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Lanai Financial Solutions

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Get an independent perspective for your future.

Now that you've learned more about us, we'd like to get to know you and learn more about your financial goals and objectives. We'll provide you an honest opinion of your current situation and an objective plan for the future. Let's work together toward making your financial dreams a reality and helping you save for retirement with a better view.

Lanai Financial Solutions
1066 41st Ave Suite A101, Capitola, Ca 95010

Phone: 831-476-7300
Fax: 888-675-2501

Office Hours: Monday- Friday, 8:00am-4:00pm

Contact Lanai Financial Solutions - Capitola, CA

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


1066 41st Ave Suite A101, Capitola, CA 95010 · tel: (831) 476-7300

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