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Details

General Info

*Industry experience is in a wide range of industries including manufacturing, technology, real estate, retail, architecture and engineering, construction, leisure and nonprofit.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 626-432-1600

Fax - 626-432-1687

Address:
3452 E Foothill Blvd Ste 400 Pasadena, CA 91107
Email:

Other Emails:

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Categories
Financial Planning Consultants, Accountants-Certified Public, Accounting Services, Financial Services, Investment Advisory Service, Investment Management
Services / Products
We are CPAs and fee-only (no commissions) Registered Investment Advisors. Our services include the following: Tax Planning & Preparation Accounting/Bookkeeping Business Consulting Wealth Management Investment Management Financial Planning (including retirement planning) Estate Planning Education Planning Charitable Planning Other Info: Dimension Funds Advisors (DFA) Taxable Accounts (Individual, Joint, Trust, Custodial) IRA's (Traditional, Roth, SEP, SIMPLE) Schwab Instiutional
Payment Options
check
Neighborhood
Far East Pasadena
Accreditation

American Institute of Certified Public Accountants (AICPA)

California Society of CPAs

National Association of Personal Financial Advisors (NAPFA)

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Data provided by one or more of the following: Thryv, Data Axle, Yext.