EP Wealth Advisors - Redwood City, California

Address: 3 Lagoon Dr # 190, Redwood City, CA 94065.
Phone: 6502410399.
Website: epwealth.com.
Specialties: 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: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of EP Wealth Advisors

EP Wealth Advisors is a well-known firm that offers a range of financial services. Their address is 3 Lagoon Dr # 190, Redwood City, CA 94065. and you can reach them by phone at 6502410399. Their website, epwealth.com, is a valuable resource for those seeking financial advice.

Their specialties include financial planning, financial consulting, insurance agency, investment services, tax consulting, and tax preparation. With a team of experts, EP Wealth Advisors can help you navigate the complex world of finance and make informed decisions about your money. They offer online appointments and onsite services, making it easy for you to get the help you need.

EP Wealth Advisors is committed to accessibility, with a wheelchair accessible entrance, parking lot, and restroom. They also offer wheelchair accessible seating and a restroom for your convenience. This company is LGBTQ+ friendly, and they require appointments, but recommend making them in advance to ensure you get the help you need.

According to Google My Business, EP Wealth Advisors has an average rating of 5/5 from 3 reviews. This is a testament to the high-quality service they provide and the satisfaction of their clients.

Reviews of EP Wealth Advisors

EP Wealth Advisors - Redwood City, California
Keonna Bordador
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!

EP Wealth Advisors - Redwood City, California
raffi
5/5

Highly recommend Dan and the EP Wealth team.

EP Wealth Advisors - Redwood City, California
Richard Keller
5/5

Excellent performance

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