Wealth Tax Planners is a highly reputable and award-winning financial planning firm based in Walnut Creek, CA. With over 35 years of experience, their team of seasoned investment advisors provides comprehensive and personalized advice for all aspects of financial planning. They offer services such as retirement planning, investment advice, tax planning, and estate planning, catering to a diverse clientele including business owners, retirees, and local executives. Wealth Tax Planners prides itself on delivering clear and unbiased advice, utilizing a combination of low-cost ETFs and actively managed mutual funds to seek solid returns with lower risk. Their commitment to client success is evident through their custom Retirement Projection accounts, which take into account various factors to ensure a successful and comfortable retirement.
Recognized for their expertise and professionalism, Wealth Tax Planners has received multiple awards and accolades, including being named a 5-Star Wealth Manager and one of the Ten Most Dependable Wealth Managers of Northern California. Their investment advisory team consists of individuals with extensive backgrounds in business, law, and Wall Street, as well as advanced technical degrees. They have also been highly reviewed as instructors for their Successful Retirement Planning classes. With a focus on providing thoughtful advice for the entire financial life of their clients, Wealth Tax Planners is dedicated to helping individuals achieve their financial goals and secure their future.
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