Garrick has been our financial advisor and tax consultant for years and has always given us sound advice. He's an honest and down-to-earth, nice guy. You can't go wrong! He works with the whole family - mother, sister, daughter and friends. Everyone I refer comes back to thank me for the referral!
OMG! Michael met all my expectations. We met to review and streamline my bookkeeping processes in Quicken for my doTERRA essential oil business. He helped me pinpoint my incorrect postings with regard to a personal loan. Initially, I was afraid my small business questions were out of his league of large business accounting background. But, Michael kindly overviewed accounting procedures with me that had left my memory of learning years ago. All his knowledge he shared with me will help me move forward to generate proper financial statements throughout the year and ease of tax return preparation next year. The only thing I could have asked for was more time with Michael. However, he confirmed he will be available to consult as questions arise in the future. Thank you sooo much, Michael!
Matt Baltz has been my financial advisor for the past seven years. He created a portfolio that has met my objectives a hundred percent. Unlike many advisors, he's able to stay abreast of my investments and successfully make the necessary adjustments for to meet my goals.we meet monthly for reviews. I can't say enough to express my satisfaction with his talent and the care he takes with his clients.
Marcus took the initiative to update our accounting system and provide excellent bookkeeping services, as well as give feedback for future organization. He also provided efficient payroll and HR consulting. I would highly recommend his services.
I am a local expert that specializes in helping people with their insurance/financial svc needs. I believe that it is essential to put the client's needs first and find the right solution for everyone's particular situation. Because I feel it is important to stay current with the latest techniques to help my clients, I participate in regular forums about proven, state-of-the-art methods to bring clients the best results. Being active in the community has given me a unique understanding of what works and what doesn't, for people here in Sacramento,California.
My clients can get instant updates on tax savings ideas anyone can use
You will know things before even your financial advisor does!
Be able to protect yourself and your family from bankers and advisors that hope you are uninformed
Youll be the one person in your group of friends and neighbors that really knows whats going on
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.
I am a CPA based in Sacramento who is providing tax advice, tax preparation, accounting (analysis and F/S preparation), and financial planning services.
If you need an accounting/tax professional who is knowledgeable and who will work for your interest, I am that professional.
My rates are competitive.
I teach you all about money: earn it, save it, invest it, insure it or spend it.
I have been in the financial services business for over 35 years, from credit cards to mortgages, insurance, investments, wealth accumulation and wealth transfer. You can be tax advantaged!
Bevan Bevan and Associates has a strong reputation as a leader in providing innovative solutions to individual's financial planning needs.
Our reputation was achieved through our commitment to excellence at every point of contact. It begins with a dedication to you, to listen, to advise and to build a relationship. It is an ongoing process.
The ultimate goal of our work is to make straightforward and implementable what has become complex and confusing to many individual investors and many financial advisers, namely, the construction of a broadly diversified investment portfolio.
We work not just with any portfolio, but a strategical portfolio that reduces risk and increases returns. We will simplify investing and put you on your way.
Specializing in wealth management, my mission is to foster long lasting relationships with individuals and small business owners who want to reach their financial goals. By taking a comprehensive approach using time tested methods my goal is to bring clarity to a world of complex financial concepts as well as a quality level of success to my clients’ portfolios.
I take great pride in creating valuable relationships built on courtesy, respect and trust with those I come into contact with.
We are an independent financial planning and asset management firm. This allows us to be completely objective in helping our clients meet their financial goals, which is not always the case with many of the larger financial institutions. We provide timely and attentive client services as well as a secure client site to view your planning and accounts in real time.