2 Best Gold IRA Investment Companies Near Me in Santa Cruz, CA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Natural Bridges Financial Advisors
ADDRESS: 627 Center St, Santa Cruz, CA 95060, United States
NUMBER: +1 831-421-0700
SERVICES: Asset Allocation Planning, Early Retirees, Education And College Planning, Estate Planning, Financial Advisor, Financial Life Planning, High Net Worth Insurance, Personal Financial Planning, Portfolio Management, Retirement Life Planning, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Ralph Edwards
REVIEW #2 – 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. – Vivien Hoang
REVIEW #3 – 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. – Lisa C
REVIEW #4 – 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. – Pamela Rocco
REVIEW #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. – carolyn bailey
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OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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! – Amanda Mignonne
REVIEW #2 – 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. – Jacqueline Dianne Moga
REVIEW #3 – 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. – DAVID FULTON
REVIEW #4 – 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. – Chris Kiely
REVIEW #5 – 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. – David Jordan
REVIEW #6 – At my first meeting with Chris we discussed what kind of information I was looking for. At our second meeting he provided the information along with a very detailed roadmap of how to achieve my goals. I was completely satisfied with his approach and service, and I highly recommend Chris for financial planning. – Patrick Devine
REVIEW #7 – It’s rare to have a CFP like Chris that you can trust and call a friend. Happy client of HarborLight Financial, my experience has been nothing less than 5 stars. I highly recommend without reservation. – Mischa Ruddy
REVIEW #8 – The team at HarborLight were a pleasure to work with. They understood our family’s situation and helped us make a solid long term retirement plan.
Also no hard selling/up selling…they were happy to keep the scope small to start but we expect to go back to HarborLight as our needs change. – Jared Rodecker
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