Natural Bridges Financial Advisors - Santa Cruz, California

Address: 627 Center St, Santa Cruz, CA 95060.
Phone: 8314210700.
Website: naturalbridgesfa.com
Specialties: Financial planner, Financial consultant, Tax preparation service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Natural Bridges Financial Advisors

☎️8314210700

⏰ Open Hours of Natural Bridges Financial Advisors

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Welcome to Natural Bridges Financial Advisors: Your Trusted Financial Guidance

Nestled in Santa Cruz, CA, at 627 Center St, Santa Cruz, CA 95060, Natural Bridges Financial Advisors stands as a beacon of financial wisdom and planning expertise. With an accessible phone number: 831-421-0700 and an informative website: naturalbridgesfa.com, clients can easily reach out to this reputable financial advisory service.

Specialties and Services

Natural Bridges Financial Advisors prides itself on offering a comprehensive suite of services tailored to meet diverse financial needs. Their specialties include financial planning, consulting, and tax preparation services. This multidisciplinary approach ensures that clients receive holistic guidance, addressing not only investment strategies but also tax optimization and administrative tasks like tax preparation.

Accessibility and Convenience

Recognizing the importance of accessibility, Natural Bridges has made significant efforts to cater to all clients. Their wheelchair accessible entrance, parking lot, and restroom, along with recommended appointments, demonstrate their commitment to providing a comfortable and inclusive environment. They also offer online appointments and onsite services, giving clients the flexibility to interact with their advisors in a manner that suits their schedules and preferences.

Client Testimonials and Reviews

The impressive average opinion of 5/5 on Google My Business is a testament to the outstanding service provided by Natural Bridges. Clients have shared their positive experiences, highlighting the advisors' proactive approach, responsiveness, and dedication to navigating various life transitions and financial decisions. It's clear that many have found in Natural Bridges a partner for not just their current financial health but also their future planning.

Getting Started with Natural Bridges Financial Advisors

For anyone seeking expert financial advice or looking to streamline their tax obligations, Natural Bridges Financial Advisors is a valuable resource. Their proactive service and comprehensive range of offerings make them an ideal choice for individuals looking to plan for retirement, manage investments, or simply stay on top of their financial affairs.

To take the first step towards financial clarity and peace of mind, we highly recommend visiting their website or calling them directly at 831-421-0700. Their website not only provides essential information but also the opportunity to schedule an online consultation, ensuring that you can get the advice you need without delay.

Remember, planning your financial future doesn't have to be daunting. With Natural Bridges Financial Advisors by your side, you can navigate the complexities of finance with confidence and ease. Don't wait to secure your financial future - contact Natural Bridges today and embark on a journey to financial wellness.

👍 Reviews of Natural Bridges Financial Advisors

Natural Bridges Financial Advisors - Santa Cruz, California

Vivien H.

5/5

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.

carolyn B.

5/5

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.

Ralph E.

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 R.

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.