 | Bay Federal Credit Union | | With 7 local branches to serve you
Main Branch: 3333 Clares Street
Capitola, CA 95010 | Phone:
831-479-6000 |
| Bay Federal Credit Union provides local banking solutions and exceptional service to people and businesses in Santa Cruz, Monterey, and San Benito Counties. Please consider us for all your financial needs, including:
• Vehicle loans, home loans, and credit cards with affordable rates and terms
• Personal and business checking and savings accounts, Visa debit cards and ATM cards
• Nationwide ATM access through thousands of convenient, surcharge-free ATMs
• Free online banking and bill payment service
• Free financial education seminars
• Special programs for children and teens |
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| | Our wealth management expertise assists successful families and business owners to preserve their wealth and enjoy retirement. Our Raymond James Financial Services office is located in Capitola, California, mid-way between Santa Cruz and Aptos. We have provided professional financial services in the Santa Cruz area for more than 30 years. Our successful families, professional and small business clients are primarily located in the Monterey Bay, Silicon Valley and San Francisco Bay Areas. We also work with affluent clients throughout the western states and internationally. If you are new to investing due to inheritance, divorce, insurance settlement or winning the lottery, this is the right time to seek professional advice and support. |
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| | Thomas Wynn has been in the investment business since 1981 starting as a trader’s assistant at Engmann Options on the Pacific Stock Exchange. Thomas became an equity and options trader in 1985 and in 1987 formed his own trading company, Wynn Options. In 2003 Thomas became a registered investment advisor and founded Wynn Capital Management with the belief that the risk management techniques of the professional trader could benefit long term investors.
Call Thomas for a consultation on your investments. He can help working investors retire earlier and helps retired investors sleep easier. |
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 | Bank of the West | | Warren P. Grande | 1551 Pacific Ave
Santa Cruz, CA 95060 | Phone:
831-429-1124 | Fax:
831-427-1850 |
| | Bank of the West believes in relationships, customer service, providing solid, secure banking products, and being committed to the communities we live and work in. Our passion for customer service is appreciated by our loyal customers and sets us apart from our banking peers. Friendly and knowledgeable team members, reliable transaction processing and simple, straightforward products and services are hallmarks of our style of award-winning relationship banking. |
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| Robert Brooke, CLU & Associates | | Robert Brooke | 9057 Soquel Dr BLDG A CC
Aptos, CA 95003 | Phone:
831-662-9900 | Fax:
831-477-0730 |
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| Babs Fahrney : Money Wrangler | | Babs Fahrney | 1201 ballena blvd
alameda, CA 94501 | Phone:
510-978-6496 |
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 | Chase Bank | | Richard Parker | 2111 Mission St.
Santa Cruz, CA 95060 | Phone:
831 425-3726 | Fax:
831 421-9741 |
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| Lyns Ledgers | | Lyn Henry | 811 Laurence Ave
Capitola, CA 95010 | Phone:
510-206-2943 |
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| Opes Advisors | | Christy Buckholdt | 133 Mission Street
Suite 210
Santa Cruz, CA 95060 | Phone:
831 600-1580 | Fax:
831 600-1593 |
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| Our Mission: Santa Cruz Community Credit Union is a nonprofit financial cooperative that promotes economic justice. We are local, independent, and member-owned.
Our Vision: The Santa Cruz Community Credit Union pursues a vision of vital local communities whose members contribute individually and collectively to a just society. In our vision, all people have full access to economic opportunity, and have the resources to make effective financial decisions for themselves, their families, and their communities. |
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| Opportunity Fund | | Devin McAlpine | 111 West Saint John Street
Santa Cruz, CA 95060 | Phone:
408-516-4600 | Fax:
1-888-450-0688 |
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| US Bank | | Aida Zuniga | 110 Morrissey Blvd.
