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Ohana Wealth Management - Soquel, CA

  • Investment Service
  • Soquel, CA
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About this business

FinanceInvestment Service

A motivated and dedicated individual, Alison McClure has almost two decades of professional experience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides financial advice, tools and resources to enable her clients to manage their finances. A client focused and family orientated business, Alison adopts a customized method in which she takes the time to understand her clients wants, needs and concerns, to create a tailored financial plan. Alison helps her c... read more

Location details

2901 Park Avenue, Suite B1, Soquel, CA, 95073, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
5.01 review
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Frequently asked questions about Ohana Wealth Management

How is Ohana Wealth Management rated?

Ohana Wealth Management has a 5 star rating with 1 review. 

When is Ohana Wealth Management open?

Ohana Wealth Management is closed now. It will open on Monday at 9:00 a.m.