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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
2901 Park Avenue, Suite B1, Soquel, CA, 95073, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 5:00 p.m.|
Ohana Wealth Management is the best resource for retirement, estate, and financial freedom. Everything you need and more! Alison has a deep passion and heat for her clients. She goes above and beyond in explaining the plan that will help you achieve your goals. You are in the best hands with Ohana Wealth Management!
Ohana Wealth Management has a 5 star rating with 1 review.
Ohana Wealth Management is open now. It will close at 5:00 p.m.