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Quintes | Securing Retirement Outcomes

“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...”

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Jacob Young Financial

“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...”

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Ledwith Financial Wealth Management

(5)

“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.”

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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.”

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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.”

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Patricia A. Beckwith, CPA

(5)

“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!”

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The 24 firms listed for Watsonville, CA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Watsonville, CA

12 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 42 reviews. The services the firms on this page list most often on their websites are retirement planning (3), comprehensive financial planning (2) and insurance (2). 4 show a license on their websites. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers payment plans; 2 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 17 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Watsonville listed here?

2 of the 24 firms are located in Watsonville. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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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.”

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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...”

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Timothy Imbrie CPA MBA

(4)

“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.”

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Lanai Financial Solutions

(6)

Financial Advisor

“We have been very pleased with the return on our investments and completely trust her.”

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Ohana Wealth Mangement

(1)

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

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Patrick Scheufler Accountancy

(4)

“This group consistently knows the answers to all of the questions and completes my returns in a timely professional manner.”

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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...”

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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.”

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Croxall Capital 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...”

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Alta Investment Group

“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...”

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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 ...”

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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.”

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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 ...”

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Beach House Wealth Management

“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....”

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LPL Financial

(1)

“He is always reachable and truly cares about not only my financial well being but me as a person.”

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Marshall Ira B

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Accounting Business Services & Taxes

“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.”

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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...”

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Average Cost	$3127
Minimum cost	$1043
Maximum cost	$8858
Avg Per Hour Rates	$313

Best Financial Advisors near Watsonville, CA

Quintes | Securing Retirement Outcomes

Jacob Young Financial

Ledwith Financial Wealth Management

Springwater Wealth Management

Harborlight Investments

Patricia A. Beckwith, CPA

Area overview: Watsonville, CA

Natural Bridges Financial Advisors

Kristi Ellington Financial

Timothy Imbrie CPA MBA

Lanai Financial Solutions

Ohana Wealth Mangement

Patrick Scheufler Accountancy

Chamberlain Financial Planning & Wealth Management

Long Term Care Insurance Santa Cruz

Croxall Capital Planning

Alta Investment Group

Authentikos Advisory

Wynn Capital Management

Flynn Financial and Insurance Services

Beach House Wealth Management

LPL Financial

Marshall Ira B

Accounting Business Services & Taxes

E Donnelly & Associates With Iron Point Advisors

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

Why these companies made our list

Financial Advisors near Watsonville

Popular in Watsonville