Financial Planners in Walnut Creek

“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!

Dan always makes himself available whenever I have questions or need guidance . His wonderful staff is kind and very knowledgable as well.

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.

Dan Hawley Financial Advisor is Number One In my Book!

Tony Lizotte“

“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.“

“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!“