The Best Legacy planning solutions in Soquel, California

Ohana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or building your investment portfolio, Ohana Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and create a legacy for your loved ones.

Jerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.

Kingsview Partners Wealth Management - Jonathan Lubell is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. With a strong focus on personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your unique needs. Trust Kingsview Partners Wealth Management - Jonathan Lubell to provide expert guidance and strategic advice to help you secure your financial future.