Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

A straight shooter with awesome integrity…read more I'm generally nervous about money. I feel less nervous with Christine around.

I was behind on my taxes and in a predicament with liens breathing down my neck and was very happy…read moreto find Surf City Tax Services. Cole made everything feel simple and not so overwhelming. I will definitely be recommending Cole and Surf City in the future.

I started a new job recently and wanted to discuss how this would affect my taxes at the end of the…read moreyear. Cole responded quickly and set up a time to chat. I admitted my lack of knowledge in taxes made me nervous, but Cole assured me that him and his team would meet me at whatever level of experience I had. I left the conversation relieved and would absolutely recommend.

Brian Cooke has been one of my trusted advisers for many years. I asked him take over the…read moremanagement of my business' 401K plan and under his watchful eye it has grown many times over. He keeps his finger on the pulse of my plan and steers a steady path in all market conditions. He has been flawless in his management, making sure that the plan meets all deadlines and is in full compliance of all the rules and regulations. He has always responded quickly, generous with his advice for myself and all of my employees. I highly recommend that you let Brian help you if you need a competent financial adviser.

Brian is the best in the west. Highly ethical, helpful and knows how to really manage money…read more Always with a smile and good old fashioned service, you will wonder why you haven't worked with him yet!

As someone who uses Yelp a lot, I don't hand out 5-star reviews lightly, but Christine Teh…read moreabsolutely earned this one. I reached out because I'm working hard, but still not seeing enough in my paycheck to get ahead. Christine immediately spotted things I completely overlooked, including helping me adjust my dependents correctly, which honestly made a noticeable difference in my overall paycheck. That alone took a huge amount of stress off my shoulders. What I appreciated most was how professional and down-to-earth she was throughout the whole process. No pressure, no talking down to me, no "finance influencer" gimmicks. She explained everything clearly and gave practical advice that actually applies to real life. She also helped me focus on budgeting in a way that finally clicked for me. Not restrictive. Not unrealistic. Just smart habits and structure that made me feel more in control of my finances, rather than constantly reacting to bills and expenses. You can tell Christine genuinely cares about helping people improve their situation, not just selling a service. She's knowledgeable, patient, professional, and easy to talk to, which makes a huge difference when discussing personal finances. If you're trying to improve your finances, better organize your budget, or simply understand where your money is really going, I highly recommend hiring Christine Teh. Definitely a well-earned 5 stars from me.

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

My former accountant retired, and the new guy who took over his business raised prices six times…read moreover what they used to charge, letting the client base know only after he did their 2019 taxes. The client base immediately fled to find better prices. I was looking for a new accountant. Called this lady. She sounded smart and competent, I was going to hire her. I asked her to give me a price estimate of how much a final tax return (closing return) for a company that is now out of business due to COVID would cost. After getting a quote of $1,700 to do a final tax return, I was shocked. After I told her that it was totally unacceptable, she said that she needed like 12 hours with $100 or $90 per hour, I don't exactly remember, to "set up" the company on her system or some BS like that. The company is dead, out of business, why do you need to charge a horrible amount for set up? This is predatory, and I would say extremely predatory. She also recently moved from "poor" Boulder Creek to Capitola. I bet to look for wealthy clients in a new wealthy area. Terrible experience.

Doris has taken excellent care of my family needs. She is intelligent, knows her trade, and will…read moremake certain to take the time to understand your specific needs and work tirelessly to address them. You really cannot go wrong with Doris!!!

Ryan is incredible, he's thorough, sharp and always follows through. He and his team truly want the…read morebest for you and your family. He has went above and beyond helping our family. He calls frequently and sets up regular meetings to review numbers to insure we're satisfied with his services and our investments. I can't say enough, he's our eyes and ears in areas we just don't have time for, or fully understand - we totally trust him.

Ryan and his team have outstanding customer service. He is passionate about helping clients to…read moremanage and invest their finances wisely. His knowledge and experience makes him a trustworthy resource for all your financial needs. Thank you Ryan

I have my account for 39 years an today I was treated very unprofessional, wanting to discuss…read morepersonal private information in the lobby is unacceptable

In addition to my teacher retirement money, Dad encouraged me to invest. Dad has yet to lead me…read moreastray when it comes to financial stuff and he has done quite well. If you don't have an appointment, you should know what you are talking about. The two men who were here were nice enough, but did not appear to be in the mood to explain... me being paranoid of being inferior, I had done my research and have a basic understanding of what the positives, negatives and risks of my investment.... I signed up for my account at their computer and handed them a check.. done deal. It wasn't a horrible experience and it wasn't a great experience.. initial three stars.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

I met Bob Baldacci when I saw him speak at a local professional gathering, and was thoroughly…read moreimpressed by his knowledge around wealth management and many of the nuances in helping people grow their money. Since that time, as a local attorney, I have referred clients to him and his company (Ohana) and again been actually amazed at the work they do and the dedication they provide to the people they work with. You, and your money, will be safe with them.

From the owner: A motivated and dedicated individual, Alison McClure has almost two decades of professional…read moreexperience 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 clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio, or simply providing for their family. Establishing her career as a teller for Great Western Bank, she went onto become an investment assistant in 2000 and later, a financial advisor in 2004. Throughout her years in this role she has effectively provided high quality and detailed advice to clients, helping businesses through economic cycles and two major recessions. Alison established her own company in 2019. Over the course of her career, Alison has also gained her series 7, 65,and 63 registrations, her life insurance license and she is registered in California, Hawaii, Massachusetts, Wisconsin, and Illinois.

Heather and Trevor are the financial advisors you wish you had! They are involved, intelligent,…read morehighly personable, and available via email anytime to answer your questions. To me, a review of my account feels like a chat over tea with some brilliant money wizards who break down concepts into relatable and realistic ideas. They are a true joy to have on my side and a Grade A level financial team. Run, don't walk, to their offices!