Santa Cruz, CA 95062 | Phone:
831-425-1222 | Fax:
831-427-4952 |
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| Bank of America | | Dawn Cole | 104 River Street
Santa Cruz, CA 95060 | Phone:
831-824-9482 | Fax:
831-824-9490 |
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| | I am a Financial Advisor who is very active in my community. I serve as Secretary on the board of The Women's Council of Realtors. I also serve on the Investment Committee for the Scotts Valley Educational Foundation Endowment Fund and the Development Committee for the Second Harvest Food Bank. Recognizing that I can make a meaningful impact on someone's life, makes me passionate about what I do. I focus on Socially Responsible Investing and my mission is to help people achieve financial security so that they are more able to experience full and happy lives. |
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| GreenJespersen CPAS | | Len Farace | 9600 Blue Larkspur Lane # 101
Monterey, CA 93940 | Phone:
(831) 649-1506 | Fax:
(831) 372-5591 |
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 | Monterey Credit Union | | Tiffany Marinovich | 2750 41st Ave. Suite F
Soquel, CA 95073 | Phone:
831-647-3603 | Fax:
831-647-3612 |
| | Monterey Credit Union provides competitively-priced deposit and a variety of loan products including auto loans, home loans, and personal loans. We offer world-class service to residents in Monterey, Santa Cruz, San Benito, San Luis Obispo, or Santa Clara counties. Our 7 full-service branches are staffed by local professionals who can offer suggestions for improving your financial outlook. Visit or call Monterey Credit Union, the Auto Loan Experts It's Fast and Easy! |
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| | Founded in 2001, Pacific Mountain Advisors is a California Registered Investment Advisor providing fee-only financial planning, investment management and small business consulting services in the Santa Cruz area. Michael Meara is a Certified Financial Planner (trademark) with over 20 years of experience helping people to achieve their financial goals. |
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| | Successfully investing for the benefit of our investors since 1980, Canyon View Capital acquires and manages $120+ Million worth of real property in both multifamily & commercial real estate. Our investment funds achieve superior returns as compared to publicly traded debt and equity market indices – but with far less volatility. We are headquartered in Santa Cruz, CA with a regional office in Springfield, MO. |
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 | Dollars and Sense | | Caroline Ann Murphy | 2030 N. Pacific Ave. Unit E
Santa Cruz, CA 95060 | Phone:
831-461-4304 | Fax:
831-621-4714 |
| | Dollars and Sense is lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with comprehensive tax and financial services. We specialize in tax planning and preparation, tax reduction strategies and tax issue representation in front of the IRS. This includes audit and examination, appeals, and collections support. Additional services include accounting systems setup, entity structure selection, retirement planning, wealth management, budgeting, forecasting, property analysis and proformas, incorporation, entity structure consulting and other financial services. |
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| | As an AXA Advisors Financial Professional, I am dedicated to helping my clients build secure financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.
I have the resources and knowledge to help you develop and implement a sound financial strategy.
My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through AXA Advisors and its affiliates, I can offer a broad range of financial products and services. |
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| Rabobank | | Tami Garcia | 3110 Mission Drive
Santa Cruz, CA 95065 | Phone:
831-477-4200 | Fax:
831-477-4213 |
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 | A2Integration | | Martha Benitez | 5161 Soquel Dr. Ste E
Soquel, CA 95073 | Phone:
831-475-2110 | Fax:
831-476-2089 |
| | A2Integration is owned by Martha E. Benitez. The A2I mission is to provide excellent services that are accurate, understandable, and manageable. A2I specializes in full charge bookkeeping, payroll processing, software setup, training, budgeting, forecasting, public notary, and taxes. Ms. Benitez and her staff provide their numerous years of experience by helping families, independent professionals, and small and mid-size corporations. Ms. Benitez is an Enrolled Agent who has earned the privilege of representing taxpayers before the Internal Revenue Service. |
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 | Wells Fargo Commercial Banking | | Barbara W Thompson | 50 Ragsdale Drive, Ste 100
Monterey, CA 93940 | Phone:
831-647-4556 | Fax:
831-647-4562 |
| | Wells Fargo Regional Commercial Banking Office specializes in providing commercial banking services for middle market companies and agribusiness entities. Our office is staffed with experienced banking professionals who have the authority to make decisions at the local level and are dedicated to providing Superior Customer Service. As bankers, we feel our top priority is to pay close attention to client needs and structure creative financing alternatives to accommodate those needs. We are very flexible in custom tailoring each financial service request and include a total package of our products and services. |
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 | Comerica Bank | | Eric Summers | 55 River Street
Santa Cruz, CA 95060 | Phone:
(831) 460-4061 | Fax:
(831) 429-6152 |
