Prescott Tax and Wealth Management
Financial Services - San Juan Capistrano, California, United States
Prescott Tax and Wealth Management Employees
Prescott Tax and Wealth Management Details
We are a CPA and wealth management services firm. We offer:- Risk Managed Investing- CPA | Tax Planning- Benefits & InsuranceAt Prescott Tax and Wealth Management, clients benefit from our diverse and dedicated team of professional tax specialists, CPAs, and wealth planners. We take the privilege and responsibility of managing your financial assets seriously and we are personally invested in each of our clients' lives. We promise to provide you with the highest quality professionalism and personal service.Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. Prescott Tax & Wealth Management and IFG are unaffiliated entities.For a list of states in which we are registered to do business, please visit www.Prescott500.comInformation provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Prescott Tax and Wealth Management Technologies
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