Associated Professional Advisors - Santa Maria, California

Associated Professional Advisors: A Comprehensive Overview

For individuals and businesses seeking comprehensive financial guidance, Associated Professional Advisors stands as a reputable and versatile firm. Located at 205 Union Ave, Santa Maria, CA 93455, United States, this established organization offers a wide array of financial services designed to meet diverse needs. With a dedicated phone line at 8059378787 and a user-friendly website at associatedprofessionaladvisors.com, accessing their services and information is remarkably convenient.

Specialties encompass a broad spectrum of financial expertise. Associated Professional Advisors distinguishes itself through its proficiency as a Financial Consultant, providing strategic advice to optimize financial health. They also function as skilled Accountants, ensuring accurate and compliant financial record-keeping. Their Bookkeeping Service offers streamlined financial management, while their role as a Financial Planner assists clients in achieving their long-term financial goals. Furthermore, they operate as a Stock Broker, facilitating investment opportunities, and provide expert Tax Consultant services, minimizing tax liabilities. Finally, their comprehensive Tax Preparation Service simplifies the often-complex process of tax filing.

Key Features and Services:

• Financial Consulting: Personalized strategies for wealth management, retirement planning, and investment decisions.
• Accounting Services: Accurate and timely financial reporting, ensuring regulatory compliance.
• Bookkeeping: Efficient record-keeping and financial statement preparation.
• Financial Planning: Development of tailored financial plans to achieve specific objectives.
• Investment Brokerage: Access to a range of investment opportunities and expert guidance.
• Tax Services: Strategic tax planning and preparation to minimize tax burdens.

Accessibility and Amenities:

Associated Professional Advisors prioritizes accessibility for all clients. The office is equipped with a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, and a Wheelchair-Accessible Toilet, demonstrating a commitment to inclusivity. Additionally, clients are encouraged to schedule Appointments Recommended for dedicated attention and personalized service. The presence of a standard Toilet facility further enhances the comfort and convenience of visitors.

Client Feedback and Reputation:

Currently, the company boasts 3 reviews on Google My Business, reflecting client experiences. The average opinion stands at 3.7 out of 5, indicating a generally positive reception. While there's room for continued improvement, the existing feedback highlights strengths in professionalism and client service. It’s worth noting that a deeper dive into the individual reviews can provide more granular insights into specific client experiences and areas of strength.

Additional Points of Interest:

• Website: associatedprofessionaladvisors.com – Provides detailed information about services, team members, and contact details.
• Location: 205 Union Ave, Santa Maria, CA 93455 – A central location within Santa Maria, offering convenient access for local clients.
• Contact: 8059378787 – Direct phone line for inquiries and appointments.

Conclusion:

Associated Professional Advisors represents a solid choice for individuals and businesses seeking a multifaceted approach to financial well-being. Their diverse range of services, coupled with a commitment to accessibility and client satisfaction, positions them as a valuable resource within the Santa Maria community. The positive feedback, alongside the firm’s dedication to providing expert guidance across various financial disciplines, makes them a noteworthy option for those in need of comprehensive financial support. Further research into their specific service offerings and client testimonials can assist potential clients in determining if Associated Professional Advisors aligns with their unique financial requirements. The firm's commitment to creating a client-centered experience is a key element of its continued success.

👍 Reviews of Associated Professional Advisors

John H.

1/5

These guys are supposed to work to find us every penny for our refund. Due to our own mistake, my wife and I ended up owing Uncle Sam $2700. BUT, APA did not count my wife's student classes and what she was paying for them. This year (2020) we used H&R Bloc and they identified this omission. H&R Bloc matched APA filing fee and re-examined our taxes from last year for free. H&R Bloc found $440 that was missed from the year before and actively worked with us to get it back (minus a $40 re-filing fee). We will be going to H&R Bloc from now on.

Carlos A.

5/5

Adam from Associated Professional Advisors is the best! Will be coming back next tax season! Only guys for the job!
Five Stars!
HIGHLY Recommend!

O L.

5/5