EP Wealth Advisors - Redwood City, California

EP Wealth Advisors: A Comprehensive Overview

Address: 3 Lagoon Dr # 190, Redwood City, CA 94065

Phone: 6502410399

Website: epwealth.com

Specialties and Services

• Financial planner
• Financial consultant
• Insurance agency
• Investment service
• Tax consultant
• Tax preparation

Other Points of Interest

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Restroom
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

Opinions and Reviews

This company has received 3 reviews on Google My Business, with an impressive average rating of 5/5. Clients have expressed their satisfaction with the personalized approach taken by the advisors, as well as the use of innovative tools to visualize financial progress. The team's expertise in financial planning, investments, and tax consultation has been particularly highlighted in the reviews. One satisfied customer mentioned experiencing returns on their investments and appreciating the valuable advice provided regarding future financial decisions.

Recommendation

For individuals seeking comprehensive financial planning, investment services, and tax consultation, EP Wealth Advisors stands out as a reliable and knowledgeable partner. Their commitment to personalized service, combined with state-of-the-art tools and resources, has earned them a stellar reputation in the industry. Whether you require assistance with retirement planning, investment growth, or tax preparation, EP Wealth Advisors has the expertise and dedication to help you achieve your financial goals.

To learn more about their services and how they can assist you, visit their website at epwealth.com or contact them directly at 6502410399.

👍 Reviews of EP Wealth Advisors

Keonna B.

5/5

Julie has been amazing to work with! She is very responsive and knowledgeable. I have been working with her and Ryan for about 1 year now, and have seen returns on my investments. The use of their personal finance growth tools and personal client website is very helpful at visualizing your finances at a glance. They use these tools to help show future projected growth through your entire life, which help them give valuable advice when it comes to financial decisions on the future.

Highly recommend working with them!

raffi

5/5

Highly recommend Dan and the EP Wealth team.

Richard K.

5/5

Excellent performance