Tax Consulting and Wealth Management

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More Business Info

Tax Consulting and Wealth Management

Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 562-598-3342

Payment method
cash, check
Location
Second Floor
Accreditation

National Association of Tax Preparers

Associations
Enrolled Agent (Department of Treasury - Internal Revenue Service) CERTIFIED FINANCIAL PLANNER™ Practitioner - CFP® FINRA Series 7/General Securities Representative FINRA Series 66/Uniform Securities Agent and Investment Adviser Representative Life, Accident and Health Agent – California Insurance License # 0E5149 Fire & Casualty Broker-Agent – California Insurance License # 0E5149
Categories
Investments, Financial Services, Insurance, Tax Return Preparation, Taxes-Consultants & Representatives
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