Business Details
About
Financial PlannerFinance CompanyFinancial Planning
As an independent RIA, Echo45 Advisors has the flexibility and the freedom to tap the latest technology and solutions to efficiently tailor a plan and a portfolio that address what’s most important in your life. In other words, Echo45 provides modern wealth management. What better way to meet your goals than the combined resources of a CERTIFIED FINANCIAL PLANNER™ professional armed with the most advanced techonology?
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
5.0
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- JRJessica RazaMay 8, 20235.0Great team that we can count on! We know that whenever we have any questions or requests, Jon and his team are there for us!
- SLSabrina LevengoodMar 12, 20235.0Jon helped me with providing various options with rolling over my 401k's and estate planning. He’s super knowledgeable and passionate about all things finance!
- CDChad DonleyMar 12, 20235.0Echo45 was extremely welcoming and informative in all aspects of my endeavor into financial guidance. I look forward to continuing to work with them in my future.
- TMTrevor MartinezMar 7, 20235.0I cannot speak highly enough of the team here at Echo45. Jon and Cole were exceedingly accommodating and welcoming to my questions and interests. Being fairly naive in the field myself when I first got in touch, I never once felt that I couldn’t ask a question or for further clarification. Talking to them was extremely informative. The wealth of knowledge that I gained in my experiences on calls with them has been so much more than I expected. The online systems we used where easy to use and understand and to this day I know that if I needed something addressed, I will be taken care of quickly!
Frequently Asked Questions About Echo45 Advisors
What types of financial services does Echo45 Advisors provide?
Echo45 Advisors offers services including Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, and Wealth Management.
Where is Echo45 Advisors located?
Echo45 Advisors is located at 1802 Tice Valley Boulevard, Walnut Creek, CA 94595, USA.
What are the business hours of Echo45 Advisors?
Echo45 Advisors is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Are appointments required to meet with Echo45 Advisors?
Yes, Echo45 Advisors requires appointments, though online appointments are also offered for convenience.
Do staff at Echo45 Advisors follow COVID-19 safety protocols?
Yes, all staff at Echo45 Advisors are fully vaccinated to ensure client and staff safety.
How can I contact Echo45 Advisors for more information or to schedule an appointment?
You can reach Echo45 Advisors at +1 925-592-4509 or via email at info@echo45advisors.com.
Does Echo45 Advisors have an online presence or mobile apps?
Yes, Echo45 Advisors has a website at https://www.echo45advisors.com and offers mobile apps available on both Android and iOS devices.
What nearby services can I visit before or after my appointment at Echo45 Advisors?
Nearby services include Capybara Hair Lounge and Hi-Definition Barbershop for grooming, and Glow Age Aesthetics and Skinworx for beauty and skin care treatments.
Are there real estate services close to Echo45 Advisors?
Yes, there are multiple nearby real estate agencies such as James Collins - Berkshire Hathaway, Jackie Giffin Real Estate, and Carol Pepe Real Estate which you might find useful if you are planning a property transaction.
Can I find financial service providers near Echo45 Advisors for additional consulting?
Yes, Edward Jones - Financial Advisor: Eric M Halverson is a nearby financial service provider you can visit for additional financial advice.