Lanai Financial Solutions - Capitola, California

Address: 820 Bay Ave suite 101, Capitola, CA 95010, United States.
Phone: 8314767300.
Website: lanaifinancialsolutions.com
Specialties: Financial planner, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lanai Financial Solutions

Lanai Financial Solutions 820 Bay Ave suite 101, Capitola, CA 95010, United States

☎️8314767300

⏰ Open Hours of Lanai Financial Solutions

Monday: 8 am–4 pm
Tuesday: 8 am–4 pm
Wednesday: 8 am–4 pm
Thursday: 8 am–4 pm
Friday: 8 am–4 pm
Saturday: Closed
Sunday: Closed

Lanai Financial Solutions

Address: 820 Bay Ave suite 101, Capitola, CA 95010, United States.

Phone: 8314767300

Website: lanaifinancialsolutions.com

Especialidades

Financial planner and Stock broker, Lanai Financial Solutions ofrece asesoramiento financiero personalizado y orientación en el mercado de valores.

Otras características

Este negocio es wheelchair-accessible, lo que significa que es accesible para personas con discapacidad. También ofrece gender-neutral toilets y LGBTQ+ friendly servicios.

Opciones recomendadas

Para obtener asesoramiento financiero personalizado, se recomienda hacer una cita con Lanai Financial Solutions.

Opiniones

Esta empresa tiene 6 reseñas en Google My Business.

La opinión media es de 5/5, lo que indica un nivel muy alto de satisfacción entre los clientes.

Los clientes han reportado una gran satisfacción con los servicios de Christine, quien es financiamente versada y educada. También se destaca su experiencia en el mercado de valores y su capacidad para generar ganancias para sus clientes.

Además, Christine es miembro del consejo de directores de la escuela Montessori de Santa Cruz y ha se convertido en una pilar de la comunidad en Capitola.

En resumen, Lanai Financial Solutions es una empresa que ofrece asesoramiento financiero personalizado y orientación en el mercado de valores, con un enfoque en la satisfacción del cliente y la comunidad.

👍 Reviews of Lanai Financial Solutions

Lanai Financial Solutions - Capitola, California

Ben S.

5/5

As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets.

Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you money…look no further.

Julz M.

5/5

Christine is amazing! She has so much expertise, patience and finesse around financial planning. Although I am still in my preliminary work with her, she has inspired me to get organized, and truly transform my attitude around finances. I trust and appreciate Christine so much, and I look forward to our continued work together.

Katie G.

5/5

My husband and I love Christine. She is an incredible financial advisor, always available to answer all our questions. We have been very pleased with the return on our investments and completely trust her.

Sally W.

5/5

Christine McBroom is an extremely knowledgeable investment adviser. I was so impressed by her thoroughness and method for recommending portfolio investments--very transparent and clear. She took a lot of time to help me understand my needs and explain the process. Definitely 5 star!

Kimber D. M.

5/5

Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future.

I would highly recommend her if you want solid, experienced, financial solutions.

David S.

5/5

Best ever