Our Sponsors
Taking Action
Financial Services
Santa Cruz Community Credit Union
Santa Cruz: 324 Front Street, Santa Cruz, CA 95060 (831) 425-7708Watsonville: 1428 Freedom Blvd., Watsonville, CA 95076
(831) 786-1970 www.scruzccu.org
Any resident or employee in Santa Cruz County or north Monterey County may join. SCCCU is a triple bottom line financial institution, demonstrating financial responsibility, social impact, and environmental stewardship. It matters where you invest!
Edward Jones
Cheryl Rebottaro Financial Advisor 221 Mount Hermon Road, Suite F Scotts Valley, CA 95066 (831) 461-9311
Wells Fargo
(800) 869-9557 www.wellsfargo.com www.wellsfargo.com/lgbtWells Fargo fosters a culture in which all people and their individual differences are not only accepted but celebrated. Wells Fargo offers a full range of financial services. Stop in today and speak with a Wells Fargo banker.
Jane McKenzie
Financial Advisor Morgan Stanley Smith Barney2001 40th Avenue, Suite F, Capitola, CA 95010 (831) 479-5112 (800) 231-9792 Toll-Free www.fa.smithbarney.com/jmmckenzie
"Every Investment Begins With a Plan"
New York Life Insurance Company
Anthony CondeMarket Development Director 100 Pine Street, Suite 3000, San Francisco, CA 94111 (415) 393-6130 www.newyorklife.com/bayarea/lgbt
Empowering our community is what we do best at New York Life. New York Life Insurance agents understand the unique needs and concerns of the LGBT community. Our agents are agents you can trust, professionally trained and proud to help. To find an agent near you, please feel free to contact us above for a no-obligation consultation.
Karonne Carlsen, RN, MSN, MBA
Primerica Financial Services(831) 334-3325 (888) 864-1047 Toll-Free
Most people don't plan to fail, they fail to plan. Take control of your financial life. Call today for a free, customized financial analysis.
Giges Consulting Service
Laura Giges (831) 476-8249(831) 476-4139 Fax
Accounting systems consultant for business and non-profit organizations. Advanced certification as a QuickBooks Pro-Advisor, specializing in system set-up, cleanup and training.
James D. Reddell, CPA
412 Cedar Street, Suite E, Santa Cruz, CA 95060(831) 457-1120
(831) 423-2790 Fax
Specializing in individual and business tax preparation; general ledger write-up and financial statement preparation; trust and estate accounting and tax preparation; tax and financial planning for individuals and businesses; small business start-up assistance; complex tax, succession and estate planning; IRS audit and problem resolution.
Project SCOUT
114 E. Fifth Street, Watsonville, CA 95076 (831) 724-2606 Toll free: 1-(877) 373-8297 www.seniorscouncil.orgTrained volunteers offer free income tax preparation to seniors and low-income persons. Assist with Homeowners / Rentals Assistance Program for seniors and disabled individuals.
Andrea Roland , CFP
Financial Planner
P.O. Box 8354, Santa Cruz, CA 95061
(831) 425-1962
I provide fee-based financial planning for individuals, couples and families through personal comprehensive plans, investment and insurance planning.
Ann Marie Lang
Financial Services ProfessionalNew York Life Insurance Company
Registered Representative offering
securities through NYLIFE Securities LLC
(member FINRA/SIPC) 100 Pine Street, Suite 3000, San Francisco, CA 94111 (408) 904-9725
I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. I'm a local resident of Santa Cruz serving the Santa Cruz and bay areas.
Eric GoForth, CFP
Financial Services Professional AgentNew York Life Insurance Company
Registered Representative offering
securities through NYLIFE Securities LLC
(member FINRA/SIPC) 100 Pine Street, Suite 3000, San Francisco, CA 94111 (415) 393-6040 www.newyorklife.com/bayarea/lgbt
My mission is to deliver financial solutions through a tailored approach and genuine interest in my clients' evolving needs. I help clients achieve confidence. Member of the LGBT community, proudly serving the Santa Cruz and San Francisco community.
Sandoval Financial Management, Inc.
We support the Diversity Center and the LGBTIQ Community in Santa Cruz County.
Lori J. Ellingson, Investment Advisor Representative
ING Financial Partners-Member SIPC 1730 San Tomas Aquino Road, San Jose, CA 95130 (408) 318-1943, fax (408) 866-4909Providing a wide variety of financial services and solutions that can be tailored to fit your specific goals. Complimentary financial analysis.
Total Bookkeeping & Tax Services, Inc.
Stephen Esmond, E.A. www.totalbookservices.comProfessional income tax preparation services. Securely submit documents via Personal Secure Inbox. $25 discount if you mention this listing. Proudly supporting the LGBTIQ community.
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