Financial expert advice for individuals in Solana Beach, California

Root Financial is a human-first financial planning institution located in Solana Beach, California, United States. We specialize in helping retirees avoid common tax mistakes and get the most out of their money. Our empathetic financial advice is tailored to your individual needs and guided by your personal goals. We are an independent registered investment advisor, meaning we prioritize your best interests and offer transparent, fee-based services. Our team of experts provides comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, insurance review, and cash flow planning. We aim to take the stress out of financial planning so you can focus on enjoying life. Contact us today to see how we can help you achieve your financial goals.

Defense Tax Partners is a premier institution located at 440 Stevens Avenue, Solana Beach, California, United States, specializing in tax resolution services provided by expert tax attorneys. With a focus on IRS tax relief services, including tax levy, tax fraud, IRS audit defense, and tax settlements, Defense Tax Partners offers a free consultation to individuals facing tax issues. Tax problems are a common occurrence, and Defense Tax Partners understands the complexities involved. Their team of legal tax experts is dedicated to helping clients navigate through challenging tax situations, providing effective and affordable solutions. Whether you are dealing with an IRS audit, tax levy, or other tax-related issues, Defense Tax Partners can offer the expertise needed to achieve a favorable outcome.

Guerin CPA is a reputable accounting and finance institution located at 990 Highland Drive in Solana Beach, California, United States. With a team of experienced Certified Public Accountants, Guerin CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Guerin CPA to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, Guerin CPA is committed to providing top-notch accounting services with professionalism and integrity.

Jeff Cane Taxes is a trusted tax preparation service located in Solana Beach, California. With over 20 years of experience, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From filing tax returns to tax planning and consulting, we are committed to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Conveniently located at 115 W Plaza Street, Jeff Cane Taxes is your go-to destination for all your tax needs in the Solana Beach area. Contact us today to schedule an appointment and let us take the stress out of tax season for you.

Focus Investment Advisors, Inc is a leading finance institution located at 514 Via De La Valle in Solana Beach, California, United States. With a team of experienced professionals, they provide expert financial advice and investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Focus Investment Advisors, Inc offers personalized services tailored to meet your individual needs. Trustworthy, reliable, and dedicated, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

D.M. Brenner, Inc. is a reputable finance institution located at 380 Stevens Avenue in Solana Beach, California, United States. With a strong track record of providing top-notch financial services, D.M. Brenner, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at D.M. Brenner, Inc. is dedicated to helping you achieve your financial goals. Trust D.M. Brenner, Inc. to provide you with expert guidance and personalized service to secure your financial future.

CSJ Capital is a leading finance institution located in Solana Beach, California, United States. With a reputation for excellence in financial services, CSJ Capital offers a wide range of investment opportunities and financial solutions to meet the needs of its clients. Whether you are looking to grow your wealth, plan for retirement, or secure financing for a major purchase, CSJ Capital has the expertise and resources to help you achieve your financial goals. Trust CSJ Capital to provide you with expert advice and personalized service to help you make informed decisions and secure your financial future.

Coley Docter is a reputable accounting and finance institution located at 420 Stevens Avenue in Solana Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Coley Docter for their expertise and dedication to helping individuals and businesses achieve their financial goals.

Ortega Accountancy, APC is a full-service accounting firm located at 12526 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we offer a range of services including tax preparation, financial statement preparation, audits, and tax planning for individuals, businesses, and organizations exempt from income tax. Established in 2003 by Mario Ortega, our dedicated team is committed to making our clients' lives easier by providing clear communication, expertise in tax and audit services, and valuable insights for better business decisions. We adhere to industry standards such as Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (GAGAS), ensuring accurate and reliable financial reporting.