Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We are a full-service accounting and wealth management firm. We specialize in serving clients whose account, tax, and financial planning needs are targeted towards real estate development and small to medium sized businesses with additional expertise in retail, service, consulting, food, and manufacturing industries. CFS is comprised of experienced professional accountants who obtain high standards and offer quality practices. The accountants’ partner with real estate developers, builders, contractors, and investors to advance financial stability within their businesses. We will work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.
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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 offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
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Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
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