Lanai Financial Solutions - Capitola (CA)

Corina Cano BEEN CALLING SINCE FRIDAY AND THEY DONT ANSWER OR RETURN CALLS SO I CAN RECOVER MY PERSONAL ITEMS FROM CAR

Scott Moe We have been working with Mission Street Wealth for several years now. Gary has been receptive, empathetic, and a responsive to all our questions and concerns. We debated a long time if working with a financial advisor was a worthwhile investment for us. Im so happy we decided to move forward. I would highly recommend Mission Street Wealth for financial advisement, wealth planning, and considering your future estate decisions. Garys decades of experience and genuine caring manner has been key to our confidence in planning our familys future.

Erendira Reyes Fidel and his team are absolutely awesome! They are true home mortgage experts who always put their clients first. As a first-time home buyer, I had so many questions, and they were always open, patient, and willing to explain every step of the process. Their guidance made what could have been a stressful experience feel smooth and straightforward. I truly felt supported from start to finish, and I couldn’t have asked for a better team to work with. A top-tier experience all around!