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TOP 30 Focused financial consulting in Tahoe City, CA
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Jonathan A Lucas - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan A Lucas is a financial advisor at Ameriprise Financial Services, LLC located at 2690 Lake Forest Road in Tahoe City, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jonathan is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. With his extensive knowledge and expertise in various areas of finance, Jonathan is committed to helping his clients achieve their financial goals and secure their financial future.
Buchanan Law Group
Buchanan Law Group, located at 11025 Pioneer Trail in Truckee, California, offers expert legal and financial services to busy entrepreneurs. Since 2002, our team has been dedicated to protecting business and personal assets, minimizing legal risks, and reducing tax burdens for our clients. With a focus on building lasting relationships, we provide assistance with major business transactions, tax advice, and more. Our services include helping clients assess potential transactions, negotiate terms, and manage financial and legal exposure. We also specialize in creating equity and incentive compensation plans, safeguarding intellectual property, and selecting appropriate legal structures. Additionally, we provide guidance on acquisitions, divestitures, joint ventures, and reorganizations to minimize tax liability and legal risks.
Abelow Pratt & Associates
Abelow Pratt & Associates is a reputable finance institution located at 3079 Harrison Avenue in South Lake Tahoe, California. With a strong focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Abelow Pratt & Associates is committed to providing top-notch solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Deanna Sorhouet | Mortgage Advisor | The Topol Team | NEO Home Loans
Deanna Sorhouet is a dedicated Mortgage Advisor at The Topol Team, affiliated with NEO Home Loans. Located at 2200 Venice Drive in South Lake Tahoe, California, Deanna provides expert financial guidance and personalized mortgage solutions to help clients achieve their homeownership goals. With a strong focus on customer service and industry knowledge, Deanna Sorhouet and The Topol Team are trusted partners in the finance industry, assisting clients in navigating the complexities of the mortgage process with ease and confidence.
HOA Accounting Services
HOA Accounting Services, located at 960 Emerald Bay Road in South Lake Tahoe, California, is a leading institution specializing in accounting and finance for homeowner associations. As a member and strong supporter of the Executive Council of Homeowners (ECHO) and Community Association Institute (CAI), HOA Accounting Services caters to the accounting and bookkeeping needs of association Board of Directors, Association Managers, and their members. With a focus on providing monthly and annual financial reporting, billing, and accounts receivable services, HOA Accounting Services serves a wide range of common interest developments, homeowner associations, cooperatives, condominium associations, and more. Currently servicing HOA's in multiple states, including California, Colorado, Oregon, and Texas, the institution is dedicated to providing quality accounting services at affordable prices.
List of local businesses, places and services in California
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