Connect Tax and Wealth Management is a financial services firm based in Covina, CA, specializing in tax planning and wealth management for individuals and businesses. With a focus on creating customized financial strategies, the firm aims to help clients achieve their long-term financial goals.
Offering a range of services including tax preparation, retirement planning, and investment management, Connect Tax and Wealth Management provides comprehensive financial solutions to address the diverse needs of its clients. By leveraging their expertise and industry knowledge, the firm strives to empower clients to make informed decisions about their finances.
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