Countryside Financial Services - Santa Cruz, California
Address: 411 Kelly Ln, Santa Cruz, CA 95060, United States.
Phone: 8314646464.
Specialties: Financial consultant, Financial planner, Mortgage broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Countryside Financial Services
⏰ Open Hours of Countryside Financial Services
- Monday: 9 am–6 pm
- Tuesday: 9 am–6 pm
- Wednesday: 9 am–6 pm
- Thursday: 9 am–6 pm
- Friday: 9 am–6 pm
- Saturday: Closed
- Sunday: Closed
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Countryside Financial Services: A Trusted Financial Partner
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Countryside Financial Services is a respected financial firm dedicated to providing comprehensive and tailored financial solutions to individuals and families in Santa Cruz, California, and the surrounding areas. Located at 411 Kelly Ln, Santa Cruz, CA 95060, the firm operates with a commitment to client satisfaction and a deep understanding of the complexities of personal finance. Contact them directly at Phone: 8314646464. While their website currently does not have an online presence, this dedicated phone line serves as the primary method of contact and information dissemination.
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Specializations and Services
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Countryside Financial Services distinguishes itself through its expertise in several key areas, allowing them to address a wide range of financial needs. Primarily, they function as a skilled Financial Consultant, offering objective advice and guidance on a variety of financial matters. Furthermore, they operate as a fully licensed Financial Planner, helping clients develop and implement strategic plans to achieve their long-term financial goals â encompassing retirement planning, investment strategies, and wealth management. Notably, they also serve as a knowledgeable Mortgage Broker, connecting clients with suitable mortgage options from a network of lenders. Their combined expertise creates a robust service offering designed to meet evolving client circumstances.
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Accessibility and Client Experience
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Countryside Financial Services demonstrates a strong commitment to inclusivity and client comfort. The facility is equipped with several accessibility features, including a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet. Furthermore, access to a restroom is provided. Appointments are strongly recommended to ensure dedicated attention and personalized service. This focus on convenience and client well-being is a clear indicator of their dedication to providing a seamless and stress-free experience. The firmâs dedication extends beyond mere facility accessibility; itâs woven into their approach to client interaction.
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Client Testimonials and Reputation
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The company has garnered positive feedback within the community, evidenced by a remarkable Average opinion: 5/5 rating on Google My Business, with a single review highlighting exceptional service. A particularly noteworthy testimonial details the experience of Mr. Donald Dimitruk, who assisted a client and their spouse with a Reverse Mortgage. Mr. Dimitrukâs thoroughness, professionalism, and genuine care were praised, emphasizing his ability to alleviate concerns and provide clarity regarding this complex financial product. He went above and beyond to facilitate the transaction, ensuring a smooth and comfortable process for the clients. His communication skills were consistently commended, keeping the clients informed at every stage. This highlights the firm's commitment to personalized attention and a client-centric approach. The success of this particular transaction suggests a deep understanding of specialized financial instruments and a willingness to prioritize client needs. The positive feedback consistently received reinforces the belief that Countryside Financial Services fosters genuine relationships built on trust and expertise.
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Key Features and Benefits
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- Expertise in Multiple Financial Areas: Financial Consulting, Financial Planning, and Mortgage Brokerage.
- Dedicated Client Service: Appointments recommended, emphasizing personalized attention.
- Accessibility: Wheelchair accessibility features ensure inclusivity.
- Trusted Reputation: High customer satisfaction, reflected in positive online reviews.
- Clear Communication: Client-focused communication throughout the process, as demonstrated by Mr. Dimitrukâs example.
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In essence, Countryside Financial Services provides a holistic approach to financial management. Their teamâs combined knowledge and commitment to client well-being positions them as a valuable resource for individuals seeking guidance and support in navigating the often-challenging landscape of personal finance. The firmâs accessibility features and demonstrated dedication to client satisfaction further solidify its standing as a reputable and reliable financial partner within the Santa Cruz community.
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"summary": "Countryside Financial Services offers comprehensive financial consultation, planning, and mortgage brokerage services with a focus on client satisfaction and accessibility, boasting a 5/5 average rating and a commitment to personalized support.",
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👍 Reviews of Countryside Financial Services
