Best Financial Advisors in Citrus Heights, CA

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

“She has always been professional, thorough, and patient in her explanations of complicated situations.”

“ Thank you for visiting us on the web, and we hope to hear from you soon. We look forward to serving your accounting and tax needs.   - References available upon Request –  ”

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

“We are caretakers of your investments and understand the profound privilege and responsibility that comes with that duty. We'll be your trusted companion every step of your financial journey, offering unwavering support and guidance. Our commitment t...”

“Taking the time to make sure we understood the BIG picture and letting us know before hand all the steps that would be coming and the exact timing of when we needed to do them by.”

“I always enjoy our phone meetings every month and all the info I get from her about moving forward towards a good financial future for myself and my family!”

“As my wife and I enjoy our retirement together and the travel and family time together with our kids, we are very blessed to have Tower Point beside us every step of the way.”

“He helped review my parents estate to be compliant within the state of California, and helped to guide us on dealing with a death in the family and draw up a Power of Attorney document.”

“You can rest assured Frances works to stay on top of the latest information to keep her well informed, knowledgeable, and skilled in tax related issues.”

“We needed help with personal and LLC tax returns and related issues, and EDH Tax Solutions took the time to review our issues and explain a course of action in plain English.”

“She is amazing gots a HUGE heart helped me get to the bottom of my tax situation and I'm a very satisfied customer I will be coming here from now on.”

“She educated me (in layman's terms) about the benefits & drawbacks to starting a 1031 Exchange vs paying taxes on my profit, thereby liquifying funds.”

“Apart from being a man full of integrity he is also very trustworthy, well educated, very professional, and is always willing to go the extra mile for his clients, even if it is not directly related to finance.”

“At first it was a little tough to go thru all of my tax issues dating back 11 years & then having to trust a complete stranger in (Mike), to help me reassemble all the jigsaw pieces.”

“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.”

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

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