Freedomstar Financial

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111 Deerwood Rd Ste 200
San Ramon, CA 94583

Palma Financial Services is a trusted tax planning and accounting firm located in San Ramon, CA. With a team of experienced professionals, they provide tailored tax strategies and financial planning services to both businesses and individuals, helping them save money and achieve their financial goals.

As a bilingual firm actively involved in the Hispanic community, Palma Financial Services prides itself on treating every client with respect and without judgment. With a focus on proactive tax planning and comprehensive tax preparation, their clients have saved an average of $38,569 annually. Backed by a Certified Public Accountant (CPA) and Certified Personal Financial Specialist (PFS), Palma Financial Services is dedicated to ensuring the continued success of their clients.

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5.02 reviews
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Richard R.
6/10/2021

Ivan Hendren at Freedomstar Financial made a difference in my family's life when USAA told this Marine Combat Veteran that they could not get me a more lucrative rate for the VA IRRRL I was...

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Elyse B.
10/22/2019

We recently refinanced our VA loan using Ivan Hendren at Freedomstar Financial. We will be using Ivan for any future needs and referring our family and friends to Ivan. I am super picky, but Ivan...

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