Best Financial Advisors in Watsonville, CA

“Jacob Young Financial has been committed to serving individuals, families and businesses in the Santa Cruz area and beyond since 2000. We are dedicated to developing life-long relationships with our clients through comprehensive financial guidance, i...”

“Your employees are your team. The team that works side-by-side to help achieve goals and grow an enterprise. Like you, they value a trusted partner who can secure tomorrow, while their energy and your resources are focused on building for today. A pa...”

“From the annual reminder to easy communication during the year when I have questions to having online access to my returns and absolutely to doing a great job on my taxes!”

“The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information.”

“Brad is not only a very talented financial advisor, he is a friendly and kind man that cares about your future needs and genuinely takes pride in helping you hit your financial goals.”

“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”

“He is not only extremely knowledgeable about tax law, especially in this time of new tax laws being created, but he has always been readily available to us to answer questions and is never stingy with his time.”

“Ohana Wealth Management is the best resource for retirement, estate, and financial freedom.”

“Thanks to his competent, knowledgable and experienced insight, I got a great education on how to pay for college.”

“At Meisser & Associates, we've been serving the accounting needs of Santa Cruz, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”

“Designing an effective investment strategy is an essential component of creating a successful financial plan. We help our clients implement value-investing strategies that are backed by academic research. Value investing is an investment-based strate...”

“Founded in 2003 by former professional trader Thomas Wynn, Wynn Capital provides customized investment management and comprehensive financial planning for individuals and families. Wynn Capital is an independent, fiduciary advisor.”

“Beach House Wealth Management is an independent financial services and wealth management firm dedicated to assisting our clients. We offer comprehensive investment management and financial strategies, coupled with unbiased advice and recommendations....”

“What if you could organize all of your advisers and assets and consolidate them in the same place at the same time? A place where you could review all your financial accounts, copies of tax and legal documents, and specific goals and strategic plans ...”

“Alta Investment Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients' wealth by delivering an unpr...”