Tanuki B.
5/22/2024
After registering for a 15 minutes call 2 weeks in advance to see if "it is a good fit". I get an email asking for a contact number to start call - ok - wait 5 more minutes. Call directly to see...
Natural Bridges Financial Advisors
Closed
(1)
627 Center St
Santa Cruz, CA 95060
Natural Bridges Financial Advisors is an independent fee-only fiduciary planning firm based in Santa Cruz, CA, dedicated to providing honest advice without sales pressure or hidden fees. Their comprehensive range of services includes financial planning, tax optimization, retirement preparation, and investment management, all aimed at helping clients live their best lives with the resources they have.
The firm prides itself on its client-first approach, offering tailored strategies that cover various financial aspects, from real estate analysis to charitable giving optimization. In addition to their in-house services, they provide commission-free referrals to a network of trusted professionals, ensuring a holistic financial planning experience for every client.
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