Financial Planners near Danville
Financial Planners near Danville picked by BestProsInTown
27 businesses
Veraz Insurance Solutions
“Trustworthy. Knowledgeable. Good communication. Sound advice. Veraz Advisors take good care of my money.”
Hawley Advisors
“My name is Tony Lizotte and I have had the pleasure of knowing Dan Hawley as my FInancial Adviser since 2017. Since then, I have come to know and trust Dan not only as my Financial Advisor, but as a trusted friend who has counseled me not only financially but on life lessons as well and I thank him for that!<br><br>Dan always makes himself available whenever I have questions or need guidance . His wonderful staff is kind and very knowledgable as well.<br><br>I will say this, Dan has the patience of Job, I know this because I have personally asked him many questions with my unfounded concerns. I always feel so much better after speaking with Dan and he is always very professional, polite, understanding, with great knowledge and many years of experience.<br><br>Dan Hawley Financial Advisor is Number One In my Book!<br><br>Tony Lizotte”
Hawk Hill Wealth Management Group
“Magnus has always been an embodiment of patience and professionalism. His intricate knowledge of investments and financial services combined with his client-first rapport makes him a top notch advisor. I highly recommend him!”
Concentric Wealth Management
“I wish that there were more stars available. The entire staff goes above and beyond to give exceptionally professional and friendly advice and service. Their communication is clear and concise.”
O'Donnell Financial Group
“I am really impressed with the "non-sales" advice and the depth and quality of the analysis Greg and his team provided.It's great to have an expert who provides guidance without the constant sales pitch.I strongly recommend Greg O'Donnell and team.”
Grant Private Wealth Management
“This review is based on a recent set of meetings in his Pleasanton office. Grant brought his team to consult with our group of investors who focus on energy and real estate. His tax strategies and calm demeanor combined with his track record make the engagement fruitful and pleasant. I would highly recommend Grant for business consulting as well as long term household financial/tax/retirement/succession planning. I think the tax and succession planning aspect is critical and our team is appreciative of his help. The dollars we now save are a tangible result that can has been directly measured.”
RBC Wealth Management Branch - Walnut Creek
“Bob is the only man I trust my money with. All of the staff have been great to work with especially Belinda and Roy.”
Securities America Inc
“I wanted to take a moment to say thank you to New American Funding. Thou we were not able to continue the loan process do to a situation outside either of ours control, the professionalism of their staff was refreshing. Through the whole experience - I found working with them an excellent experience. If you are looking for a mortgage - they are ones I would recommend. They know their business, and represent themselves with very high standards. Next time I refinance my house, they will be at the top of my list.”
David Bobrowsky, Certified Financial Planner
“I have worked with David for almost three years and he is fantastic! Empathetic but highly professional, he has helped me look at the complexities of financial issues with greater understanding and sense of control. He helped me through the intricacies of transferring my husband's civil service benefits into investments which continue to increase earnings after my husband death. He is very patient and he listens. His financial advice speaks clearly from a place of financial acumen and personal life experience. I am not a big investor but in his followup calls and prompt answering of my emails, I feel his personal interest and knowledge of my family situation. It is a great comfort to know that my money is being handled by a gentleman who is doing all he can to make my money last as long as I do!”
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