Plan B Investments

I am a financial advisor specializing in retirement, estate, and financial investments. Bring your financial and estate problems to me and then let's see if, together, we can find the right solutions for you.

Bank of America, located in Carmel Valley, CA, offers a comprehensive range of financial services including banking, credit cards, home loans, and auto loans, catering to both personal and business needs. The institution provides innovative mobile banking solutions with customizable alerts and advanced security features designed to enhance customer convenience. With products such as Advantage Banking and Preferred Rewards, Bank of America aims to deliver tailored financial solutions that help customers save money and achieve their financial goals. The bank also emphasizes accessibility through its online services, allowing customers to manage their finances effortlessly from anywhere. Generated from the website

Kabat Ronald P CPA is a professional accounting firm based in Carmel Valley, CA. Specializing in tax preparation and financial consulting, they assist individuals and businesses with their financial needs. With a focus on personalized service and attention to detail, Kabat Ronald P CPA helps clients navigate complex financial matters and achieve their financial goals. Their experienced team provides reliable and efficient accounting solutions tailored to each client's unique circumstances. Generated from their business information