HarborLight Investments - Santa Cruz, California

Address: 180 7th Ave Suite 204, Santa Cruz, CA 95062.
Phone: 8312913843.
Website: harborlightinvestments.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of HarborLight Investments

☎️8312913843

⏰ Open Hours of HarborLight Investments

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

When searching for professional financial guidance in Santa Cruz, CA, HarborLight Investments stands out as a notable entity. Located at Address: 180 7th Ave Suite 204, Santa Cruz, CA 95062, this investment firm offers comprehensive financial planning services. You can reach them directly at Phone: 831-291-3843 or visit their insightful website at Website: harborlightinvestments.com for more information.

Key Features:

HarborLight Investments specializes in providing expert Financial Planning services. Their commitment to client success is evident in their approach, which likely includes personalized strategies tailored to individual financial goals. The company's dedication to accessibility is commendable, offering a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, Wheelchair Accessible Restroom, and standard facilities, ensuring that everyone can benefit from their services comfortably.

Additional Points of Interest:

For those with mobility issues, HarborLight Investments ensures a smooth experience. Their attention to detail in making their premises wheelchair accessible reflects their inclusive approach to business. Moreover, the provision of Appointments Recommended suggests a structured and professional service model, ensuring clients receive the attention they deserve.

Opinions and Reviews:

Clients have shared their positive experiences on Google My Business, with HarborLight Investments boasting 8 reviews and an impressive Average Opinion of 5/5. This high rating is a testament to their excellence in customer service and financial planning expertise.

Recommendation:

If you're seeking knowledgeable guidance to navigate your financial future, HarborLight Investments is definitely worth considering. Their average rating of 5 out of 5 and the accessibility of their location and services make them a top choice in Santa Cruz. To take the first step towards securing your financial future, visit their website at harborlightinvestments.com to learn more about their services and schedule an appointment. Don't hesitate to contact them directly at the provided phone number for personalized advice.

👍 Reviews of HarborLight Investments

HarborLight Investments - Santa Cruz, California

Amanda M.

5/5

Chris is incredibly knowledgeable and goes above and beyond for his clients. He is always available and even excited to answer questions, talk through options, and write up different financial scenarios. He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business. He will take care of your investments while also being genuinely invested in your success and present and future well-being. I know I can count on him for long-term planning and also to show up when I need a fast answer. I trust him implicitly and cannot recommend his services enough. I feel so lucky to be able to work with him!

Jacqueline D. M.

5/5

We have had a great experience using HarborLight for investment management for the last year. Chris has made himself available to us through our transition and as we started to do more financial planning. He listened and gave valuable input on our ongoing financial decisions, while respecting our knowledge and perspective.

DAVID F.

5/5

I have had several investment advisers in my life, but hands down Chris is the most straightforward and responsive I have ever worked with. Chris is sincerely interested in what is best for me, and not just what gives him the best commission. Chris has %100 percent of my trust and confidence.

Chris K.

5/5

Chris is the real deal: honest, trustworthy, diligent and down to earth. He is one of the few people I am comfortable with mixing personal finances and friendship. His research is always well thought out and thorough, providing guidence that's in his clients' best interests, not his. Highly recommend.

David J.

5/5

Spoke with Chris with specific out of the box questions about financial investments. Most financial advisors want to charge steep fees for advice or want to manage your entire financial portfolio before they will engage with you. Chris was honest, direct, and helpful in answering my questions. I highly recommend his services and appreciate his attention to my needs.

Patrick D.

5/5

At my first meeting with Chris we discussed what kind of information I was looking for. At our second meeting he provided the information along with a very detailed roadmap of how to achieve my goals. I was completely satisfied with his approach and service, and I highly recommend Chris for financial planning.

Mischa R.

5/5

It’s rare to have a CFP like Chris that you can trust and call a friend. Happy client of HarborLight Financial, my experience has been nothing less than 5 stars. I highly recommend without reservation.

Jared R.

5/5

The team at HarborLight were a pleasure to work with. They understood our family's situation and helped us make a solid long term retirement plan.

Also no hard selling/up selling...they were happy to keep the scope small to start but we expect to go back to HarborLight as our needs change.