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

(29)
Real Estate & Rental Property
“My CPA with another firm cancelled last minute due to a family emergency and wasn't available before my deadline, so I Googled CPA and found Bhuiyan & Associates, CPA with great reviews.”
Accepts All Major Credit Cards
In Business Since 2011
2118 Walsh Ave, 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 #220, Santa Clara, CA
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Natural Bridges Financial Advisors

Natural Bridges Financial Advisors

(1)
“The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information.”
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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Castelli Financial

Castelli Financial

(6)
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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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.”
In Business Since 2011
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 Suite 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)
Your Team
“The team I work with is responsive, articulate, patient with my questions and respectful of my goals.”
CDFA Certified
In Business Since 2010
634 N Santa Cruz Ave #114, 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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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 1939
365 Lake Ave B, Santa Cruz, 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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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 2002
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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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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Blakeley Group

Blakeley Group

“Dick founded The Blakeley Group, Inc. in 2009. As the Chief  Executive and Compliance Office,  he is personally committed to...”
In Business Since 2009
2804 Mission College Blvd, Santa Clara, CA
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Pacific Coast Accounting

Pacific Coast Accounting

“Welcome to Pacific Coast Accounting. Secure your financial future. Formation of legal entities, book keeping, payroll services, Property tax, Sales/ Use tax, Business and personal Income tax, Personal financial planning, Forecasting / Budgeting, Busi...”
Licensed
In Business Since 2014
3382 Rayanna Ave, Santa Clara, CA
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LPL Financial

LPL Financial

“Welcome, I'm David De La Rosa, an independent LPL Financial Advisor. I help private clients and Small Business Owners Invest with tax mitigation strategies to move towards their desired life.”
Accepts All Major Credit Cards
In Business Since 2014
5187 Empire Grade, Santa Cruz, CA
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Wynn Capital Management

Wynn Capital Management

“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.”
In Business Since 2003
101 Cooper St, Santa Cruz, CA
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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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Financial Independence

Financial Independence

“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate purposes, our personalized service helps synchronize your needs and wants with your financial goals and objectiv...”
In Business Since 1993
5201 Great America Pkwy #320, 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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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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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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