Clyde L Sopp Financial Services

At Montagna & Associates, Inc., we know how important it is for clients to know that their financial situation is in experienced and capable hands. Our team features a strong dynamic with our principal professionals: Gregory M. Montagna, CPA, CFP; John R. Adjutant, CPA; and Jeri McLeod, CMA. Our leaders are supported by talented staff members with a passion for delivering exceptional service. Providing personalized service is at the heart of our business. Every client who comes on board with us can expect to have dedicated attention from one of our capable staff members, with no risk of their case changing hands due to staff turnover.

William F Anastas EA Inc. is a prominent financial service firm located in Los Alamitos, California, specializing in a comprehensive range of services including personal financial planning, estate planning, and tax preparation for both individuals and businesses. With a focus on delivering quality personalized financial guidance, the firm caters to local individuals and small businesses, ensuring they receive close attention and expert advice tailored to their unique financial needs. The firm is recognized for its professionalism and responsiveness, offering services such as bookkeeping, payroll management, and IRS audit representation. Committed to helping clients navigate their tax and financial challenges, William F Anastas EA Inc. provides tools and resources that empower clients to manage their financial health effectively. Generated from the website