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

Introduction to Windfall Financial Advisors

Windfall Financial Advisors is a distinguished firm that adheres to the highest standards of fee-only, fiduciary financial advising. Established with the goal of providing comprehensive financial guidance to their clients, this company has built a reputation for integrity and professionalism. Headquartered at 100 Wilshire Blvd #700, Santa Monica, CA 90401, United States, Windfall Financial Advisors is easily accessible for those in need of financial planning, investment services, and financial advice.

Specialties and Services

The specialists at Windfall Financial Advisors offer a wide range of services, including financial planning, financial advising, investment companies, and stock brokerage. Their expertise is invaluable for individuals seeking to grow their wealth while ensuring their financial security.

Accessibility and Appointments

Windfall Financial Advisors understands the importance of accessibility for all clients. The offices are equipped with wheelchair-accessible features including a parking spot, entrance, and restroom. While appointments are recommended, they do their best to accommodate walk-ins when possible.

Client Reviews and Testimonials

With a remarkable 5/5 average rating based on 37 reviews on Google My Business, Windfall Financial Advisors has earned a stellar reputation among its clients. Clients appreciate the company's commitment to providing knowledgeable and trustworthy financial advice, citing Daniel and his team as being prompt, generous, and expansive with their expertise. Their personalized approach combined with a strong emphasis on practicality and trustworthiness has solidified their standing in the industry.

Contact Information

To get in touch with Windfall Financial Advisors, you can call them at 9492057002 or visit their website at windfalladvisors.com. The company is located at 100 Wilshire Blvd #700, Santa Monica, CA 90401, United States.

Conclusion and Recommendation

For those seeking a reliable, knowledgeable, and trustworthy financial advisor, Windfall Financial Advisors stands out as one of the top choices in the industry. With a proven track record of success and an extensive range of specialized services, this firm is well-equipped to help you achieve your financial goals. We highly recommend reaching out to Windfall Financial Advisors by visiting their website or contacting them directly to schedule an appointment and take the first step towards securing your financial future.

👍 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.