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You Request, Santa Cruz Financial Planners Respond: Compare rates, availability, and advice from local Financial Planners. Fill out one simple form and your request will be sent to the Santa Cruz area Financial Planners listed below. You can either take the time to call each of these Financial Planners individually or you can use Respond Finance to contact all of them in one easy click. The Financial Planners 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 Planners. | |||||||||||
| Steps For Selecting a Financial Planner: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services.
When choosing a Financial Planner, we recommend that you do the following: 1. Use Respond Finance to get free, no obligation quotes from local Santa Cruz Financial Planners. Typically, you can expect to receive between 2 and 5 Financial Planners responses to your request. 2. Ask friends and family if they have experience with any local Financial Planners. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Financial Planners' web sites as you do your research. 3. Narrow your choices down to two or three Financial Planners who you will meet in-person. A face-to-face meeting is important before you select the Financial Planner for your event. |
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| Request a Quote from Santa Cruz, CA Financial Planners | ||||||||||||
| Click on a Financial Planner to view their online brochure and submit a request. | ||||||||||||
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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 Gary K. Smith, Mba,712 D St., Ste M, San Rafael, CA, Marin County Zernial & Associates Inc.,1169 Chess Dr., Ste L, Foster City, CA, San Mateo 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 Mui & Chiao LLP,3320 Vicente Street, San Francisco, CA, San Francisco County Singh & Nimmi Associates,1880, Birchwood Commons, Livermore, CA, Alameda County Tyler R. Martin, CPA,Tyler R. Martin, CPA, San Jose, CA, Santa Clara County Tyler R. Martin, CPA,Tyler R. Martin, CPA, San Jose, CA, Santa Clara County Steve French,148 Maple Street, Suite C, Auburn, CA, Placer County JMcGiv.COM,28 W. 4th Ave, San Mateo, CA, San Mateo County Pre-Paid Legal Services inc.,743 Pronto Dr., San Jose, CA, Santa Clara County Northwestern Mutual Financial Network,60 South Market Street, Suite 600, San Jose, CA, Santa Clara County Moorman and Company,550 Hamilton Ave., Suite 150, Palo Alto, CA, Santa Clara County Secure Futures,3150 Clearview Way, San Mateo, CA, San Mateo County LMK Business Services,2320 Westcliffe Ln, Walnut Creek, CA, Contra Costa County Bell Plaza Accounting & Tax Services,1040 E El Camino Real, Sunnyvale, CA, Santa Clara County Quinonez Marketing & Financial Consulting,3801 Laurenburg Ave., Modesto, CA, Stanislaus County San Francisco Bay Area Agency,2121 N. California Blvd., Walnut Creek, CA, Contra Costa 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 Family Wealth Consultants, Inc.,1740 Technology Drive, #260, San Jose, CA, Santa Clara County Synergist Wealth Advisors, LLC,P.O. Box 1844 Heather Glen Court Mission St @ 8th, Carmel, CA, Monterey County Lincoln Financial Advisors,2105 S. Bascom Ave., Suite 225, Campbell, CA, Santa Clara County Sagemark Consulting,2105 S. Bascom Ave., Suite 225, Campbell, CA, Santa Clara County Sagemark Consulting,2105 S. Bascom Ave, Suite 300, Campbell, CA, Santa Clara County Wade Financial Advisory, Inc,1901 S. Bascom Ave Ste 1060, Campbell, CA, Santa Clara County Lynch Financial Advisors,1700 Eureka Road, Suite 155, Roseville, CA, Orange County Senior Legacy Group,275 Saratoga Avenue #152, Santa Clara, CA, Santa