
I've been using Richard for over 10 years. He does our business and personal taxes and has always been spot on. He always responds to my questions and gives great advice.
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Goldsmith Financial is a private wealth management company based in Temecula, CA, serving clients in the San Diego area. They specialize in providing comprehensive financial planning services and independent investment advice to help clients achieve financial confidence. With a focus on integrity and service, Goldsmith Financial offers objective financial guidance, meaningful information, and timely research to assist clients in reaching their financial goals.
As a registered investment adviser, Goldsmith Financial is committed to delivering the highest standards of professionalism and expertise. Their team of LPL registered representatives is qualified to discuss securities and transact business with residents of several states, including AZ, CA, HI, MD, MI, OH, TX, VA, and WA. With a client-centered approach, Goldsmith Financial aims to understand each client's unique needs and provide suitable solutions through personalized financial planning strategies.
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I've been using Richard for over 10 years. He does our business and personal taxes and has always been spot on. He always responds to my questions and gives great advice.
I have always done my own taxes using Turbo Tax but when we moved to California and had a child we decided that we would hire someone to make our lives easier. A friend of my husband recommended...
Richard has been wonderful and a breath of fresh air after our last CPA didn't listen and wound up costing my wife and I a lot of money after a short term capital gain from work. Richard does not...
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