Financial Planners in Freedom, CA

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Edward Jones - Financial Advisor: Alan R Gale - Investments
(831) 438-2168
5403 Scotts Valley Dr Ste C
Scotts Valley, CA 95066
CLOSED NOW

From Business: 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…

Scharf Investments - Investment Advisory Service
(831) 429-6513
5619 Scotts Valley Dr
Scotts Valley, CA 95066
CLOSED NOW

From Business: Our time-tested investment strategy helps clients protect their wealth and achieve their financial goals.

Farm and Community Asset Advisors - Insurance
(650) 384-5624
24685 Soquel San Jose Rd
Los Gatos, CA 95033

From Business: About Farm and Community Asset Advisors, LLC As a fee only financial planner with, over 20 years of experience, Mr. Gavande (CFP®, ChFC®, CLU®, CDFA®) is…

Morgan Stanley Wealth Management - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
CLOSED NOW
Morgan Stanley - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
CLOSED NOW
Waddell & Reed - Financial Planning Consultants
(831) 316-9890
5619 Scotts Valley Dr Ste 260
Scotts Valley, CA 95066
CLOSED NOW
Pacific Mountain Advisors Inc - Financial Planning Consultants
(831) 706-2761
5619 Scotts Valley Dr Ste 260
Scotts Valley, CA 95066
CLOSED NOW
Sackx P Filiep - Financial Planning Consultants
(831) 440-0714
4113 Scotts Valley Dr Ste B
Scotts Valley, CA 95066
CLOSED NOW
Diversified Financial - Investment Securities
(831) 438-7223
108 Whispering Pines Dr Ste 130
Scotts Valley, CA 95066
CLOSED NOW
Chamberlain Financial Planning & Wealth Management - Financial Planning Consultants
(831) 600-8194
125 Mission St
Santa Cruz, CA 95060
CLOSED NOW

From Business: Financial Planning and Wealth Management by Certified Financial Planners on a Fee Only Basis. Helping clients to balance current needs with future goals.

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