Farmers Insurance

Established in 1997, Dollars and Sense offers a range of tax services catering to individuals, small and medium businesses, estates, trusts, and nonprofits. Specializing in tax planning, preparation, and representation, the focus is on intricate tax analysis tailored to each client's specific circumstances. For businesses and nonprofits, the company provides comprehensive business planning and tax strategies suitable for all stages of development. Clients can benefit from both in-person and remote consultations, with the added convenience of evening and Sunday appointments available for scheduling. With a new location at 100 Doyle St. Suite H in Santa Cruz, CA 95062, Dollars and Sense ensures accessibility and efficiency through an online scheduler for booking appointments, offering a seamless experience for clients seeking expert tax guidance. Generated from the website content

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Santa Cruz, CA area, Jerry Positeri will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.