WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Santa Monica, California

Address: 100 Wilshire Blvd #700, Santa Monica, CA 90401, United States.
Phone: 9492057002.
Website: windfalladvisors.com
Specialties: Financial planner, Financial Advisor, Financial institution, Investment company, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 37 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

☎️9492057002

⏰ Open Hours of WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Sunday: Open 24 hours

Windfall Financial Advisors: Un Lugar de Confianza para tus Asuntos Financieros

Ubicación

Windfall Financial Advisors tiene su sede en 100 Wilshire Blvd #700, Santa Monica, CA 90401, Estados Unidos. Esta ubicación permite a los clientes acceder fácilmente y cómodamente al servicio.

Características y Especialidades

Windfall Financial Advisors es una empresa de asesoramiento financiero Fee-Only, lo que significa que no cobra comisiones por los servicios que ofrece. Esta filosofía de "puro servicio" permite a los clientes recibir asesoramiento financiero sin preocupaciones por cobros ocultos. Los especialistas de Windfall Financial Advisors ofrecen una variedad de servicios, incluyendo:

Asesoramiento financiero

Asesoramiento financiero

Servicio de instituciones financieras

Compañías de inversión

Servicio de inversión

Corretaje de acciones

Recomendaciones

Windfall Financial Advisors ha sido reconocido por su excelencia en el servicio al cliente. Los clientes han destacado a Daniel, un asesor financiero, por ser:

Rápido y eficiente en las respuestas

Generoso con su tiempo

Expansivo en su conocimiento y experiencia

Los clientes también han destacado la práctica y la profesionalidad de Daniel en el planificación de su patrimonio, así como su personalidad amable y fácil de trabajar con.

Accesibilidad y Comodidad

Windfall Financial Advisors es una empresa accesible para personas con discapacidad, con:

Estacionamiento con acceso razonable para vehículos para discapacitados

Acceso a la entrada adaptado para personas con discapacidad

Baños adaptados para personas con discapacidad

Información Recomendada

Para obtener más información sobre Windfall Financial Advisors, se recomienda visitar su página web en windfalladvisors.com. Allí, puedes encontrar información sobre sus servicios, especialidades y cómo contactar con ellos.

Opiniones

Windfall Financial Advisors ha recibido opiniones muy positivas de los clientes, con una media de 5/5 estrellas en Google My Business. Esto sugiere que la empresa ha demostrado una alta satisfacción en el servicio al cliente.

Recomendación Final

Si estás buscando un asesor financiero confiable y práctico para manejar tus asuntos financieros, Windfall Financial Advisors es una excelente opción. Con su enfoque en el servicio puro y su experiencia en planificación de patrimonio, puedes tener confianza en que estás en buenas manos. Visita su página web para obtener más información y contactar con ellos.

👍 Reviews of WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Santa Monica, California

Woody W.

5/5

Daniel at Windfall Financial Advisors is a steady and important resource for our finances. He is prompt with replies, generous with his time, and expansive with his expertise. Having dealt with several financial planners over the years Daniel is by far the most practical, knowledgeable, and trustworthy that we have used. Beyond his expert skills at estate planning, he's also a wonderful guy who is pleasant, easy to work with, and yet takes our financial future with the seriousness we expect. I cannot recommend Windfall Financial Advisors highly enough.

Lisa P.

5/5

In a word- Daniel is a Godsend. When I found him with a Google search, and called his number out of the blue with a situation that I had been stressing about for months, he answered himself and took more time with me than I ever would have expected. He asked me many thoughtful questions about my situation, and then offered some direction without insisting I become a client first. To me, this speaks volumes about Daniel’s character. Many months later, when I was ready to retire, I reached out again & he remembered me and all that we had talked about. He took me on as a client and I am thrilled with the outstanding, personalized attention he provides. Daniel has been a true blessing. I trust and feel safe with him and a so grateful that the universe (& Google!) brought him into my life!

Nina L.

5/5

Daniel has transformed the way we look at our finances and planned for our financial future. His expertise and knowledge has put me at complete ease. I frankly had no idea where to start when it came to investing besides a 401k, but felt like I should be doing more. Daniel continues to provide thoughtful suggestions and financial planning for my unique situation while also feeling like a long time friend. So thankful to have his help planning and preparing for my financial future!

James K.

5/5

Daniel Johnson is an outstanding financial advisor and the consummate professional. He was referred to us by a friend and I would strongly recommend him to anyone. He is highly knowledgeable, experienced, compassionate, and an expert in his field. And we could not have made a better choice of financial advisor to handle our investment portfolio. Thank you Daniel for your amazing job. The results speak for themselves and it is truly a pleasure working with you.

Azad A.

5/5

Daniel is incredibly smart, professional, and pleasant to work with. He truly goes above and beyond for his clients. I'll undoubtedly recommend him to anyone looking for an astute financial advisor.

Anika R.

5/5

Daniel is great! He is so knowledgeable and always takes the time to answer all of my questions. He’s done an amazing job managing my finances as well as creating a financial plan. Highly recommend!

Jennifer H.

5/5

Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!

Sussan M. M.

5/5

Wonderful experience working with Daniel Scott! Daniel was extremely helpful and quick analyzing our financials and suggesting solutions for how to best plan for future. Daniel is also someone who cares about his clients and wants to help them. He is very personable and very professional. We will definitely continue to work with him and recommend him to our friends and family.