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William Peterson Financial Planning is a leading financial planning firm that provides comprehensive financial planning services to retirees. We offer personalized financial planning, investment management, tax planning, and insurance planning to help our clients achieve financial freedom and security. Our team of experienced financial advisors is dedicated to providing exceptional client service and helping our clients achieve their financial goals.
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Karen's Tax and Financial Services is a full-service Tax and Accounting firm serving clients throughout the Sierra Foothills with offices in Placerville and Jackson, California. We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of tax, financial and business needs. Our expertise includes individual and business tax services, financial planning, and accounting services. We have over 40 years of valuable experience assisting individuals and professionals with their tax and accounting needs. Our primary goal is to help our clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. We believe this requires open communication to reach an understanding of our clients' needs through research and sound analysis. Whether you are an individual or business, our dedicated team is committed to providing you with exceptional service and guidance.
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