Financial planner
UnclaimedWINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
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Primary Location
Amenities
Accessibility
Wheelchair accessible entranceWheelchair accessible restroomWheelchair accessible parking lot
Planning
Appointments recommended
Amenities
Restroom
Customer Reviews5 Reviews
5.0
Sussan Movassagh Makrinos12 days ago
From 
Wonderful experience working with Daniel Scott! Daniel was extremely helpful and quick analyzing our financials and suggesting solutions for how to best plan for future. Daniel is also someone who cares about his clients and wants to help them. He is very personable and very professional. We will definitely continue to work with him and recommend him to our friends and family.
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Nicholas Todd12 days ago
From
Daniel is exactly as the other reviews on here say. He went out of his way to give me some amazing advice and things to think about as I begin life with my new career and incoming marriage. He did all of this without any sort of commitment of money to his services and you could tell he just cares about helping people be smart with their finances. I 10/10 would recommend, its hard to find people like that in today’s world!
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Jennifer Haaland12 days ago
From
Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!
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