Watsonville, CA

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Watsonville, CA
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Best Financial Advisors in Watsonville, CA

The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Watsonville area.

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Quintes | Securing Retirement Outcomes

Quintes | Securing Retirement Outcomes

Administrative Services, Engage With Quintes, Advisor Services
“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...”
In Business Since 2003
1961 Main St #151, Watsonville, CA
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Jacob Young Financial

Jacob Young Financial

Tax, Calculators, Insurance
“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...”
In Business Since 2010
17 Aspen Way, Watsonville, CA
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Ledwith Financial Wealth Management

Ledwith Financial Wealth Management

(5)
Tax Planning, Guided Wealth Portfolios, Comprehensive Financial Planning
“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.”
In Business Since 2008
Serving Watsonville Area
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Harborlight Investments

Harborlight Investments

(8)
“He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business.”
In Business Since 2016
180 7th Ave Suite 204, Santa Cruz, 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
In Business Since 2013
Free Initial Consultation
740 Front St #200, Santa Cruz, CA
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Patricia A. Beckwith, CPA

Patricia A. Beckwith, CPA

(5)
Small Business Consulting, Tax Planning & Preparation, Individual Returns
“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!”
Transparent Fees & Pricing
In Business Since 2002
Serving Watsonville Area
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Natural Bridges Financial Advisors

Natural Bridges Financial Advisors

(3)
“It has been seven years since we retired, and, in spite of withdrawing my RMD and using some funds for home improvements, our investments are more than twice what we had when we first met with Chris.”
Transparent Fees & Pricing
In Business Since 2008
627 Center St, Santa Cruz, CA
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Kristi Ellington Financial

Kristi Ellington Financial

“Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help people. Kristi is fanatical about keeping up with the co...”
Licensed
In Business Since 2013
Family Business
8343 Church St, Gilroy, CA
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Timothy Imbrie CPA MBA

Timothy Imbrie CPA MBA

(4)
Client Files, Payroll Service, Services
“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.”
Accepts All Major Credit Cards
In Business Since 2012
Serving Watsonville Area
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Lanai Financial Solutions

Lanai Financial Solutions

(6)
  • Financial Advisor
“We have been very pleased with the return on our investments and completely trust her.”
In Business Since 2013
Serving Watsonville Area
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Ohana Wealth Mangement

Ohana Wealth Mangement

(1)
Women and Investing, How We Work, Retirement Planning and Rollovers
“Ohana Wealth Management is the best resource for retirement, estate, and financial freedom.”
In Business Since 2023
Serving Watsonville Area
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Patrick Scheufler Accountancy

Patrick Scheufler Accountancy

(4)
“This group consistently knows the answers to all of the questions and completes my returns in a timely professional manner.”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Serving Watsonville Area
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Chamberlain Financial Planning & Wealth Management

Chamberlain Financial Planning & Wealth Management

“Kunjungi situs web atau aplikasi mobile dari agen resmi tersebut, lalu cari opsi “Daftar” atau “Registrasi”. Isilah formulir pendaftaran dengan data diri yang valid sesuai petunjuk yang diberikan. Setelah berhasil mendaftar, anda akan mendapatkan aku...”
In Business Since 2007
125 Mission St #3, Santa Cruz, CA
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Long Term Care Insurance Santa Cruz

Long Term Care Insurance Santa Cruz

(1)
“He returned all calls in a timely manner, he kept all commitments, answered our questions patiently and thoroughly and he made time to review the plan with our tax advisor, who supported our decision to purchase the plan that Steve recommended.”
In Business Since 2019
Serving Watsonville Area
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Croxall Capital Planning

Croxall Capital Planning

Digital Investment Advisory, Portfolio Management, Comprehensive Financial Planning
“Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from...”
Transparent Fees & Pricing
In Business Since 2000
Serving Watsonville Area
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Alta Investment Group

Alta Investment Group

Investments, Retirement Planning
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
Free Initial Consultation
In Business Since 2015
Serving Watsonville Area
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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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Authentikos Advisory

Authentikos Advisory

“We acknowledge the trust you place in us by being as proactive as we can be, checking in between scheduled meetings and being attentive to changes in your life. You are always encouraged to reach out, and we will be happy to assist you with whatever ...”
In Business Since 2012
Serving Watsonville Area
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Beach House Wealth Management

Beach House Wealth Management

Strategic Partners, Financial Planning
“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....”
In Business Since 2020
Serving Watsonville Area
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Flynn Financial and Insurance Services

Flynn Financial and Insurance Services

“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 ...”
Licensed
In Business Since 2014
Family Business
Serving Watsonville Area
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LPL Financial

LPL Financial

(1)
“He is always reachable and truly cares about not only my financial well being but me as a person.”
Serving Watsonville Area
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E Donnelly & Associates With Iron Point Advisors

E Donnelly & Associates With Iron Point Advisors

“ErciliaDonnelly provides a simple, clear and focused approach to financial planning and goal setting. She holds a Doctorate Degree in Organizational Leadership. Her doctoral dissertation "California School Teachers: Retirement and Financial Satisfact...”
Licensed
In Business Since 2023
Serving Watsonville Area
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Accounting Business Services & Taxes

Accounting Business Services & Taxes

Electronic Filing, Accounting, Small Business Consulting
“Our accounting firm is here to help you and your business. From any accounting needs you might have to tax planning for your upcoming goals and dreams, we're here to help you achieve your dreams.”
In Business Since 2010
Serving Watsonville Area
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Caleb Lawrence Registered Investment Adviser

Caleb Lawrence Registered Investment Adviser

In Business Since 2000
Serving Watsonville Area
Featured

Your market and investment update to help you become a better investor.nnThe major averages closed mixed following an uneven session. As expected, the Fed left interest rates unchanged. Despite the usual dissection there was very little new in the accompanying statement other than the creation of a standing Repo facility to support monetary policy and smooth market operations. Inflation is still considered transitory. Of note, no concerns were noted about the Delta variant and its rapidly rising case count, which is odd. ...

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Retirement Planning and Investment Management Services in Watsonville, CA Cost Estimates

Minimum cost
$1043
Maximum cost
$8858
National Average
$3127
Avg Per Hour Rates
$313
$2085
$5732
Average price range is based on 526 cost profiles
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Average Cost $3127
Minimum cost $1043
Maximum cost $8858
Avg Per Hour Rates $313

Average range $2085 to $5732 is based on 526 cost profiles.

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