EP Wealth Advisors
2150 Shattuck Avenue, Berkeley, CA 94704
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.
Reviews
People Also Viewed
-
F. E. Forbes Company, Inc.1795 Solano Ave, Berkeley, CA 94707, United States
-
Law Offices of Richard C. Naish1760 Solano Ave #308, Berkeley, CA 94707, United States
-
Chang & Associates Financial Advisors2820 Telegraph Ave, Berkeley, CA 94705, United States
-
Magarian Richard D2231 Carleton St #3224, Berkeley, CA 94704, United States
-
North Berkeley Wealth Management1820 Solano Ave, Berkeley, CA 94707, United States
-
Effective Assets1510 Walnut St suite e, Berkeley, CA 94709, United States
-
AFFINITY CAPITAL ADVISORS LLC825 Page St, Berkeley, CA 94710, United States
-
Edward Jones - Financial Advisor: William Fried2161 Allston Way A, Berkeley, CA 94704, United States
-
David Stern CFO2111 San Pablo Ave #2015, Berkeley, CA 94702, United States
-
Willow Grove Advisors2040 Bancroft Way #201, Berkeley, CA 94704, United States
-
Elmwood Wealth Management2027 Fourth St, Berkeley, CA 94710, United States
-
Bartle Wells Associates1889 Alcatraz Ave, Berkeley, CA 94703, United States
-
KNN Public Finance2054 University Ave Ste. 300, Berkeley, CA 94704, United States
-
Financial Connections Group2608 Ninth St #302, Berkeley, CA 94710, United States
-
Justin Martello, CFP1510 Walnut St, Berkeley, CA 94709, United States
-
Charles Schwab1995 University Ave #100, Berkeley, CA 94704, United States
-
Patpatia & Associates125 University Ave Suite 202, Berkeley, CA 94710, United States
-
Vega Economics2040 Bancroft Way Suite 200, Berkeley, CA 94704, United States
-
Catherine Woodman, Impact Investors1510 Walnut St suite e, Berkeley, CA 94709, United States
-
HFG Advisors2936 Domingo Ave #1, Berkeley, CA 94705, United States
-
Fruition Advisors LLC1159 Keith Ave, Berkeley, CA 94708, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Protection Planning
- Certified Financial Planner
- Charitable Giving
- Estate Planning Solutions
- Fee-Only Investment Advice
- Financial Goal Achievement
- Financial Independence
- Financial Planning
- Independent Financial Advisor
- Inheritance Planning
- Investing For The Future
- Investment Portfolio Management
- Investment Portfolio Optimization
- Long-Term Financial Planning
- Objectivity In Investing
- Personalized Wealth Management
- Portfolio Reviews
- Retirement Income Planning
- Retirement Planning Strategies
- Tax Efficient Investing
- Tax Planning Expert
- Wealth Creation Strategies
- Wealth Distribution Strategies
- Wealth Management Services
- Wealth Preservation Strategies
- Wealth Transfer Solutions
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos