David Notrica - Raymond James

Charles Alfaro - Raymond James is a financial services firm based in Palm Desert, CA, offering a range of investment and wealth management services to individual and institutional clients. With a focus on personalized financial planning and investment strategies, the firm aims to help clients achieve their long-term financial goals and navigate the complexities of the financial markets. Generated from their business information

Los Jefes Bookkeeping Inc is a professional bookkeeping firm based in Palm Desert, CA, offering comprehensive financial management services to businesses of all sizes. The company specializes in accurate record-keeping, financial analysis, and budgeting assistance, helping clients maintain organized and efficient financial systems. Generated from their business information

Tax Advantage 1031 Exchange is a company based in Palm Desert, CA that specializes in facilitating 1031 exchanges for clients looking to defer capital gains taxes on real estate transactions. With a team of experienced professionals, they provide guidance and support throughout the exchange process, helping clients navigate the complex regulations and requirements of the tax code. Generated from their business information