Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm - Pleasanton, California

Address: 7077 Koll Center Pkwy #120, Pleasanton, CA 94566.
Phone: 52238868.
Website: sierrapfa.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

☎️52238868

⏰ Open Hours of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

Monday: 9 AM–5:30 PM
Tuesday: 9 AM–5:30 PM
Wednesday: 9 AM–5:30 PM
Thursday: 9 AM–5:30 PM
Friday: 9 AM–5:30 PM
Saturday: 10 AM–2 AM
Sunday: Closed

Sierra Pacific Financial Advisors, LLC: Un equipo de asesoramiento financiero de confianza

Sierra Pacific Financial Advisors, LLC es una empresa de asesoramiento financiero de tarifa única con sede en Pleasanton, California. Su dirección es 7077 Koll Center Pkwy #120, Pleasanton, CA 94566.

Características y especialidades

Este equipo de asesoramiento financiero ofrece servicios de consultoría financiera y planeamiento financiero personalizados. Sus especialidades incluyen:

Asesoramiento financiero

Planeamiento financiero personalizado

Ubicación y facilidades

La empresa cuenta con un acceso accesible para personas con discapacidad en la entrada, el estacionamiento y el baño. Los clientes deben reservar una cita con anticipación, ya que las sesiones de consulta suelen ser recomendadas.

Opinión de los clientes

Con 5 reseñas en Google My Business, Sierra Pacific Financial Advisors, LLC ha demostrado ser una empresa de confianza para sus clientes. Los usuarios han destacado la profesionalidad y la dedicación del equipo, liderado por Janet, que toma el tiempo para comprender las necesidades y la filosofía de inversión de cada cliente. Los planes de inversión son exhaustivos y bien pensados, lo que ha llevado a una espera positiva por parte de sus clientes.

Información de contacto

Para obtener más información sobre Sierra Pacific Financial Advisors, LLC, puede visitar su página web en sierrapfa.com o llamarlos directamente al número (522) 388-6868.

Recomendación

Si busca un equipo de asesoramiento financiero de confianza que le ayude a planificar y gestionar su patrimonio, Sierra Pacific Financial Advisors, LLC es una excelente opción. Con su enfoque en servicios de tarifa única y su compromiso con la atención personalizada, esta empresa es ideal para aquellos que buscan un asesoramiento financiero que se adapte a sus necesidades individuales. Visite su página web y contacte con ellos para obtener más información y aprovechar sus servicios.

👍 Reviews of Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm

Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm - Pleasanton, California

Ananya &. S. P.

4/5

We recently started working with SPFA on managing our investment portfolio after an initial financial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

Carolyn C.

5/5

After being long-term clients of other financial advisors, large and small, my husband and I sought out a local NAPFA firm to gain more personal attention in financial planning as well as portfolio management. When we met with Sierra Pacific Financial Advisors we immediately noticed a difference from other firms we'd worked with and interviewed. They were very thorough and attentive to our particular financial situation and offered plans and strategies that suited our near-term and future needs. As Sierra Pacific Financial Advisors clients we feel confident of our financial future and look forward to their continued guidance during up and down market conditions, through upcoming life changes, and future retirement.

Marc R.

5/5

I recently had the pleasure of speaking with Janet Zheng Wan from Sierra Pacific Advisors in my search for financial guidance. While I initially reached out to schedule a consultation, Janet went above and beyond by providing an impromptu phone consultation. Despite my initial intention to schedule a consultation, she offered valuable insights and advice without any expectation of any immediate commitment or compensation. It was evident that her primary focus was on understanding my needs and providing assistance rather than pushing for a quick transaction.

Tom F.

5/5

I have been a client of Sierra Pacific Financial Advisors in Pleasanton for several years now and have received extraordinary service. My Personal Finances are critical to my future as well as my children's future. So finding an advisor with whom I could trust was extremely important. Janet and the team at SPFA are knowledgeable, experienced and organized professionals. While being very Responsive and Effective. Feeling in control of your financial future is something you must experience to appreciate. I owe that in large part to SPFA. Thanks to everyone at Sierra Pacific Financial Advisors, I'm now very comfortable with my future finances.

Serdar T.

5/5

I have been a client for SPFC for several years and Janet Wan is my advisor. I appreciate her promptness every time I need her help and also guide me through the financial ways that I am not familiar with.