TOP 10 Tax saving strategies in California

S S Financial Consultants is a reputable finance institution located at 221 View Drive in La Habra, California, United States. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our knowledgeable consultants are here to help. Trust S S Financial Consultants to provide you with expert financial guidance and support.

Edward Jones - Financial Advisor: Jason D Orsini, AAMS™ is a reputable finance institution located at 1370 North Brea Boulevard in Fullerton, California, United States. Jason D Orsini, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jason D Orsini and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Duc Tran - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 242 South De Lacey Avenue in Pasadena, California, United States. Specializing in finance, Duc Tran offers personalized financial planning and investment advice to help clients achieve their financial goals. With a commitment to providing top-notch service and expertise, clients can rely on Duc Tran and Ameriprise Financial Services, LLC for all their financial needs.

Syud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.

Ryan Narasaki is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 205 East El Segundo Boulevard in El Segundo, California. With a focus on providing personalized financial planning and investment solutions, Ryan helps clients achieve their long-term financial goals. As a trusted advisor, he offers comprehensive wealth management services to individuals and families, guiding them through the complexities of financial planning and investing. Contact Ryan Narasaki today to start planning for your financial future.

Applied Financial Planning, Inc. is a finance institution located at 100 Pacifica in Irvine, California, United States. They believe that financial independence is about more than just money - it's about living freely, ensuring a legacy for future generations, and having confidence in your future. Whether you are a young professional looking to grow your wealth, preparing for retirement, or already retired, their team of financial advisors is dedicated to helping you pursue your goals. As fiduciaries, they offer independent advice and personalized strategies tailored to your unique investment needs. Their tax team can help identify opportunities for savings, and their estate planning team can assist in creating a tax-efficient estate plan. Highly complex needs can be addressed with their Concierge Client Services. Award-winning advisors like Paul West and Ron Carson lead the team, providing expert guidance to help you achieve financial independence and a life of financial significance. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC. For more information, visit their website or check their information on adviserinfo.sec.gov or brokercheck.finra.org.

Kennedy Shaw - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. With licenses in multiple states, including Arizona, California, Idaho, Minnesota, Nevada, New York, Oregon, and Wisconsin, 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 and goals. They view money as a means, not an end, and strive to optimize your finances regardless of your starting point. At Kennedy Shaw - Thrivent, financial planning is approached with careful consideration to comprehend your individuality, values, and goals. Their purpose-driven approach offers advice rooted in your purpose and aligned with what matters most to you. With a focus on treating money as a tool, not a goal, Kennedy Shaw - Thrivent provides robust financial strategies to guide you towards your financial destination.

The Financial Planning Group is a leading finance institution located at 23276 South Pointe Drive in Laguna Hills, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Tirso De Anda is a reputable financial institution located at 3 Pointe Drive in Brea, California. As a trusted financial advisor, Tirso De Anda provides personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Tirso De Anda is here to help you every step of the way.

Aspiriant Wealth Management is a leading independent finance institution located at 7700 Irvine Center Drive in Irvine, California, United States. We specialize in empowering forward-thinking families to achieve their dreams and create a lasting legacy. Our team of talented and passionate professionals, including firm owners, are dedicated to providing personalized wealth management services with a tax-conscious strategy rooted in accounting principles. Our meticulous and thoughtful financial planning process is designed to help clients clarify their financial goals and dreams, and create a clear path to achieving them. With our globally diversified, value-oriented investment approach, we aim to provide a sense of calm and stability while working towards long-term financial success.

Lachlan Cameron - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 180 South Lake Avenue in Pasadena, California. With a focus on personalized financial planning and investment strategies, Lachlan Cameron provides expert guidance to clients looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Lachlan Cameron and his team are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial success.

Stephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.

Merrill Lynch Financial Advisor Stephen F. Sheffield Jr. is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With a background in Bank of America and a wealth of experience in wealth management, Stephen F. Sheffield Jr. and his team at The Sheffield Group offer personalized financial planning services tailored to your goals and priorities. As a CERTIFIED FINANCIAL PLANNER™ certificant, Stephen is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With a focus on building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help you create a customized plan to achieve your financial objectives. By getting to know you and your family, Stephen and his team can provide advice and guidance to help you make informed investment decisions and trade-offs. With access to the global resources of Merrill and banking solutions from Bank of America, you can count on a comprehensive financial approach designed to address your individual needs. Let Stephen F. Sheffield Jr. and his team at Merrill Lynch Wealth Management help you navigate the complexities of your financial life and work towards your goals.

Rene Martinez - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. We specialize in providing financial services and guidance to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Rene Martinez - Thrivent is here to help you every step of the way.

Ramsey Israwi - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. This institution is licensed in multiple states including AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Consult your attorney or tax professional for legal, accounting, or tax advice. Visit thrivent.com for more information on their services and financial advisors.

Coyle Retirement Solutions is a leading financial and legal institution located at 7545 Irvine Center Drive in Irvine, California, United States. Specializing in retirement planning and solutions, their team of experienced professionals provides expert guidance and advice to help clients secure their financial future. Whether you are looking to invest for retirement, create a comprehensive estate plan, or navigate complex tax laws, Coyle Retirement Solutions is here to help you achieve your goals. With a commitment to personalized service and a track record of success, they are dedicated to helping clients make informed decisions and achieve financial peace of mind. Contact Coyle Retirement Solutions today to schedule a consultation and take the first step towards a secure retirement.

