Resultsbee.com

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

Serving Your Area,Los Angeles,CA

I offer Fee-Only Personal Financial Planning Services for middle income clients. Fee only means that I do not sell any products and I do not have any conflicts of interest between what I recommend and making money from those recommendations. I do not collect any commissions. I personally assist all of my clients. My office is in my home and is casual and family friendly. My fees are moderate and I offer weekday, weeknight and Saturday appointments. I am open year round. Many of my clients are young professionals who want to plan their savings, how to buy their first house and how to balance saving for their retirement versus saving for their first house. Other clients are people who have gotten themselves hemmed in with credit card debt. I work out budget plans to get them out of debt and to help them get control of their money. And other clients are middle aged people or people near retirement who want to make sure they are making the right choices for a secure retirement. Many h ave used stock brokers in the past and felt that they did not get adequate attention or that their accounts were "churned". I give reasonable advice emphasizing no-Load mutual funds or a mix of mutual funds with the stock you may already hold. * By Appointment Mon - Sat ASSOCIATION Certified Financial Planner (C.F.P.) For 25 Years Registered California Income Tax Preparer For 20 Years Registered Investment Advisor For 15 Years-M.B.A. In Finance And Marketing UCLA-Multiple Courses In Real Estate And Personal Financial Planning From UCLA Extension And The College Of Financial Planning, Denver, Colorado 10 Years In Government Service As A City Planner, Government Grants Program Manager, Alternative Energy Program Planner 5 Years In Real Estate Financial Analysis 20+ Years In Personal Financial Planning And Tax Preparation

(131) 028 - 7209

Serving Your Area,Los Angeles,CA

At Persona Tax, we take pride in being the trusted defender of countless clients. We navigate the dizzying world of ever-changing tax law for our clients, so that they can live their best life. Our mission is simple: to empower the financial strength of every client. We're redefining tax services with our focus on personalized guidance, representation, and tax literacy, ensuring that you are well-informed and financially empowered. Choose Persona Tax for a partner who prioritizes your financial well-being and offers peace of mind in all tax matters. With Persona Tax, you're not just filing taxes; you're investing in a secure financial future. Our founder is a dedicated tax analyst with a rich background in financial analysis and a passion for tax payer advocacy in front of the IRS. With an MBA from Carnegie Mellon University and experience in handling complex tax returns, Samir and his team is ready to help clients with: -Small Business Returns for Gig Workers -Tax filings for Performing Artists (actors, singers, dancers, etc.) -Expert Forensic and Compliance Tax Prep -Entity Formation (non profit, LLC, S-Corp, etc.) -Real Estate Rentals -Assistance with active IRS Issue -Year-Round Tax Planning -Retirement & Taxes Persona Tax

(121) 385 - 5642

8132 Firestone Blvd 280,Downey,CA

Full Service Downey Notary Public, Livescan and Ink Fingerprinting by our TEAM of Notaries! Feel at ease knowing that your information will be secured and your Fingerprints will be processed and submitted immediately to Department of Justice or FBI for immediate results for your Employer, Association or Organization. We offer various Notary and Fingerprinting Locations for your convenience. In addition, we are one of the most Reliable Notaries to process your California APOSTILLE for International LEGALIZATIONS for your Power of Attorney, Affidavits, Real Estate, Loans, Carta Poder (Poderes), Birth Certificates, Retirement-Pension (401k's) Certifications, in addition to Spanish - English Translations in Downey and Long Beach, CA

(156) 286 - 1370

1625 Clark Ave,Long Beach,CA

(156) 259 - 7554

2200 N Altadena Dr,Pasadena,CA

(162) 635 - 6740