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TOP 30 Financial independence in Santa Clarita, CA
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Free Financial
Free Financial is a trusted institution located at 22924 Lyons Avenue in Santa Clarita, California, offering accounting, finance, and insurance services. Our team of tax preparers are registered with the state of California and the IRS, ensuring that your return is prepared and signed by qualified professionals. We provide side by side comparisons to help you choose the best tax preparation service for your needs, whether you prefer to have your return prepared by a professional or if you prefer to prepare and sign your own return with the help of a computer program. Our tax preparers have extensive experience and education in tax, finance, and ethics, exceeding the standards set by the top tax preparation chains in the country.
EP Wealth Advisors
EP Wealth Advisors, located at 27441 Tourney Road in Santa Clarita, California, is dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only approach, they provide objective investment recommendations. The team at EP Wealth Advisors includes CFPs, tax and estate professionals, and portfolio managers who work together to create personalized financial plans for clients. They manage changes to investment portfolios and help implement estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure clients stay informed and on track to meet their goals. With a focus on personalized service and deep expertise, EP Wealth Advisors is committed to helping clients focus on what's important to them. They have been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles.
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