Estate Planning Team

Jonathan & Associates, located in Palm Desert, CA, specializes in a wide range of financial services designed to help individuals and businesses secure their financial futures. Their offerings include personal financial planning, estate planning, business accounting, and various tax services, ensuring comprehensive support for their clients' needs. With a commitment to outstanding service and attention to detail, Jonathan & Associates provides valuable resources such as newsletters, financial calculators, and guides on tax strategies for both individuals and business owners. Their expertise extends to complex issues like IRS representation, bankruptcy, and forensic accounting, making them a trusted partner in financial management. Generated from the website

Ameriprise Financial is a prominent leader in financial planning and advisory services, recognized for its commitment to providing personalized advice to help clients achieve their financial goals. With a team of knowledgeable investment professionals, they offer objective research and actionable strategies tailored to individual client needs. Prioritizing privacy and security, Ameriprise Financial employs multiple safeguards to protect personal information, backed by an Online Security Guarantee. The firm operates under a Confident Retirement approach, ensuring that each client's financial planning is customized to reflect their unique aspirations and circumstances. Generated from the website