Posts Categorized: Financial Services

Los Angeles Brokerage Joel Gonzalez Insurance Delivers a Wide Range of Insurance & Investment Options to Local Clients

Posted filed under Financial Services.

Making the right choice in an insurance company or investment firm can be crucial for an individual, a family, or a business’s security and bright future. This means finding an experienced, trustworthy and professional firm to partner with. Leading the way in this area in Los Angeles, is the remarkably well reviewed Joel Gonzalez Insurance…. Read more »

How To Not Keep All Your Eggs In One Basket: Experts In myStockOptions Webinar Explain Ways To Manage Risk Of Concentrated Stock Holdings

Posted filed under Financial Services.

One of the biggest challenges financial advisors face with clients who have employee stock compensation is getting across to them the risks of having too much net worth in their company’s stock. The client may be very loyal to their company’s stock and/or have unrealistic expectations about its future performance. Advisors must persuasively explain overconcentration… Read more »

Newmarket’s Tax Partners wins the 2021 ThreeBestRated® award for one of the Top Rated Tax services

Posted filed under Financial Services.

Tax Partners has won the 2021 ThreeBestRated® award for one of the Top Rated Tax services in Newmarket. This marks their fifth time winning this award. Tax Partners has been the recipient of the ThreeBestRated® award since 2016. About Tax Partners: Tax Partners is a tax preparation firm of business, providing personalized services to individuals… Read more »

Venus Michael Account-Ability in Austin, TX Offers Industry-Leading Accounting and Bookkeeping Services for SMBs

Posted filed under Financial Services.

Venus Michael is an accredited, experienced financial expert. She is skilled and proficient in modern accounting styles. Venus maintains accurate records for all of her clients with precision and attention to detail. With over twenty years of experience in bookkeeping, she is dedicated to helping you develop your business by working with you to form… Read more »