Natural Bridges Financial Advisors - Santa Cruz, California

Natural Bridges Financial Advisors, located at Address: 627 Center St, Santa Cruz, CA 95060, United States, is a well-established financial advisory firm that has been providing a range of financial services to its clients for many years. The firm's team of experienced financial planners and consultants specialize in offering personalized financial planning, consulting, and tax preparation services to individuals, families, and businesses.

One of the key features of Natural Bridges Financial Advisors is its commitment to building long-term relationships with its clients. The firm takes a holistic approach to financial planning, working closely with each client to understand their unique financial goals, risk tolerance, and lifestyle. Based on this information, the firm develops a customized financial plan that is designed to help the client achieve their financial objectives.

The firm's team of financial experts are highly qualified and experienced in all aspects of financial planning and consulting. They are dedicated to staying up-to-date with the latest financial trends and strategies, and use this knowledge to provide their clients with the best possible advice and guidance.

Natural Bridges Financial Advisors offers a range of convenient services to its clients. These include online appointments, on-site services, and wheelchair-accessible facilities, making it easy and comfortable for clients to access the firm's services. The firm also has toilets on-site, and appointments are recommended to ensure that clients receive the attention and service they require.

The firm has received excellent reviews from its clients, with an average opinion of 5/5 on Google My Business. This is a testament to the firm's commitment to providing exceptional financial advice and consulting services to its clients.

If you are looking for a reliable and experienced financial advisory firm that can help you achieve your financial goals, Natural Bridges Financial Advisors is an excellent choice. The firm's team of financial experts, convenient services, and commitment to building long-term relationships with its clients make it a standout in the industry.

To learn more about Natural Bridges Financial Advisors and its services, visit the firm's website at Website: naturalbridgesfa.com. You can also contact the firm directly at Phone: 8314210700. to schedule an appointment and speak with a financial expert. Don't wait, take the first step towards achieving your financial goals today

Reviews of Natural Bridges Financial Advisors

Ralph Edwards

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 Rocco

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.