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Financial Planning Services
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Whether you need to plan for retirement, create wealth, or start a tax-free savings account for your child's future college expenses, we can help you create a strategy to make it happen. We offer financial planning services in English and Spanish in the following areas:

  • investment strategies
  • retirement planning
  • risk management
  • wealth creation
  • education savings plan
  • mutual funds

Call (510) 352-3374 to schedule a financial planning consulation.

Tax Services

Would you like to get the most out of your tax return? Leave it to the tax experts. We work year round learning the new tax laws...

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News About Tax and Finance

WASHINGTON — Are you unable to complete and file your federal individual tax return by the April 18 deadline? If so, you can request an extension of time to file...

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Prado has moved!

Our new address as of June 15th:

2336 Merced Street
San Leandro, CA 94577

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