Edward Jones

LPL Financial, nestled in the serene locale of Capitola, CA, stands as an independent broker-dealer known for its diverse range of investment products and advisory services. Catering to financial advisors, institutions, and registered investment advisors (RIAs), this establishment equips professionals with the tools and technology needed to offer tailored financial guidance. By providing robust compliance oversight, cutting-edge technology solutions, and expert practice management support, LPL Financial is dedicated to facilitating seamless client interactions and boosting advisors' operational prowess. At the core of LPL Financial's mission lies a commitment to enhancing advisors' productivity, precision, and autonomy in navigating the intricate financial services domain. With a strategic focus on empowering financial professionals, this Capitola-based entity strives to foster a collaborative environment where advisors can thrive and deliver exceptional service to their clientele. Through a blend of innovative resources and personalized assistance, LPL Financial paves the way for advisors to excel in their roles and effectively meet the diverse needs of their clients. Generated using this brand's available information

Omni Financial, based in Capitola, CA, has been serving the central coast since 1976, specializing in both residential and commercial real estate. Their comprehensive services include property management, real estate development, and asset management, catering to a diverse clientele in the region. The company boasts a team of knowledgeable agents who are dedicated to assisting clients with buying, selling, and leasing properties. With a focus on delivering tailored solutions, Omni Financial aims to meet the unique needs of individuals and businesses looking for real estate opportunities in the Central Valley and beyond. Generated from the website

Money Concepts in Capitola, CA is the local office of Money Concepts Wealth Management and Financial Planning, led by Anthony Rovai. As a licensed investment advisor representative and financial planner, Rovai provides a range of services including financial planning, investment management, and mortgage services. The office serves the community of Capitola with personalized financial solutions tailored to individual needs. Clients can rely on Money Concepts for expert guidance in achieving their financial goals and managing their investments effectively. Generated from their available business information