Tax Deferred Solutions (TDS Group, INC)
About the Business
Tax Deferred Solutions (TDS Group, INC) is a reputable accounting and finance institution located at 6939 Sunrise Boulevard in Citrus Heights, California, United States. With a team of experienced professionals, TDS Group, INC specializes in providing tax deferred solutions to individuals and businesses. From retirement planning to investment strategies, their services are tailored to help clients maximize their financial growth and minimize tax liabilities. Whether you are looking for expert advice on tax planning or assistance with financial management, TDS Group, INC is dedicated to helping you achieve your financial goals.
Photos
Location & Phone number
6939 Sunrise Blvd #250, Citrus Heights, CA 95610, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Joyce was extremely helpful to me in signing up for a retirement plan. I have not had a retirement plan before and I had no idea what I was doing and she walked me through step-by-step. I appreciate her knowledge and her kind way of explaining things to me, I definitely would recommend them for any help you need in setting up a retirement plan."
"I would like to say that Joyce Lavin is a very knowledgeable advocate, she literally answered my questions before I even asked, she went every detail about my plan. I highly recommend her for all you 403B questions you may have. Thank you Joyce for being so helpful and professional."
"Shawn was dedicated to waiting for the right time for me to invest in my future. She was reliable and followed through with each appt. I had to postpone setting up my investment and she never gave up on me. Shawn’s knowledge made a simple process for me to pick the right account for my needs. I am thankful for her services and commitment to me."
"Seamless and easy! Love to talking to Joy and feel very confident that she has my best interests in mind. For someone who's been in the industry for over 20 years, I feel like I actually understand retirement better now."
"Shawn was Super friendly and helpful. Easy to talk to and was able to answer all of my questions making me confident in my selection. She helped me weight out options and find the best plan for me without having to pay fees."
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