Camelback Financial Group LLC, 333 N Indian Hill Blvd, Claremont, CA 91711, US

HistoryReardon & Associates was founded by David Reardon, a native of the Inland Empire. The name Reardon & Associates has a local legacy dating back to the early 1970's when David's father, Walt Reardon, ran his CPA practice in Upland. Now with his Insurance and Financial Services business, David is continuing to bring the Reardon & Associates name to clients throughout the local area and across the country. David and his team, including the advanced expertise of many colleagues within the Pacific Advisors agency, are the extension of a legacy that goes back over 100 years. The history of Pacific Advisors dates back to 1862, with the first West-coast office of Guardian; today Pacific Advisors serves more than 46,000 clients throughout the country. Our team is comprised of more than 150 advisors and specialists, 2,000+ active brokers, dozens of staff, and an international network of resources and support. We bring in-depth knowledge and understanding of tax laws and financial services.SpecialtiesI work with individuals, families, business owners and entrepreneurs to leverage the power of planning to protect assets, plan for income sufficiency and unlock surplus profits that can be invested alongside the business. I apply a process that allows us to evaluate the various elements that can affect the profits and tax exposure of a business, create a comprehensive financial plan that protects assets and manages risk, implement the plan and continue to manage and assess the expected return of investments, assets and various elements of the plan.

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