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Jessica M Robertson CPA

South Bay Financial Partners

Jessica M Robertson CPA

South Bay Financial Partners

Jessica M Robertson CPA

South Bay Financial Partners

Profession LogoFINANCIAL PLANNER

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 income
Financial 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

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts