Owl and Ore Wealth Planning
Business details
- Category
- Financial Services · Financial planner
- Address
- 3478 Buskirk Ave #1000, Pleasant Hill, CA 94523
- Phone
- (925) 719-9297
- Website
- owlandore.com
- County
- Contra Costa County
Hours
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 AM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Owl and Ore Wealth Planning is a financial planning firm in Pleasant Hill focused on helping individuals and families build confident, long-term plans for their futures. We take the complex world of financial planning and make it understandable, so you always know what we're doing and why before any decision is made.
Our approach is calm, straightforward, and free of jargon, and we take time to walk through the ramifications of each choice with you. We help clients with investment strategies, retirement planning, tax planning, and estate planning, keeping everything organized and on track as goals evolve.
Many of the clients we serve tell us they appreciate that we are never judgmental about their lifestyle, decisions, or goals, and that we work as true partners toward what matters most to them. We are proud to support families across Pleasant Hill and the East Bay who want a planner they can trust.
Book a consultation through our booking page.
Our approach is calm, straightforward, and free of jargon, and we take time to walk through the ramifications of each choice with you. We help clients with investment strategies, retirement planning, tax planning, and estate planning, keeping everything organized and on track as goals evolve.
Many of the clients we serve tell us they appreciate that we are never judgmental about their lifestyle, decisions, or goals, and that we work as true partners toward what matters most to them. We are proud to support families across Pleasant Hill and the East Bay who want a planner they can trust.
Book a consultation through our booking page.