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TOP 30 Internal audit in El Cajon, CA
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TransAtlantic Investment Partners
TransAtlantic Investment Partners is a finance institution located at 1920 North Marshall Avenue, El Cajon, California, United States. Founded in 2015, the institution offers investment advice and guidance for international families in the U.S. The Principal Partner has extensive investment experience and the institution provides Investment Advisory, Brokerage, and Insurance Services. The firm operates independently, offering customized portfolio management and advice to clients without corporate hierarchy influence. Affiliated with Insigneo Advisory Services LLC and Insigneo Securities LLC, TransAtlantic Investment Partners has access to top custodian firms and a network of Trust and Insurance partners. The Managing Partner, James Jiao, has over 30 years of experience in Private Banking and Wealth Management. The institution strives to provide unparalleled investment opportunities and value to clients. Please note that TransAtlantic Investment Partners operates as the Doing Business As entity for James Jiao's securities and investment advisory activities, and is not a broker-dealer or investment advisor itself. For more information, please visit their website.
RA Accounting & Tax
RA Accounting & Tax is a professional institution located at 2363 Needham Road in El Cajon, California. Specializing in accounting and finance, we offer forward-thinking solutions to keep your books accurate and up-to-date. Our services include financial reporting, process development, internal controls, and cash management. We also provide comprehensive payroll processing and reporting to ensure timely and accurate information for your business. Whether you are a business owner or an individual, we work with you year-round to develop personalized tax-saving strategies.
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