Major highways and streets in Santa Cruz include Highway 1 and 17. Some of the neighborhoods in Santa Cruz include Downtown, Seabright, and Capitola.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Santa Cruz, CA have a number of banking services available to them. Some banks offer checking and savings accounts, as well as certificates of deposit (CDs). They may also provide loans, such as mortgages and car loans, and credit cards. Many banks also have ATMs where customers can withdraw cash or check their account balance without having to go into a physical bank branch.

Insurance Broker

Residents of Santa Cruz, CA have a lot of choices when it comes to insurance brokers. While all of these brokers offer similar services, some are more reliable than others. Here are three things to look for in an insurance broker to make sure they are the best fit for your needs.

Retirement Planning

Financial advisors in Santa Cruz, CA can help residents with retirement planning by providing them with advice on how to save for their golden years. Advisors can also help residents make wise investment choices that will provide a steady stream of income during retirement. In addition, advisors can offer guidance on how to protect assets from market fluctuations and how to draw down savings in a tax-efficient manner. By working with an advisor, Santa Cruz residents can feel confident that they are taking the necessary steps to enjoy a worry-free retirement.

Wealth Management

Santa Cruz, CA is one of the most beautiful places to live in the United States. With miles of coastline and redwood forests, it's no wonder that people are flocking to the city in record numbers. Unfortunately, this has led to a housing crisis which has made it difficult for many people to find affordable housing.One solution to this problem is wealth management. Wealth management can help Santa Cruz residents by providing them with access to high-quality financial planning services and investment advice. This can help them save money on their taxes and make more money from their investments. As a result, they will be able to afford to stay in Santa Cruz and enjoy all that this wonderful city has to offer.

Estate Planning Lawyer

Estate planning lawyers in Santa Cruz, CA can help residents create wills and trusts that will protect their assets and ensure that their loved ones are taken care of after they die. They can also help residents set up powers of attorney and healthcare directives, which will give them peace of mind knowing that their loved ones will be taken care of if they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Santa Cruz, CA can help residents by providing them with the best home loans available. They can also provide advice on the best way to use a home loan, and how to get the best interest rate. In addition, mortgage loan officers can help residents find the right mortgage for their needs, and they can provide information on refinancing mortgages.

Tax Services

Tax accountants in Santa Cruz, CA can help residents with a variety of tax-related issues. For example, they can help residents file their taxes, claim deductions and credits, and resolve any disputes with the IRS. They can also provide advice on how to reduce your tax liability and plan for future tax payments.


FAQs About Personal Financial Advisors in Santa Cruz, CA