Ameriprise Financial

Ascend Financial Management Inc. is a Tracy, CA-based firm specializing in financial reporting, payroll services, and ancillary services such as sales tax and workers' compensation reporting. The company is dedicated to providing comprehensive tax services and solutions for both individuals and businesses, emphasizing reliable and personalized service. Led by President Kimberley E. Pollard, EA, and in collaboration with Bill Pollard Jr., CPA, Ascend Financial Management Inc. offers tax representation services, including audit assistance and tax debt resolution options. Their commitment to professional, accurate, and cost-efficient tax preparation is complemented by exceptional client service. Generated from the website

Located in Tracy, CA, Edward Jones Investments, overseen by Mike Phan, is a financial services establishment catering to individuals, families, and small businesses seeking expert guidance in navigating their financial futures. Specializing in personalized financial solutions, the firm offers comprehensive services ranging from investment management to retirement and estate planning, ensuring tailored strategies to meet diverse financial goals. With a network of dedicated financial advisors spanning the country, Edward Jones emphasizes the importance of fostering strong and lasting relationships with clients. Through in-depth consultations and continuous support, the firm assists clients in preparing for life's various stages, prioritizing individualized care and customized financial approaches over generic, one-size-fits-all solutions. At Edward Jones Investments, the focus is on making thoughtful financial planning accessible and impactful for investors of all backgrounds. Generated using this brand's available information