Tailored legal strategies in California
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Merrill Lynch Private Wealth Advisor Jeremy Kovacs
● OpenMerrill Lynch Private Wealth Advisor Jeremy Kovacs is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They offer industry-leading research and expert analysis to help clients stay ahead financially. Their team of private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs, creating a flexible roadmap that includes tax minimization strategies. They aim to help clients achieve their lifestyle goals through personalized strategies and a goals-based wealth management approach. Clients have access to services and resources typically reserved for large institutions, with a focus on delivering meaningful outcomes.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Insight Planning Group
● OpenInsight Planning Group, located at 27280 Vía Industria, Temecula, California, United States, is a finance institution that offers a personalized Insight Planning Process to provide clarity and empowerment in bringing financial planning goals into reality. Their world-class service allows for adjustments as life changes, ensuring that clients achieve financial clarity and confidence as they work towards their goals and dreams. The team at Insight Planning Group works with clients on a personal level, getting to know their passions and aspirations for retirement. As part of Thrivent, Insight Planning Group offers a range of financial solutions, including investments, insurance, banking, and generosity programs, all driven by a higher purpose to help clients make the most of their resources. Thrivent is a Fortune 500 company with a long heritage of financial strength and fiscal stability, serving over 2 million clients and their communities.
27280 Vía Industria Suite A, Temecula, CA 92590, United States -
Kennedy Shaw - Thrivent
● OpenKennedy Shaw - Thrivent is a finance institution located at 42043 Dunes Court, Temecula, California, United States. Licensed in multiple states including AZ, CA, ID, MN, NV, NY, OR, and WI, Kennedy Shaw - Thrivent offers clarity for your current financial position and confidence for your future endeavors. Specializing in guiding couples, women, and divorced women through their financial journeys, Kennedy Shaw provides personalized advice, tools, and guidance tailored to fit your unique circumstances. At Kennedy Shaw - Thrivent, money is viewed as a means, not an end, with a focus on understanding your individual situation to optimize your finances regardless of your starting point. Services include advice rooted in your purpose, robust financial strategies, and the option for appointments either in person or virtually.
42043 Dunes Ct, Temecula, CA 92591, United States -
Merrill Lynch Financial Advisor Leif Jacobsen
● OpenMerrill Lynch Financial Advisor Leif Jacobsen is a finance institution located at 3 Better World Cir, Temecula, California, United States. Leif Jacobsen specializes in managing wealth by creating personalized strategies tailored to each client's unique financial goals. With access to the resources of Merrill and Bank of America, Leif can provide investment insights, banking solutions, and personalized wealth management strategies. Leif follows the Merrill tradition of community involvement through volunteering and is committed to building strong client relationships based on trust and personalized service. The institution offers Merrill Personal Wealth Analysis™ to help clients build personalized plans centered on their goals and aspirations. Leif's mission is to understand each client's individual needs and provide tailored financial solutions to help them achieve their goals. By utilizing the Investment Personality Assessment, Leif can gain a deeper understanding of each client's investing preferences and customize their financial approach accordingly. Through regular check-ins and adjustments to the financial approach, Leif aims to help clients stay on track to achieve their financial goals. Leif Jacobsen is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Leif Jacobsen prioritizes personalized one-on-one relationships with clients, offering comprehensive financial solutions to help them live their best financial life.
