Find Financial Services Agents near me

As a Financial Advisor, I employ both traditional and innovative approaches that cater to the Risk Management and Wealth Management aspects of financial planning. Your financial plan should be unique,... read more as no one else has the same priorities and needs as you. Therefore, we tailor your financial plan based on your preferences, and if there are changes, we will modify the strategies accordingly. Our planning philosophy revolves around collaboration, building trust, putting your best interests first, integrating all aspects of your financial situation, and devising practical solutions to complicated issues. Our planning process involves clarifying your vision, goals, and values; designing creat... read less

My goal was to create a system that was user-friendly and easy to comprehend, with a focus on improving administrative efficiency. To achieve this, I invest a lot of time and effort into system mainte... read morenance activities without charging extra fees. By doing so, both my clients and I benefit from the cost savings that come with better efficiency. While financial reports are useful in identifying areas of concern, it is essential to analyze them in the context of your business operations. However, many bookkeepers and business owners struggle with this. Throughout my career, I have had numerous opportunities to bring order to chaos. This has been a significant relief to clients who have been st... read less

Due to COVID-19 precautions, I am currently not conducting face-to-face meetings with clients. If you are comfortable with virtual communication, please contact me. My name is Nordia, and I am a licen... read moresed Certified Public Accountant in California with an educational background that includes a BS in Organizational Management and an MS in Taxation, as well as previous experience in both small and large accounting firms for over 18 years. My expertise encompasses tax and accounting services for LLCs, Partnerships, S Corporations, C Corporations, sole proprietorships, as well as financial planning. We are also well-versed in providing accounting and tax services to Service Corporations, and a siz... read less

who puts your interests first At our firm, we are dedicated to safeguarding and conserving your wealth, enhancing performance, minimizing costs and taxes, and devising a roadmap for a prosperous fina... read morencial future. Our range of professional services encompasses Retirement Income Planning, which offers customization of income solutions, Active Wealth Management, providing strategic management of portfolios for growth & protection, Life & Long-Term Care Insurance for protecting you and your loved ones against unforeseen events, Strategic Tax Planning that helps minimize tax exposure, Social Security Optimization allowing you to receive optimum social security payouts, Financial Risk Assessment ... read less

We offer services for Business Tax Preparation, Bookkeeping, and Payroll.

Do you often contemplate about the whereabouts of your money? Does financial pressure cause disturbances in your life? Are you unsure about your financial prospects? Fortunately, it doesn't have to st... read moreay this way. I assist individuals to modify their financial actions to provide them with enough time and money to engage in leisure activities. read less

RBS Accounting Solutions, formerly known as Reconciled Business Services, is an accomplished full-service accounting firm recognized as one of the Top 20 Accounting Firms by Expertise in 2022. Our tea... read morem provides comprehensive tax preparation, bookkeeping, and individual tax preparation services to individuals and small to mid-sized businesses. Our ultimate objective is to work with you to legally reduce your tax liability, increase your profitability, and equip your small business with the necessary tools for growth. We approach our services proactively, considering your short-term and long-term goals. Our extensive industry knowledge and experience allow us to address all your tax, accounti... read less

international tax lawyer specializing in assisting businesses and investors.

As a broker, I'm not employed by any insurance company. Instead, I collaborate with approximately 20 different carriers. My responsibility involves striving to match your requirements as closely as po... read moressible, while also ensuring that the pricing remains within your budget. read less

As an enrolled agent, I am akin to a CPA, and have been proficient in preparing income taxes for over 35 years. My knowledge is up-to-date with all the latest tax modifications, and my fees are fair w... read morehile my confidentiality is unwavering. read less