Olsen Robert K

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

Capital Tax & Accounting is a reputable CPA firm located in Walnut Creek, California, offering expert tax planning strategies and accounting services tailored to professionals, executives, and small business owners. Serving clients in Walnut Creek, Santa Monica, and Palo Alto, Capital Tax is dedicated to providing effective financial solutions to meet the unique needs of each individual and business they serve. Generated from their website's infomation