3 Better World Cir, Temecula, CA 92590, United States -
Merrill Lynch Financial Advisor Robert J Wilcsek
● OpenMerrill Lynch Financial Advisor Robert J Wilcsek, located at 7825 Fay Avenue, San Diego, California, United States, is a trusted institution in the field of finance. With over four decades of experience, Robert J Wilcsek is a Senior Financial Advisor and Vice President who is dedicated to helping individuals build a personalized wealth management strategy. By listening to your needs and goals, Robert focuses on delivering a comprehensive approach to managing wealth, ensuring that your financial plan reflects your aspirations and priorities. As a Merrill Lynch Wealth Management Advisor, Robert believes in the importance of understanding each client personally to create a financial approach that is tailored to their unique circumstances. Whether you are planning for retirement, saving for a major life event, or passing on your wealth to future generations, Robert will work with you to develop a plan that helps you achieve your goals while managing investment risk.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Bank of America Private Client Advisor Kevin D Hilderman
● OpenBank of America Private Client Advisor Kevin D Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank in San Diego, California. With a focus on ultra-high-net-worth clients, Kevin provides personalized wealth management strategies by collaborating with professionals across Bank of America and its affiliates. He brings over a decade of experience in the financial industry, holding the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts in economics and sociology. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering tailored financial solutions to meet the needs and goals of individuals, families, businesses, and institutions. With a commitment to innovation and a long history of serving clients' best interests, Bank of America Private Bank strives to provide disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
12830 El Camino Real, San Diego, CA 92130, United States -
Robert Briones - Thrivent
● OpenRobert Briones - Thrivent is a finance institution located at 450 South Melrose Drive, Vista, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, HI, ID, MN, MT, NV, OR, TN, TX, UT, and WV. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee.
450 S Melrose Dr, Vista, CA 92081, United States -
Bank of America Private Client Advisor Dirk Harris
● OpenBank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
701 B St, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor Donna M Luna de la Fuente
● OpenMerrill Lynch Financial Advisor Donna M Luna de la Fuente is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. They believe in helping clients achieve financial success by understanding their individual goals and preferences. Drawing upon research in behavioral finance, they use the Investment Personality Assessment to customize financial approaches. Their mission is to understand each client's unique needs and priorities, creating a personalized financial strategy. With a team of experienced professionals and access to global resources, they offer comprehensive financial solutions tailored to each client. Services include personalized investment strategies, financial planning, and ongoing support to help clients achieve their goals. They offer a range of certifications, including Accredited Asset Management Specialist™ and Certified Financial Planner™, ensuring expert guidance. Merrill Lynch also provides investment insights, tips, and strategies to help clients navigate the financial markets. They emphasize the importance of understanding the risks involved in investing and recommend consulting legal and tax advisors before making financial decisions. With a focus on personalized service and building strong client relationships, Merrill Lynch Financial Advisor Donna M Luna de la Fuente is dedicated to helping clients achieve their financial goals.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Laura A Pomeroy
● OpenMerrill Lynch Financial Advisor Laura A Pomeroy, located at 11811 Bernardo Plaza Court, San Diego, California, United States, is dedicated to helping clients achieve their financial goals. Through personalized investment strategies and comprehensive financial solutions, Merrill Lynch aims to understand each client's unique needs, priorities, and financial situation. The institution believes in building strong client relationships based on trust and personalized service, with a commitment to putting clients first every day. With access to the global resources of Merrill, clients can benefit from a tailored financial approach designed to help them pursue their personal financial goals while managing investment risk. The team of talented and experienced individuals at Merrill Lynch is committed to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life. By offering services such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to help clients stay on track and adapt their financial approach as their life and goals change over time. The institution also provides certifications such as Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™) to ensure clients receive expert financial advice. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their legal and/or tax advisors before making any financial decisions. With a focus on personalized service and a commitment to understanding each client's individual needs, Merrill Lynch Financial Advisor Laura A Pomeroy strives to help clients achieve their financial goals and build a secure financial future.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Method Financial Planning
● OpenMethod Financial Planning is a finance institution located at 11440 West Bernardo Court in San Diego, California, United States. From families to retirees, we assist individuals and families in planning for their future, offering a personalized approach to investment management tailored to each client's unique financial goals. Our services are designed to help clients maximize the impact of their finances, providing peace of mind and simplifying their financial lives. We offer investment advisory services through Equita Financial Network, Inc., registered with the U.S. Securities and Exchange Commission. Our goal is to be proactive in helping clients navigate life's unexpected twists and turns, minimizing surprises during tax time. Please note that all written content on our site is for informational purposes only, and we advise discussing any information or ideas presented with a financial advisor, accountant, or legal counsel before implementation. Securities investing involves risks, and there is no guarantee of success with any investment plan or strategy.
