Beacon Pointe Advisors - Riverside (CA)

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Cynthia Valle Stella is a very knowledgeable bookkeeper and she’s very reliable. I am also a bookkeeper and she helped me with my Quickbooks setup and business. She encouraged me to get certified in Quickbooks and helped me to pass the exams as well. Her clients are very pleased with her work and professionalism. She will also help you and your business on how to save money by reducing tax expenses.

Artstreet Gallery Ive had my tax return prepared here for a good 20 years. Ive always been happy with the timely, professional work theyve done.