This team is the best! They can handle anything you give them. Live in another state TX, have a rental in CA, then sell the CA house, investments, stock sales, stock losses, self employment and more. They know it all. And ensure your outcome puts a big smile on your face. Always available to answer questions to ensure you are making the best financial decisions. Been with them for decades. And I have Never been disappointed.
This team is the best! They can handle anything you give them. Live in another state TX, have a rental in CA, then sell the CA house, investments, stock sales, stock losses, self employment and more. They know it all. And ensure your outcome puts a big smile on your face. Always available to answer questions to ensure you are making the best financial decisions. Been with them for decades. And I have Never been disappointed.