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Baldwin Park, CABaldwin Park, CA
Stewardship Financial provides distinctive fiduciary advice in Baldwin Park and the surrounding communities. It believes in the liberating power of investing for the future to achieve financial freedom. It seeks to help others obtain a work-optional lifestyle with the kind of retirement and legacy they desire. Its founder, David Medina, holds an MBA and leverages his knowledge to benefit wealth management clients, ERISA plan sponsors, and participants. He wrote the book, “The Right Plan, The Right Process: Optimizing Your Retirement Plan Benefits and Planning Strategies."
440 East Huntington Drive, Suite 318, Arcadia, CA 91006
Arcadia, CA 91006
Thrive Tax & Advisory is a CPA firm that assists clients in Baldwin Park with tax, accounting, and business consultation services. It caters to individuals, professionals, and privately owned businesses. The company helps create tax and investment strategies. It also has various resolution services, such as voluntary disclosures, deferred payment agreements, penalty abatement requests, and release of liens and levies. Thrive Tax & Advisory has been in the industry for over 20 years. It is a member of the AICPA.
1050 West Lakes Drive Suite 225, West Covina, CA 91790
West Covina, CA 91790
TransGlobal provides wealth management services in Baldwin Park. It caters to the needs of families by helping them manage and grow their investments. Its advisors help with education, tax, insurance, and estate planning. They also deliver personalized asset allocation strategies according to the investment goals and risk tolerance of their clients. TransGlobal has been in business for over 30 years, planning and supervising the finances of Asian families. It has branches in California, New Jersey, New York, Massachusetts, and Hawaii.
185 W. Chestnut Ave., Monrovia, CA 91016
Monrovia, CA 91016
Established in 2003, Vosberg Wealth Management is available to clients in Baldwin Park and the surrounding communities. The agency handles service areas such as wealth management and retirement planning. The company is experienced in working with professionals, including teachers, business owners, utility workers, and government employees. It also offers assistance with life insurance, tax-efficient strategies, asset protection strategies, and IRA legacy planning. Brian Vosberg, the firm's founder, is a Retirement Income Certified Professional and a Chartered Financial Consultant.
224 W. Foothill Blvd., Glendora, CA 91741
Glendora, CA 91741