4695 Chabot Road
Making a decision to seek financial advice as a means to help realize financial goals is a major step. The people providing that advice must have expertise in their field, and have a fiduciary duty of always acting in the client's best interests. Areas involving investment advice or management, social security strategies, tax planning, distribution planning, and estate planning are going to require a source of trustworthy and reliable advice. Finding an advisor who can prevent you from making the wrong decisions can be just as valuable as someone who helps you make the right decisions.
Anthony B. Carr, CPA, CFP™, owner of Carr Wealth Management, LLC, has been managing investments for clients for over twenty-one years and has been an active CPA for over thirty-four years. Below is a list of some common issues that our company can help with.
Please feel free to review our services and contact us to schedule a free no-charge consultation (phone call).