Owl and Ore Wealth Planning - Pleasant Hill, California

Owl and Ore Wealth Planning: A Comprehensive Financial Services Provider

Owl and Ore Wealth Planning is a renowned financial services provider located at 3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523. They are dedicated to helping individuals and families achieve their financial goals through their extensive expertise and personalized approach. With a phone number of 57199297, and a user-friendly website at owlandore.com, accessing their services has never been easier.

SPECIALTIES AND SERVICES

Specializing in Financial Planning, Owl and Ore Wealth Planning offers a wide range of services including investment strategies, tax planning, estate planning, and retirement planning. They cater to diverse clients, ensuring that each individual receives tailored solutions based on their unique financial situation and goals.

ACCESSIBILITY AND COMFORT

To ensure maximum convenience and comfort, Owl and Ore Wealth Planning offers online appointments and onsite services. Their location is equipped with a wheelchair accessible entrance, parking lot, and restroom, showcasing their commitment to making their services available to everyone. Additionally, Owl and Ore Wealth Planning prides itself on being an LGBTQ+ friendly and Transgender safe space, promoting an inclusive environment for all their clients.

REVIEWS AND TESTIMONIALS

Owl and Ore Wealth Planning has garnered a stellar reputation, evidenced by their 20 reviews on Google My Business with an impressive average opinion of 5/5. Clients consistently praise Greg, the financial advisor, for his quick responses, comprehensive knowledge, and personalized approach in investment and retirement planning. Many have also mentioned that their coworkers have expressed similar satisfaction with Greg's work, indicating a high level of trust and reliability in his services.

RECOMMENDED ACTION

To begin your journey towards financial success and security, we highly recommend reaching out to Owl and Ore Wealth Planning. Their expert team, led by Greg, is committed to providing personalized solutions tailored to your unique financial needs and goals. Whether you are seeking guidance on investments, tax planning, estate planning, or retirement planning, Owl and Ore Wealth Planning is well-equipped to assist you.

Visit their website at owlandore.com or contact them directly at 57199297 to schedule an appointment and take the first step towards achieving your financial dreams.

Don't miss this opportunity to work with a top-notch financial services provider. Contact Owl and Ore Wealth Planning today and secure your financial future with their expert guidance.

👍 Reviews of Owl and Ore Wealth Planning

Eva R.

5/5

Greg has been an excellent Financial Advisor! He is responds quickly to my inquires. He informs and includes me in investment strategies, also tax and estate planning. Recently his advice made my retirement decisions go smoothly. Many of my coworkers have expressed their satisfaction with his work as well.

Nikki M.

5/5

Greg is professional, kind and knows wealth planning so well. He is always up to date on current guidelines, regulations and laws. He is great at educating you on your options and the pros and cons of each without personal bias. I would (and have) recommend Greg to anyone looking for a great team member for their wealth planning and path to a financially stable retirement.

Jessica K.

5/5

Our experience with Greg has been great. Our goals for financial planning are education and planning for the future. Greg has helped us to better understand how to think long-term about our finances, while aligning our resources to what brings us the most joy in the short term as well. I've appreciated the balanced perspective he offers and how much we're learning (and saving) in the process.

alicia O.

5/5

I started working with Greg a little over a year ago, and as I've told many friends, "This was the best gift I gave myself in 2020." (And it's holding up in 2021, too.) Greg is extremely good at making the complex world of financial planning understandable, and truly partners with clients to reach their personal goals. I love his approach of helping educate me so that I know what we're doing, and why—and that he truly wants to make sure I get ramifications of decisions before we do anything. One thing I appreciate most is that Greg is not judgmental about my lifestyle, decisions, or goals. Instead, he's eager to help me achieve what I want. I highly recommend reaching out to Greg and seeing if he's a good fit for you.

Scott G.

5/5

Greg is awesome. He helped our family climb out of debt with some specific steps to prioritize what was important and build some additional savings. Greg has also provided significant assistance on our retirement plans and specifically managing our 401k / IRA investments to some beyond the market growth. Last and most important - Greg is providing peace of mind for our family. Big fans!!

Teddy W.

5/5

I like to think of myself as financially-savvy, so I was on the fence about whether or not we needed a financial advisor. Now, even just one year into our relationship, there is no doubt in my mind that Greg has paid for himself many times over. Greg works tirelessly on behalf of his clients, and his breadth of knowledge makes us feel confident and assured in the final decisions we make.

Althea T.

5/5

I have been working with Greg for three years now, and it has been a wonderful experience all around. Thorough financial advice, great stewardship of investments, incredibly patient with our questions, flexible with our everchanging priorities and needs. It's an absolute pleasure working with Greg!

Johanna P.

5/5

Greg has been a pleasure to work with and very flexible with availability to meet around our work schedule and remotely. He has developed a plan that we are comfortable with and checks in regularly. He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier.