Ohana Wealth Management's cover image
Claimed

This profile has been claimed by the business owner or representative.

Ohana Wealth Management - Soquel, CA

5.0
  • Investment Service
  • Soquel, CA
Get directions

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

Get directions
WeekdayScheduleStatus
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.
SatClosed
SunClosed
5.01 review
Select a rating

Be the first to review

Sharing your experience helps others make the right decision when searching for a business like this.

No reviews

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.