Best Financial Advisors in Santa Cruz, CA

The highest-rated Financial Planning & Wealth Management companies out of 154 vetted & reviewed in the Santa Cruz area.

Bhuiyan & Associates, CPA

Bhuiyan & Associates, CPA

(46)
Real Estate & Rental Property
“They have the proven experience we needed to feel confident in starting and running our business and they have provided us the peace of mind that no question or detail is too big or too small.”
Accepts All Major Credit Cards
In Business Since 2011
2118 Walsh Ave, Santa Clara, CA
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Castelli Financial

Castelli Financial

(7)
Services
“Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you're investing in.”
Licensed
In Business Since 2018
236 N Santa Cruz Ave #240, Los Gatos, CA 95030
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JR Financial & Insurance Services

JR Financial & Insurance Services

(4)
“I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with.”
Free Initial Consultation
In Business Since 2015
2005 De La Cruz Blvd # 120, Santa Clara, CA
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Albert Lee CFP

Albert Lee CFP

(4)
“As the escrow process required homework on my end to provide all the various documentation needed, Albert had a clear strategy and guided me through the process, always available for clarification.”
Free Initial Consultation
In Business Since 2005
275 Saratoga Ave STE 220, Santa Clara, CA
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Springwater Wealth Management

Springwater Wealth Management

“As FIDUCIARIES by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2013
740 Front St #200, Santa Cruz, CA
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Natural Bridges Financial Advisors

Natural Bridges Financial Advisors

(2)
“The first introduction meeting was very helpful with our decision to hire this team to help manage essentially our life.”
Transparent Fees & Pricing
In Business Since 2008
627 Center St, Santa Cruz, CA
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Essence Wealth & Insurance Services

Essence Wealth & Insurance Services

(4)
“If one is searching for a superb service regarding wealth management, insurance, finance and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services.”
In Business Since 2012
4677 Old Ironsides Dr # 350, Santa Clara, CA
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Ken Prodger Cfp,chfc,chsnc, AIF

Ken Prodger Cfp,chfc,chsnc, AIF

(2)
“The service is fee based, which I like because he creates a financial plan with the client in mind, instead of a plan that pays future commissions to him.”
Accepts Check
In Business Since 2014
4633 Old Ironsides Dr Suite #436, Santa Clara, CA
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Victory Finance

Victory Finance

(1)
“I found Victoria when I was going through transition in my photography business and Victoria was a really great support for my business.”
In Business Since 2018
2445 Augustine Dr #150, Santa Clara, CA
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Sar Capital Management

Sar Capital Management

(1)
“It's nice to see a return on my investment and receive coaching simultaneously to understand the why.”
In Business Since 2020
5201 Great America Pkwy Suite 320, Santa Clara, CA
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Marshall Wealth Management Group

Marshall Wealth Management Group

(1)
“The team I work with is responsive, articulate, patient with my questions and respectful of my goals.”
Licensed
In Business Since 2010
634 N Santa Cruz Ave #114, Los Gatos, CA 95030
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Nexus Wealth Advisors

Nexus Wealth Advisors

(1)
Institutional Consulting, Retirement Plan Services, Partnership Opportunities
“He has a unique ability to blend sound financial advice with a sensitive and holistic approach.”
Accepts All Major Credit Cards
In Business Since 1941
365 Lake Ave B, Santa Cruz, CA
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Grassi Investment Management

Grassi Investment Management

Performance, Portfolio Construction, Strategy
“Grassi provides investment management services for individuals, families, foundations and institutions. We understand that everyone has their own unique financial situation and we customize each portfolio to meet our client's investment objectives re...”
Free Initial Consultation
Family Business
In Business Since 2004
2350 Mission College Blvd #190, Santa Clara, CA
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A3C Financial Services

A3C Financial Services

Individual Services Personal Financial Planning
“We offer frequent consultations to better assist clients and understand their tax and financial standing. Our initial consultations are free of charge and allow our team to best match our expertise to your needs. When necessary, we provide additional...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2016
1700 Wyatt Dr Suite #9, Santa Clara, CA
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Joe Phillips Insured Retirement

Joe Phillips Insured Retirement

(2)
“I've worked with Joe for more than a decade and have always been impressed by his dedication to his clients and his heart to serve!”
Licensed
In Business Since 2013
9029 Soquel Ave # C, Santa Cruz, CA
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Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management

“Tidak hanya itu, keuntungan lainnya adalah adanya bonus dan promosi menarik yang ditawarkan oleh situs judi slot online kepada para pemainnya. Dengan mendaftar dan melakukan deposit, anda bisa mendapatkan bonus sambutan atau putaran gratis yang dapat...”
In Business Since 2007
125 Mission St #3, Santa Cruz, CA
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SMH Associates

SMH Associates

“We are a full-service accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1999
3000 Scott Blvd #107, Santa Clara, CA
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World Financial Group

World Financial Group

Facebook, Instagram, Youtube
“Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); and Transamerica Casualty Insurance Company, Cedar Rap...”
In Business Since 1994
1850 Warburton Ave #203, Santa Clara, CA
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Meisser & Associates

Meisser & Associates

“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.”
Transparent Fees & Pricing
In Business Since 2019
8030 Soquel Ave STE 100, Santa Cruz, CA
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Brighton Financial and Insurance Services

Brighton Financial and Insurance Services

“We offer some of the most competitive and comprehensive products from the strongest and highest-rated insurance and financial companies in the country. In addition, we leverage the latest technology to ensure that our clients get the best and most ef...”
In Business Since 2021
4675 Stevens Creek Blvd, Santa Clara, CA
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Mainstreet Financial Planning

Mainstreet Financial Planning

“MainStreet Financial Planning, Inc is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.”
In Business Since 2002
236 N Santa Cruz Ave Ste. 106-B, Los Gatos, CA 95030
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Davis Financial Management

Davis Financial Management

“Apryl List utilizes her extensive people skills as Davis Financial Management's Client Relationship Associate. Apryl understands the importance of effective, timely communication and “getting things done” in a spirit of excellence for the benefit of ...”
Licensed
In Business Since 2006
1395 Franklin St, Santa Clara, CA
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Klm Capital

Klm Capital

“KLM Capital will also seek to provide expertise to investee companies not commonly available from institutional investors. In return, KLM Capital expects to earn strategic investment grade entry prices by creating or securing investment opportunities...”
In Business Since 1997
3080 Olcott St #205c, Santa Clara, CA
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Rogers Investment Advisors

Rogers Investment Advisors

“Rogers Investment Advisors, LLC is a boutique concierge wealth management firm based in the San Francisco Bay Area. We are licensed as a registered investment advisor by the State of California, and can accept clients throughout the United States. We...”
Licensed
In Business Since 2004
2975 Bowers Ave STE 107, Santa Clara, CA
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Retirement Planning and Investment Management Services in Santa Cruz, CA Cost Estimates

Minimum cost
$1087
Maximum cost
$9234
National Average
$3260
Avg Per Hour Rates
$326
$2173
$5975
Average price range is based on 488 cost profiles
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Average Cost $3260
Minimum cost $1087
Maximum cost $9234
Avg Per Hour Rates $326

Average range $2173 to $5975 is based on 488 cost profiles.

Why these companies made our list

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