California. Craig Attanasio is the founder of this firm, and he is one of the certified financial planners. Their mission is to get to know and understand your needs, wants, and long-term goals. They want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They aim to get to know and understand your needs, wants, and long-term goals. They are committed to utilizing their resources to help their clients pursue their dreams. Sound Financial Service helps its clients clarify their financial goals and determine realistic plans. Feel free to call them for a no-obligation consultation to see if they would fit your needs well.
Retirement and Tax Plans
Money Purchasing & Profit Sharing Plans
Helen was very efficient and patient. She took the time to get to know my wife and I and our financial goals. Very easy to work with and is very transparent about their tax prep and making sure you understand the why and how of everything. Recommended by a good friend and will be a life long client. It was a great experience.
Craig Attanasio is Very Patient, Helpful, Honest and Kind! My father had him as his taxman and I will Forever too! 5 Star!!!!! HIGHLY RECOMMEND!!!
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Location / Contact:
Mon-Fri: 9am - 5pm
Sat & Sun: By Appoitment