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Soquel / California / United States
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Ameriprise Financial specializes in finacial planning services for the Soquel community.  These include lending, banking and cash management, insurance and investments.  Please see its website for details, or all to speak with a representative.

Soquel / California / United States
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Fournier McDermott & Lamb is located in Soquel, and specializes in accounting services for the community.  Please call the office for details, or to make an appointment.

Soquel / California / United States
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Located on Porter Street in Soquel, this Charles Schwab & Co. office specializes in investment services, including managed accounts, mutual funds and stocks. Visit the company's website for more details, or call the number listed to speak with a representative.

Soquel / California / United States
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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 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.
Soquel / California / United States
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Soquel / California / United States
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