Financial & Tax Planning for East Bay Families

General Info

Financial & Tax Planning For East Bay Families. Bill Pezick would like to plan to make a difference for you. His coordinated financial & tax planning can help you preserve and increase your assets over time, help you to simplify financial & tax matters

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 510-526-6121

Address:

400 Evelyn Ave, Ste 299 Albany, CA 94706

Email:

Contact Us

Link:

http://www.billpezick.com

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Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Tax Return Preparation, Taxes-Consultants & Representatives

Services / Products

Long Term Care, Form 1065, Mutual Funds, Investment Planning, Bonds, Roth IRA, Capital Gains Taxes, Annuities, Tax Services, Charitable Giving, Estate Planning, Family Financial Planning, Income Tax, Tax Deductions, Asset Management, Living Trusts, Money Market Funds, Estate Taxes, Investment Advisory Service, Certified Financial Planner, Mutual Funds, SEP Individual Retirement Accounts, Registered Securities Principal. Lic# 0739108, Bonds, Annuities

Payment Options

cash, check, all major credit cards

Accreditation

Certified Financial Planners