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JW Harrison
- Financial Services
- Walnut Creek, CA
About this business
Specialties JW Harrison is an independent, fee-only Financial Planning and Wealth Management firm based in Walnut Creek, CA. We have a deep knowledge of the various tools of money, including stock options and restricted shares, deferred comp and pension plans, real estate investments, debt instruments, and tax shelters. That technical knowledge is balanced with a respectful awareness of the emotional influence that money exerts. We focus on providing clear, expert and unbiased financial advice tailored to each client's uniqu... read more
Location details
1655 N Main St #390, Ste 390, Walnut Creek, CA, 94596, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 7:00 p.m. | |
| Tue | 7:00 a.m. to 7:00 p.m. | |
| Wed | 7:00 a.m. to 7:00 p.m. | |
| Thu | 7:00 a.m. to 7:00 p.m. | |
| Fri | 7:00 a.m. to 7:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Like many others have already said here, I find the team at JW Harrison to be incredibly insightful, astute, and trustworthy. I really appreciate how much they really listen to first try and understand what your financial goals are - this sets the context for the advice they give, which is highly personal. I also love that while they know money and investments inside and out, they don’t talk in jargon or abstract terms I don't understand. They really know how to "meet you where you are" in terms of your level of knowledge to... read more
Frequently asked questions about JW Harrison
How is JW Harrison rated?
JW Harrison has a 5 star rating with 1 review.
When is JW Harrison open?
JW Harrison is open now. It will close at 7:00 p.m.
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