Natural Bridges Financial Advisors - Santa Cruz, California

Información de Natural Bridges Financial Advisors

Natural Bridges Financial Advisors es una empresa de asesoramiento financiero con sede en Santa Cruz, California, ubicada en la dirección 627 Center St, Santa Cruz, CA 95060. Puedes contactarlos llamando al Phone: 8314210700 o visitando su sitio web naturalbridgesfa.com.

Especialidades

Natural Bridges Financial Advisors ofrece una variedad de servicios financieros, incluyendo:

Asesoramiento financiero

Consultoría financiera

Servicio de preparación de impuestos

Apoyo on-site

Servicio de citas en línea

Entrada y estacionamiento accesible para sillas de ruedas

Baño accesible para sillas de ruedas

Restaurante

* Recomendación de citas

Opiniones

Con una media de opinión de 5/5 en Google My Business, Natural Bridges Financial Advisors ha demostrado ser una empresa confiable y profesional. Sus clientes han expresado su satisfacción con los servicios que ofrece, destacando su capacidad para ayudarles a navegar por cambios importantes en sus vidas, como el paso a la jubilación.

Por qué contactar a Natural Bridges Financial Advisors

Si estás buscando un asesoramiento financiero confiable y personalizado, Natural Bridges Financial Advisors es una excelente opción. Con su enfoque proactivo y su enfoque en la satisfacción del cliente, es probable que puedas encontrar la ayuda que necesitas para alcanzar tus objetivos financieros. Visita su sitio web y contacta con ellos para más información.

👍 Reviews of Natural Bridges Financial Advisors

Vivien H.

5/5

We've been working with Natural Bridges for over 10 years. They have helped us navigate job switches, new opportunities, real estate changes etc. They are proactive - they reach out to us to discuss taxes or new investment opportunities, and are incredibly responsive whenever we have financial questions, even doing research when we have a question about a new topic.

carolyn B.

5/5

These folks have helped me navigate my pre-retirement and retirement in the best possible way. They are always professional, available and responsive to my needs. I cannot recommend them highly enough.

Ralph E.

5/5

We first met with Chris Wentzein in 2008. At that time, we had our investments at financial institutions from previous employers. Chris reviewed our investments and determined that we were paying rather high fees that were difficult to identify. The first year after we changed to the investment firm Chris recommended, we saved twice his annual fee. During the 10 years we worked with Chris, he guided us toward a safe and profitable retirement. It has been seven years since we retired, and, in spite of withdrawing my RMD and using some funds for home improvements, our investments are more than twice what we had when we first met with Chris. His advice has always been very sound, and the results speak for themselves. The only reason we stopped working with Chris is that he set us up so well that we no longer needed his services. Chris's insights, integrity, caring, and expertise are exemplary. The entire staff at Natural Bridges Financial Advisors are wonderful and can be relied upon to provide timely and excellent financial advice. I highly recommend NBFA without reservation.

Lisa C.

5/5

Highly recommend Natural Bridges Financial Advisors. The first introduction meeting was very helpful with our decision to hire this team to help manage essentially our life. Timely response, speaks layman terms and we have total confidence and trust with our financial needs and investments.

Pamela R.

5/5

The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information. And their newsletter, written by Moana, a financial adviser in training, is really funny! I actually look forward to my face-to-face visits with them, which will resume when the pandemic is over.