Advisor Directory

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Bogie Boric

San Diego, California

Tax Planning

My practice focuses on clients that own real estate & small to medium size businesses (sole proprietors, partnerships, LLCs, and S Corporations).
Tax Advisors

San Diego, California

Tax Planning

Tax Advisors provide year round income tax preparation and tax planning to individuals as well as small to medium size businesses.
Art Of Saving

San Diego, California

Personal Finance

Our mission is to educate and empower consumers to save more money, lower bills, reduce debt, and improve personal finances.
Rada Roberts

Los Angeles, California

Real Estate

Rada Roberts specializes in buying and selling residential and income-producing properties throughout the Westside of Los Angeles. By helping people achieve their real estate dreams, she enriches both her client's lives and her own.
Steven Leibold, EA

San Diego, California

Tax Planning

We are a full service tax preparation and planning business specializing in individual and business taxation. Open year round, you will always have someone to answer your question. Our proactive approach to working with our clients saves them thousands of dollars annually.
Vladimir Raicevic, CPA

San Diego, California

Tax Planning

Our firm provides personalized tax and accounting services for individuals, trusts and businesses (All entity types). Tax services include: income tax, tax planning, corporate provisions, sales tax, property and payroll taxes. Accounting services include: bookkeeping, payroll and 1099’s.
Mark Goldman

San Diego, California

Home Loans

Mark Goldman is a Certified Mortgage Planning Specialist (CMPS) in San Diego since 1991. He is among the top 1% of San Diego county loan officers.
Sandy Cary

Austin, Texas

Real Estate

Helping my clients find the perfect home and perfect community is what I enjoy the most about selling real estate. I always envision my clients needs as my own and work hard to find just the right home.
John A. Beyer, CLU

Torrance, California

Insurance

Consulting with individuals and business to access there needs for life, health, dental, vision, pension plans, retirement plans, annuties, long term care insurance products.

Researching the market for the best products at affordable costs.

Matthew Barrett

Rochester, New York

Payroll

Paychex, Inc. is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses.