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Local Financial Advisors
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You Request, Santa Cruz County Financial Advisors Respond: Compare rates, availability, and advice from local Financial Advisors. Fill out one simple form and your request will be sent to the Santa Cruz County area Financial Advisors listed below. You can either take the time to call each of these Financial Advisors individually or you can use Respond Finance to contact all of them in one easy click. The Financial Advisors who respond are eager to earn your business and will be responsive to your needs They are pre-screened for availability on your event to ensure that their rates are within your budget range. Respond Finance is free and easy to use. Plus, you are under no obligation to purchase from any of these Financial Advisors.
Steps For Selecting a Financial Advisor: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services. When choosing a Financial Advisor, we recommend that you do the following:

1. Use Respond Finance to get free, no obligation quotes from local Santa Cruz County Financial Advisors. Typically, you can expect to receive between 2 and 5 Financial Advisors responses to your request.
2. Ask friends and family if they have experience with any local Financial Advisors. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Financial Advisors' web sites as you do your research.
3. Narrow your choices down to two or three Financial Advisors who you will meet in-person. A face-to-face meeting is important before you select the Financial Advisor for your event.

Request a Quote from Santa Cruz County, CA Financial Advisors
Click on a Financial Advisor to view their online brochure and submit a request.
Axelrod & Farley,2019 17th St, San Francisco, CA, San Francisco County
Richard Molina,2905 Honeysuckle Cir., Antioch, CA, Contra Costa County
DGF Consulting,2929 Rubino Circle, San Jose, CA, Santa Clara County
Joseph Murphy,4040 Civic Center Dr, Ste 200, San Rafael, CA, Marin County
Michael Shields, Ea,432 Eastgate Ln., Martinez, CA, Contra Costa County
Columbia Business Services,3206 Willow Pass Rd, Concord, CA, Contra Costa County
MonyBiz, Inc., Santa Rosa, CA, Sonoma County
Mui & Chiao LLP,3320 Vicente Street, San Francisco, CA, San Francisco County
Singh & Nimmi Associates,1880, Birchwood Commons, Livermore, CA, Alameda County
Steve French,148 Maple Street, Suite C, Auburn, CA, Placer County
Northwestern Mutual Financial Network,60 South Market Street, Suite 600, San Jose, CA, Santa Clara County
Farmers Insurance,3410 Geary Blvd Ste 310, San Francisco, CA, San Francisco County
Farmers Insurance,4200 California St, ste. 207, San Francisco, CA, San Francisco County
Farmers Insurance,1200 Vicente St, San Francisco, CA, San Francisco County
Reynolds Insurance Agency,830 Bay Ave Suite G, Capitola, CA, Santa Cruz County
San Francisco Bay Area Agency, LLC,39300 Civic Center Dr, Fremont, CA, Alameda County
Synergist Wealth Advisors, LLC,P.O. Box 1844 Heather Glen Court Mission St @ 8th, Carmel, CA, Monterey County
Lynch Financial Advisors,1700 Eureka Road, Suite 155, Roseville, CA, Orange County
Petersen & Ramistella, Inc.,2340 Garden Road, Suite #202, Monterey, CA, Monterey County
Company Company,2530 Berryessa Rd., #322, San Jose, CA, Santa Clara County
Company Company,3688 Springbrook Ave., San Jose, CA, Santa Clara County
Please Supply,Please Supply, Monterey, CA, Monterey County
Morgan Stanley Smith Barney,100 Any St, San Jose, CA, Santa Clara County
California Accounting,59 Lois Lane, San Francisco, CA, San Francisco County
Blair Hansen & Co.,1570 The Alameda Suite 319, San Jose, CA, Santa Clara County
Blair Hansen & Co.,1570 The Alameda Suite 319, San Jose, CA, Santa Clara County
Wealth Enhancement Group,505 N. Highway 169, Plymouth, MN, Hennepin County
Cypress Partners,23 Ross Common 4B, Ross, CA, Marin County
Cypress Partners,23 Ross Common 4B, Ross, CA, Marin County
Edelman Financial Engines, LLC,4301 Hacienda Drive, Suite 100, Pleasanton, CA, Alameda County
Edelman Financial Engines, LLC,4301 Hacienda Drive, Suite 100, Pleasanton, CA, Alameda County
LPL Financial,NA, Morgan Hill, CA, Santa Clara County
LPL Financial,NA, Morgan Hill, CA, Santa Clara County
LPL Financial,NA, Campbell, CA, Santa Clara County
LPL Financial,NA, Campbell, CA, Santa Clara County
LPL Financial,17500 Depot St., Morgan Hill, CA, Santa Clara County
LPL Financial,17500 Depot St., Morgan Hill, CA, Santa Clara County
LPL Financial,NA, Del Rey Oaks, CA, Monterey County
LPL Financial,NA, San Jose, CA, Santa Clara County
LPL Financial,NA, Salinas, CA, Monterey County
LPL Financial,NA, Salinas, CA, Monterey County
Edelman Financial Engines, LLC,951 Mariners Island Blvd, San Mateo, CA, San Mateo County
Edelman Financial Engines, LLC,2100 Geng Road, Palo Alto, CA, Santa Clara County
