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I conduct financial needs analysis for individual needs and small business employee benefits. I am able to determine if current coverage is adequate and cost-effective and if not, I am able to recommend changes.
Janet Reyes is a CPA and a PFS (Personal Financial Specialist). These credentials combine the objectivity, integrity and experience of the CPA profession with specialized expertise in comprehensive financial planning. WR Financial is uniquely qualified to handle all aspects of personal and business planning needs through a holistic approach which integrates tax expertise with comprehensive knowledge of financial planning. With relationships built on trust, integrity and service, we provide retirement, investment and tax planning, tax preparation, and evaluation of personal and business insurance needs.
Our products and services bring prosperity back to the American household. We educate our clients about amazing new products in the financial market.
Kelvin Simmons and Associates is a financial consultant firm operating in mortgage modification consulting and business and commercial funding origination.
This firm offers tax preparation and small business accounting services. You can also let their professionals take care of your private wealth management needs.
Hire the reliable financial consultants of this business to provide you with quality support services. They offer wealth coaching services as well.