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My experience with Burhan is above and beyond my previous experience with another accountant whom I worked with for years. When I got to the point of total frustration with my original accountant ( questions unanswered, fees increasing, constant fines from different agencies for late filings), I saw Thumbtack and requested proposals from a number of their accountants. It was Burhan that responded immediately. The other accountants were comparable in price, but it was Burhan that rescued me by assuring me that he would do his very best to assist me with my financial needs. So far so good, my taxes are almost done (I made a few additions so their was a delay), he is also able to assist me with financial planning and payroll needs. Don't hesitate to give him a call, I am sure he will be able to help you too! Thank you Thumbtack.
I was contacted by Rachel a few minutes after I posted a request on Thumbtack. Through our email and phone conversation, Rachel is very responsive and set up an appointment with me on Saturday for an hour free consultation, although it was a weekend. Rachel answered most of my questions on tax related issues, and also gave a lot of useful advice on the overall person finance planning. Rachel is a very efficient and knowledgeable financial professional, I am looking forward to work with her in the future.
Becky Seavert has been doing my taxes for the past five years and she does an excellent job. I feel confident with the tax preparation that she does for me. As an independent contractor I put my trust in Becky to write off all of my expenses and get me the most deductions I'm entitled to. I'm a devoted client of hers and will continue to be. She is always up to date on the tax laws and can help me with my financial planning.
I've been with APS for a long time. It was always very easy to get an appointment and any meeting or exchange with their professional advisors was always very effective and informative alike. They promote very interesting concepts of portfolio spreads, wealth and retirement planning and market analysis and - Happy Hour once in a while now :-) which is a great way to meet other people and professionals.
Cam is great. He is very much forward looking in his tax strategy and plans accordingly. He proposed new tax efficiency solutions that I was never communicated by my X CPA. Highly recommend.
I recommend. The firm's advisors has been real helpful for my family's financial well fair. I have a detailed retirement plan, assets invested in diversity with stable returns, educational accounts for kids, ongoing advice such as refinance house, tax efficiency strategies, etc.
Don has been preparing my taxes for a good number of years now and I have always been very satisfied with his service. He is very knowledgeable in the area of tax planning and is quick and efficient in preparing the returns. He is also an excellent resource for tax questions mid year.
Firstly, Arman is a true professional. I am always very calm and confident when speaking with him in regards to planning my financial future. He explains everything so thoroughly and without hesitation to repeat himself if I do not understand something. I've known Arman for quite some time and his character is unmatchable. He is genuinely a caring individual and very understanding of my time. I've made it so hard for him and I to meet because of my extremely hectic work/family schedule but Arman never made me feel like he was pushing me for a meeting. He was always so patient. As a matter of fact, it took me a year to meet with him to plan my retirement haha! He came with the same passion to help as he would have if I was an easier client! Thanks Arman. I truly appreciate your knowledge and professionalism and I look forward to referring my less busy friends your way!
I inquired for a life insurance review and as soon as I spoke with Sebastian & Lailah, I immediately felt comfortable because I could tell they were experts in their field. They reviewed my currently policy and helped to align my policy with my retirement goals. I recommend them for all life insurance, 401k, IRA, Annuities, financial, and retirement planning needs in California.
I have worked with the J.Cole and his team for a number of needs for the past five years or so originally getting some individual tax services done and tax preparation for a small LLC started with a few close friends. Eventually we sought their counsel for marketing, business planning & credit development to take our small business to the next level. Working with the VER team we had a great amount of success. Unfortunately one of our partners of the business in charge of finance wasn't exact on the up and up and we all found ourselves in career transitions. At this time I went from a business client back to an individual client working with the VER Team putting together a professional resume, cover letter and doing a bit of career coaching. Finding a new position didn't happen overnight. Still I was consistently complimented for my resume and I'm positive that made a huge difference landing some key interviews which eventually lead to a great position.
Avianca helped me file some complex state and federal business taxes for my business in several states. She provided me with lots of valuable advice throughout the process and went over the tax returns in detail. This gave me peace of mind! I am very happy with her service and will be using her for tax planning services for the coming years. Thanks Avi!
Financial Planning - Everything from the basic building a budget to retirement planning. Money Management - We discover risk tolerance, employ risk tolerance in a diversified portfolio then monitor and rebalance the portfolio as needed. At Plan B, we offer a different way to invest.
Serving Ventura, CA, and outlying areas, Leon Rousso & Associates are offering the following services not limited to: certified financial planning, investment advising, insurance and retirement planning and life insurance.
I help families define their future (best of their dreams) and create steps to help them achieve their goals in this life. I represent over 200 different financial institutions. Based on your needs, I am confident that we can find a company that will work for you.
