Elena M.
3/25/2013
If you are looking for personalized attention, look no further. My husband and I changed 3 investment advisory firms in the course of the past 22 years. They dutifully send us generic birthday...
JW Harrison Financial - Lodestar
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1655 N Main St Ste 390
Walnut Creek, CA 94596
Lodestar, formerly known as JW Harrison Financial Advisors, is a distinguished independent financial planning and wealth management firm located in Walnut Creek, CA. With a focus on providing personalized and honest financial advice, their team of experts offers comprehensive financial management tailored to the unique needs of their clients.
As a fee-only firm, Lodestar is solely compensated by their clients, ensuring unbiased guidance and advice. Their holistic approach encompasses asset management, financial planning, and tax planning, allowing them to navigate complex financial landscapes with confidence and expertise.
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Reviews
5.09 reviews
Robin B.
6/7/2011
As a Customer Insights Researcher for a large financial services firm, I knew long ago that I fell into that segment of people who needed help managing toward my financial goals - I just simply...
Tim S.
4/7/2015
This review is very late, I actually thought I left one about a year ago. I am really happy I found Joe. After meeting with him for just 1 hour, we had a specific plan to take control of our...
Mark M.
6/7/2011
I've known Joe a long time professionally. We were peers for a while, until he got promoted. He was always getting promoted, because he's so accomplished That's the first thing you need to know...
Q E.
6/9/2011
I have HIGH standards. Period. I expect a lot if I'm paying someone to provide me with a service (whether that be a restaurant to feed me, a dentist to x-ray me, or an auto shop to motorize...
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