{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
8AM - 5PM
221 Mt Hermon Rd Suite F, Scotts Valley
Financial Advising
“I am a sole proprietor and I've worked with many tax accountants over the years. Peggy is by far my favorite. Not only does she do great work, she is super friendly, kind, and a pleasure to talk to. I just drop my taxes off this morning and left with a huge smile.”
“As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets.Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you money…look no further.”
“Phil Hebner is so resourceful when it comes to taxes. I managed to make a huge mistake when filing mine. He helped me navigate the problem and it was solved. I appreciate his services and his ability to answer any tax related questions that are difficult for me to answer as a graduate student with loans and fellowships..”
9AM - 9PM
740 Paradiso Ct, Soquel
Financial Advising
“Dan and Liz were very informative and provided updates as circumstances shifted or changed. Our transaction had many additional factors and they provided guidance and assistance through every step. We will call on them again.”
“David is an amazing local Santa Cruz lender who has a wealth of experience and expertise that is priceless in this crazy Santa Cruz real estate market.Honest post, some escrows are smooth, some escrows have little bumps in the road, and others can be a roller coaster of events and emotions…. This escrow was a bumping roller coaster- it was intense.Thankfully David and I kept things professional, cool, calm, and collected and we helped our client understand their options and through collaboration we closed escrow and found a way to make both the buyers and sellers happy and make their dream a reality.I want to highlight how important it is to not only work with a great realtor, but a great lender. Lenders and I work side by side and having a great team of people by your side can make ALL the difference.Many agents/lenders can get into escrow, but it takes work to make sure a deal can close.”
“As a customer that has and continues to personally visit this branch I feel that this negative review needs to be removed. My personal investment banker, Neal (I apologize I do not recall his last name at the moment or have his business card on me otherwise I would definitely mention his full name), has never lead me down the wrong path. I am a young adult that currently makes more than I know how to allocate. With this much in liquid assets I need to know that my investment banker is on my side. Neal has gone above am beyond for me. Not only did he reassure me that making this financial leap was indeed a risk, but also a huge potential gain, he did so in the most elaborate graceful manner I can come up with. As a young adult, who owns his own business and provides for numerous individuals that require extensive financial planning, I highly recommend Neal from the Capitola Bay/Porter Charles Schwab branch. He was not only able to effectively communicate exactly how my funds were going to be allocated he was also able to provide in detail the risk I am going to face with these investments. As a young business owner I value personal connections that I deem true. Neal was able to assure me that even if he did not have the answer he would do his best to research it and update me accordingly. Since my initial consultation with Neal I have witnessed a 20% growth in my portfolio in under six months. *** Guys I know market timing plays a huge factor but seriously Neal will not steer you wrong!!!!!”
8:30 AM - 5 PM
2901 Park Ave b1, Soquel
Financial Advising
“I met Bob Baldacci when I saw him speak at a local professional gathering, and was thoroughly impressed by his knowledge around wealth management and many of the nuances in helping people grow their money. Since that time, as a local attorney, I have referred clients to him and his company (Ohana) and again been actually amazed at the work they do and the dedication they provide to the people they work with. You, and your money, will be safe with them.”
10:00 AM - 7:00 PM
2203 Mission St, Santa Cruz
Financial Advising
9:00 AM - 4:30 PM
2121 41st Ave STE 206, Capitola
Financial Advising
8:30AM - 5PM
125 Water St Ste A3, Santa Cruz
Financial Advising
8:00 AM - 4:00 PM
819 Bay Ave Suite B, Capitola
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“If you're looking for a financial advisor call Cheryl Rebottaro at Edward Jones in Scotts Valley. Her knowledge of the industry is extensive. She listens to what is important to you and your future and then prioritizes investment decisions accordingly. She confidently shares both positive and negative insights and will spend as much time as is needed to answer questions. In addition she is a joy to work with. Cheryl and her team have given us the assurance that our finances are being optimized.”