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Owl and Ore Wealth Planning
3478 Buskirk Avenue, Pleasant Hill, California, United States
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About the Owl and Ore Wealth Planning
Owl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
Photos of Owl and Ore Wealth Planning
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States
Opening hours of Owl and Ore Wealth Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - ?
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Owl and Ore Wealth Planning
"Greg has been an excellent Financial Advisor! He is responds quickly to my inquires. He informs and includes me in investment strategies, also tax and estate planning. Recently his advice made my retirement decisions go smoothly. Many of my coworkers have expressed their satisfaction with his work as well."
"Greg has been a pleasure to work with and very flexible with availability to meet around our work schedule and remotely. He has developed a plan that we are comfortable with and checks in regularly. He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier."
"Greg is professional, kind and knows wealth planning so well. He is always up to date on current guidelines, regulations and laws. He is great at educating you on your options and the pros and cons of each without personal bias. I would (and have) recommend Greg to anyone looking for a great team member for their wealth planning and path to a financially stable retirement."
"Greg is awesome. He helped our family climb out of debt with some specific steps to prioritize what was important and build some additional savings. Greg has also provided significant assistance on our retirement plans and specifically managing our 401k / IRA investments to some beyond the market growth. Last and most important - Greg is providing peace of mind for our family. Big fans!!"
"I started working with Greg a little over a year ago, and as I've told many friends, "This was the best gift I gave myself in 2020." (And it's holding up in 2021, too.) Greg is extremely good at making the complex world of financial planning understandable, and truly partners with clients to reach their personal goals. I love his approach of helping educate me so that I know what we're doing, and why—and that he truly wants to make sure I get ramifications of decisions before we do anything. One thing I appreciate most is that Greg is not judgmental about my lifestyle, decisions, or goals. Instead, he's eager to help me achieve what I want. I highly recommend reaching out to Greg and seeing if he's a good fit for you."
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