评论 19
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J
7 几个月前

I had a really great experience with Fog City Advi...

I had a really great experience with Fog City Advisors. The team was extremely helpful and provided me with invaluable financial advice. They helped me make informed decisions and guided me through the entire process. I would highly recommend their services to anyone in need of financial guidance.

S
7 几个月前

The team at Fog City Advisors exceeded my expectat...

The team at Fog City Advisors exceeded my expectations with their exceptional service! They are knowledgeable, responsive, and genuinely care about their clients' financial well-being. I am grateful for their guidance and highly recommend their services.

M
8 几个月前

I had a great experience with Fog City Advisors! T...

I had a great experience with Fog City Advisors! Their expertise and knowledge helped me make informed financial decisions. The team is attentive and professional, and they truly care about their clients' success. I highly recommend their services!

M
10 几个月前

The financial consulting services I received were ...

The financial consulting services I received were exceptional! They provided valuable insights and helped me create a solid financial plan for my future. I was impressed with their expertise and attention to detail.

D
11 几个月前

I have been a customer of Fog City Advisors for se...

I have been a customer of Fog City Advisors for several years now, and I am extremely satisfied with their services. The team is highly professional and always goes above and beyond to ensure my financial needs are met. I highly recommend them!

I
11 几个月前

Fog City Advisors 😊 has been an excellent partner ...

Fog City Advisors 😊 has been an excellent partner in managing my financial affairs. Their team is highly skilled, and their personalized approach has helped me achieve my financial goals. Highly recommend! 😊

J
11 几个月前

I am extremely impressed with the services provide...

I am extremely impressed with the services provided by Fog City Advisors. Their expertise and professionalism are unmatched, and they have helped me navigate complex financial situations with ease. Highly recommended!

B
11 几个月前

I had a really average experience with Fog City Ad...

I had a really average experience with Fog City Advisors. The service provided was decent but nothing exceptional. The website was easy to navigate, but I found the response time to be a bit slow. Overall, I would rate them as average.

M
12 几个月前

I recently had the opportunity to work with Fog Ci...

I recently had the opportunity to work with Fog City Advisors, and I have to say they exceeded my expectations. The team was extremely knowledgeable and provided me with exceptional financial advice. They took the time to understand my goals and tailored their recommendations accordingly. I highly recommend their services.

N
1年以前

👍 I had a great experience with Fog City Advisors!...

👍 I had a great experience with Fog City Advisors! The team was highly professional and knowledgeable. They provided me with valuable insights and guidance that significantly improved my financial situation. I would definitely recommend their services. 👍

A
1年以前

I wanted to share my thoughts on the services prov...

I wanted to share my thoughts on the services provided by Fog City Advisors. Overall, I had a positive experience working with them. The team was responsive and attentive to my financial needs. They provided me with valuable advice and helped me plan for my future. I would definitely recommend their services.

P
1年以前

I am extremely satisfied with the services provide...

I am extremely satisfied with the services provided by Fog City Advisors. The team was highly professional and provided me with invaluable advice and guidance. They helped me navigate through complex financial matters and supported me every step of the way. I would highly recommend their services to anyone in need of financial advice.

H
1年以前

🌟 I had an excellent experience with Fog City Advi...

🌟 I had an excellent experience with Fog City Advisors! The team was friendly, professional, and highly knowledgeable. They provided me with outstanding financial advice and helped me achieve my financial goals. I couldn't be happier with the service they provided. Highly recommended! 🌟

M
1年以前

Fog City Advisors 😊 exceeded my expectations in ev...

Fog City Advisors 😊 exceeded my expectations in every way! Their team managed my finances so efficiently and helped me achieve my financial goals. I can't thank them enough for their excellent service! 😊

J
1年以前

😊 I recently had the pleasure of working with Fog ...

😊 I recently had the pleasure of working with Fog City Advisors and I have to say that it was an amazing experience! The team was highly knowledgeable and provided me with exceptional financial advice. They went above and beyond to ensure that all my questions were addressed. I would definitely recommend their services. 😊

A
1年以前

I recently utilized the services of a financial ad...

I recently utilized the services of a financial advisory firm and had a really good experience. The team at Fog City Advisors were professional and knowledgeable. They helped me make the right financial decisions and provided me with guidance tailored to my specific needs. I would highly recommend their services.

D
1年以前

I recently used the services of a financial adviso...

I recently used the services of a financial advisory firm and I must say that I was extremely impressed with the level of professionalism and knowledge provided. The team at Fog City Advisors really helped me make informed decisions about my investments. I highly recommend their services.

关于Fog city advisors

Fog City Advisors:您值得信赖的税务财务规划合作伙伴

Fog City Advisors 是一家只收取费用的财务规划公司,专门从事以税收为重点的财务规划。 Fog City Advisors 位于旧金山湾区,致力于为家庭和小企业主提供全面和个性化的财务规划服务。

在 Fog City Advisors,我们了解每个客户都有独特的需求和目标。这就是为什么我们采用整体方法进行财务规划,同时考虑您当前的财务状况、未来目标、风险承受能力和税收影响。我们经验丰富的专业团队包括注册财务规划师 (CFP) 和注册会计师 (CPA),他们致力于帮助您实现财务目标。

我们的服务

我们提供范围广泛的服务,旨在帮助您实现长期财务目标。我们的服务包括:

1. 全面财务规划:我们提供全面的财务规划服务,涵盖您财务的各个方面,包括退休规划、投资管理、遗产规划、税务规划、保险分析等。

2. 投资管理:我们提供量身定制的投资管理解决方案,以满足您的特定需求和风险承受能力。

3. 退休规划:我们通过分析您当前的退休储蓄计划、预测来自社会保障或养老金(如果适用)的未来收入流来帮助您规划退休;估算退休期间的开支;确定潜在的收入来源,例如出租物业或兼职工作机会;根据个人情况(例如领取福利的年龄等)制定最大化社会保障福利的策略。

4. 遗产规划:我们通过审查遗嘱或信托等现有文件协助客户制定遗产规划;确定潜在的受益人或继承人;讨论死后转移资产的选择,包括赠与策略等;如有必要,创建新文件,如授权书或生前遗嘱等。

5. 税务规划和准备:我们的注册会计师团队提供专家建议,通过战略性税务规划技术(例如递延收入、最大化扣除额和利用税收抵免)最大限度地减少税收。

为什么选择雾城顾问?

1. 只收费:我们是只收费的理财规划公司,这意味着我们不从第三方供应商处收取佣金或报酬。这确保了我们的建议始终是公正的,并且符合您的最大利益。

2. 整体方法:我们的整体财务规划方法考虑了您财务的各个方面,包括税收、投资、退休计划、遗产规划等。

3. 经验丰富的专业人士:我们经验丰富的专业团队包括注册财务规划师 (CFP) 和注册会计师 (CPA),他们致力于帮助您实现财务目标。

4. 个性化服务:我们提供量身定制的个性化服务,以满足您的特定需求和目标。

5. 信托责任:作为受托人,我们有法律义务始终以客户的最佳利益行事。

综上所述

Fog City Advisors 是旧金山湾区以税收为重点的财务规划服务值得信赖的合作伙伴。凭借我们全面的财务规划方法、经验丰富的专业人员、个性化服务和信托责任;我们可以帮助您实现长期财务目标,同时最大限度地减少税收。立即联系我们进行咨询!

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Fog city advisors

Fog city advisors

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