Clara County Dayal Financial Solutions,18809 Cox Avenue,Suite 150, Saratoga, CA, Santa Clara County American Express Financial Advisors, Inc.,1999 So. Bascom Ave. Suite 600, Campbell, CA, Santa Clara County Corinthian Wealth Management,1625 The Alameda Suite 201, San Jose, CA, Santa Clara County Potts Weinstein Financial Consulting,1099 Morse Street, San Jose, CA, Santa Clara County Beacon Financial Planning, Inc.,236 N. Santa Cruz Ave., Ste #102-B, Los Gatos, CA, Santa Clara County Kingston Financial Services,220 Oak Meadow Drive, Los Gatos, CA, Santa Clara County American Express Financial Advisors,1919 South Bascom Ave, Campbell, CA, Santa Clara County Kevin C Lang,1901 S. Bascom Ave, Ste 1190, Campbell, CA, Santa Clara County American Investors,5043 Graves Ave # C, San Jose, CA, Santa Clara County New England Financial,1665 Willow St., San Jose, CA, Santa Clara County Royal Alliance Associates, Inc.,85 Saratoga Ave, Suite 203, Santa Clara, CA, Santa Clara County Morgan Stanley,333 W. San Carlos Street, San Jose, CA, Santa Clara County Concert Wealth Management, Inc.,1769 Park Avenue, Suite 250, San Jose, CA, Santa Clara County Company Company,1144 Sherwood Avenue, San Jose, CA, Santa Clara County Company Company,550 S. Winchester Blvd., San Jose, CA, Santa Clara County Company Company,22741 Medina Lane, Campbell, CA, Santa Clara County Company Company,2162 Sunstruck Ct., San Jose, CA, Santa Clara County Company Company,2162 Sunstruck Ct., San Jose, CA, Santa Clara County Company Company,65 Washington St #176, Santa Clara, CA, Santa Clara County Company Company,3100 Mowry Ave Ste 401, Fremont, CA, Alameda County Company Company,5329 Edgewater Drive, Newark, CA, Alameda County Company Company,2033 Gateway Place, Suite 100, San Jose, CA, Santa Clara County Please Supply,Please Supply, Campbell, CA, Santa Clara County Please Supply,Please Supply, Mountain View, CA, Santa Clara County Please Supply,Please Supply, Mountain View, CA, Santa Clara County Please Supply,Please Supply, Aptos, CA, Santa Cruz County Please Supply,Please Supply, Carmel, CA, Monterey County Please Supply,Please Supply, Campbell, CA, Santa Clara County Sierra Pacific,Cupertino, Cupertino, CA, Santa Clara County Sierra Pacific,Cupertino, Cupertino, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,3945 Freedom Circle, Santa Clara, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1091 Firth Court, Sunnyvale, CA, Santa Clara County Ameriprise,51 E Campbell Avenue, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1901 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1901 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1919 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,1999 S Bascom Ave, Campbell, CA, Santa Clara County Ameriprise,3130 De La Cruz Blvd, Santa Clara, CA, Santa Clara County Ameriprise,3945 Freedom Circle, Santa Clara, CA, Santa Clara County Ameriprise,3945 Freedom Circle, Santa Clara, CA, Santa Clara County Ameriprise,3945 Freedom Circle, Santa Clara, CA, Santa Clara County Ameriprise,3130 De La Cruz Blvd, Santa Clara, CA, Santa Clara County RNP Advisory Services, Inc.,12, Campbell, CA, Santa Clara County OneAmerica Securities, Inc., San Jose, CA, Santa Clara County Chase Investment Services Corp., Sunnyvale, CA, Santa Clara County Global Portfolio Dimensions, Inc.,900 E. Hamilton Ave. Suite 100, Campbell, CA, Santa Clara County MML Finance Service,34231 Roberts Ave., Fremont, CA, Alameda County MML Finance Service,34231 Roberts Ave., Fremont, CA, Alameda County LPL FINANCIAL CORPORATION,525 W. REMINGTON DR. STE 124, Sunnyvale, CA, Santa Clara County HSBC SECURITIES (USA) INC.,39410 FREMONT BOULEVARD, Fremont, CA, Alameda County PRUCO