WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Santa Monica, California

Introduction to Windfall Financial Advisors

Windfall Financial Advisors is a reputable, Fee-Only, and Fiduciary financial firm located at 100 Wilshire Blvd #700, Santa Monica, CA 90401, United States. Their dedicated team of experts is committed to providing exceptional financial services to their clients, ensuring a personalized and tailored approach to their unique financial needs. With their Fee-Only and Fiduciary commitment, clients can trust that their financial advisor's interests are aligned with theirs, as they receive unbiased advice without the influence of commissions or sales targets.

Specialties and Services

Windfall Financial Advisors specializes in various financial services such as financial planning, consulting, investments, and more. Their skilled professionals can help individuals and families navigate through financial complexities and create a comprehensive plan to achieve their financial goals. By offering a wide range of services, they aim to equip their clients with the knowledge and resources necessary to make informed decisions about their future.

Location and Accessibility

Situated in Santa Monica, California, the firm boasts a welcoming and modern office space, ensuring their clients receive a comfortable and professional experience. The office is designed to cater to everyone's needs, with wheelchair-accessible parking, entrance, and restroom facilities available. Appointments are recommended to guarantee personalized attention and a seamless consultation process.

Client Opinions and Testimonials

Windfall Financial Advisors has earned a stellar reputation amongst their clients, with an impressive 5/5-star rating on Google My Business. Many clients have praised the firm for its exceptional customer service and knowledgeable staff, highlighting how Daniel, a key advisor at the firm, goes above and beyond to ensure their clients' financial success. Clients often mention Daniel's prompt and helpful responses, his deep knowledge, and trustworthy nature, making him a vital asset to their finances.

Final Recommendation

For those seeking a reliable, knowledgeable, and trustworthy financial advisor, Windfall Financial Advisors is undoubtedly a top choice. Their commitment to providing unbiased, Fee-Only, and Fiduciary advice, combined with their excellent track record and client satisfaction, makes them stand out in the industry. To learn more about their services, visit their website at windfalladvisors.com or contact them directly at 9492057002. Don't hesitate to take the first step towards securing your financial future by reaching out to Windfall Financial Advisors today.

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

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.