Lanai Financial Solutions
Lanai Financial Solutions is an independently owned financial practice based in Capitola, CA, serving clients in Capitola and Santa Cruz County for over a decade. The firm emphasizes the importance of building long-term relationships with clients, providing personalized financial planning, retirement, and investment services tailored to individual needs.
With a thoughtful and deliberate approach, Lanai Financial Solutions aims to help clients navigate both prosperous times and financial challenges. Their experienced advisors strive to understand each client's unique personal and financial situation, creating a partnership that maximizes long-term financial success.
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