LPL Financial
Investment Service
Free Financial Planning for New Clients & Business Owners to prepare for retirement. I help clients create strategies to mitigate taxes and generate retirement income.
Website: santacruzsecurities.com
Phone: (831) 427-3040
Closed now
- Thu 7:00 AM - 7:00 PM
Santa Cruz, CA 95060 ·2337.34 mi
Is this your business? Verify your listing
Reviews
yelp 5.0
1 reviews
5 star
1
4 star
0
3 star
0
2 star
0
1 star
0
Monica B.
10/30/15
David De La Rosa is an outstanding person and financial planner and investor. I trust not only my own assets to him, but he manages many of my clients and family members investments. He takes his...
MoreAdvertisement
