Natural Bridges Financial Advisors - Santa Cruz, California

Natural Bridges Financial Advisors, located at Address: 627 Center St, Santa Cruz, CA 95060, United States, is a reputable financial firm that has been providing expert guidance to its clients for many years. With a telephone number of 8314210700, this company specializes in financial planning, consulting, and tax preparation services.

Specialties

At Natural Bridges Financial Advisors, the team of experienced professionals is dedicated to helping clients achieve their financial goals. The firm's specialties include:

• Financial planner: Natural Bridges Financial Advisors provides comprehensive financial planning services, tailored to the unique needs and goals of each client.
• Financial consultant: The firm's consultants work closely with clients to develop and implement customized financial strategies that align with their values and aspirations.
• Tax preparation service: Natural Bridges Financial Advisors offers expert tax preparation services, ensuring that clients take advantage of all available deductions and credits, while minimizing their tax liability.

Other Points of Interest

Natural Bridges Financial Advisors offers several convenient features for its clients, such as:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilets
• Appointments recommended

Opinions and Average Opinion

This company has an outstanding reputation, with 5 reviews on Google My Business and an average opinion of 5/5. Clients consistently praise Natural Bridges Financial Advisors for their professionalism, availability, and responsiveness. Here are some of the comments:

• "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."
• "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."

Recommendation

If you are looking for expert financial planning, consulting, and tax preparation services, Natural Bridges Financial Advisors is an excellent choice. With a proven track record of success and a team of dedicated professionals, the firm is committed to helping you achieve your financial goals. Contact Natural Bridges Financial Advisors today through their website, naturalbridgesfa.com, and start your journey toward financial success.

👍 Reviews of Natural Bridges Financial Advisors

Vivien Hoang

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 bailey

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 Edwards

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 Rocco

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.