Santa Monica, CA
Abacus Wealth Partners helps you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life.
Nancy’s grasp of business, technical and monetary issues, combined with her genuine enjoyment of personal interaction, has helped her clients get – and stay – on firm financial footing for nearly three decades. She works with a wide range of closely-held businesses in a variety of capacities, from providing straightforward tax services to serving as outsourced controller or chief financial officer. Over the years, she has developed particular expertise in helping filmmakers and production companies with the nuanced accounting work required once production is complete. She also has deep experience in the emerging area of accounting and financial planning for same sex married couples. Prior to joining AKM, Nancy was partner in the firm Adams & Salter, CPAs, PC. She previously worked with Deloitte & Touche, LLP. Nancy serves as treasurer of the Dr. Elmer A. Lindsey Memorial Center, Inc., a nonprofit organization aimed at meeting health needs during Fire Island’s summer season. She and her wife, Susan split their time between Manhattan, Santa Fe, NM and Cherry Grove, LI. In her free time, Nancy enjoys bicycling, reading (especially science fiction) and sports.
Santa Rosa, CA
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients’ needs first, always. The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout. Ameriprise is America’s leader in financial planning, and one of the largest diversified financial services firms in the U.S., with more than $750 billion in assets under management and administration. Every day – true to Tappan’s vision — our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach.
New York, NY
I help my clients achieve their dreams for today, tomorrow, and well into the future – using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.
I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.
Areas of Focus
Retirement Planning Strategies
Tax Planning Strategies
Retirement Income Strategies
Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.
Long Beach, CA
At GregCashTaxPlus, we believe in building strong client relationships. Trust is the cornerstone of all lasting relationships and building trust is a major focus here. We do that by offering the services to best meet your tax needs. If you own a business, it is important that you concentrate on what needs to get done to sell your goods and services, not get bogged down with tax issues. That’s why GregCashTaxPlus offers services ranging from bookkeeping, quarterly payroll tax preparation, financial statement preparation, sales tax preparation and offers in compromise. If you ever have to go before the Internal Revenue Service, Greg and his staff will be there to represent you. They take the worry out of your tax preparation. If you are tired of larger firms that treat you like another number instead of a human being, give GregCashTaxPlus a call and start being treated like a valued customer. We offer quality professional services at amazingly competitive prices, catering to individuals, small businesses, partnerships, estates and trusts and condominium associations. Let us help you stay on top of your accounting and tax needs so Uncle Sam won’t have to. Contact us today by phone at 562-597-4300 or fill out our contact form. If you need Long Beach Tax Preparation, look no further than GregCashTaxPlus.
Mitchell Kauffman is a Certified Financial Planner™ professional and member of the Financial Planning Association. Serving clients at Kauffman Wealth Management, Inc. in Pasadena, CA and the surrounding communities.
Los Angeles, CA