Earthrise Financial - Raymond James - Scotts Valley, California

Overview of Earthrise Financial - Raymond James

Located at 4340 Scotts Valley Dr STE D, Scotts Valley, CA 95066, United States, Earthrise Financial - Raymond James stands as a beacon of financial expertise and personalized service in the region. With a dedicated phone line Phone: 8313355111, potential clients can easily reach out to schedule consultations or seek advice. The firm's commitment to accessibility and customer satisfaction is evident from its wheelchair-accessible car park, entrance, and facilities, ensuring a comfortable experience for everyone.

Specializations and Services

Earthrise Financial specializes in providing Financial planner and Financial consultant services. Their team is adept at offering comprehensive financial planning tailored to individual needs, whether it's retirement planning, investment strategies, or wealth management. The firm's approach is client-centric, focusing on understanding each client's unique goals and crafting personalized strategies to achieve them.

Customer Experience and Ratings

The high level of service offered by Earthrise Financial is reflected in its glowing customer reviews. With only 5 reviews on Google My Business, each one is a testament to the exceptional service provided by Kevin and Sebastian. Clients praise their clear advice, patience, and professionalism, highlighting an environment where financial planning feels not just knowledgeable but genuinely supportive and personalized. The average opinion scored a remarkable 5/5, underscoring the trust and satisfaction customers have in this financial institution.

Recommendations and Next Steps

For anyone considering navigating the complex world of personal finance, Earthrise Financial - Raymond James offers a reassuring path. Their responsive, knowledgeable, and kind team is ready to guide you through your financial journey. Given the overwhelmingly positive feedback, it's clear that clients find their services invaluable. If you're looking to secure your financial future or need expert advice tailored to your specific situation, appointments are recommended and highly encouraged. You can initiate this process by visiting their website raymondjames.com/earthrisefinancial to explore more about their services or simply to book a consultation.

👍 Reviews of Earthrise Financial - Raymond James

Maya L.

5/5

Sebastian and Kevin have been outstanding, always providing clear advice and guidance. Their customer service is top-notch, and they’re always available to answer my questions with patience and professionalism. I really appreciate how they take the time to understand my goals and tailor their approach to meet my needs. It’s been a pleasure working with them.

Caleb M.

5/5

Earthrise Financial is elite. Great team and expert life planning. Absolutely recommend.

Diane M.

5/5

Responsive, knowledgeable, kind and professional customer service from Kevin and Sebastian. Wise, experienced financial guidance. Highly recommend.

Ian H.

5/5

Excellent planning and service. Thank you.

Aina G.

5/5