Fazel Mostashari, MBT, CPA/PFS, CFP

Fazel Mostashari, MBT, CPA/PFS, CFP

At DentalCPA, we strive to be a trusted Personal Financial Specialist and provide comprehensive financial knowledge and expertise for our clients, combining technology with a holistic approach to help them meet their financial needs and fulfill their goals. We are committed to earning our customers' trust and always act in their best interests. Our team of professionals is dedicated to helping our clients make informed decisions and improve their financial health. We strive to build strong relationships with our clients, creating long-term plans to adapt to changing markets and preserve, enhance and transfer wealth to future generations. At DentalCPA, we believe in providing impartial, ethical and competent services. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Freeze, Sulkov & Associates

At Freeze, Sulkov & Associates, we have been providing tax planning and compliance services to clients in the US and overseas since 1999. In March 2019, FS Financial Advisors was founded by two Certified Public Accountants/Personal Financial Specialists (CPAs/PFSs), David Freeze and Maksym Sulkov. As fee-only financial advisers, we are dedicated to helping entrepreneurs, young professionals and their families reach their financial objectives. Many financial advisers are focused on portfolio growth, but not how much of that portfolio will be taken away by taxes. With our tax background, we decided to bring financial planning services to our clients and help them preserve as much of their retirement funds as possible. The stock market's performance is unpredictable, but taxes are a one-way street; once you pay taxes, it's impossible to get that money back. This is why careful planning is essential when it comes to finances. We are fee-only fiduciary advisers, meaning that we are solely paid by our clients for financial advice without receiving any commissions or selling any products. Additionally, both David and Maksym have satisfied the requirements for a PFS designation from the American Institute of Public Accountants.

Arbor Wealth Management

CPAs are known for their financial aptitude, objectivity, and trustworthiness when it comes to complex tax matters. Achieving the designation of Personal Financial Specialist (PFS) requires additional qualifications such as education, experience, and a successful completion of a comprehensive exam. CPAs with a PFS certification have a comprehensive understanding of how to help clients make advantageous decisions in regards to taxes, retirement, investments, estate planning and insurance. At Arbor Wealth Management, we have a team of CPA/PFS professionals to provide support for your financial goals and dreams. Our experts specialize in financial and retirement planning, investment planning, insurance planning, long-term care planning, social security planning, income planning, legacy planning, wealth preservation and estate planning. We provide personalized solutions to ensure that you are CPA Strong. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Allstate Insurance: Steven Funk

As a Personal Financial Representative in Lockhart, I am familiar with many local families. My knowledge and understanding of the people in this community allows me to offer excellent customer service. I am eager to help families like yours protect the things that they value most - their family, home, car, and more. Additionally, I can help you create a plan to reach your financial goals. I take pride in being part of a company that has been serving satisfied customers for over 80 years. Customers can trust Allstate Insurance: Steven Funk for its outstanding financial stability and superior claims service, which have earned it an A+ (Superior) rating from AM Best. My proactive approach allows me to identify any gaps in your protection and financial needs and provide helpful advice and information. I strive to provide customers with the same quality of service that I expect from Allstate - professional solutions to meet their financial needs. Contact my agency now to get a personalized insurance quote that comes with a great rate!You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Allstate Insurance Agent: Paul G Langston

As a Personal Financial Representative in Mount Pleasant, I'm knowledgeable about the local families and strive to give them excellent service. I want to help protect and ensure the things that are essential to you such as your family, home, and vehicle. Additionally, I can help you make a plan to achieve all of your financial objectives. I'm proud to work with a renowned company with over 80 years of satisfied customers. Customers trust Allstate for their remarkable financial strength and exceptional claims service which earned an A+ rating from AM Best. At Allstate Insurance Agent: Paul G Langston, I'm devoted to keeping your financial life on track. I can not only help you with the numerous financial solutions that Allstate offers, but I can also provide my expertise to assist you in reaching your financial goals. This includes planning for your child's education or planning your retirement. Contact us today for a fast and personalized insurance quote and a great rate.

