Tax strategy consultation in Lodi, CA
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America's Professional Tax Services
● OpenAmerica's Professional Tax Services is a leading accounting and finance institution located at 1338 South School Street in Lodi, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, America's Professional Tax Services is dedicated to helping clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, this institution is committed to providing top-notch service and expertise.
1338 S School St, Lodi, CA 95240, United States -
New York Life Albert Paula
● ClosedNew York Life Albert Paula, located at 777 South Ham Lane in Lodi, California, is a finance institution dedicated to serving professional advisors. As part of Parkwest Financial and Insurance Solutions, they provide personalized financial advice to help simplify and strategize investments and legacy planning. As fiduciaries, they are committed to providing honest and transparent advice, using plain English to explain financial concepts. Their services include custom-built retirement strategies, free portfolio reviews, and a focus on helping clients achieve their financial goals. Albert Paula is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in California. He is also a Registered Representative for NYLIFE Securities LLC and an Investment Adviser Representative of Eagle Strategies LLC, offering advisory services in California.
777 S Ham Ln D, Lodi, CA 95242, United States -
Northwestern Mutual: Scott R Marcus
● OpenNorthwestern Mutual: Scott R Marcus is a finance institution located at 207 West Oak Street in Lodi, California, United States. Specializing in financial planning and investment services, the institution offers personalized strategies to help clients achieve their financial goals. With a focus on long-term financial security, Northwestern Mutual: Scott R Marcus provides expert guidance and support to individuals and families looking to build wealth and secure their future.
207 W Oak St, Lodi, CA 95240, United States -
Lisa Sheeran Certified Public Accountant
● ClosedLisa Sheeran Certified Public Accountant is a leading institution in Lodi, California, specializing in accounting and finance services. Located at 4 West Pine Street, our team is dedicated to helping business owners take control of their finances and thrive in their business endeavors. With a focus on business coaching, tax planning, and tax preparation, we provide the support needed to successfully manage accounting and focus on business growth. With over 20 years of experience, we have developed systems to help business owners stress less, plan better, and make more money. Our intensive tax strategy ensures that clients save money on their taxes, allowing them to reinvest in their businesses. Whether you are a 6-figure earner looking to take your financial gains to the next level or a small business owner seeking guidance, our coaching program is designed to support you every step of the way.
4 W Pine St, Lodi, CA 95240, United States
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