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HarborLight Investments
- Financial Services
- Santa Cruz, CA
About this business
Location details
101 Cooper St, Santa Cruz, CA, 95060, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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. | |
| Sat | Closed | |
| Sun | Closed |
Chris is incredibly knowledgeable and goes above and beyond for his clients. He is always available and even excited to answer questions, talk through options, and write up different financial scenarios. He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business. He will take care of your investments while also being genuinely invested in your success and present and future well-being. I know I can count on him... read more
Spoke with Chris with specific out of the box questions about financial investments. Most financial advisors want to charge steep fees for advice or want to manage your entire financial portfolio before they will engage with you. Chris was honest, direct, and helpful in answering my questions. I highly recommend his services and appreciate his attention to my needs.
At my first meeting with Chris we discussed what kind of information I was looking for. At our second meeting he provided the information along with a very detailed roadmap of how to achieve my goals. I was completely satisfied with his approach and service, and I highly recommend Chris for financial planning.
The team at HarborLight were a pleasure to work with. They understood our family's situation and helped us make a solid long term retirement plan. Also no hard selling/up selling...they were happy to keep the scope small to start but we expect to go back to HarborLight as our needs change.
Chris is the real deal: honest, trustworthy, diligent and down to earth. He is one of the few people I am comfortable with mixing personal finances and friendship. His research is always well thought out and thorough, providing guidence that's in his clients' best interests, not his. Highly recommend.
Frequently asked questions about HarborLight Investments
How is HarborLight Investments rated?
HarborLight Investments has a 5 star rating with 9 reviews.
When is HarborLight Investments open?
HarborLight Investments is open now. It will close at 5:00 p.m.
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