Sarah Mackay - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. Licensed in multiple states including CA, CO, FL, NV, OR, and VA, Sarah Mackay offers personalized financial guidance and support to help clients achieve their financial goals. As a financial professional, Sarah acts as a driving instructor, guiding clients in the driver's seat of their financial journey while providing education and support along the way. With a focus on creating a solid financial plan for individuals, families, and communities, Sarah aims to ensure that clients feel confident about their financial future. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework and Dedicated Planning Services. Insurance products issued by Thrivent, securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser. Visit Thrivent.com for more information on their services and professional designations.

LPL Financial Arthur Cordts is a financial institution located at 155 North Riverview Drive in Anaheim, California, United States. They provide a wide range of financial services and investment opportunities to help individuals and businesses achieve their financial goals. With a team of experienced professionals, LPL Financial Arthur Cordts is dedicated to providing personalized and comprehensive financial planning strategies to their clients. Whether you are looking to grow your wealth, save for retirement, or plan for the future, LPL Financial Arthur Cordts can help you navigate the complex world of finance with confidence and peace of mind.

Beacon Wealth Team, located at 2900 Bristol Street in Costa Mesa, California, is a finance institution that offers comprehensive wealth management services beyond just stocks and bonds. They specialize in helping business owners maximize the value of their companies through a Value Acceleration Process and the Value Builder System. By improving their Value Builder Score, clients can potentially receive higher acquisition offers. With a team of experienced professionals, Beacon Wealth Team provides premium services for business owners looking to sell their businesses. They conduct surveys to assess the owner, the company, and the market, and offer strategies tailored to meet long-term financial goals while considering risk tolerance.

John Crespy III - Financial Advisor, Ameriprise Financial Services, LLC, located at 41923 2nd Street, Temecula, California, is a trusted finance institution that provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. As one of Investor’s Business Daily’s Most Trusted Wealth Managers, Ameriprise Financial offers complimentary initial consultations to help clients achieve their financial goals, whether it be retirement planning, education savings, or purchasing a second home. With regular meetings to review progress and adjust strategies as life changes, clients can track their investments and accounts securely from any device. Additionally, Ameriprise Financial offers solutions for insurance needs such as health, life, disability, income, and long-term care to protect against the unexpected.

Edward Jones - Financial Advisor: Mason G Mortimer, CFP® is a reputable financial institution located at 43390 Business Park Drive in Temecula, California. As a Certified Financial Planner, Mason G Mortimer provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Edward Jones - Financial Advisor: Mason G Mortimer, CFP® is committed to providing comprehensive financial solutions tailored to your specific needs.

Halbreich Financial Advisory Group - Ameriprise Financial Services, LLC is a reputable finance institution located at 28202 Cabot Road in Laguna Niguel, California, United States. With a team of experienced financial advisors, they offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Halbreich Financial Advisory Group is dedicated to helping you achieve financial success.

D W Financial Inc is a leading finance institution located at 1230 Jefferson Street in Anaheim, California, United States. With a strong track record of providing top-notch financial services, D W Financial Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, loan options, or financial planning services, our team of experts is here to assist you every step of the way. Trust D W Financial Inc to provide you with reliable and professional financial solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.

enTrust Wealth Advisors is a premier finance institution located at 12760 High Bluff Drive in San Diego, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, investment strategies, and financial planning solutions tailored to each client's unique needs. Trust enTrust Wealth Advisors to provide expert guidance and support in navigating the complexities of the financial world.

William Norton - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 5927 Balfour Court in Carlsbad, California, United States. As a trusted advisor, William Norton provides personalized financial planning and wealth management services to individuals and families. With a focus on helping clients achieve their financial goals and secure their financial futures, William Norton offers expert guidance and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, William Norton can help you navigate the complexities of the financial world and make informed decisions to reach your financial objectives. Contact William Norton - Private Wealth Advisor, Ameriprise Financial Services, LLC today to start planning for a secure and prosperous financial future.

Cornerstone Wealth Advisors is a trusted finance institution located at 1808 Aston Avenue in Carlsbad, California. Our experienced team of advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to build wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

IDA Wealth - Intelligence Driven Advisers is a cutting-edge financial institution located at 2792 Gateway Road in Carlsbad, California. Our team of expert advisers utilizes advanced intelligence-driven strategies to help our clients achieve their financial goals. Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth, IDA Wealth is dedicated to providing personalized and innovative solutions. Trust us to guide you towards a secure financial future.

First Command Financial Advisor - Matt Rose, located at 4167 Avenida De La Plata in Oceanside, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive financial planning services, Matt Rose and his team at First Command are dedicated to helping clients secure their financial future. This institution operates with integrity and transparency, as evidenced by the voluntary testimonial provided by a satisfied client. Clients can trust in the expertise and professionalism of First Command Financial Advisor - Matt Rose for all their financial needs.

Edward Jones - Financial Advisor: Peter A Susic, CFP®|CFA® is a reputable financial institution located at 2888 Loker Avenue East in Carlsbad, California, United States. As a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®), Peter A Susic offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Peter A Susic and his team are dedicated to helping you make informed decisions and secure your financial future.

Erik Simmons - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 2131 Palomar Airport Road in Carlsbad, California, United States. Specializing in providing expert financial advice and services, Erik Simmons and his team at Ameriprise Financial Services, LLC work with clients to help them achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment management, they strive to empower their clients to make informed decisions and navigate the complexities of the financial world with confidence. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Erik Simmons - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping you succeed.