Alan F Smith CPA & Financial Services

★★★★★
Financial Planning Service, Certified Public Accountant, Financial Advice, Certified Financial Planning, Financial Certified Consultants
  • 1201 W Valencia Dr Space 235

    Fullerton, CA 92833

    Map & Directions
  • 714-501-9246

About Alan F Smith CPA & Financial Services

Categories
  • Financial Planners
Hours
Monday: 09:00 AM - 05:00 PM
Tuesday: 09:00 AM - 05:00 PM
Wednesday: 09:00 AM - 05:00 PM
Thursday: 09:00 AM - 05:00 PM
Friday: 09:00 AM - 05:00 PM
Saturday: Closed
Sunday: Closed

Finance

Finance
More choices in Fullerton:
Resultset_next

Lobel Financial Corporation

1150 N Magnolia Ave Anaheim, CA

Resultset_next

Romero & Levin Wealth Management, Inc.

1585 E. 17th St Santa Ana, CA

4.6667 3
Hi! Sign in to let us know how Alan F Smith CPA & Financial Services was?
Write a Review
.

Alan F Smith CPA & Financial Services has been exceptionally supportive throughout my transition from an employee of a major company to a small business owner. Their team has taken the time to understand my goals, both personally and professionally, and have delivered a tailored package of healthcare and pension advice that provides the flexibility I need with the optimal return.

4
★★★★☆

Alan F Smith CPA & Financial Services has been exceptionally supportive throughout my transition from an employee of a major company to a small business owner. Their team has taken the time to understand my goals, both personally and professionally, and have delivered a tailored package of healthcare and pension advice that provides the flexibility I need with the optimal return.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

We have worked with Alan F Smith CPA & Financial Services for seven years and we have always found them to speak plain English instead of lots of jargon. It is easy to contact the team when necessary, sadly a very unusual quality compared to most of the organisations we deal with on a day-to-day basis.

5
★★★★★

We have worked with Alan F Smith CPA & Financial Services for seven years and we have always found them to speak plain English instead of lots of jargon. It is easy to contact the team when necessary, sadly a very unusual quality compared to most of the organisations we deal with on a day-to-day basis.

Was this review helpful to you?
Ratings_icons Ratings_icons

.

Thanks for a great service for both myself and our company. Thank you for always returning my calls and assisting with some of my difficult queries I have had with my medical aid. I look forward to our continued associating. Working with you is like night and day compared with my previous advisor - you have far exceeded my expectations. Warm regards!

5
★★★★★

Thanks for a great service for both myself and our company. Thank you for always returning my calls and assisting with some of my difficult queries I have had with my medical aid. I look forward to our continued associating. Working with you is like night and day compared with my previous advisor - you have far exceeded my expectations. Warm regards!

Was this review helpful to you?
Ratings_icons Ratings_icons

More about Alan F Smith CPA & Financial Services

Concentrate on advising small to medium-sized businesses and Financial Planning, accounting and other financial matters.

 

Wait, you're the expert.

If you've been to or used Alan F Smith CPA & Financial Services, leave a review.

It's easy, only takes a couple of minutes and you'll help thousands make an informed decision.



Write a Review