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Mutual Funds in Soquel, CA

Edward Jones - Financial Advisor: Mike Herlevi - Investments
(831) 462-8242
2121 41st Ave Ste 209
Capitola, CA 95010
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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…

Vanderkodde, Stacey - Investments
(831) 204-9774
1500 41st Ave
Capitola, CA 95010
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From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing…

Wells Fargo Advisors - Investments
(831) 462-1832
1700 41st Ave
Capitola, CA 95010
Edward Jones - Financial Advisor: Mike Herlevi - Investments
(831) 662-4565
9055 Soquel Dr Ste D
Aptos, CA 95003
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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…

Lisa Rosenau - Financial Advisor, Ameriprise Financial Services - Financial Planners
(831) 458-1185
125 Water St Ste A-3
Santa Cruz, CA 95060
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From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

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

Morgan Stanley Wealth Management - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
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Morgan Stanley - Investments
(831) 440-5200
6004 La Madrona Dr
Scotts Valley, CA 95060
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Prudential Financial - Life Insurance
(831) 438-9055
4444 Scotts Valley Dr Ste 8a
Scotts Valley, CA 95066
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Waddell & Reed - Financial Planning Consultants

10. Waddell & Reed

Years in Business Icon
55 Years
in Business
Amenities:
Wheelchair accessible
(831) 316-9890
5619 Scotts Valley Dr Ste 260
Scotts Valley, CA 95066
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Sterling Pacific Financial - Financing Consultants
(831) 786-1980
1205 Freedom Blvd Ste 2
Watsonville, CA 95076
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From Business: Our primary business is investing in loans to owners and developers of real estate properties. We're proud of the unique role we play in the real estate…

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