Winn Financial Management
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New
About
We are one source solution for your financial need
We helped our clients saved thousands dollar in
TAX - IRA - LOAN - MORTAGE - INSURNCE
BUSINESS SERVICES - BUSINESS TAX - ACCOUNTING
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Frequently asked questions
What is your typical process for working with a new customer?
meeting wtth client to discuss their matter,
provide them the quote and how the process is going to be
finish the process for the client
receiving the payment
What education and/or training do you have that relates to your work?
CTEC registered
California Life & Health License
NMLS (Mortgage Loan Officer License)
Public Notary
Do you have a standard pricing system for your services? If so, please share the details here.
$10/signature for Notary
$30 for 1040Ez tax return
No Point No Cost Refi
Free first 30 minutes consultation for Business, Financail Planning.
What advice would you give a customer looking to hire a pro in your area of expertise?
Go to a business services that you trust so you can save time and money.
Services offered
Notary
Dui Lawyer
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning