ITS Financial Group

Gardena, United States

4.8

Closed now

20 reviews

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Description

Specialties

ITSFG and its affiliated companies provide tax and financial services to individuals and businesses in Gardena and the South Bay. You have access to personalized and integrated advice from accredited professionals. Our affiliates include Enrolled Agent, CTEC, contracted CPA, and an independent attorney. Our combined experience spans 22 years. Keep in mind though that each entity provides separate service with its own engagement.

History

Established in 2003.

ITSFG was founded by Kiak Tae and Katie Hsu. Their philosophies and unique background are as follow:

Integrated choices: Having extensive financial planning experience, Kiak has a unique understanding of how each of your decision affects your overall health. We strive to educate you on how to structure your position so that you pay less taxes. If you engage our other services, this involves coordinated evaluation of your 7 key financial areas: Tax Obligations, Investment Position, Retirement Plan, Real Estate Holding, Risk Management, Estate Planning, and Mortgage Structure. Each area involves ITSFG’s affiliated company with its separate engagement.

Informed decisions: As a former accountant for a BIG 4 accounting firm, Deloitte and Touché, Katie believes strongly in the power of information. Each meeting with ITS Financial Group Inc is a learning experience.

Independent Advice: Driven by teamwork and solution.

Meet the Business Owner

Kiak T.

Business Owner

Kiak Tae received a bachelor’s of arts degree in economics from Haverford College in Pennsylvania and received his certificate as a Certified Financial Planner from the College for Financial Planning in Colorado. Kiak’s experience can be traced back to major financial institutions such as J.P. Morgan and AIG and has been serving clients within the financial industry for over 10 years. As Kiak diversified his financial expertise, he has amassed the following licenses to meet his clients’ financial needs: Enrolled Agent, CA Real Estate Broker, NMLS Mortgage, Series 7, Series 66, Series 24, CA Life and Health, and CA Property and Casualty. Using his extensive tax and financial knowledge Kiak contributes educational contents to the public. These articles help consumers make smarter decision when purchasing tax and financial services.