Gateway Financial Advisors

Walnut Creek, United States

5

Open now

2 reviews

Contacts

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Telephone:
+1 925-322-8067
Website:
www.gfanorcal.com
Address:
1801 N California Blvd Ste 106, Walnut Creek, CA, 94596
Nearby public transportation stops & stations:
650 ft1805
0.2 miWalnut Creek
1.8 miPleasant Hill
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Today

Today 9:00 am – 5:00 pm
Open now
Local time (Walnut Creek) 9:31 AM Thursday, May 22, 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Financial Planning with a personal touch. No 800 numbers, no extensions, no recorded messages. Call us and you get a human being. Need to meet with us. Same day or within 24 hrs. appointments. You know who you are dealing with, not some name at an 800 number thousands of miles away.

Custom designed individual plans, because there is no one else like you.

History

Established in 2008.

For 7 years we have helped people and businesses in the Walnut Creek area work on their Financial plans and wealth accumulation.

We specialize in helping Healthcare professionals achieve their goals. from Doctors and Nurses to facilities maintenance.

Knowledgeable with John Muir health, Chevron and PG&E pension plans.

Meet the Business Owner

Michael O.

Business Owner

Certified Financial Planner

California Registered Tax Preparer

Investment Manager

Retired Chiropractor

Professional Musician

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2 reviews of Gateway Financial Advisors

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Place rating: 5
Brentwood, CA
For the past 4 years I have had my taxes done by Michael Olff at Gateway Financial and have not been disappointed. He is friendly, knowledgeable and efficient. His office has convenient parking (big plus since many offices in Walnut Creek require you to pay for parking in their lot or garage!). After talking with friends, I can tell you his fees are considerably less than his contemporaries. I was so impressed with how Mike managed filing my taxes, I turned over a portion of my retirement funds for him to manage. Ya know what? My retirement has grown more than it ever has under my stewardship. Mike is a Certified Financial Planner, I have no regrets and only highest praises for his expertise in managing my money. You can’t go wrong with taking your business to Mike!
Place rating: 5
Walnut Creek, CA
I went here after I had a bad experience at one of the big tax preparers… you’ve heard of it! After an hour, they tried to charge me $ 380!!! I walked out and decided to try this place. Mike was able to get me in right away, it took him a half an hour, I got the same amount back, and he charged me less than HALF of what this other crappy place did! I will definitely be back next year. Thank you Dr. Michael Olff!