11440 W Bernardo Ct STE 300, San Diego, CA 92127, United States -
ATS Wealth Management
● OpenATS Wealth Management is a finance institution located at 5435 Oberlin Drive in San Diego, California, United States. From investment management to retirement planning, ATS offers a range of services to help clients pursue their financial objectives. The experienced team of financial advisors takes a personalized approach to help clients address their financial goals, whether it be advanced asset management strategies, estate planning guidance, or tailored financial planning. ATS understands that your assets represent your hard work and dreams for the future, and they are committed to helping you achieve your investment goals in a personalized and tailored manner. The institution guides clients through the financial planning process, ensuring that their assets are distributed according to their wishes while minimizing taxes and other costs. With a focus on fiduciary responsibility and a holistic approach to investment strategy, ATS Wealth Management aims to help families pursue stability in their financial future. The team at ATS has been providing advanced asset management and estate planning strategies for over three decades, with a track record of helping clients pursue their financial goals.
5435 Oberlin Dr #200, San Diego, CA 92121, United States -
Merrill Lynch Private Wealth Advisor John B Myers
● OpenMerrill Lynch Private Wealth Advisor John B Myers is located at 555 California Street in San Francisco, California, United States. This finance institution offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth. The team at Merrill Lynch is committed to providing exceptional service and support to clients with complex wealth management needs. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service and trust-based relationships. Clients have access to services typically reserved for large institutions, with a focus on goals-based wealth management strategies tailored to individual needs.
555 California St Suite 1800, San Francisco, CA 94104, United States -
Merrill Lynch Private Wealth Advisor Abigail Shek
● OpenMerrill Lynch Private Wealth Advisor Abigail Shek is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. The Miller | Asher Group works with ultra-affluent clients, offering a boutique-like, concierge-style wealth advisory experience. The institution provides comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies. The private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to industry-leading research and expert analysis to help them stay ahead in their financial goals. The institution works with individuals, families, business owners, and executives, using a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service to a select group of clients, with a focus on developing multigenerational wealth strategies. Clients can expect a powerful and personal experience, with financial strategies tailored to their unique situation. The institution offers investment insights, tips, and strategies to help clients achieve their financial goals. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making any financial decisions.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Private Wealth Advisor Brandon T. Asher
● OpenMerrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Private Wealth Advisor Cindy Georghiou
● OpenMerrill Lynch Private Wealth Advisor Cindy Georghiou, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
49 Financial - Los Angeles
● Open49 Financial is a finance institution located in Los Angeles, California, at 840 Apollo Street in El Segundo. Partner with our team of knowledgeable advisors to create a personalized financial plan that aligns with your unique goals. We believe in the philosophy that 'TWO ARE BETTER THAN ONE', and our team of dedicated advisors work together to simplify the complexities of financial planning so you can focus on what truly matters to you. Our values-based approach ensures that we understand your individual needs and circumstances, allowing us to provide you with tailored solutions and strategies that you can trust. We believe that financial success goes beyond just numbers, which is why we take the time to get to know you and your goals before creating a plan that fits your specific needs.
840 Apollo St #248/#279, El Segundo, CA 90245, United States -
Benjamin Koehlinger - Thrivent
● OpenBenjamin Koehlinger - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California. Licensed in multiple states, including CA, AZ, CO, and more, we specialize in connecting faith and finances in the Lakewood and greater Long Beach area. Our experienced financial advisor can assist with financial planning, wealth management, retirement planning, and more, tailored to fit your needs and help you achieve your financial goals. Through programs like Thrivent Action teams and charitable giving strategies, we also aim to inspire generosity in the community. Contact our office in Lakewood to schedule an appointment. Please note that Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Merrill Lynch Financial Advisor Ahmed Issa
● OpenMerrill Lynch Financial Advisor Ahmed Issa, located at 333 South Hope Street, Los Angeles, California, United States, offers a comprehensive approach to managing wealth. Ahmed Issa focuses on understanding each client's individual financial situation, family dynamics, and long-term goals in order to create a customized wealth management strategy. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial lives. As a Series 7 and Series 66 FINRA registered financial advisor, Ahmed Issa is dedicated to delivering excellent service and helping clients pursue their goals. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their aspirations and tailored to their unique needs. Whether planning for retirement, saving for a home, or funding a child's education, Ahmed Issa works with clients to develop a financial approach that aligns with their priorities. By regularly reviewing and adjusting the financial strategy, clients can stay on track to achieve their goals. With a focus on understanding each client's investment personality and preferences, Ahmed Issa helps clients make informed decisions to reach their financial objectives. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors assist clients in navigating the complexities of their financial lives. Whether you are in Arizona, California, Colorado, Connecticut, Florida, Indiana, Michigan, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, or Virginia, Ahmed Issa is ready to help you achieve your financial goals. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage and investment advisory services to meet the diverse needs of clients. Let Ahmed Issa and Merrill Lynch Wealth Management help you create a financial approach that reflects your life priorities and guides you towards a secure financial future.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Antonio Marques
● OpenMerrill Lynch Financial Advisor Antonio Marques, located at 701 B Street in San Diego, California, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their international experienced team is dedicated to building strong client relationships based on trust and personal service for global individuals, families, and companies. By combining their expertise with the resources of Merrill and the convenience of Bank of America, they can navigate the complex requirements that come with multinational wealth. They believe in developing individual strategies tailored to each client's needs, focusing on managing, growing, and preserving wealth for the present and future. Their team of investment specialists, bankers, credit professionals, and trust and estate planners work together to provide valuable insights and recommendations. They offer timely insights on market trends and the global economy to help clients stay on track with their financial goals.
