Laguna Accounting

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.

Located in Long Beach, CA, Spencer Wilson Financial Management Services has been serving the Greater Los Angeles Area and Orange County since 2004. We began in the heart of Naples in Long Beach and we continue to work hard to offer the best financial services for our clients. We have helped many different people and businesses succeed financially and take control over their finances.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.