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Financial consulting in Santa Cruz, CA

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Central Coast Merchant Payment Solutions

We invest our time and business expertise in helping the leaders of small and medium sized businesses grow their profitability. We work with you over an extended period, to find the most efficient and least expensive processing solutions for your business. We also consult with you on using the newest technology to your best advantage , and how it might help you increase your marketing results. We specialize in standard terminals, mobile and smart phone applications, along with both computer gateway and shopping cart systems. We also have several POS programs available

Edward Jones - Financial Advisor: Julie K Tauriainen

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Mike Herlevi

As an Edward Jones Financial Advisor, I believe it is important to invest my time to understand what financial goals you are working towards before you invest your money. Whether it is saving for retirement or a child's education or whether it is protecting everything you have worked so hard for, I can help you achieve your financial goals and dreams. I offer a free one hour consultation to comprehensively go over where you are, where you would like to be and, most importantly, how we can work together to get you there. To receive your free, comprehensive financial analysis please contact our office today to set up an appointment to help us get to know you better.

Wynn Capital Management

WCM are experts in creating and managing low cost, diversified ETF portfolios. We are experts in the use of equity options for income and risk management. We are highly qualified portfolio managers with a proven track record. WCM has a very low advisor to client. We keep in close contact with our clients. We are experts in the use of tax sensitive investing.

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