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.
Related Merchants
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.