California > Aptos Yellow Pages > Finance > Investment Services & Advisors

Aptos Investment Services & Advisors

Local Businesses: 20

Alta Investment Group

104 Lamanda Drive
Aptos, CA 95003-5114
(831) 688-7700
Toni Sutherland (Owner)
Categories: Investment Management Services

Anderson Accountancy Corporation Cpas

762 Rio Del Mar Boulevard
Aptos, CA 95003-4725
(831) 688-1977 +view more
Keith Anderson (President)
Products: Collections, International Securities, Forms, Internet Services
Services: Tax Preparation & Planning, Personal Business Estates Trusts, Irs Audit Representation,…
Categories: Bookkeeping Services Commercial, Tax Return Preparation, Public Accountants, Financial Planning Consultants

Clientfirst Financial Raymond James

8070 Soquel Drive Suite 110
Aptos, CA 95003-3965
(831) 688-9076
Frank Horath
Categories: Financial Planning Consultants

Costa Richard L & Associates

323 Spreckels Drive Suite F
Aptos, CA 95003-3974
(831) 688-4872
Richard Costa (Owner)
Categories: Financial Planning Consultants

Croxall Capital Planning

9 Seascape Village
Aptos, CA 95003-6102
(831) 661-4006
Gary Croxall (Owner)
Categories: Financial Planning Consultants

Edward Jones - Financial Advisor: Julie K Tauriainen

MAKING SENSE OF INVESTING
9055 Soquel Drive Suite D
Aptos, CA 95003-4039
(831) 662-4565
Products: Aptos Financial Advisor Investment Management Funds Investment Stock & Bond…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Financial Planning Associates

9111 Soquel Drive
Aptos, CA 95003-4118
(831) 685-8611 +view more
Dan Mccourt (Owner)
Categories: Financial Planning Consultants

Financial Planning Associates Foothill Securities Inc.

9111 Soquel Drive
Aptos, CA 95003-4118
(831) 685-2706 +view more
Services: Accounting, Consultations, Bookkeeping, Counseling, General Ledger, Record…
Categories: Security Brokers & Dealers

Frigon John R Registered Investment Advisor & Registered Represe

114 Farallon Court
Aptos, CA 95003-5715
(831) 685-8406
John Frigon (Registered Investment Advisor)
Categories: Security Brokers & Dealers

Frigon John R Registered Representative Financial Telesis Inc.

Aptos, CA 95003
(831) 685-8406
Services: Business Services, Employee Benefit Plans, Small Business
Categories: Investment Management Services

Gomez Paula Cfp

3233 Valencia Avenue
Aptos, CA 95003-4157
(831) 662-2344
Paula Gomez (Cfp)
Categories: Financial Planning Consultants

Gryphon Investors

1022 Via Palo Alto
Aptos, CA 95003-5622
(831) 662-2603
Categories: Security Brokers & Dealers

Harwager Doug

1283 Clubhouse Drive
Aptos, CA 95003-5634
(831) 477-7779 +view more
Doug Harwager
Categories: Investment Services & Advisors

J. Ben Vernazza Cpa Pfs Tep (U.K.) Emeritus

1641 Calypso Drive
Aptos, CA 95003-5804
(831) 688-6000
Categories: Financial Planning Consultants

National Planning Corp (Npc)

9 Seascape Village
Aptos, CA 95003-6102
(831) 661-4006
Categories: Financial Planning Consultants

Pacific Financial Associates Inc.

323 Spreckels Drive Suite F
Aptos, CA 95003-3974
(831) 688-4808
Categories: Investment Services & Advisors

Raymond James Financial Services Eric J Costello

9011 Soquel Drive Suite B
Aptos, CA 95003-4071
(831) 708-2395
Services: Financial Planning Retirement Planning, Small Business Solutions, Advisory…
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Santa Cruz Investment Management

8044 Soquel Drive
Aptos, CA 95003-3918
(831) 684-9460
Michael Norton (Owner)
Categories: Investment Management Services

Thrivent Financial For Lutherans

LET'S THRIVE.
431 Saint Andrews Drive
Aptos, CA 95003-5420
(831) 661-5356
Jim Klein (Manager)
Products: Automobile Loans, Boat Loans, Certificates Of Deposit, Checking Accounts, Credit…
Services: Account Inquiries, Bill Payment Services, Certificates Of Deposit, Checking…
Categories: Financial Services, Financial Planning Consultants

U.S. Bank

783 Rio Del Mar Boulevard Suite 73
Aptos, CA 95003-4700
(831) 688-7111 +view more
Dave Lompa (Branch Manager)
Products: Checking Account Savings Account Loans Business Checking Mortgage Wealth Management…
Services: Bank Teller Cash Withdrawal Deposit Financial Services Investment Planning…
Categories: Mortgages & Loans, Savings Banks, Banks, Financial Planning Consultants


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