HarborLight Investments

180 7th Avenue, Santa Cruz, CA 95062

● Open

5 8

Hours open

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Location & Phone number

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180 7th Ave Suite 204, Santa Cruz, CA 95062, United States

831-291-3843

harborlightinvestments.com

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About the Business

HarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States. With a focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized advice and guidance to ensure that each client receives the best possible investment strategy tailored to their individual needs. Whether you are a seasoned investor or just starting out, HarborLight Investments is committed to helping you navigate the complex world of finance with confidence and success.

Reviews

Amanda Mignonne:

"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!"

1 year ago

David Jordan:

"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."

almost 4 years ago

Chris Kiely:

"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."

more 6 years ago

DAVID FULTON:

"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."

more 7 years ago

Jacqueline Dianne Moga:

"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."

more 7 years ago

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HarborLight Investments

Hours open

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About the Business

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