701 B St 24th Floor, San Diego, CA 92101, United States -
Seabird Investment Partners
● OpenSeabird Investment Partners, located at 9191 Towne Centre Drive in San Diego, California, is a finance institution dedicated to generating superior long-term returns through a value-focused approach. Unlike average returns available to ordinary investors, Seabird aims to deliver extraordinary results through a differentiated process. Specializing in value-oriented fixed income and equity investments, Seabird works with financial professionals, families, and entrepreneurial investors seeking above-average rates of return. With a team of experts and a proven investment process, Seabird offers tailored strategies designed to uncover lucrative opportunities and navigate various economic cycles. As a registered investment adviser, Seabird Financial Corporation emphasizes legal compliance and does not provide investment advice through its website. Investors are encouraged to seek professional guidance before making any investment decisions.
9191 Towne Centre Dr Suite 575, San Diego, CA 92122, United States -
Merrill Lynch Financial Advisor Christine Koh-Wong
● OpenMerrill Lynch Financial Advisor Christine Koh-Wong, located at 555 California Street in San Francisco, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christine can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving the needs of her clients and the wider community. Through the Merrill Personal Wealth Analysis™, Christine can help you create a personalized plan centered on your goals and aspirations. By understanding your investment personality and preferences, she can customize a financial approach designed to help you achieve what matters most to you. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Christine will work with you to develop a comprehensive strategy to address your financial needs.
555 California St, San Francisco, CA 94104, United States -
Taxplus
● OpenTaxplus is a leading institution located at 12803 Venice Boulevard in Los Angeles, California, specializing in accounting, finance, and legal services. With the recent Tax Cuts and Jobs Act bringing significant reform and state laws adding complexity, Taxplus offers expert guidance to help individuals and businesses reduce their income tax and plan for a more efficient tax strategy. Dealing with multiple tax agencies such as the IRS, FTB, and City of L.A. can be overwhelming, but Taxplus has the experience to navigate these challenges. They can help resolve tax problems, avoid collections, and ensure accurate tax filings through a comprehensive understanding of the tax system and personalized client interviews.
12803 Venice Blvd., Los Angeles, CA 90066, United States -
Defense Tax Partners
● OpenDefense Tax Partners is a leading institution located at 12121 Wilshire Boulevard in Los Angeles, California. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch defense strategies for individuals and businesses facing tax-related issues. With a focus on maximizing tax savings and minimizing liabilities, we offer personalized solutions tailored to each client's unique needs. Trust Defense Tax Partners to protect your financial interests and guide you through complex tax matters with professionalism and expertise.
12121 Wilshire Blvd suite 250, Los Angeles, CA 90025, United States -
Wheeler & Bi CPA
● OpenWheeler & Bi CPA is a boutique accounting and tax solution located at 1990 South Bundy Drive, Los Angeles, California, United States. Specializing in small to medium-sized businesses, our Certified Public Accountants act as your deduction detectives to uncover every possible write-off tailored to your unique needs. From start-up costs to home office deductions, we maximize your deductions to minimize frustration come tax time. Our proactive tax strategies legally minimize what you owe, staying ahead of tax law changes to uncover planning opportunities. We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses. Let us help you conquer tax season and focus on growing your business. Contact us today to see how we can support your specific needs.
