Jim Gallegos, AGT - Ameriprise Financial

The advisor listed is an Ameriprise financial advisor in Irvine. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

Tax Relief Squad is a specialized tax resolution company in Irvine, CA, offering comprehensive services for both business and personal tax needs. With a team of experienced tax professionals, they provide support in navigating tax investigations, creating tailored solutions through IRS programs, and executing strategies for financial freedom from the IRS. Committed to serving the community, Tax Relief Squad aims to identify the amount owed and potential savings, ensuring compliance with the IRS while providing representation and executing a blueprint designed to maximize savings for their clients.Generated from the website

Challenger Wealth Management, based in Aliso Viejo, CA, is an SEC registered investment adviser dedicated to providing clients with ethical investment strategies and comprehensive financial planning services. Their team collaborates with industry experts and clients' legal and tax professionals to ensure a holistic approach to financial growth and security. Led by President Nancy Challenger, the firm emphasizes regular communication and personalized service, adapting to clients' evolving goals and needs. With a commitment to integrity and a client-centered philosophy, Challenger Wealth Management strives to guide individuals confidently toward their financial dreams. Generated from the website