3 days ago
I found the team at EP Wealth Advisors to be both professional and accessible. They take the time to explain things without jargon, which I appreciate. Overall, a great experience!
3 days ago
The financial advice I received was solid, but the communication was lacking at times. I found it difficult to get responses to my emails promptly. That could definitely be improved.
3 days ago
The team at EP Wealth Advisors has been fantastic. They took the time to understand my financial goals and provided tailored solutions that really fit my needs. Highly recommend them!
3 days ago
My experience has been mostly positive, with good financial planning advice. I just wish they had a more user-friendly online platform for tracking my investments.
I found the team at EP Wealth Advisors to be both professional and accessible. They take the time to explain things without jargon, which I appreciate. Overall, a great experience!
The financial advice I received was solid, but the communication was lacking at times. I found it difficult to get responses to my emails promptly. That could definitely be improved.
The team at EP Wealth Advisors has been fantastic. They took the time to understand my financial goals and provided tailored solutions that really fit my needs. Highly recommend them!
My experience has been mostly positive, with good financial planning advice. I just wish they had a more user-friendly online platform for tracking my investments.
I had a wonderful experience with EP Wealth Advisors. Their advisors were knowledgeable and patient, answering all my questions. I felt valued as a client. Looking forward to a long-term relationship!
The advisors at EP Wealth Advisors are incredibly knowledgeable. They helped me navigate complex tax issues and retirement planning. I feel much more secure about my financial future now!
While my advisor was knowledgeable and friendly, I found the initial onboarding process a bit slow. Once in, the advice has been solid, but I felt a bit lost in the beginning.
EP Wealth Advisors has been a dependable partner in my financial journey. The support they provide is invaluable, although I do wish they offered more educational resources for clients to learn from.
I had high hopes going into this, and while some aspects were great, the communication could be improved. I often found myself needing to reach out for updates more often than I'd like.
EP Wealth Advisors offered solid strategies for my investments. Their insights into market trends were particularly helpful. However, I wish they had been more proactive in following up on my portfolio's performance.
The services offered were decent, and my advisor was helpful. However, I expected more personalized attention. I felt like just another client in the system.
I appreciate the professionalism at EP Wealth Advisors. They have always been transparent about fees and risks, which builds trust. I've recommended them to friends because of my positive experiences.
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Ep Wealth Advisors is a financial advisory firm that provides a range of wealth management services to individuals and families. The company typically offers investment planning, retirement planning, tax strategy, and estate planning services to help clients achieve their financial goals. Their approach often involves personalized strategies tailored to the unique needs of each client.
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Reviewers generally express a positive sentiment towards EP Wealth Advisors, highlighting the professionalism and knowledge of the advisors. Many customers appreciate the tailored financial guidance and the team's ability to simplify complex topics, making them feel secure about their financial futures. However, there are some mixed feelings regarding communication; several people mention delays in responses and a lack of personalized attention, leading to a sense of being just another client. While the overall service is deemed solid, some consumers wish for improvements in onboarding and more proactive follow-ups. Additionally, a few reviewers note the desire for better educational resources and a more user-friendly online platform. Overall, EP Wealth Advisors is viewed positively, though there are areas for improvement.