Allstate Insurance Agent: Stacy Lodrigues

As a Personal Financial Representative in Harahan, I specialize in providing families with personalized insurance solutions that meet their needs. My knowledge of the local community allows me to provide superior service and advice to my clients. At Allstate Insurance Agent: Stacy Lodrigues, we believe in creating a tailored strategy to help protect our clients' investments and reach their financial goals. Our team of experts are dedicated to providing quality customer service and reliable products. With our expertise and commitment, you can trust us to help you find the best coverage for your family.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Rob Levy - Compass Real Estate

I specialize in luxury homes and lofts  in the northern section of San Francisco in the $1,500,000 price point and above.  My focus is on extraordinary client service both on the selling and buying side with an emphasis on objective based results driven by the clients' needs both personally, financially and geographically.  We make a concerted effort to listen closely, consider deeply and then counsel wisely such that our clients always feel that the direction we take on their behalf is solely in their best interest.  I personally make it a point to connect closely with our clients and provide a trusting and yet pragmatic approach to ensure I deliver on expectations and to always have open communication. Though we know and serve all of San Francisco, our areas of focus include Noe and Eureka Valley/Dolores Heights, Duboce-Hayes, Inner Mission, SOMA/South Beach/Financial District, Potrero Hill, Cole Valley and the entire upper North Side (Embarcadero on the East to the Richmond and Sunset on the West)

McGreal & Robinson

McGreal & Robinson is a team of tax specialists dedicated to helping people with law enforcement, home businesses, investment properties, and s-corps in the service industry with their business taxes and any related personal tax returns. We offer a variety of services to make sure that your payroll, bookkeeping, estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all taken care of. Individuals can get assistance with estate planning, individual tax planning and preparation, elder care, and personal financial planning. Businesses can make use of services such as small business accounting, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We also offer tax services such as tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief and getting an IRS file. Our QuickBook services include setup, training, QuickAnswers, QuickTune-up, and you can even buy QuickBooks and save.

Allstate Insurance Agent: Nelson Rivera Jr

As a Personal Financial Representative in Port Washington, Nelson Rivera Jr of Allstate Insurance Agency offers the local community with a personalized service. Through knowledge and understanding of the people in this community, they provide customers with an outstanding level of service and the best rates around. With just a call or click away, you can get personalized insurance quotes and know that you're receiving the best possible rate. The team at Allstate Insurance Agency is dedicated to finding the perfect coverage for all of your needs. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Matthew Moran - Windermere Real Estate

My educational background in Business Management and related experience provide me a strong foundation to help manage all aspects of the real estate transactions. I take pride in my ability to multitask and communicate effectively with my clients. This is an important part of managing someone's personal financial portfolio. To ensure the best possible results, I use an open system of operations, combined with proven tactics.I am dedicated to being your trusted real estate advisor and helping you achieve your goals whether it is selling or buying a property. I strive to keep clear and timely communication with my clients so that I can gain an understanding of their needs. I also make sure that they are kept up-to-date with the progress of the transaction.The team at Matthew Moran - Windermere Real Estate is committed to delivering great customer service and exceeding expectations with every real estate transaction. It is a pleasure to be able to work with clients and help them reach their objectives.

Allstate Insurance Agent: Thomas Bianco

As a Personal Financial Representative of Allstate Insurance Agent: Thomas Bianco in Pittsburgh, I'm dedicated to helping local families protect their assets and plan for their future. With knowledge of the people and community, I strive to provide superior customer service and a great rate for each customer. My team is experienced in helping create strategies to meet financial goals and cover important assets such as family, home, car and more. I look forward to being your trusted partner to ensure you and your loved ones are taken care of.

Allstate Insurance: Amanda Escobar

As a Personal Financial Representative in Austin, I'm proud to serve local families with the knowledge and understanding of what they need. My mission is to provide outstanding service and help customers protect the things that are most important to them-their family, home, car, and more. I'm also committed to helping customers create strategies to achieve their financial goals.Allstate Insurance: Amanda Escobar has been serving satisfied customers for over 80 years. Customers trust Allstate for its financial strength and superior claims service, which received an A+ rating by AM Best. As a small business owner, I understand the importance of building strong relationships with customers and creating a secure foundation for the future.For product disclosures and other information, visit my website. Contact my agency to get a quick, personalized insurance quote today! A great rate is just a call or click away.

Valley Financial

Valley Financial is a Financial & Healthcare Consultant based in Ellicott City, MD. Our mission is to provide quality service at an affordable price. We specialize in a variety of financial services, such as retirement consulting, healthcare consulting, personal financial services, and business financial services. Our team of experts is dedicated to helping our clients achieve their retirement goals. We strive to be the trusted partner for financial consulting and retirement planning.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Johnson Financial Group

Johnson Financial Group is a renowned, family-owned financial services company in Wisconsin providing banking, wealth and insurance solutions. It has a capital of $5 billion and is owned by the Samuel C. Johnson family, with Helen Johnson-Leipold at the helm as Chairman. Its services include traditional banking, insurance, trust, estate and fiduciary services, making it one of the most comprehensive financial services companies around. Customers can rely on Johnson Financial Group to provide them with top quality, personalized financial services, while taking advantage of their knowledgeable team and experienced professionals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.