Jessica M Robertson CPA
South Bay Financial Partners
Jessica M Robertson CPA
South Bay Financial Partners
Bio coming soon!
Firm Description
Hours
Day | From | To |
---|---|---|
Monday | 7:00 AM | 4:00 PM |
Tuesday | 7:00 AM | 4:00 PM |
Wednesday | 7:00 AM | 4:00 PM |
Thursday | 7:00 AM | 4:00 PM |
Friday | 7:00 AM | 4:00 PM |
Saturday | By Appointment Only |
Cost
Financial Planning 2% of incomeFinancial Planning with investment advice 2% of income + .45% of assets under management + .2% of assets under advisement
$165/hr basic financial planning and financial therapy
$440/hr for advanced tax prep/planning and investing
What Is a Special Needs Planner?
Main Office
2700 Patriot Blvd
Suite 250
Glenview, IL 60026
21515 Hawthorne Blvd
Suite 200
Torrance, CA 90503