Monterey Park, CA 140 Financial Advisors near you

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Monterey Park Financial Advisors Ready to Help

Frankel Financial Services

Frankel Financial Services

5.0 (22)
          Why keep waiting to get your income tax done?Get it done now by an individual income tax specialist with comprehensive authoritative knowledge and skill in this particular income tax area, at the comfort of your home, & its all at your convenience. Save you time for what's more important, does this sound good? let's get to it...I work 100% remote for your safety!          "My purpose is give them a rich & satisfying life, & that they might have life more abundantly"  I elevate Financial Strategy(s) to help each unique client with their financial well being. My c ... View Profile
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S&N Accountancy, Inc.

S&N Accountancy, Inc.

5.0 (11)
S&N Accountancy, Inc. provides you with respectable and certified accounting services that you demand. The services we offer meet a wide range of both corporate and personal needs. After working with us, you’ll be able to leave your accounting worries behind and get back to focusing on the things that matter most in your life.
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Chris Madero, CPA

Chris Madero, CPA

5.0 (7)
This individual has the experience, knowledge, and skills that clients require. Try Christopher and their reliable services. Christopher can offers quality accounting, financial services and planning, and hr and payroll.
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Delington Financial & Insurance Services

Delington Financial & Insurance Services

5.0 (3)
With well over 15  years of experience, Delington Financial & Insurance Services has been helping our clients achieve the best financial solutions to their financial and insurance goals enabling them to make well-informed financial and insurance decisions through a sound strategic solution. In general   “I'll remain committed to… identifying – and providing – sustainable financial and insurance solutions that protect you against financial risk and potential loss.   I'll consistently deliver… a comprehensive -transparent, partnership experience aligned with your current reality ... View Profile
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Olga Grigoryants CPA

Olga Grigoryants CPA

5.0 (3)
We offer a wide range of accounting services, including full-charge bookkeeping, business and individual tax return preparation, tax planning, etc. As a CPA, I have an opportunity to help people to understand accounting procedures and tax law better and make tax return preparation process less stressful.
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Sabu Syriac CPA

Sabu Syriac CPA

5.0 (3)
If you want a licensed CPA working on your bookkeeping, individual or business tax returns at a very reasonable rate, you’ve reached to the right place. We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As a tax accounting firm, we adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations. Sabu Syriac is a Certified Public Accountant (CPA) licensed in the State of Califo ... View Profile
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BC TAX PREP LLC

BC TAX PREP LLC

5.0 (2)
Our client reviews and satisfaction are second to none.  In fact, it has allowed us to open another location here in the SFV.  Our year-round availability means you can get us when you need us, unlike those other shops that are only around during tax time.  Our ability to off a full range of services means you can solve all your tax issues under one roof. 
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K.A.A. Data Accounting & Tax Services

K.A.A. Data Accounting & Tax Services

5.0 (2)
K.A.A. Data Accounting & Tax Services provides financial services management consulting for their clients. Ken Anaya is a financial planner who provides bookkeeping, tax accounting, and tax preparation. They offer financial services and planning, tax preparation, and business tax preparation solutions.
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WAS Tax Pros.

WAS Tax Pros.

5.0 (2)
Professional Tax Service with other Options to Offer Call Now Before Its Too Late Here are some areas We Can Help you With We Will STOP all Enforcement.   * IRS Audits * IRS Tax Withholding * IRS Wage Garnishment * IRS Bank Levy * IRS Penalty Abatement * State Department, State Revenue, State Board of Equalization, * Student Loan Modification and What Qualifies * Family Court * STOP Foreclosures and Sale Dates * Credit Repair * Tax Planning  * Business Loans (bad credit) OK * Personal Injury  If you Owe Back Taxes To The IRS or State we Can Help you Resolve your Tax Issue. ... View Profile
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Taxpayer Advocate Professionals

Taxpayer Advocate Professionals

5.0 (2)
Taxpayer Advocate Professionals provides professional personal financial planning services. This professional helps you with sale, operations and marketing, among others. With their trustworthy financial counseling services, they can help clients make effective financial plans for the future.
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Global Gate Tax And Accounting LLC

Global Gate Tax And Accounting LLC

5.0 (1)
Our business goal is to help individual and businesses stay on top of their finances and tax regulatory obligations through our series of consultancy services. Our Team: CPA Enrolled Agent Tax Arrorney Professional Tax Preparation Bookkeeping Visit http://globalgatecpa.com ... View Profile
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Faravahar Insurance Solutions

Faravahar Insurance Solutions

5.0 (1)
We specialize In business and personal planning aspects; independent from all institutions, whichever solutions fit our clients that's what we recommend. Our specialty is reviewing and correcting insurance products and retirement plans. We have extended a number of case studies from simple term cost saving replacement to advance product design  Of permanent life insurance policy for retirement purposes. 
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3iS Inc

3iS Inc

5.0 (1)
Maximos Behnan is available for commercial tax preparation, bookkeeping, and cpa firm. Choose the reliable services of 3iS Inc. They work with individuals, entrepreneurs, churches, and nonprofit organizations.
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Urrutia & Co.  Tax  Service

Urrutia & Co. Tax Service

5.0 (1)
Urrutia & Co. Tax Service offers professional individual tax preparation, tax preparation, and financial services and planning for various customers. This pro helps clients minimize their tax liabilities and increase the circle of their wealth. Urrutia & Co. Tax Service provide financial management services to non-profit organizations, companies and individuals.
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Trace, LLP

