Financial advice one-stop-shop?
I need to find a new accountant to do my taxes. I also need to do some estate planning. And I could use some financial advice to help with my investments. If there is one person or local company that could do all those things, it would help with tax planning and so on. Does that make sense? If so, can anyone recommend a consultant or company that would provide a one-stop-shop for all my financial planning, investment and tax preparation needs? Thanks!
Steve McCarthey (McCarthy) might fit the bill. Call 610-9540 in San Mateo and inquire. A fellow CPA I have known for 30 years works for him during the busy season and speaks highly of Steve.
I recommend Payne Financial Consulting in San Mateo, they do financial planning and taxes and are a pleasure to work with: http://pfconsulting.net/
I can highly recommend my tax advisor/financial planner Tana Moschetti whom I have known for about 30 years. We used to work together in the labs at SFGH before she branched out to her own business. check her out!! her website is www.tanamoschetti.com
Hi, I have used Pam Davies at Morgan Stanley in Palo Alto. I have used her for over 30 years, after changing from someone else. She is honest, very responsive and strongly believes in diversification. Phone 853-4024
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