Financial planner reviews in Ventura, California

Elbaum CPA Group, located at 20501 Ventura Boulevard in Los Angeles, California, is a leading accounting and finance institution specializing in tax planning. Their approach is focused on finding legal ways to reduce tax liabilities for clients, allowing them to keep more of their hard-earned money. Each client, whether corporate or personal, receives a thorough tax analysis that reviews past returns and current financials to uncover missed opportunities and past mistakes that led to unnecessary tax expenses. The team at Elbaum CPA Group then creates a personalized plan to save clients thousands of dollars. Their diverse client base includes those in the Entertainment Industry, Manufacturing, Professional Service Businesses, Doctors, Dentists, Adult Day Care, and Home Care Centers. If you're looking for expert tax planning services, visit Elbaum CPA Group at 20501 Ventura Boulevard, Suite 162 in Woodland Hills, California.

Jeffery Richard S CFP is a finance institution located at 290 Maple Court in Ventura, California, United States. Specializing in financial planning and wealth management, Jeffery Richard S CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner on staff, clients can trust in the expertise and professionalism of the team at Jeffery Richard S CFP. Whether you are looking to invest for the future, plan for retirement, or secure your financial future, Jeffery Richard S CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.