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Palm Desert / California / United States
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At CB Wealth Management Group, our view is to help our clients better achieve their idea of financial success.
Palm Desert / California / United States
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This branch of Rabobank is on Cook Street. It allows you to open accounts, cash checks, make deposits, pay loans and more. Rabobank offers ATM access across the country. It is FDIC-insured and prides itself on great customer service. Parking is in the main lot.

Palm Desert / California / United States
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Our licensed CPA has over 30 years of experience providing outstanding tax and finance services for individuals and businesses.We strive to save our customers money and keep them informed of the tax matters that affect their business. Whether you are filing an out-of-state return or you need audit support for your business, we have the skills you need to get the most out of your money. Ready to take the reins and regain control of your finances? We provide one-on-one QuickBooks training for business professionals. Get the knowledgeable services and protection you need to get the most out of your money. We strive to save our customers money and keep them informed every step of the way. Get tax services from an accountant who is skilled at simplifying the entire process. From gift and non-profit returns to electric filing and trust returns, we do it all. Whether you have a great idea for a business but dont know where to start or youre ready to sell your business, we have the experience you need no matter what your situation.Wondering how to make plans for your estate when considering taxes? Allow our accountant to walk you through the process and help you create an estate plan that makes sense for you and your family. Dont trust just anyone with your livelihood. Our accountant is certified to help you with compliance returns, understand financial statements, and provide you with bookkeeping services. Ensuring that your business is in compliance with all the states and federal tax laws is absolutely necessary to building a successful company. Allow our skilled CPA to ensure your business is up to code. Our certified accountant is skilled at more than just compliance returns! Our business has been helping clients with tax services, tax returns, and bookkeeping services for 19 years!Schedule an appointment today and allow us to work with those messy numbers so you dont have to! We also provide hands-on training for business professionals.
Palm Desert / California / United States
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FRANZ TATUM WEALTH MANAGEMENT is a boutique wealth management firm offering individuals and their families, business owners and nonprofit organizations the resources to pursue the goal of simplifying and protecting their wealth in a comprehensive manner. We help clients set and implement clear goals aligned with their needs, values, and objectives.
Palm Desert / California / United States
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CA Lic. #0B70344 As your personal Farmers Insurance agent located in Palm Desert, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
Palm Desert / California / United States
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Stanley J. Mroz is a certified public accountant offering a wide variety of related services including tax assistance, bookkeeping and estate planning. Mr. Mroz serves businesses and individuals throughout the region.

Palm Desert / California / United States
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Blanke Schein Wealth Management is a multigenerational family practice combining over 100 years of trusted wealth management experience. We strive to offer diversified, well-researched investment strategies with a strong foundation of security. We believe in a transparent investment program operating under a fiduciary standard of excellence. Fiduciaries have a legal obligation to put their clients’ best interests first and we wouldn’t have it any other way. In today’s world, people’s financial needs are ever changing. Our team is in constant pursuit to find a tailored solution for every individual in every individualized situation.
Palm Desert / California / United States
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Haven Management wears three hats. First, they are accountants -- it can help you with tax services and financial services. Second, they are bookkeepers -- they can help you with your business bookkeeping needs. Third, they are property managers -- they manage residential and commercial properties. Finally, they are happy to help! They are located on Corporate, behind the post office and next to Smog Dog and Powers Awards.

Palm Desert / California / United States
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Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Palm Desert, Calif., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services. The firm caters to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 outlets in 42 countries. Morgan Stanley Smith Barney LLC has membership with (SIPC) Securities Investor Protection Corp.
Palm Desert / California / United States
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CA Lic. #0628803 As your personal Farmers Insurance agent located in Palm Desert, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
Palm Desert / California / United States
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As a Personal Financial Representative in Palm Desert, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
Palm Desert / California / United States
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Let the U.S. Bank Palm Desert-El Paseo CA Office help you bank smarter with Online Banking, Bill Pay, Checking Accounts, Savings Accounts, Bank Loans and Student Loans.
Palm Desert / California / United States
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Paychex is a human resources and payroll outsourcing company. For payroll, it offers a variety of services, including working with retirement plans and workers' compensation.

Palm Desert / California / United States
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Let the U.S. Bank Palm Desert-El Paseo CA Office help you bank smarter with Online Banking, Bill Pay, Checking Accounts, Savings Accounts, Bank Loans and Student Loans.
Palm Desert / California / United States
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Raymond James Financial is a financial planning, wealth and assets management company. It has more than 5,300 associates nationwide and works with clients by offering money management, retirement assistance, portfolio building and investment banking. It has been recognized for its community support and philanthropic work around the world.

Palm Desert / California / United States
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CA Lic. #0I44123 As your personal Farmers Insurance agent located in Palm Desert, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
Palm Desert / California / United States
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Instant Cash is a loan service. It writes loans for individuals in the region in need of immediate payment. Call to speak with a representative for more information.