| | Prior to the Civil War, through the Great Depression, and beyond the economic and political turbulence of the 20th Century, Comerica Bank has stood as a beacon of strength. In Santa Cruz County, Comerica Bank and its predecessors, including County Bank of Santa Cruz, have been pillars of the community since 1870. Comerica Bank’s long-tenured employees and their focus on relationship banking have made it one of the premier banks in Santa Cruz for over 140 years! |
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| | Are you tired of dealing with debt and creditors? Do you pay the credit bills every month but then use credit to get through to payday? Do you have bad credit, or just need to get your personal finances in order? If debt consolidation sounds like a good idea, we're a good place to start! We believe that being aware of both the positive and negative effects of various debt reduction strategies is crucial to your success in positively managing your debt issues. Our experienced staff is ready to help you find the solution that is right for you. |
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| A. L. Walters, CPA | | Al Walters | PO Box 524
Capitola, CA 95010 | Phone:
831-475-8475 |
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 | Wells Fargo Bank | | Komi Agbodji | 74 River Street
Santa Cruz, CA 95060 | Phone:
831 469-3525 |
| | Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, consumer and commercial finance through 24 stores and 57 ATMs in Santa Cruz and Monterey counties. We want to help create long-term economic growth and quality of life for everyone in communities we serve. In 2009, we donated $350,000 to nonprofits and schools in Santa Cruz and Monterey Counties; including $87,300 to human services; $37,800 to education; $32,000 to community development; $12,500 to arts/culture; and $12,500 to civic programs. In 2010, team members in Santa Cruz and Monterey Counties reported 2,820 volunteer hours in their communities. |
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| | Financial Resource Associates is an organization dedicated to helping families, individuals and businesses recognize, develop and achieve their financial and life goals through comprehensive financial planning, estate planning, divorce services, investment advisory services and insurance services. |
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| Anne Mitchell MS CPA | | Anne Mitchell | 575 Soquel Ave.
Santa Cruz, CA 95062 | Phone:
831-429-5710 | Fax:
831-429-8177 |
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 | Lighthouse Bank | | Brianna Carabba | 111 Mission Street
Santa Cruz, CA 95060 | Phone:
831-600-4007 | Fax:
831-427-2260 |
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| Bannon Bookkeeping | | Renee Bannon, MBA | 2280 Wallace Avenue
Aptos, CA 95003 | Phone:
831-325-4074 | Fax:
831-688-4958 |
| | ? Tax Preparation
? Business and personal property tax preparation Form 571-L
? Full charge bookkeeping service for small businesses and individuals
? Setup computerized bookkeeping systems
? Personal financing, daily data input, weekly tax deposits, quarterly financials, bank reconciliations
? Remote access/VPN setup, online support
? Notary public
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| E. Marie Landers | | Wells Fargo Commercial Banking | 420 Montgomery Street
San Francisco, CA 94163 | Phone:
831-647-4556 | Fax:
831-647-4562 |
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| Protected Investors of America | | Lyn Henry | 1010 Fair Ave ste G
Santa Cruz, CA 95060 | Phone:
831-234-5730 |
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| | Chamberlain Financial Planning provides fee-only financial planning and investment advice on an hourly, as-needed basis. As a Registered Investment Advisor, we are a fiduciary and do not sell insurance or investments. This methodology means you can utilize our services as much or as little as you need, similar to your Doctor, CPA or Attorney and not worry about sales pressure or conflicts of interest that can occur with commission-based products. Whether you are just starting out, are in the accumulation stage, planning for retirement or are currently retired, you can benefit from our expertise and experience. |
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| Hannah Brandt, CPA | | Hannah Brandt | | Santa Cruz, CA 95060 | Phone:
707-529-2105 | Fax:
831-420-8550 |
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| | Santa Cruz County Bank is a locally owned and operated commercial bank, serving the needs of the residents and businesses of Santa Cruz County. We believe strongly in the importance of local decision making and responsive customer service. Santa Cruz County Bank operates five banking offices located in Aptos, Capitola, Santa Cruz, Scotts Valley, and Watsonville. To provide further convenience for our clients, the Bank operates two additional self-serve ATM and Night Depositories in Santa Cruz and Aptos. |
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| | We help our clients prosper and succeed. Berger Lewis Accountancy Corporation provides accounting services and sound advice for clients that include individuals, privately-held businesses and nonprofit organizations. Our team of over 80 professionals, CPAs and associates bring diverse and deep experience to each client they serve. Since it was established in 1949, the firm has built a team of the best practitioners and a reputation for delivering solid advice with unwavering integrity. We are committed to our community and the people with whom we work. We prize honesty and integrity and we strive for excellence. |
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