Best Financial Advisors in Rancho Cordova, CA

“We needed to buy before we sold so that means a reversed 1031 works great and they did exactley what they said it was like magic i love people that just do there job and do it good 👍👍👍 you can trust 1031 pros”

“Lots of helpful tips to give and he's always glad to assist another where he may (a life of ambition to empower others)…the world could use a few more Jimmy V's!”

“I've know him for 20 years and he has huge respect in the financial services community”

“Applying the principle of self-care, of mindfulness, to your financial life can make a significant difference for the better—not just in how you handle your personal finances on a daily basis...”

“I was a seminar junkie going looking for knowledge and i finally found the people who my husband is willing to come with me and is anxious to do our retirement right .”

“Phenomenal communicators that have a unique knack for simplifying complexity and jargon and distilling it into advice in plain English.”

“We met with him once and went through some questions in plain English which he integrated into all the appropriate legal documents; no changes the first time.”

“Always very thorough and fast, has provided helpful advice on tax implications for real estate investing, and also provided support when I received a Notice of Deficiency from several years ago (helped me prove it was an IRS mistake, how to work with...”

“The TPW team are great people, extremely knowledgeable on all things financial, and industry contacts to assist with retirement planning, taxes, real estate, trusts, insurance, etc.”

“Dominick has helped me make so much better financial decisions that are freeing up cash flow and getting me in shape to retire earlier than I imagined would ever be possible.”

“She's extremely quick to respond and had my request taken care of within a few days, clearly laying out the plan of action and communicating through all steps.”

“We invite you to explore our site to learn more about who we are and how we can assist you. Or better yet, contact us to set up a personal meeting.We look forward to speaking with you soon.”

“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.”

“He never charges an extra fee to talk with me and offer information about my tax questions.”

“ 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 –  ”

“My business is in good hands, ATA firms team know what they are doing in all case scenarios and were able to clean my accounting up and trained me to have things clean and by law..”

“I would recommend George Castillo and his staff to anyone who is looking for a team who know the business inside and out, does what they say and keep their word.”