Iron Mountain Taxes & Mobile Notary Public

Specialties

Mobile Notary and Tax Preperation Service

«I Come to your place, so you can remain productive»

Providing Financial Services to Los Angeles & Ventura County for over 29 years.

After Hours and Weekend appointments may be arranged call to confirm.

History

Established in 2006.

In 1987 I became an insurance agent for Metropolitan Life. During my 25 year tenure I held additional licenses series 6, 63, 65 and Financial Planner prior to retiring in 2012. My business focus was based on the affluent professional and small business owner. In 2006 I became a California Registered Tax Preparer and established what is currently Iron Mountain Taxes. In 2009 I added a Notary Public services and in 2012 became a Notary Signing Agent for mortgage loan documents.

Meet the Business Owner

Carl W.

Business Owner

Married 29 years with 2 children and 1 grandchild.

Managed 20 million in assets for 30 clients.

2012 Notary Signing Agent, 2009 Investment Advisor Representative, 2009 Notary Public, 2006 CRTP, 2003 Series 106, 1989 Series 6 and 63, 1987 Life and Health license, 1987 Property and Casualty license. 1983 – 1987 Teledyne Electronics Calibration Technician, 1976 – 1983 US Navy, 1974 – 1976 Electronic Moving & Storage, 1971 – 1974 Georgia Pacific Corp, 1969 –1971 Glidden-​Durkee Paint,

Southwestern College-​Electronic Engineering

Embery/​Riddle University

Chapman College

Oxnard Community College

Iron Mountain Taxes & Mobile Notary Public also recommends

Nursing Home Solutions

3

reviews

Home Health Care

Carl W. says,

«Elder Care law firm concentrating on helping clients to receive Medical to pay for their Long Term Care. Preserving homes and assets for 35 years.»