Business Details
About
Financial PlannerFinance CompanyFinancial Planning
As an independent RIA, Echo45 Advisors has the flexibility and the freedom to tap the latest technology and solutions to efficiently tailor a plan and a portfolio that address what’s most important in your life. In other words, Echo45 provides modern wealth management. What better way to meet your goals than the combined resources of a CERTIFIED FINANCIAL PLANNER™ professional armed with the most advanced techonology?
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
5.0
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- JRJessica RazaMay 8, 20235.0Great team that we can count on! We know that whenever we have any questions or requests, Jon and his team are there for us!
- SLSabrina LevengoodMar 12, 20235.0Jon helped me with providing various options with rolling over my 401k's and estate planning. He’s super knowledgeable and passionate about all things finance!
- CDChad DonleyMar 12, 20235.0Echo45 was extremely welcoming and informative in all aspects of my endeavor into financial guidance. I look forward to continuing to work with them in my future.
- TMTrevor MartinezMar 7, 20235.0I 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 first got in touch, I never once felt that I couldn’t ask a question or for further clarification. Talking to them was extremely informative. The wealth of knowledge that I gained in my experiences on calls with them has been so much more than I expected. The online systems we used where easy to use and understand and to this day I know that if I needed something addressed, I will be taken care of quickly!