Telephone:
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+1 562-493-4495
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Website:
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Address:
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12501 Seal Beach Blvd Ste 200, Seal Beach, CA, 90740 |
Nearby public transportation stops & stations:
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2.7 miLBT;LBT;OCTA
2.7 miLBT
3 miOCTA
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Categories:
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Today |
9:00 am – 5:00 pm
Closed now
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Local time (Seal Beach) | 19:24 Tuesday, 27 May 2025 |
Monday | 9:00 am – 5:00 pm |
Tuesday | 9:00 am – 5:00 pm |
Wednesday | 9:00 am – 5:00 pm |
Thursday | 9:00 am – 5:00 pm |
Friday | 9:00 am – 5:00 pm |
Saturday | – |
Sunday | – |
Specialties
Our specialties are by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. We provide accounting services, financial statements, consulting services, estate planning, financial planning, investment review, retirement planning, IRS representation, sales tax services, asset allocation, fee based asset management, and tax deferred annuities.
History
Established in 1980.
Our office has been in the Shops at Rossmoor for over 35 years and we offer a wide range of services to our individual and business clients. From tax preparation to financial planning and investment advice, we take pride in offering our clients personalized, quality service that is beyond comparison.