Edelman Financial Engines, LLC,2100 Geng Road, Palo Alto, CA, Santa Clara County
IAMS Wealth Management in Omaha, San Juan Bautista, CA, San Benito County
IAMS Wealth Management in Omaha, San Juan Bautista, CA, San Benito County
North Capital,315 Montgomery St., San Francisco, CA, San Francisco County
North Capital,315 Montgomery St., San Francisco, CA, San Francisco County
Dan Goldie Financial Services LLC,2409 Park Boulevard, Palo Alto, CA, Santa Clara County
Dan Goldie Financial Services LLC,2409 Park Boulevard, Palo Alto, CA, Santa Clara County
Werba Rubin Wealth Management, LLC,10 S. Almaden Blvd. 15th floor, San Jose, CA, Santa Clara County
Holbrook Global Strategies,635 Bryant Street, Palo Alto, CA, Santa Clara County
Holbrook Global Strategies,635 Bryant Street, Palo Alto, CA, Santa Clara County
The Advisory Group,44 Montgomery Street, San Francisco, CA, San Francisco County
The Advisory Group,44 Montgomery Street, San Francisco, CA, San Francisco County
Tax-Hacker,*, Los Altos, CA, Santa Clara County
Papadoyannis & Associates, San Mateo, CA, San Mateo County
Lateral Investment Management,400 S El Camino Real, San Mateo, CA, San Mateo County
Wells FArgo Advisors, San Jose, CA, Santa Clara County
Sequoia Wealth Advisors,99 Almaden Boulevard, San Jose, CA, Santa Clara County
Keane Financial, San Jose, CA, Santa Clara County
Personal Capital,3 Lagoon Drive, Redwood City, CA, San Mateo County
Personal Capital,3 Lagoon Drive, Redwood City, CA, San Mateo County
Personal Capital,250 Montgomery Street, San Francisco, CA, San Francisco County
Personal Capital,250 Montgomery Street, San Francisco, CA, San Francisco County
Tiarra M Patterson, San Francisco, CA, San Francisco County
Creative Planning,---, El Dorado Hills, CA, San Francisco County
Creative Planning,2121 N. California Blvd. Suite 203, Walnut Creek, CA, Contra Costa County
Creative Planning,2121 N. California Blvd. Suite 203, Walnut Creek, CA, Contra Costa County
Creative Planning,900 E. Hamilton Ave. Suite 238 mail to Suite 100, Campbell, CA, Santa Clara County
Creative Planning,2121 N. California Blvd. Suite 203, Walnut Creek, CA, Contra Costa County
Creative Planning,900 E. Hamilton Ave. Suite 238 mail to Suite 100, Campbell, CA, Santa Clara County
Creative Planning,---, San Francisco, CA, San Mateo County
Creative Planning,900 E. Hamilton Ave. Suite 238 mail to Suite 100, Campbell, CA, Santa Clara County
PFS Investments, Los Gatos, CA, Santa Cruz County
PFS Investments, Los Gatos, CA, Santa Cruz County
Shone Wealth Management, Walnut Creek, CA, Contra Costa County
Allworth Financial,1550 The Alameda, Suite 125, San Jose, CA, Santa Clara County
Allworth Financial,1550 The Alameda, Suite 125, San Jose, CA, Santa Clara County
Conversant Wealth Management, Danville, CA, Contra Costa County
Pantheon Wealth Planning, San Jose, CA, Santa Clara County
Allworth Financial,644 North Santa Cruz Ave Suite 4, Los Gatos, CA, Santa Clara County
Allworth Financial,644 North Santa Cruz Ave Suite 4, Los Gatos, CA, Santa Clara County
The AdvisoryOne Group,Grover Beach, Grover Beach, CA, San Luis Obispo County
Caitlin John DBA: Olivia Wealth Management,42012 Rd 52, Reedley, CA, Fresno County
Morgan Stanley, San Francisco, CA, San Francisco County
Longevity Wealth Management, Walnut Creek, CA, Contra Costa County
Liberty Bell Financial Group,434 Broadway St #100, Chico, CA, Butte County
Global Wealth Harbor, LLC, Walnut Creek, CA, Contra Costa County
Osborne Partners Capital Mgmt LLC, San Francisco, CA, San Francisco County
Haven Wealth Management,One Sansome St., Ste. 3500, San Francisco, CA, San Francisco County
Waldron Partners, Alamo, CA, Contra Costa County
MDB Group, San Ramon, CA, Contra Costa County
Carpe Diem Financial Services, Ben Lomond, CA, Santa Cruz County
Vestus Group Wealth Management,2600 Garden Road, Monterey, CA, Monterey County
Vestus Group Wealth Management,2600 Garden Road, Monterey, CA, Monterey County
RWA Wealth Partners,824 E Street, San Rafael, CA, Marin County
The Peregrine Private Client Group of Oppenheimer & Co. Inc.,580 California St #2300, San Francisco, CA, San Francisco County
Commonwealth Financial Network,700 Larkspur Landing Circle, Suite 199, Larkspur, CA, Marin County
Edelman Financial Engines, LLC,2175 North California Boulevard, Walnut Creek, CA, Contra Costa County
Edelman Financial Engines, LLC,2175 North California Boulevard, Walnut Creek, CA, Contra Costa County
Edelman Financial Engines, LLC,3950 Civic Center Drive Suite 315, San Rafael, CA, Marin County
Edelman Financial Engines, LLC,3945 Freedom Circle, Santa Clara, CA, Santa Clara County
Edelman Financial Engines, LLC,3945 Freedom Circle, Santa Clara, CA, Santa Clara County
Request a Quote from Santa Cruz County, CA Financial Advisors

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