TOP 30 Small business financial advisor in Solana Beach, California

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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.

Andrew F. Whatnall, CPA is a reputable accounting and finance institution located at 603 North Coast Highway in Solana Beach, California. With years of experience and expertise in the field, they provide professional services to individuals and businesses alike. Their team of certified public accountants offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are looking for help with your personal finances or need assistance with your business accounting, Andrew F. Whatnall, CPA is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs in Solana Beach.