Owl and Ore Wealth Planning - Pleasant Hill, California

Owl and Ore Wealth Planning is a financial planning specialist that can be found at Address: 3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States. They can be reached at Phone: 9257199297. More information about the company can be found on their website, Website: owlandore.com.

Owl and Ore Wealth Planning specializes in providing financial planning services. They have a variety of features that make them stand out from other financial planning specialists. One of these features is the ability to schedule appointments online, making it convenient for clients to schedule appointments at their convenience. They also offer on-site services, wheelchair-accessible parking, wheelchair-accessible entrances, and wheelchair-accessible toilets, making their location accessible to all clients. Additionally, they have regular toilets, are LGBTQ+ friendly, and provide a safe space for transgender individuals. It is recommended to make an appointment, but appointments are not strictly required.

According to Google My Business, Owl and Ore Wealth Planning has received 20 reviews with an average rating of 5/5. This is a testament to the high-quality services that they provide to their clients.

If you are looking for a financial planning specialist, Owl and Ore Wealth Planning is an excellent choice. With their convenient online appointment scheduling, on-site services, and accessible location, they make it easy for clients to get the financial planning help they need. Plus, their excellent reputation, as evidenced by their high ratings on Google My Business, speaks to the high-quality services they provide.

Reviews of Owl and Ore Wealth Planning

Eva Reyes

5/5

Greg has been an excellent Financial Advisor! He is responds quickly to my inquires. He informs and includes me in investment strategies, also tax and estate planning. Recently his advice made my retirement decisions go smoothly. Many of my coworkers have expressed their satisfaction with his work as well.

Nikki Midtlyng

5/5

Greg is professional, kind and knows wealth planning so well. He is always up to date on current guidelines, regulations and laws. He is great at educating you on your options and the pros and cons of each without personal bias. I would (and have) recommend Greg to anyone looking for a great team member for their wealth planning and path to a financially stable retirement.

alicia ostarello

5/5

I started working with Greg a little over a year ago, and as I've told many friends, "This was the best gift I gave myself in 2020." (And it's holding up in 2021, too.) Greg is extremely good at making the complex world of financial planning understandable, and truly partners with clients to reach their personal goals. I love his approach of helping educate me so that I know what we're doing, and why—and that he truly wants to make sure I get ramifications of decisions before we do anything. One thing I appreciate most is that Greg is not judgmental about my lifestyle, decisions, or goals. Instead, he's eager to help me achieve what I want. I highly recommend reaching out to Greg and seeing if he's a good fit for you.

Jessica Kelley

5/5

Our experience with Greg has been great. Our goals for financial planning are education and planning for the future. Greg has helped us to better understand how to think long-term about our finances, while aligning our resources to what brings us the most joy in the short term as well. I've appreciated the balanced perspective he offers and how much we're learning (and saving) in the process.

Scott Gallagher

5/5

Greg is awesome. He helped our family climb out of debt with some specific steps to prioritize what was important and build some additional savings. Greg has also provided significant assistance on our retirement plans and specifically managing our 401k / IRA investments to some beyond the market growth. Last and most important - Greg is providing peace of mind for our family. Big fans!!

Johanna Palmer

5/5

Greg has been a pleasure to work with and very flexible with availability to meet around our work schedule and remotely. He has developed a plan that we are comfortable with and checks in regularly. He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier.

Teddy Ward

5/5

I like to think of myself as financially-savvy, so I was on the fence about whether or not we needed a financial advisor. Now, even just one year into our relationship, there is no doubt in my mind that Greg has paid for himself many times over. Greg works tirelessly on behalf of his clients, and his breadth of knowledge makes us feel confident and assured in the final decisions we make.

Althea Thigpen

5/5

I have been working with Greg for three years now, and it has been a wonderful experience all around. Thorough financial advice, great stewardship of investments, incredibly patient with our questions, flexible with our everchanging priorities and needs. It's an absolute pleasure working with Greg!