Financial Planning Santa Cruz

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC
125 Water St Ste A-3 (831) 458-1125

More info available at FINRA's BrokerCheck website

Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
1237 Soquel Ave (831) 460-4040

Joe Phillips Insured Retirement Income
9029 Soquel Ave # C (831) 477-9030

Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
125 Water St Ste A-3 (831) 458-1185

More info available at FINRA's BrokerCheck website

Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC
125 Water St Ste A-3 (831) 458-1125

More info available at FINRA's BrokerCheck website

Lisa Rosenau - Ameriprise Financial Services, Inc.
125 Water St (831) 458-1185

Seth Wax - BancWest Investment Services Financial Advisor
1551 Pacific Avenue (831) 234-3482

Lisa Rosenau - Ameriprise Financial Services, Inc.
125 Water St (831) 458-1185

Ryan Yasukawa - BancWest Investment Services Financial Advisor - CLOSED
1551 Pacific Avenue (831) 359-0576

Coast Financial Services, Inc.
655 Capitola Rd #101 (831) 462-0330
Products and Services

Fidelity Investments
434 N. Santa Cruz Avenue (800) 579-9984

Visit Your Local Investor Center Today!

David De La Rosa - LPL Financial
5187 Empire Grade (831) 427-3040

Bank of the West
701 Santa Cruz Ave (650) 328-4530

Bank of the West - ATM
308 N Santa Cruz Avenue (800) 488-2265

Bank of the West - ATM
701 Santa Cruz Avenue (800) 488-2265

Bank of the West
1551 Pacific Ave (831) 429-1124

Wells Fargo Advisors
150 N SANTA CRUZ AVE (408) 354-6512

Contact us to learn more

Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC
3130 De La Cruz Blvd Ste 128 (408) 216-9375

More info available at FINRA's BrokerCheck website

Ian McIntosh - Ameriprise Financial Services, Inc.
3130 De La Cruz Blvd (408) 216-9375