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Julian Rodriguez & Associates
Julian Rodriguez & Associates

Julian Rodriguez & Associates

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: We are state-of-the-art training firm dedicated to helping Advisors build their financial services practice. We offer a wide range of cutting-edge and innovative systems based upon 12+ years of experience.
Overview

Hired 18 times

Background checked

5 employees

15 years in business

Payment methods

Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Venmo, Zelle

Social media

Facebook, Instagram, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

9 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

10 reviews

5
90%
4
10%
3
0%
2
0%
1
0%

Read reviews that mention:


Julie S.

Individual Tax Preparation

Mr. Rodriguez was extremely helpful and knowledgeable to tax issues I had not even realized. He was able to finish quickly despite our several questions. We appreciate his kind voice and smiling eyes; it's obvious he cares for his clients.
Jul 20, 2020
·
Verified
Tonya Y.

Business Tax Preparation

I like how he shared tips on how to prepare for our taxes in the future
May 14, 2021
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Verified
Nelson t.

Individual Tax Preparation

THEY KNOW THERE WORK VERY WELL AND THE BEST AT THEY WILL DO EVERY THING FOR YOU
Jun 5, 2021
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Verified
Jolanta w.

Individual Tax Preparation

Julian was wonderful in completing our taxes. He took his time in making sure all of our questions were answered and was very responsive text/call/email. Just when we though we had to owe we got a refund! He even suggested ways in making our tax outcome better for next year which we really appreciated. Will definitely continue to work with Julian and highly recommend!
Apr 8, 2019
·
Verified
Aisha C.

Individual Tax Preparation

I worked with Julian to get my tax status resolved. He was quickly able to get my issues straighten out and provide me with the information I needed. He also gave me information on some retirement issues that will really help me out in the future. He was pleasant, and easy to work with. I also thought that I got good advice for a reasonable price.
Apr 3, 2019
·
Verified
Credentials
Background Check

Julian Rodriguez

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I charge on a commission basis. That means I'm not charging you for any unneeded fees, but also I have your goals at my first priority.

  • What is your typical process for working with a new customer?

    Like a regular doctor, I sit down with someone and see where they are, what their goals are, and I give them an idea of what I can do do help them get there, whether is debt reduction, college and/or retirement planning.

  • What education and/or training do you have that relates to your work?

    I have several licenses in the securities industry.

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