WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
A+ Grade
Businesses in Conway
Showing 11521 - 11530 of 12379 results
Financial Advising
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Santa Monica
(4 reviews)
Open · 24 hours
$ - $$
Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results...
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Financial Advising
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Century City
(3 reviews)
Open · 8 AM — 5:30 PM
$ - $$
RVW has been an invaluable partner in my financial journey for many years. Their commitment to exceptional customer s...
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Financial Advising
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Larchmont
(14 reviews)
Open · 8:30 AM — 5:30 PM
$ - $$
Meaghan Phelps and crew are very responsible and respectful! Her financial risk assessments very useful! My portfolio...
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Financial Advising
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Encino
(5 reviews)
Open · 8 AM — 8 PM
$ - $$
Alec was very helpful helping begin my Roth IRA journey. He explained in a way that made it simple and plain. Thank y...
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Furniture Stores
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Florence
(9 reviews)
Open · 10 AM — 7 PM
$ - $$
I had a great experience at EZ Furniture. The prices are very affordable, and the employees were extremely knowledgea...
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Furniture Stores
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Woodland Hills
(5 reviews)
Open · 10 AM — 7 PM
$ - $$
Great Experience! Pamela was super helpful and knowledgeable regarding the couch we picked out! We didn’t feel rushed...
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Furniture Stores
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Florence
(5 reviews)
Open · 10 AM — 7 PM
$ - $$
Fantastic furniture shop! The store offers a wide range of stylish, high-quality pieces at great prices. The staff wa...
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Furniture Stores
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Central LA
(3 reviews)
Open · 10:30 AM — 6 PM
$ - $$
I bought the greatest sectional from Hollywood Glam. Myriam Made me feel comfortable she listen to what I was looking...
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Furniture Stores
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Florence
(6 reviews)
Open · 10 AM — 7 PM
$ - $$
Linda G. Was such a great person and helped me choose the right couch for my home. Very professional and will definit...
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Furniture Stores
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Mid-City
(19 reviews)
Open · 10 AM — 9 PM
$ - $$
Sales experience was great with Sameer. He helped me match the recliner I wanted with a sturdy, attractive sofa. Let ...
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This service is listed on HandyHubb but has not been claimed yet. Pricing and details may vary.
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It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful strategic plan. I a... It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful strategic plan. I am much more confident about my finances now. Read More
About WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales, settlement awards, and much more. If you or a loved one have experienced or are anticipating a windfall event, contact our team of considerate wealth management experts today!
Reviews
(4) Reviews for this company
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5
It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful... It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful strategic plan. I am much more confident about my finances now. Read More
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travis siegel
5
Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I,... Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors. Read More
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Sherri Norris
5
Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressi... Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his clients.Daniel’s attentive listening allows him to create highly personalized financial strategies. He also takes the initiative to follow up periodically, ensuring his client’s life goals and needs continue to be reflected in their financial plans. He is on top of things.His eagerness to act on your behalf and diligent execution of his expertise during complicated financial situations makes him so much more than a basic advisor. I would highly recommend Daniel. You want this man on your team! Read More
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michael mazor
5
Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a leve... Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He lays out pros and cons, never pushes an agenda, and makes sure I understand exactly why we’re taking a given approach.He’s also responsive, detailed, patient with my myriad of questions, and I always leave our conversations feeling confident and calm about our decisions.Bottom line: I trust Daniel’s judgment, I enjoy working with him, and I recommend him without reservation. Read More