Tailored financial services for individuals in Taft, CA
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Gene's Tax Service
β ClosedGene's Tax Service, located at 522 Center Street in Taft, California, offers comprehensive accounting and finance services. Our experienced team can handle all your back office needs, including accounting, payroll, and bookkeeping support. We specialize in navigating complex tax issues and have successfully represented clients in audits with the IRS, FTB, and EDD. Our dedication to staying current on tax laws ensures we are prepared for any situation. We develop tailored strategies for both business and individual clients and are committed to working hard and long hours to address your financial needs, even beyond tax season. Contact us today to schedule an appointment.
522 Center St, Taft, CA 93268, United States -
Alexander Taft - UBS Financial Services Inc.
β OpenAlexander Taft - UBS Financial Services Inc. is a renowned finance institution located at 2 Belvedere Place, Mill Valley, California, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. From wealth management to investment planning, Alexander Taft - UBS Financial Services Inc. offers a wide range of services tailored to meet the unique needs of each individual client. With a team of experienced professionals and a commitment to excellence, clients can trust in the expertise and guidance provided by this esteemed institution.
2 Belvedere Pl Suite 220, Mill Valley, CA 94941, United States -
Lederer & Associates Investment Counsel
β OpenLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States
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