Lanai Financial Solutions - Capitola, California

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Lanai Financial Solutions: A Trusted Partner for Your Financial Future

For individuals and businesses seeking expert financial planning and investment guidance, Lanai Financial Solutions stands as a respected resource in Capitola, California. Located at Address: 820 Bay Ave suite 101, Capitola, CA 95010, and easily accessible via Phone: 8314767300, the firm offers a dedicated approach to helping clients achieve their financial objectives. Their website, Website: lanaifinancialsolutions.com, provides further detail on their services and team.

Specializations and Services

Lanai Financial Solutions distinguishes itself through its dual expertise as both a financial planner and a stock broker. This unique combination allows them to provide a holistic perspective, addressing not only long-term investment strategies but also personalized financial planning to encompass retirement, education, and estate planning. They are committed to tailoring solutions to the specific needs and risk tolerance of each client, ensuring a truly bespoke experience.

Accessibility and Community Engagement

Lanai Financial Solutions prioritizes inclusivity and accessibility. The office is equipped with a wheelchair accessible entrance, parking lot, and restroom, demonstrating a commitment to serving a diverse clientele. Furthermore, they operate as an LGBTQ+ friendly environment, fostering a welcoming and respectful atmosphere. Appointments are strongly recommended to ensure adequate time for a thorough consultation. The firm’s involvement in the community, evidenced by Christine’s position on the Board of Directors at Santa Cruz Montessori, highlights a dedication to local engagement and responsible stewardship.

Client Experience & Reputation

Based on available feedback, Lanai Financial Solutions consistently receives high praise. The company boasts 6 reviews on Google My Business, with an impressive average rating of 5/5. Client testimonials suggest a strong emphasis on sophisticated advice, personalized service, and a genuine commitment to building long-term relationships. It appears that clients value the firm's deep financial knowledge, trusted counsel, and the feeling of being treated as valued partners. The firm’s staff, particularly Christine, is noted for their educational background, financial acumen, and trustworthiness – qualities that contribute significantly to a positive client experience.

Key Information for Prospective Clients

• Location: 820 Bay Ave suite 101, Capitola, CA 95010
• Contact: 831-476-7300
• Website: lanaifinancialsolutions.com
• Specialties: Financial Planning, Stock Brokerage

👍 Reviews of Lanai Financial Solutions

Ben S.

5/5

As the owner of a boutique real estate company, I have had the chance to refer numerous clients to Christine (who is also become a friend). My clients have been very happy, claiming to have outperformed the markets.

Christine is very well educated, financially savvy, and someone I personally trust as a business advisor. She is on the Board of Directors at the Santa Cruz Montessori, and a has become community pilar in Capitola. If you like doing business with people who are sophisticated, well grounded, treat you like family, plus will make you money…look no further.

Julz M.

5/5

Christine is amazing! She has so much expertise, patience and finesse around financial planning. Although I am still in my preliminary work with her, she has inspired me to get organized, and truly transform my attitude around finances. I trust and appreciate Christine so much, and I look forward to our continued work together.

Katie G.

5/5

My husband and I love Christine. She is an incredible financial advisor, always available to answer all our questions. We have been very pleased with the return on our investments and completely trust her.

Sally W.

5/5

Christine McBroom is an extremely knowledgeable investment adviser. I was so impressed by her thoroughness and method for recommending portfolio investments--very transparent and clear. She took a lot of time to help me understand my needs and explain the process. Definitely 5 star!

Kimber D. M.

5/5

Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my husband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future.

I would highly recommend her if you want solid, experienced, financial solutions.

David S.

5/5

Best ever