Lanai Financial Solutions - Capitola, California

Address: 1066 41st Ave STE A101, Capitola, CA 95010.
Phone: 8314767300.
Website: lanaifinancialsolutions.com
Specialties: Financial planner, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Lanai Financial Solutions

☎️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: Un destino confiable para tu plan financiero

Lanai Financial Solutions se encuentra ubicado en 1066 41st Ave STE A101, Capitola, CA 95010, en el corazón de la vibrante comunidad de Capitola. Con un teléfono directo a 8314767300, esta empresa brinda asistencia financiera personalizada y de alta calidad a sus clientes.

Características y especialidades

Lanai Financial Solutions se destaca por su enfoque en la planificación financiera y el mercado de valores. Sus especialidades incluyen:

Asesoramiento financiero

Bolsa de valores

Los clientes de esta empresa han expresado su satisfacción con los servicios, destacando la capacidad de Christine, la propietaria, para ayudarles a alcanzar sus objetivos financieros y superar las expectativas del mercado.

Accesibilidad y comodidad

La empresa ofrece una serie de beneficios para las personas con discapacidad, incluyendo:

Entrada y estacionamiento accesible para sillas de ruedas

Baño accesible para sillas de ruedas

Baño transgénero

Atención LGBTQ+ amigable

* Requisito de cita previa recomendado

Opiniones y reputación

Con 6 reseñas en Google My Business, Lanai Financial Solutions ha demostrado ser una empresa confiable y respetada en la comunidad de Capitola. La opinión promedio es de 5/5, lo que refleja la satisfacción de los clientes con los servicios y el trato personalizado que reciben.

Por qué elegir Lanai Financial Solutions

Si estás buscando a un asesor financiero confiable y dedicado que te ayude a alcanzar tus objetivos financieros, Lanai Financial Solutions es la opción ideal. Con su experiencia y conocimiento en la planificación financiera y el mercado de valores, Christine y su equipo están comprometidos con brindarle atención personalizada y de alta calidad a cada cliente.

Conéctate con Lanai Financial Solutions hoy mismo

Visita su sitio web en lanaifinancialsolutions.com para obtener más información y programar una cita con Christine. Estén seguro de que encontrarán una solución financiera que se adapte a sus necesidades y objetivos. No dudes en contactarlos hoy mismo para comenzar a construir un futuro financiero más seguro y próspero

👍 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