Financial Planners in Walnut Creek

“My wife and I have trusted Jonathan Spector and EP WEALTH ADVISORS for over 10 years. We really appreciate their communication and the returns on our portfolio!“

“We love Matt D. He explains things in a way we can understand and is very thorough. We can’t be happier. .“

“I have known Dan Hawley and Hawley Advisors professionally for close to 20 years through my work supporting their business technology needs. I am not a financial advisory client, so I’m not reviewing his financial planning services directly, but I can speak to his professionalism, responsiveness, and character.

Dan has always been organized, respectful, thoughtful, and easy to work with. He communicates clearly, takes his business seriously, and has consistently treated our professional relationship with integrity. Based on my long-term experience working with him and his office, I would describe Hawley Advisors as professional, reliable, and trustworthy.“

“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!“