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Sousa and Company
Services For Quickbooks, Tax Services, Services For Individuals
“Dave Sousa & Sousa and Company LLP has done a great job for us over the past 15 years.”
Best Financial Advisors in Visalia, CA
The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Visalia area.
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Edwards & Barber, Cpas
Services For Quickbooks, Tax Services, Services For Individuals
“He's been doing my Dad's business taxes for a few years now.”
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Romine Group
- Home
- Tenant
- Business
“Everything from being the lender to their buyers, brokering loans for the principals of the company, and most recently as a private money borrower of theirs.”
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Mark A. Frantz, CPA Visalia | Accountant Visalia
“Admittedly I am not the most organized when it comes to paperwork and Mark breaks things down so it can simply be understood and completed with great accuracy.”
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Marlene S. Romanazzi, CPA
Quickbooks Services, Tax Services, Services For Individuals
“Marlene and her staff are outstanding and very professional.”
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Lauren Be, Cpa, Accountancy Corporation
Services For Quickbooks, Tax Services, Services For Individuals
“Our team of certified public accountants serves small businesses, startups, and the real estate industry, and we genuinely enjoy taking the stress out of your tax and accounting needs. We begin our process by getting to know you and your business so ...”
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Sequoia Financial, A Registered Investment Advisory Firm
- Health
“My brother, Schad, has helped me with health and life insurance for me and my kids and has done the same for many of my friends and I couldn't recommend this agency enough.”
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Jansma Financial and Insurance Services
“Sharon Jansma may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if she is excluded or exempted from the state's registration requirements. Follow-up, individualized respo...”
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Bastrire Montgomery Cpas
Services For Quickbooks, Tax Services, Services For Individuals
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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MIP Financial
Retirement Plans, Insurance, Financial Planning
“Setting goals are crucial for everyone to accomplish what they desire. Your investments are no different. When you have the ability to invest in basically anything, having a plan in place to accomplish your financial goals helps to make sure that you...”
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Hermes Wealth Strategies
“Very knowledgeable and professional in managing my retirement.”
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Putnam Financial
“Write about something you know. If you don't know much about a specific topic, invite an expert to write about it. Having a variety of authors in your blog is a great way to keep visitors engaged. You know your audience better than anyone else, so ke...”
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Quinley Stewardship
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Barb's Bookkeeping & Tax Services
“The best part she loves the LORD and her work shows it.”
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Nelson & Associates
“They have been filling taxes for us for many years and have always done a very professional job.”
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Harvest Wealth Group
“Garrett and the team are a bunch of wholesome down-to- earth people who really care about their clients.”
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Morgan Wealth
Estate Planning, Investment Management, Financial Planning
“The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helpi...”
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Coddington Wealth Advisors
“Finances are a leading cause of stress for most people. Yet, with a personalized plan and an advisor to guide you, you can become more confident in your future and truly enjoy life with those that matter most.”
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Athena Financial Group
Investment Management, Insurance and Annuity Products, Estate Planning
“Susan took the time to carefully explain the different types of investments to me, so that in the end I was able to make my own decision, and understood exactly what I was doing.”
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Victory Wealth Management
“Those are good questions that have very personal and subjective answers. We might not all have the exact same goals and priorities for our lives, but one of humanity's universal goals is financial stability and security. We all need money throughout ...”
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Olivia Wealth Management
“Along with feeling confident about our financial future, we know we are working with trustworthy people who are family oriented.”
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Wealthy Consortium
Life Insurance, Debt Cancellation
“I'm licensed as a Registered Nurse and as a Life Insurance broker by the State of California. As an Insurance broker with PHP Agency, I provide financial literacy to people by helping them develop investment plans such as Life Insurance with cash acc...”
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Long Family Office
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Beast Bookkeeping & Advisory
- Known
- Confidence
- Questions
“While I have never used his bookkeeping services (my profession doesn't require I have a bookkeeper) I do know Ben as a man of integrity and a desire to do things correctly.”
Retirement Planning and Investment Management Services in Visalia, CA Cost Estimates
Minimum cost
$1195
Maximum cost
$10151
National Average
$3583
Avg Per Hour Rates
$359
$2389
$6569
Typical price range is based on
303 cost profiles
Why these companies made our list
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