Trace, LLP

TRACE is a team of professional Certified Public Accountants (CPAs), along with their trainees, strive to provide you with bookkeeping, forensic accounting , and QuickBooks/bookkeeping training. We will take care of all your accounting needs, without letting them become a nuisance for you. Get in touch with us and we will discuss your personalised needs with you. And the best part: our services come at a reasonable cost! You do not have to worry about adjusting your budget to be able to afford the best! ... View Profile
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Donald Frost Allstate- Personal Financial Representative

Donald Frost Allstate- Personal Financial Representative

This financial service provider has been serving in Huntington Beach for many years. Check out Donald. This company offers financial planning services that include bookkeeping, accounting, and more.
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Diamond Income Tax

Diamond Income Tax

GINA MORENO provides professional business tax preparation, bookkeeping, and individual tax preparation at flexible rate. Diamond Income Tax is a nice choice. They offer tax accounting, bookkeeping, and individual tax preparation at negotiable rate.
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California Retirement Advisors

California Retirement Advisors

California Retirement Advisors provides commendable financial services and planning at a price that is considerable. They provide financial advisory services for businesses, individuals, and families. They have a team of professional staff who offers financial services and planning for various clients.
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Guardian

Guardian

This enterprise offers financial counseling and retirement planning services. Try the effective service of Helen. This professional will exert all efforts to achieve your desired outcome.
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QX Financial

QX Financial

We really focus on helping our clients find solutions rather than just selling products.  Our financial planning process teaches and empowers the client rather than making her/him and passive spectator.  Also, our online platform makes the process less daunting and more focus on our cient's needs and objective.
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247 TAX PROS INC

247 TAX PROS INC

We offer full service bookeeping for small to medium business's along with Payroll and HR Services.  Affordable rates and promt individual service.
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Best Tax & Audit, Inc.

Best Tax & Audit, Inc.

We are tax resolution Specialist firm. We deal with IRS representation regarding rescuing Troubled taxpayers with IRS or the State agencies. We also specialize in preparing individual and business tax returns along with preparing out of state tax returns. We have a great deal of experience with Audit representation, whether is for federal, California or State board of equalization.  Eli Rafael is an Enrolled Agent and have obtained his license in June of 1998 through IRS. He also has a Bachler of Science as an accountant From Northeastern University in August of 1985. His tax resolution experience started in the year 1997. He loves helpi ... View Profile
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The Financial Architects LLC

The Financial Architects LLC

I take a holistic, needs based approach when I comes to my client's financial planning. The planning is absolutely complimentary, as I believe everyone should have access to a personal advisor.  Our mission is to educate and empower. I look forward to have the opportunity to compete for your business.  I encompass all aspects of your plan from your foundation with insurance, to retirement planning, healthcare, debt solutions and estate planning. We are a non-captive firm. What that means for you is that I have access to every company and can shop to make sure I'm getting you the best rates and with the best growth potential.  ... View Profile
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The Mortgage Saver Guy

The Mortgage Saver Guy

Everything we do is creation of empowering people. We believe that if given the choice individuals will do the right thing, not only for themselves but for others too. We believe if we can figure out how to get people totally debt free we will change the course of the world. The way we empower people is by making our product, useful, simple and comfortable to use. We just happen to make a great software program and income opportunity with it, want to join?   If you are the type of person who likes to have total financial control and moreover every aspect of your life, boy, do we have a product for you! It helps you organize complete ... View Profile
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Five Fold Group Inc

Five Fold Group Inc

Five Fold Group stands out by handling all aspects of the business and financial industry from Administration, Accounting, Payroll, Customer Service, Process Management, Tax Preparation, Budgeting, Credit Consulting & Repair, Audit Preparation, Forensic Accounting, and Teaching. We are a one-stop shop for the everyday individual seeking financial freedom as well as the Accounting and Business Management department that's needed for every company. ... View Profile
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COREY TAX SERVICES

COREY TAX SERVICES

We offer personal service for our specialized clients.  The firm specializes in business, real estate and person tax returns .  We also do month to month bookeeping / acounting services.  Advanced tax and retirement planning to help preserve and protect your hard earned nest egg. 
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Kirk O'Brien, CFP

Kirk O'Brien, CFP

I provide comprehensive, fee-based planning services to provide the appropriate investment, retirement, risk management, tax, business owner and estate planning solutions for my clients.  As a CFP with 15 years of experience I operate under a fiduciary standard, providing unbiased advice without regards to compensation. https://www.linkedin.com/in/kirk-obrien-bb873a35/
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Secura Financial Planning And Wealth Management

Secura Financial Planning And Wealth Management

We are an active financial planning firm that consults on ALL aspects of finance.  Whether it's employee benefits, understanding tax planning, college planning, insurance, retirement planning, or advanced estate planning we have unique skill sets and experts in all areas to collaborate and provide the best possible solutions to our clients.  We provide a simple fee structure for our advisory and financial planning clients that is competitive and efficient.  Come check us out! Mr. Stone is a registered representative with and securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice off ... View Profile
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Magidov CPA Firm, An Accountancy Corporation

Magidov CPA Firm, An Accountancy Corporation

Ruslan Magidov is a local professional who provides business financial services with affordable rates. They provide top-notch services including bookkeeping, cpa firm, and financial services and planning. They also specialize in giving investment and planning advises.
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