McGee Tax Preparation & Notary

United Planners Financial Services is an independent broker-dealer, committed to fostering a supportive and collaborative environment for financial professionals. With a focus on partnership and excellence, the firm provides best-in-class tools and resources, enabling advisors to elevate their businesses and client service. The company prides itself on its unique culture, where teamwork and camaraderie are paramount. Testimonials from partners highlight a deep sense of community and a commitment to personal support, illustrating the firm's dedication to both its employees and investors. Generated from the website

Pezick Bill is a financial planning and tax preparation firm based in Albany, CA. Specializing in helping individuals and businesses navigate their financial matters, they offer services such as retirement planning, investment advice, and tax filing assistance. With a focus on providing personalized and professional guidance, Pezick Bill aims to help clients achieve their financial goals and optimize their financial well-being. Their team of Certified Financial Planners and Enrolled Agents are dedicated to delivering expert financial solutions tailored to each client's unique needs. Generated from their business information