This profile has been claimed by the business owner or representative.
EQ Private Wealth Advisors
- Investment Service
- Rolling Hills Estates, CA
About this business
Despite enjoying enormously successful careers, EQ was constantly driven by the notion that they could do more. As their clients and the economy at large faced unprecedented challenges, particularly those of a post-pandemic world, EQ was ready to break out and create the financial strategies team they knew their clients needed. Driven by their insatiable desire to better guide their client’s financial needs and challenges while simultaneously navigating the markets towards a more confident and prosperous future, EQ Private W... read more
Location details
501 Deep Valley Drive, Suite 202, Rolling Hills Estates, CA, 90274, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Sean, Peter and Blake have been truly exceptional in guiding my family with our financial planning. They're not only incredibly knowledgeable, but also kind, patient, and attentive. They are highly responsive and courteous, promptly addressing any questions I've sent via email or text. Their dedication and genuine care really set them apart. I wouldn't hesitate to recommend them to anyone looking for trustworthy and reliable financial advice at EQ Private Wealth Advisors Firm. Thank you.
Sean, Peter and Blake have done a terrific job keeping us well informed doing a fantastic job gaining us excellent returns through a well planned strategy! They have been outstanding with their assistance not only in financial planning as well as being an incredible resource in helping us transition from my existing health plans to new plans that met our coverage needs through helping us find great professionals where the expertise took a bunch of stress off my shoulders. They are a trusted and professional team to work with... read more
When we were looking for the right place to manage our life savings, we found any number of firms offering proprietary algorithms & proposed high double digit returns. Speaking with Sean, Peter & Blake, it was clear that while they will provide what's been great returns, it was about the character & integrity of the people working with me. It was about communication that was clear, with reachable people who made sure any questions were addressed in whatever way necessary that I understood. Good people doing a good job.
Sean has been my financial advisor for over a decade. I highly recommend Sean, Pete and his team. They patiently answered all my questions, advised me prior to and now during retirement. I have found them to be extremely reliable, available and informed.
My husband and I are not the best money people. Thank goodness for EQ. We have known and worked with Sean and Peter for years. When EQ started it was a no brainer to transfer our accounts to them. They handle our personal finances and help with our business too. Our portfolio has only grown at EQ. That's what we hoped for and they delivered. Bonus, I always enjoy our calls and meeting. Happy Client, Jerro
Frequently asked questions about EQ Private Wealth Advisors
How is EQ Private Wealth Advisors rated?
EQ Private Wealth Advisors has a 5 star rating with 1 review.
When is EQ Private Wealth Advisors open?
EQ Private Wealth Advisors is closed now. It will open tomorrow at 8:00 a.m.