Universal Solutions

The advisor listed is an Ameriprise financial advisor in Fresno. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

HistoryFor a detailed history, please visit our website at www.pathwaysag.com.SpecialtiesOur goal is to build a financial plan to help you achieve clarity, simplicity, security and peace of mind. The first few meetings are exploratory. We learn about each other, determine whether we can help you, and decide if there is a good fit. Planning is hard work and, thus, requires a commitment of time and energy. During these early meetings, we want to uncover your values and goals. Then, after addressing any urgent issues, we begin to formulate a plan. It will not happen overnight. During the planning process, we face many options and choices. We are careful to help you weigh the variables and make well-informed decisions. We spend considerable time educating and clarifying issues. Once we are well established, we meet semi-annually or annually on an ongoing basis. This ongoing process prepares us for important discussions that come with each new chapter of life.

Valley Valuations is a team of CPAs and Certified Valuation Analysts based in Fresno, California, specializing in business appraisal and valuation services. With their unique training, licensing, and experience, they assist business owners, attorneys, CPA firms, banks, and others in need of specialized valuation and appraisal assistance. Their services include business valuations for various purposes such as the sale of businesses, shareholder disputes, partner buy-outs, family succession, marriage dissolution, mergers and acquisitions, S-Corporation elections, and gift and estate tax returns. Valley Valuations takes pride in providing experienced, candid, and independent advice to their clients, helping them maximize the value and liquidity of their businesses. They offer professional planning, discussion, and preparation of business exit plans, emphasizing the importance of engaging their services early in the process to address potential weaknesses and increase the value of the business in the eyes of potential buyers. With a history of hundreds of engagements across multiple industries, Valley Valuations leverages their expertise to deliver efficient and effective services, allowing business owners to focus on running their businesses while they handle the valuation and appraisal process.Generated from the website