Trevor M.
3/7/2023
I 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...
Echo45 Advisors
Closed
(3)
Photos
1802 Tice Valley Blvd
Walnut Creek, CA 94595
Echo45 Advisors, based in Walnut Creek, CA, specializes in delivering modern wealth management solutions tailored to individuals, families, and trustees. They combine advanced technology with personalized service to help clients achieve their financial goals through innovative financial planning, investment management, and specialized services.
The firm operates as a fiduciary, providing independent investment solutions while focusing on integrating tax strategies with wealth management. Their experienced team includes certified financial advisors and concierge professionals dedicated to guiding clients through the complexities of wealth planning and investment, including opportunities in crypto assets.
Generated from the website
Also at this address
Reviews
5.03 reviews
Bettina R.
3/7/2023
My husband and I are happy clients, Jon Henderson and the entire team at Echo45 continues to go above and beyond what we expected from a financial advisor. We came into the relationship expecting...
Joann S.
4/9/2023
For years a friend had recommended Jon Henderson and Echo 45 for my managing my retirement account. I finally did 3 years ago and wish I had done so sooner! This past year, 2022, was a challenge...
See a problem?
