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Details

General Info

ASSOCIATIONFinancial Planning Association (FPA)National Association of Enrolled Agents (NAEA)

Contact Info

Phone:

Main - 209-473-4045

Address:
7488 Shoreline Dr Suite A-2 Stockton, CA 95219

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Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Tax Reporting Service, Tax Return Preparation
Services / Products
Hank Klor is a Tax and Financial advisor who offers securities through , a registered broker-dealer and Member FINRA / SIPC. Hank attended San Diego State University and earned his undergraduate degree in Business Administration from California State University, Stanislaus. He is a member of the Financial Planning Association (FPA) and the National Association of Enrolled Agents (NAEA).Hank has 20 years experience in the tax field and has earned the Enrolled Agents (EA) designation to represent taxpayers before the Internal Revenue Service. For the past 13 years, Hank has had his own practice specializing in providing tax and investment planning services.* Retirement plans, TSA / 403b, IRA, Roth IRA* Education Savings Plans* Tax Advantage Investments* Investments: Mutual Funds, Variable Annuities, Fixed Annuities* Insurance: Term, Universal, and Variable Life, Long Term Care* Estate Planning
Location
7488 Shoreline Dr. Stockton, CA 95219
Neighborhoods
Valley Oak, Bear Creek
Accreditation

National Association of Enrolled Agents (NAEA)

Registered Broker-Dealer and Member FINRA/SIPC

Associations
NATIONAL ASSOCIATION OF ENROLLED AGENTS
AKA

Klor Hank & Associates

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