Swat Advisors - Financial Advisor in California | Tax Planning Services - Brea, California

Swat Advisors: A Leading Financial Advisor in California

Swat Advisors is a highly reputable financial advisor in California, specializing in tax planning services. With their headquarters located at 3000 E Birch St STE 103B, Brea, CA 92821, United States, their team of experts offers exceptional services tailored to meet the unique needs of their clients. You can reach them easily by calling at 5622811040 or by visiting their website at swatadvisors.com.

Specialties and Services Offered

Swat Advisors provides a comprehensive range of services, including tax consultant, estate planning attorney, financial consultant, financial planner, life insurance agency, tax preparation, and tax preparation services. Their team is committed to helping their clients achieve their financial goals through personalized strategies and expert advice.

Additional Points of Interest

In addition to their exceptional services, Swat Advisors is proud to identify as an Asian-owned and disability-owned business. They offer online appointments and on-site services, and have taken measures to ensure their facilities are accessible. Their location offers wheelchair-accessible parking, entrance, seating, and toilets, as well as assistive hearing loops and gender-neutral toilets. The company also boasts a welcoming and inclusive environment for the LGBTQ+ community, with a specific focus on providing a safe space for transgender individuals.

Customers can expect free of charge street parking and on-site parking options, with the availability of paid parking lots and street parking nearby. It's essential to note that all services provided by Swat Advisors are by appointment only, although they are recommended and can be easily scheduled online.

Opinions and Testimonials

Swat Advisors has received an impressive number of reviews on Google My Business, with the majority of clients sharing their positive experiences and praising the team's expertise and personalized approach. One satisfied client shared their story, stating that the company "did exactly what I needed for me and my business." They went on to mention that they were previously working with a large CPA firm that was not providing the tax-saving strategies they required, highlighting how Swat Advisors helped them overcome this challenge. The client also highly recommended Swat Advisors to others.

With an average review rating of 5/5, it's evident that Swat Advisors has built a reputation for delivering exceptional service and results to their clients. This company truly stands out in the financial advisory industry, offering tailored solutions and personalized attention to meet each client's unique needs.

Final Recommendations

If you're searching for a reliable and experienced financial advisor in California, Swat Advisors is undoubtedly a top choice. Their team of experts provides a wide range of services, including tax planning and preparation, estate planning, financial consulting, and more. With their accessible location, diverse range of amenities, and commitment to client satisfaction, it's no wonder they have such a strong reputation and high customer rating.

We highly recommend reaching out to Swat Advisors by visiting their website at swatadvisors.com or calling them at 5622811040 to schedule your consultation and take the first step towards achieving your financial goals.

👍 Reviews of Swat Advisors - Financial Advisor in California | Tax Planning Services