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Your Trust Tax Professional and Financial Advisor
- Hours
- Do you know the hours for this business?
- Phones:
Main - 909-239-4341
Fax - 909-382-9884
Patty Gomez - 909-239-4341
Pete Acosta - 909-235-0039
- Address:
- 6600 Jurupa Ave Riverside, CA 92504
- Email:
- Link:
- Categories
- Estate Planning, Probate, & Living Trusts, Insurance, Investment Advisory Service, Notaries Public, Tax Return Preparation
- Services / Products
- Once Stop Financial Services - Tax Preparation, Notary, Loan Signing Life Insurance (Living Benefits, Term , Universal) Annuities, Health Insurance, Medicare Advantage, Medicare Supplements, Retirement and Estate Planning , Living Trust.
- Payment Options
- Brands
- Aetna, Alliance, American General, Anthem, Blue Shield of California, Care More, Easy Choice, FAN Advisors, Genworth, Health Net, Heritage Living Trust, Humana, ING, Kaiser, Transamerica, Western Reserve Life
- Amenities
- Bilingual - Spanish
- Languages
- English, Spanish
- Associations
- Registered Tax Return Preparer Investment Advisor Representative
General Info
Our trusted professional have sincere desire to help families and business all year-round with variety financial services. Our company provides individual In-Office or Free Online Tax return prepartion. Notary and Loan Signing We specialize on Life Insurance with Living benefits. Providing not only a legacy of financial security upon love ones death. Included choice of benefits that extend and become available when families are faced by difficult financial times due to a chronic, critical or terminal illness. Click our link affordablelivingbenefits.com for more information. Our Financial Adviosry Service include a comprehensive financial planning for business and individuals. Retirement strategies and Implementation of Tax Free and Tax Deferred invesment in IRA, 401k, SEP, Annuities, Life & Health Insurance including Medicare Advantage and Medicare Supplements through of a variety carriers. Our focus is to provide finanancail advisory service that is "alway in the best interest of clients." Sharing and offering our knowledge of the different investment options such Managed Money vs Mutual Funds. Educate families on the importance of Financial and Estate Planning. Help answer questions like: Why its important to have a Living Trust vs Will in order to avoid Probate? For more information contact our office and set up a FREE FINANCIAL CONSULTATION.