SAVINGS GROWTH SECURITY RETIREMENT LIFE BUILDER Plans for Kids (Tax Free) RETIREMENT BUILDER Plans for Adults (Tax Free) LEGACY Life Plans for Parents/Grandparents Retirement Income Plans (IRA/401K Conversions) Cremation, Funeral & Cemetery Plans Medicare, HMO / PPO Scroll down for descriptions of services LIFE BUILDER PLANS for Kids (Tax Free) Build savings with an affordable plan. Savings are fully accessible for life. May be used for college, weddings or emergencies. No penalties for anytime withdrawals. Your savings and Interest growth is protected. There is a Death Benefit if a tragedy should strike. You may draw income at time of retirement (tax free). Get an early start to maximize growth. Call for a savings plan review. RETIREMENT BUILDER PLANS for Adults (Tax Free) Save money for retirement. Call us for an IRA/401K comparison. Your savings are protected. There is Guaranteed minimum interest growth in down markets. Maximum savings and interest growth in good markets. All of the gains. None of the risk. Your money is accessible if needed. Savings may be used for life events, family or emergencies penalty free. Retirement income is guaranteed from age 65 to 100 TAX FREE. There is also a sizable death benefit for your family. Call for a savings plan review. RETIREMENT INCOME PLANS for Retirees (IRA/401K Rollovers) If you are getting ready to retire? Family Insurance Partners offers fixed annuities to help you get on the road to a financially secure retirement. The biggest fear for Seniors is running out of money before running out of life. Planning now can help you meet your retirement needs in the future. You may need to roll over your IRA or 401K into an income producing plan. Earn market gains without market losses. Billions of dollars are transferred every year to fixed and indexed annuities. Many plans offer guaranteed lifetime income. Critical Illness, Long Term Care, and Terminal Illness may be concerns for you. People today are living longer. Persons reaching 65 have a life expectancy of 18 additional years (83). Are you retirement ready? Call for a review. LEGACY LIFE PLANS for Parents/Grandparents Life insurance protects families and businesses against the death and financial burden of the bread winner, family member or to build cash that can be utilized to meet financial goals later in life. A solid financial plan cannot be considered complete without serious consideration to the amount and type of life insurance that is right for an individual's specific situation. Types of Life Insurance include: Term Life, Universal Life, Whole Life and Return of Premium Term Life Insurance. A life insurance policy can offer the protection you need at a price you can afford. Call for a savings plan review. CREMATION, FUNERAL AND FINAL EXPENSE PLANNING Final Expense Plans set aside funds for end-of-life expenses. Early planning assures your wishes and desires are aligned with your financial circumstances and your family is protected from financial hardship. Options include Burial, Cremation and Funeral. Cemetery, Funeral and Insurance plans are available. CALL FOR FREE PLANNING GUIDE. AFFORDABLE HEALTH CARE (Obamacare) The affordable care act was designed to help families gain better access to healthcare. Standard benefits specified by Covered California allow you to make informed decisions about what health insurance plan satisfies your needs and meets your budget. For many financial help is available as long as they purchase their health plan from Covered Californias marketplace. The less income you earn, the more financial assistance you can receive. MEDI-CAL HEALTH PLANS Family incomes hard hit by the tough times may qualify you and your family for FREE health insurance for Medi-Cal. Pre-existing conditions will not prevent you from receiving coverage. Call for Free coverage review. MEDICARE Medicare Advantage plans provide Seniors with additional health insurance benefits not available through traditional Medicare Parts A or B. A Medicare complete plan includes hospitals, doctors, services and prescriptions all in one plan. We are approved with many of the best plans in Southern California. Find out which plan would work best for your health. WILLS, TRUSTS & ESTATES Keeping an up-to-date Will or Trust is vital to protecting the people you love. You can name guardians for your children or pets, Leave a legacy, Manage the distribution of your estate and Leave instruction for Medical and Financial Powers of Attorney. CONTACT We can help you meet your goals in the area of financial planning, retirement planning and tax reduction. Just contact our offices to setup a no-obligation appointment. Affordable Health and Retirement Solutions for Families
Surety Investment Services works with individuals from all walks of life and different professions and is proud to have helped several thousands of individuals prepare for a more secure financial future. Our firm is dedicated to providing you the highest level of specialized service and individual attention in all areas of financial planning. We realize that your needs and goals change over the years, and our mission is to provide the continuity of service that your life transitions demand. When appropriate, we will furnish you with referrals for other professionals, such as attorneys and accountants, who are highly qualified in their specialized fields. We, at Surety Investment Services, also know that personal relationships are key to good communication and understanding. For this reason, we value greatly the rapport we have established with our clients over the years, and we are constantly striving to improve our contact and communication with them. Through dedication, integrity, and experience, we work to maintain a partnership with individuals wherein goals are defined, recommendations are established, and implementation is monitored.
Our work never entails the needs of the producer, however the needs of each client as an individual. We see to it that each client is evaluated to the full extent of our knowledge and power without any shortcuts. Anything the clients needs he/she receives.
If it has to do with money, we do it! We can do taxes, financial statements, financial planning, estate planning and business valuations.
College Planning, Insurance, Estate Planning, Retirement Planning, Financial Planning.
Serving Glendale, CA, and the outlying areas, David Salamanyan of New York Life is offering the following services: life insurance, retirement income, financial planning, college education funding and insurance products.
We specialize in financial planning, insurance, investment and business planning, money basics, tax saving, and estate planning.