Ruthy Perez
Ruthy Perez

Ruthy Perez

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Introduction: Our Insurance, Tax and Financial Agency is not the regular "run-of-the-mill" agency. We are a very committed service group designed to help our clients get the most money savings opportunities as possible. Additionally we are a bilingual agency helping our Spanish clients which has been severally under-served to get the most education on their finances! We take time to analyze your current situation so that we may be able to provide the best strategy. We are committed to seek how all of our services are able to assist our clients have a secure financial future for themselves and their family's. (Our belief) A happy customer is a returning customer~ We enjoy providing FREE workshops (1 per quarter) to everyone interested. This is for the entire community NOT just for our clients. We enjoy educating our community with tax concerns, retirement planning and also provide insurance consultation, whether for your home and auto, college savings, retirement or business. We are Here for you!~
Overview

Hired 5 times

2 employees

18 years in business

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Featured Projects

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Reviews

Customers rated this pro highly for value, professionalism, and responsiveness.

5.0

4 reviews

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Ben H.
Mar 8, 2017
Ruthy genuinely cares about giving the best products and service, she definitely goes the extra mile for her customers.
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Claudia K.
Apr 12, 2017
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Hired on Thumbtack

Hired on Thumbtack

I very much enjoyed working with Ruthy. She is knowledgeable and patiently answered all my questions. The cost for her service was surprisingly reasonable. I am looking forward to working with her again next year.
Individual Tax Preparation
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Thumbtack U.
Jan 7, 2018
Ruthy is very welcoming. I had an information session with her regarding my taxes and investment situation.
Ruthy Perez's reply
We appreciate your review. Please keep our contact information should you need financial planning in the future. 😊
Personal Finance Instruction
pro avatar
Kevin B.
Jan 11, 2018
Very Helpful in any questions I had to ask and had great patience. I would reccomend hiring her for any financial assistance you may have trouble with.
Ruthy Perez's reply
We appreciate your review. Please keep our contact information should you need financial planning in the future. 😊
Personal Financial Planning