1990 S Bundy Dr Suite 510, Los Angeles, CA 90025, United States -
Stees, Walker & Company LLP
● OpenStees, Walker & Company LLP is a leading accounting and finance institution located at 16875 West Bernardo Drive in San Diego, California, United States. Our fiercely loyal experts are dedicated to your success, providing proactive services and personalized strategies to maximize your net profit after taxes. We specialize in simplifying the complicated tax code and organizing your finances to clear the path to your financial future. As your financial strategy advisor, business consultant, and personal sounding board, we go beyond number-crunching to ensure your financial success. Our five-step process is highly customizable and tailored to small-business owners, real estate investors, and high-net-worth individuals and families. We focus on increasing your net worth, protecting your assets, and minimizing your taxes, while also offering estate planning services to ensure a smooth transfer of wealth for generations to come. At SWC, our mission is to make your life better through tax planning, financial strategy advisory, and personalized services that empower you to live your best life. Join our community of entrepreneurs and high-net-worth individuals who trust us to provide answers to questions they didn't even know to ask. Download our free Small Business Guide to Reducing Your Tax Burden Legally and start planning for your financial future today.
16875 W Bernardo Dr #290, San Diego, CA 92127, United States -
Alumbra CPA, PC
● OpenAlumbra CPA, PC is a financial institution located at 7777 Alvarado Road, La Mesa, California, United States. Specializing in accounting and finance, we offer proactive solutions tailored to your specific financial goals. Our team of seasoned tax experts will help you navigate the complexities of tax planning, ensuring you legally reduce your tax liabilities and keep more of your earnings. With tax laws changing annually, our experts stay up-to-date to provide you with the most effective strategies. By understanding your unique circumstances and end goals, we identify opportunities to strengthen your financial health and minimize risk. Through communication with key stakeholders, we unlock ideas, pinpoint solutions, and help you build actionable plans for the future.
7777 Alvarado Rd # 310, La Mesa, CA 91942, United States -
AOPTA The Property Tax Experts
● OpenAOPTA The Property Tax Experts is a finance institution located at 3128 O Street, Sacramento, California, United States. With recent shifts in the economy and real estate market, property owners have the opportunity to receive relief from taxes through property tax appeal. Our innovative and expert strategies aim to maximize property tax savings for all types of properties. We follow a 5-step process to help our clients save money on property taxes during a recession. Our fee is contingent upon the success of your property tax appeal - if there is no reduction, there is never a fee. With a success rate of over 95%, we focus on individual client cases with real property tax issues.
3128 O St #4, Sacramento, CA 95816, United States -
Main Street Tax Advisory of Northern California, LLC
● OpenMain Street Tax Advisory of Northern California, LLC is a professional institution specializing in accounting, finance, and legal services. Located at 5000 Windplay Drive in El Dorado Hills, California, this institution offers expert advice and guidance to individuals and businesses in the Northern California region. With a team of experienced professionals, Main Street Tax Advisory provides comprehensive tax planning, financial management, and legal support to help clients navigate complex financial matters. Whether you need assistance with tax preparation, investment strategies, or legal consultations, Main Street Tax Advisory is dedicated to providing top-notch services tailored to your specific needs.
5000 Windplay Dr Ste 2, El Dorado Hills, CA 95762, United States -
Jacobs & Jacobs
● OpenJacobs & Jacobs is a reputable institution located at 455 East Thousand Oaks Boulevard in Thousand Oaks, California. Specializing in accounting, finance, and legal services, they provide expert advice and solutions for individuals and businesses alike. With a team of skilled professionals, Jacobs & Jacobs is dedicated to helping clients navigate complex financial and legal matters with precision and integrity. Whether you need assistance with tax planning, investment strategies, or legal representation, Jacobs & Jacobs is committed to delivering top-notch services tailored to meet your specific needs.
455 E Thousand Oaks Blvd STE 101, Thousand Oaks, CA 91360, United States
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