Wealth Consulting Group

Kocen Financial Group Inc., based in Rancho Mirage, CA, offers tailored wealth management services with a focus on optimizing clients' financial well-being through relationship-based, client-first financial planning and investment management. With over 30 years of experience as a Registered Investment Advisor, the firm prioritizes education and a comprehensive approach that aligns with clients' values and future aspirations. Dedicated to serving individuals and families at every stage of life, Kocen Financial Group specializes in financial and tax planning, retirement planning, investment services, and family wealth management. The firm emphasizes the importance of client education and collaboration with financial professionals to ensure that clients and their families are equipped to make informed decisions regarding their financial legacy. Generated from the website

Tax Legal Financial Service in Palm Desert, CA, offers a range of services related to tax, legal, and financial matters. With a team of experienced professionals, the company assists individuals and businesses in navigating complex financial situations. Specializing in tax preparation, legal consultations, and financial planning, Tax Legal Financial Service aims to provide comprehensive solutions to help clients achieve their financial goals. Whether it's tax filing, legal advice, or financial guidance, the company is dedicated to assisting clients with their specific needs. Generated from their business information