Ohana Wealth Mangement

Name: Ohana Wealth Mangement
Address: 2901 Park Ave b1, Soquel, California, 95073, US
Telephone: (831) 216-5519
Rating: 5

Hours:

2901 Park Ave b1, Soquel CA 95073

(831) 216-5519 Directions

Hours

Monday

8:30 AM - 5 PM

Tuesday

8:30 AM - 5 PM

Wednesday

8:30 AM - 5 PM

Thursday

8:30 AM - 5 PM

Friday

8:30 AM - 1 PM

Saturday

Closed

Sunday

Closed

Most Recent Comments

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April 2020

Ohana Wealth Management is the best resource for retirement, estate, and financial freedom. Everything you need and more! Alison has a deep passion and heat for her clients. She goes above and beyond in explaining the plan that will help you achieve your goals. You are in the best hands with Ohana Wealth Management!

From Ohana Wealth Mangement

Financial Advisor offering securities and investment advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance agency LLC), member FINRA/SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Alison McClure’s CA Insurance License #0C76436 Robert Baldacci’s Ca Insurance License #0C99059