WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Newport Beach, California

Address: 620 Newport Center Dr # 1100, Newport Beach, CA 92660.
Phone: 9492057002.
Website: windfalladvisors.com
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 8 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

Windfall Financial Advisors: A Leading Fee-Only, Fiduciary Financial Advisory Firm in Newport Beach, CA

Windfall Financial Advisors, located at 620 Newport Center Dr # 1100, Newport Beach, CA 92660, is a renowned fee-only, fiduciary financial advisory firm that stands out for its commitment to providing exceptional financial guidance to clients. With a phone number of 9492057002 and a website at windfalladvisors.com, the firm has earned a stellar reputation for its specialized services in financial advising.

Specialties and Unique Features

The specialties of Windfall Financial Advisors include comprehensive financial advisory services, tailored to meet the unique needs of each client. The firm takes pride in its wheelchair accessible entrance and wheelchair accessible parking lot, ensuring accessibility for all clients.

Expertise and Dedication

At Windfall Financial Advisors, clients benefit from the expertise and dedication of their financial advisors. The team's genuine and authentic concern for their clients' financial well-being is evident in their personalized plans and ongoing support. Clients often mention feeling like part of the family, rather than just another client.

Client Testimonials and Reviews

With an average opinion of 5/5, based on 8 reviews on Google My Business, Windfall Financial Advisors has clearly made a profound impact on the lives of its clients. Many clients, such as Daniel Johnson, praise the firm for its authentic concern and dedication to securing their financial future. Daniel's story is just one of many that highlight the exceptional services provided by Windfall Financial Advisors, making it a top choice for anyone seeking reliable and personalized financial guidance.

Why Choose Windfall Financial Advisors

In today's complex financial landscape, it's crucial to have a trusted partner to help navigate your financial journey. Windfall Financial Advisors distinguishes itself by prioritizing the interests of its clients, offering personalized solutions, and maintaining a family-oriented approach to financial advising. Their commitment to fee-only, fiduciary practices ensures that clients receive unbiased advice, always putting their clients' best interests first.

Conclusion

For those seeking a reliable, experienced, and compassionate financial advisor, Windfall Financial Advisors is an excellent choice. With their impressive track record, client-centric approach, and commitment to accessibility, they stand out in the industry. Visit their website at windfalladvisors.com to learn more about their services and how they can help you secure your financial future. Don't hesitate to contact them today to begin your journey towards financial peace of mind.

👍 Reviews of WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Newport Beach, California

Scott R.

5/5

Daniel Johnson of Windfall Financial Advisors has become an important part of our latter life. Daniel has a genuine and authentic concern over our current financial well being and has crafted a plan to secure our children's financial future. He feels as much family as he does our advisor.

Aubree D.

5/5

Working with Daniel has been a pleasure. Actually, more of a privilege. His expertise and dedication to his clients makes it an easy choice to work with him. I appreciate that he checks in on his clients and is always willing to answer any questions in great detail. I’m thankful I made the switch to hire him.

Sophie K.

5/5

Over a decade ago I met Daniel and soon thereafter he became my Financial Advisor. My Portfolio was a dangerous mess and Daniel after assessing my needs created a new and safe investment portfolio so I could feel confident and comfortable about living a long time! He is always updating my needs and giving me the confidence in living my Best life with my portfolio. I admire his dedication, care and knowledge and blessed to have him in charge of my future!

Bobby B.

5/5

Daniel has helped me get on the right track, ensuring my money is working for me. Highly recommend Windfall Advisors for retirement planning and overall asset management.

Logan B.

5/5

Daniel is a class act and working with him the past few years has been an amazing experience. His guidance is genuine, his reports are thorough, and above all else, he's a great guy.

Tommy L.

5/5

Windfall Financial Advisors have been great! We have been super happy with the open lines of communication and the upward direction they have taken our portfolios.

Laila S.

5/5

Although I did not qualify for formal services, Daniel took the time to learn about me and my goals, and provided resources that’d be helpful for me at this point in my journey. He answered all the questions I had to point me in the right direction. Thank you again!

Mehran R.

5/5

I’ve worked with Daniel and he’s been super friendly, helpful, and available throughout the whole process.