Best Financial Advisors in Rocklin, CA

“They began by simply preparing our tax returns, but have provided numerous other services including helping us navigate an IRS audit with flying colors as well as helping my staff and I better organize and clean up our Quick-books accounting software...”

“The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdict...”

“I have been seeing him for the last 4 years for financial advising and he has kept me on track to achieve all of my financial goals through those years.”

“Thnx for the Awesome drink=)!”

“Wealth planning can mean the difference between merely living and living well. Through planning, we help you create confidence in your financial future, empowering you with the ability to enjoy life along the way. We help to remove the constraints of...”

“Throughout that time Jeff has always explained by Financial options in detail, and has guest speakers from their respective companies to augment that knowledge.”

“Highly recommend.”

“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...”

“Having a financial coach like Dominick gives me confidence I can reach my goals of providing for my family, retiring timely, and have financial stability in times where so many things are uncertain.”

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

“ 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 trust Monolith to help me reach the best decisions for my needs & the needs of my family as recently my medical/health future has changed with a rare Cancer diagnosis.”