Business Services

Money Doesn’t Come Without Guidence ...

29 Years of Quality
Service in BUSINESS Services

Elevate Your Business Potential

Maximize your business potential with our dynamic suite of business services. We offer streamlined financial solutions, strategic guidance, and unwavering support to propel your growth. Trust us to secure your future success. We understand that every decision you make impacts your future, and that’s why we provide you with the tools and expertise needed to thrive in a competitive world.

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retirement plan

Accounting, Tax & Compliance Services

Together, we will create a financial plan with the right strategies and investments that fit your life goals and objectives. A roadmap specifically and uniquely designed for you.
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business consulting

Business Consulting & CFO Services

Our years experience have prepared us to guide you through your life transitions.

When you use our retirement planning services, you benefit from our in-depth knowledge and years of retirement planning experience.
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accounting service

Employee Benefits & Retirement Plans

We select investments suitable for your risk tolerance create portfolios and strategies that are tailored to your needs and goals.

TAX-SMART Cost-Efficient, High-Value Financial Strategies are used to minimize your tax exposure and maximize your performance.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Business Continuity | Important Disclosures