Financial Planners in Walnut Creek

“I am really impressed with the "non-sales" advice and the depth and quality of the analysis Greg and his team provided.It's great to have an expert who provides guidance without the constant sales pitch.I strongly recommend Greg O'Donnell and team.“

“Magnus has always been an embodiment of patience and professionalism. His intricate knowledge of investments and financial services combined with his client-first rapport makes him a top notch advisor. I highly recommend him!“

“This review is based on a recent set of meetings in his Pleasanton office. Grant brought his team to consult with our group of investors who focus on energy and real estate. His tax strategies and calm demeanor combined with his track record make the engagement fruitful and pleasant. I would highly recommend Grant for business consulting as well as long term household financial/tax/retirement/succession planning. I think the tax and succession planning aspect is critical and our team is appreciative of his help. The dollars we now save are a tangible result that can has been directly measured.“