SECURITIES LLC.,1731 TECHNOLOGY DRIVE, San Jose, CA, Santa Clara County MORGAN STANLEY SMITH BARNEY,16000 LOS GATOS BOULEVARD, Los Gatos, CA, Santa Clara County PARK AVENUE SECURITIES LLC,1740 TECHNOLOGY DR, San Jose, CA, Santa Clara County MORGAN STANLEY SMITH BARNEY,16000 LOS GATOS BOULEVARD, Los Gatos, CA, Santa Clara County WELLS FARGO ADVISORS LLC,303 ALMADEN BLVD, San Jose, CA, Santa Clara County NYLIFE SECURITIES LLC,1731 TECHNOLOGY DRIVE, San Jose, CA, Santa Clara County MORGAN STANLEY SMITH BARNEY,333 WEST SAN CARLOS, San Jose, CA, Santa Clara County MORGAN STANLEY SMITH BARNEY,333 WEST SAN CARLOS, San Jose, CA, Santa Clara County WORLD GROUP SECURITIES INC.,2099 GOLD STREET STE. 100, Alviso, CA, Santa Clara County BANC OF AMERICA INVESTMENT SERVICES INC.,560 S. WINCHESTER BLVD., San Jose, CA, Santa Clara County MML INVESTORS SERVICES INC.,950 S BASCOM AVE, San Jose, CA, Santa Clara County RAYMOND JAMES FINANCIAL SERVICES INC.,1999 SOUTH BASCOM, Campbell, CA, Santa Clara County WELLS FARGO INVESTMENTS LLC,14428 BIG BASIN WAY, Saratoga, CA, Santa Clara County MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED,5300 STEVENS CREEK BLVD, San Jose, CA, Santa Clara County COMERICA SECURITIES,1960 41ST STREET, Capitola, CA, Santa Cruz County COMERICA SECURITIES,1960 41ST STREET, Capitola, CA, Santa Cruz County WORLD GROUP SECURITIES INC.,4655 OLD IRONSIDES DR., Santa Clara, CA, Santa Clara County California Accounting,59 Lois Lane, San Francisco, CA, San Francisco County Moore Financial Services,39275 State Street, Fremont, CA, Alameda County Moore Financial Services,39275 State Street, Fremont, CA, Alameda County Moore Financial Services,39275 State Street, Fremont, CA, Alameda 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 Securian Financial Services, Inc,560 South Winchester Blvd, San Jose, CA, Santa Clara County Edelman Financial Engines, LLC,3950 Civic Center Drive,, San Rafael, CA, Marin County Edelman Financial Engines, LLC,3950 Civic Center Drive,, San Rafael, CA, Marin County LPL Financial,NA, Campbell, CA, Santa Clara County LPL Financial,NA, Monte Sereno, CA, Santa Clara County LPL Financial,NA, Morgan Hill, CA, Santa Clara County LPL Financial,NA, San Jose, CA, Santa Clara County LPL Financial,NA, Pacific Grove, CA, Monterey County LPL Financial,NA, Campbell, CA, Santa Clara County LPL Financial,NA, Campbell, CA, Santa Clara County LPL Financial,NA, San Jose, CA, Santa Clara County LPL Financial,NA, San Jose, CA, Santa Clara County LPL Financial,17500 Depot St., Morgan Hill, CA, Santa Clara County LPL Financial,NA, Pacific Grove, CA, Monterey County LPL Financial,NA, San Jose, CA, Santa Clara County LPL Financial,NA, Los Gatos, CA, Santa Clara County LPL Financial,NA, Los Gatos, CA, Santa Clara County Edelman Financial Engines, LLC,951 Mariners Island Blvd, San Mateo, CA, San Mateo 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 Mercer Advisors,Unknown, San Francisco, CA, San Mateo County Shone Wealth Management, Walnut Creek, CA, Contra Costa County Conversant Wealth Management, Danville, CA, Contra Costa 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 Vestus Group Wealth Management,2600 Garden Road, Monterey, CA, Monterey County Vestus Group Wealth Management,2600 Garden Road, Monterey, CA, Monterey County Value Monitoring Inc.,250 Oak Grove Ave, Menlo Park, CA, San Mateo County Value Monitoring Inc.,250 Oak Grove Ave, Menlo Park, CA, San Mateo 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,3945 Freedom Circle, Santa Clara, CA, Santa Clara County Edelman Financial Engines, LLC,3945 Freedom Circle, Santa Clara, CA, Santa Clara County | ||||||||||||
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