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63 Results in category Financial Planning

Roland C. Manuel
Verified NAEA Member
44 Cocoanut Row Ste T5

Palm Beach, Florida 33480
United States

Map & Directions

view phone(561) 655-5777

view fax(561) 655-5054

My client base is spread over the North Texas area where I have served in the Financial Services area since 1981. I am a certified member of the National Ethics Association. My firm is an RIA and is listed with the BBB of North Central Texas.

John Mark Canada
Verified NAEA Member
12686 Glenwood Trl

Forney, Texas 75126
United States

Map & Directions

view phone(972) 564-4063

view fax(972) 564-4099

I strive to create an open environment with each and every one of my clients. Life's financial seasons can be stressful but they do not have to be! As my client, you will experience a world of difference!

Carlton P. Johnson
Verified NAEA Member NTPI Fellow
12640 W Cedar Dr Ste 100

Lakewood, Colorado 80228
United States

Map & Directions

view phone(303) 987-3626

view fax(303) 986-1717

Jeff is a graduate of San Jose State University with a degree in Business Finance and a Minor in Economics. Jeff is an Enrolled Agent preparing tax returns and representing clients and their tax issues before the IRS.

Jeff Pesta
Verified NAEA Member
6920 Santa Teresa Blvd Ste 103

San Jose, California 95119
United States

Map & Directions

view phone(408) 227-2700

view fax(408) 227-2704

I am passionate about helping my clients navigate the complexities of our tax system. I offer tax preparation, planning and representation services. I pride myself on thoroughness and attention to detail, offering service to meet your needs.

Phyllis Jo Kubey
Verified NAEA Member NTPI Fellow
255 W 108th St Apt 8D1

New York, New York 10025
United States

Map & Directions

view phone(212) 866-8385

view fax(212) 932-2395

Insights Financial & Tax Strategies provides integrated advice leading to a successful retirement outcome for business owners and their employees. Elizabeth Merk, our Founder, is recognized in Who's Who of America for lifetime achievement

Elizabeth Thole Merk
Verified NAEA Member
68-1779 Pohakala Pl

Suite 1000

Waikoloa, Hawaii 96738
United States

Map & Directions

view phone(800) 356-2953

We are ready to work for you now!
We roll up our sleeves while you run your business and live your life with peace of mind.
Taxes, Book Keeping, Consultation, Payroll, Let's get Planning!

Spirit Seeker
Verified NAEA Member
181 Central St

Suite 2

Franklin, New Hampshire 03235
United States

Map & Directions

view phone(603) 254-9652

I started Hoboken Tax with the taxpayer in mind. My approach is that every tax payer has a right to only pay the appropriate amount in taxes.

Ryan T. Mitchell
Verified NAEA Member
51 Newark St Ste 205

Hoboken, New Jersey 07030
United States

Map & Directions

view phone(201) 266-0025

If you are challenged with a complex tax issue, Adap Tax Financial can adapt your tax challenge into a simple resolution:

Gregory Crofton
Verified NAEA Member NTPI Fellow
4725 1st St Ste 264

Pleasanton, California 94566
United States

Map & Directions

view phone(925) 218-2301

view fax(925) 397-3061

we offer the best accounting works, tax filing and related tax issues consulting services and financial planing service in up to 50 states - you get special one-on-one attention. We wanted to let you know that you’re really important to us.

Lucia Chen
Verified NAEA Member NTPI Fellow
1668 State Route 27 Ste B1

Edison, New Jersey 08817
United States

Map & Directions

view phone(732) 287-2929

view fax(732) 287-2929