Financial Advising in Soquel, CA

“Dan and Liz were very informative and provided updates as circumstances shifted or changed. Our transaction had many additional factors and they provided guidance and assistance through every step. We will call on them again.”

“This was my first year working with Surf City Tax Service and I can say I’m here to stay. Communication is excellent and I was surprised and happy with the outcome, to the point that I intend to have them look at past year’s returns to see if they could have been done better. Cole has a wealth of knowledge and is so easy to work with. I can’t recommend this company enough.”

“I met Bob Baldacci when I saw him speak at a local professional gathering, and was thoroughly impressed by his knowledge around wealth management and many of the nuances in helping people grow their money. Since that time, as a local attorney, I have referred clients to him and his company (Ohana) and again been actually amazed at the work they do and the dedication they provide to the people they work with. You, and your money, will be safe with them.”

“As a customer that has and continues to personally visit this branch I feel that this negative review needs to be removed. My personal investment banker, Neal (I apologize I do not recall his last name at the moment or have his business card on me otherwise I would definitely mention his full name), has never lead me down the wrong path. I am a young adult that currently makes more than I know how to allocate. With this much in liquid assets I need to know that my investment banker is on my side. Neal has gone above am beyond for me. Not only did he reassure me that making this financial leap was indeed a risk, but also a huge potential gain, he did so in the most elaborate graceful manner I can come up with. As a young adult, who owns his own business and provides for numerous individuals that require extensive financial planning, I highly recommend Neal from the Capitola Bay/Porter Charles Schwab branch. He was not only able to effectively communicate exactly how my funds were going to be allocated he was also able to provide in detail the risk I am going to face with these investments. As a young business owner I value personal connections that I deem true. Neal was able to assure me that even if he did not have the answer he would do his best to research it and update me accordingly. Since my initial consultation with Neal I have witnessed a 20% growth in my portfolio in under six months. *** Guys I know market timing plays a huge factor but seriously Neal will not steer you wrong!!!!!”