top of page
Couple Sitting with Financial Advisor

FULL FINANCIAL SERVICES

The Solution To All Your Tax, Investment and Medicare Needs

Contact us for your free consultation.

Opportunity Zone.png

WHAT WE CAN DO

Expert Consulting and Advisory Services for Financial Success

A couple at a business meeting

Expert financial solutions for your goals

ABOUT US

The financial services firm that works tirelessly for you

We are based in Los Angeles and serve clients nationally and internationally. We welcome the opportunity to provide you with world-class accounting and comprehensive financial expertise.

WHY WORK WITH US

Years Of Experience In Financial Consulting And Advisory

centralized (1).png

Client-Centric Approach

Dedicated to solving all financial needs with personalized solutions.

transparency.png

Transparency and Accessibility

Easy contact options to promote transparency and accessibility.

global-network (1).png

Global Reach and International Expertise

Specializing in international tax services.

project-management.png

Innovation and Adaptability

Embracing new trends in finance, reflecting a commitment to innovation.

INSIGHTS

Discover the Secrets to Finance

Mofrad Logo.png
Screenshot 2024-07-19 at 2.49.51 AM.png

1111 Corporate Center Drive #305

Monterey Park, CA 91754

Check us out on BrokerCheck®

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Colorado 

 Securities offered through Avantax Investment Services℠ , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance # 0L88676

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

bottom of page