WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary

michael mazor a year ago

Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He lays out pros and cons, never pushes an agenda, and makes sure I understand exactly why we’re taking a given approach. He’s also responsive, detailed, patient with my myriad of questions, and I always leave our conversations feeling confident and calm about our decisions. Bottom line: I trust Daniel’s judgment, I enjoy working with him, and I recommend him without reservation.

Sherri Norris a year ago

Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his clients. Daniel’s attentive listening allows him to create highly personalized financial strategies. He also takes the initiative to follow up periodically, ensuring his client’s life goals and needs continue to be reflected in their financial plans. He is on top of things. His eagerness to act on your behalf and diligent execution of his expertise during complicated financial situations makes him so much more than a basic advisor. I would highly recommend Daniel. You want this man on your team!

travis siegel a year ago

Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.

Woody Woodhall a year ago

Daniel at Windfall Financial Advisors is a steady and important resource for our finances. He is prompt with replies, generous with his time, and expansive with his expertise. Having dealt with several financial planners over the years Daniel is by far the most practical, knowledgeable, and trustworthy that we have used. Beyond his expert skills at estate planning, he's also a wonderful guy who is pleasant, easy to work with, and yet takes our financial future with the seriousness we expect. I cannot recommend Windfall Financial Advisors highly enough.

Lisa Pulido 2 years ago

In a word- Daniel is a Godsend. When I found him with a Google search, and called his number out of the blue with a situation that I had been stressing about for months, he answered himself and took more time with me than I ever would have expected. He asked me many thoughtful questions about my situation, and then offered some direction without insisting I become a client first. To me, this speaks volumes about Daniel’s character. Many months later, when I was ready to retire, I reached out again & he remembered me and all that we had talked about. He took me on as a client and I am thrilled with the outstanding, personalized attention he provides. Daniel has been a true blessing. I trust and feel safe with him and a so grateful that the universe (& Google!) brought him into my life!