FINANCIAL SERVICES
FREMONT BANK
tax savvy, and achieving income goals.
“IDDO tax is fast, reliable, and reduced my tax liability.” —Georgia R.
Element Wealth Management Danville, Lafayette, Orinda, Pleasant Hill, Walnut Creek 925-433-9533 chris.held@elementwm.com www.elementwm.com
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HD Mooers and Company Lafayette 925-283-7310 jeffm@hdmooers.com www.hdmooers.com
Frontier Wealth Strategies Oakland, San Francisco, San Ramon, Walnut Creek 925-255-0004 info@frontierwealthstrategies.com www.frontierwealthstrategies.com A fiduciary registered investment adviser and financial planning organization.
JT Services Inc Dublin, Hayward, Livermore, Pleasanton, San Leandro
Wealth and retirement planning using 21st century technology.
510-779-2719 1133services@gmail.com
HD Mooers and Company is a life insurance general agency working with both insurance professionals and consumers. We fight to find every client the best possible solution to their life insurance needs. “In my forty years of providing life and medical insurance in 14 states, I have never dealt with a better brokerage operation than HD Mooers & Co.” —Michael R.
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Professional accounting services.
wealth-management
K&Y Taxes Greater Bay Area
instagr.am/frontierwealth.
strategies
510-494-8211 martin@kytaxservices.com www.kytaxservices.com
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Eva Smith & Associates Hayward 510-889-8885 office@estaxservices.com www.evasmithandassociates.com Tax preparation and tax planning, payroll services, bookkeeping, and financial reporting. At Eva Smith & Associates, we service individuals and businesses by assisting them with obtaining financial literacy, becoming
wealth-strategies
Personal, business, and corporate tax preparation services
x.com/FrontierWealth
IDDO Financial Consulting Oakland, San Francisco, San Jose, San Ramon, Greater Bay Area
Growth Essentials Inc. Alameda, Berkeley, Lafayette, Oakland, San Leandro
925-895-9845 kelvin@iddous.com www.iddous.com
510-655-8555 mmahray@gessential.com
IDDO specializes in tax and accounting services for small to medium-size businesses.
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