Mariner

Business details

Category
Financial Services · Financial planner
Address
17045 Monterey Rd Ste c, Morgan Hill, CA 95037
Phone
(408) 947-7321
Website
marinerwealthadvisors.com
County
Santa Clara County

Hours

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About

Based in Morgan Hill, Mariner offers financial planning services for families and individuals across Morgan Hill and the South Bay. We help clients build a clear, personal plan for their goals, whether that means saving for retirement, managing investments or preparing for the years ahead.

Our approach starts with understanding your priorities, so the advice we give fits your life rather than a one-size-fits-all template. We take the time to explain each recommendation in plain language, so you always know where things stand and why.

Our team is committed to long-term relationships built on trust, with check-ins that keep your plan current as your circumstances change.

To learn more or start a conversation, visit our website or give us a call.