Best Financial Advisors in Arden-Arcade, CA

“I knew of jim s business via ads that i saw but i finally called him after a cple of years of putting it off even tho i knew one can never escape the tax man.”

“We are Allison Wealth Management, an independent financial firm in Sacramento, CA. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we ...”

“We found Rick to be extremely knowledgeable and explained things in a way that helped us see the ways our investment portfolio could grow in a more robust manner with some changes.”

“I had a bad experience with another company who wanted me to just quit paying on my credit card, go into default, and then let the credit card company's insurance pay off my debt ALL THE WHILE still paying the third party company to do NOTHING!!”

“Not only do they manage our investments, they coordinate with our accountant and lawyer about our taxes and trust, respectively, to ensure that our investments fit into a comprehensive and secure financial plan.”

“All in all, we spent about 2 hours of our own time answering a questionnaire and then meeting over Zoom and then a few weeks later our trust was ready to go.”

“Even when stressed as all of us are her professional demeanor has not broken and she has always been able to accommodate my last minute request and or changes ( I understand she is billing me of course but I am the one asking for her expertise and ti...”

“Anytime that I have had questions about my investments (real estate/stocks), potential tax liabilities for both personal and business I call or go into the office.”

“He has helped us to navigate the volatility of the investment markets in 2020, organize long term savings and investments, refinance our mortgage to a much lower rate, open and fund college savings plans for our children, navigate a job transition (p...”

“As the principal of a small business in California - I have gone through 2 E As and 2 CP As who have all filed my tax returns in-correctly with the IRS while also failing to file correct forms for the State of California.”

“Extremely helpful and knowledgeable about all aspects of my business.”

“He takes the time to personally explain what can sometimes be complicated issues.”

“I highly recommend Mark Allen of Allen and Allen.”

“I don't know what I would do without you all and I would definitely recommend you to all my other business owner friends and anyone looking for an AMAZING CPA or tax preparer.”