Ohana Wealth Mangement - Soquel (CA)

Lily Bryan She does not pay attention to detail nor take deadlines seriously she has been a hinderence to my grandmothers estate and has a conflict of interest relationship with the attorney. Stay far away from her especially if she is providing trustee services.

Jeff Scott Bank of Stockton in Angels Camp is awesome! I am always treated fantastic and the employees rock. Amber and Sally do a great job and always go the extra mile to help. I highly recommend!

Gary Harrington Emily has been our financial advisor for years now. She’s really dedicated and goes the extra mile for us.