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Chico Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Chico.

  • 29 years in business
  • 2 hires on Thumbtack
Scott B.
Verified review

Matt has completely reorganized our investment strategy based on a thorough, personalized review of our goals and risk strategy. He is detail oriented and totally focused on our needs and wants in retirement. The best thing we have gained is peace of mind in a very troubled financial environment. Plus he is fun to work with and offers tremendous value for what we receive. Look no further than Matt Etzler for a trusted advisor and life/financial planner!

About

As an integrated tax and financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals. Our approach begins with listening to your goals, your dreams and your challenges. We take the time to truly understand your perspective and give you the comfort of knowing you're working with people you can trust. Most importantly, we are satisfied only when you are.

About

We specialize in the following: - Payroll - AR - AP - Tax Preparation - Financial Planning - Training - General Ledger - Reconciliation - Audit

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing our sound financial information.

About

Epsilon is a small team of passionate business professionals with backgrounds in finance, investing, business development, advising, design, and marketing. We have worked and currently work with non-profits, businesses, and individuals, offering a variety of products and services tailored to each client's needs. Whether it is investment advising, business development, marketing, or accounting, we are here to help.

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