Bill Pezick

More Info

Financial & Tax Planning for East Bay Families

General Info

Financial & Tax Planning For East Bay Families. Bill Pezick would like to plan to make a difference for you. His coordinated financial & tax planning can help you preserve and increase your assets over time, help you to simplify financial & tax matters

Email

Email Business

Services/Products

Estate Planning, Living Trusts, Bonds, Mutual Funds, Charitable Giving, Estate Taxes, Long Term Care, Tax Deductions, Form 1065, Income Tax, Investment Planning, Annuities, Tax Services, Roth IRA, Capital Gains Taxes, Investment Advisory Service, Family Financial Planning, Asset Management, Money Market Funds, SEP Individual Retirement Accounts, Annuities, Bonds, Registered Securities Principal. Lic# 0739108, Mutual Funds, Certified Financial Planner.

Payment method

cash, check, all major credit cards

Neighborhood

Garfield

Accreditation

Certified Financial Planners

Other Link

http://www.billpezick.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Tax Return Preparation, Taxes-Consultants & Representatives

Reviews

Details

Phone: (510) 526-6121

Address: 400 Evelyn Ave, Ste 299, Albany, CA 94706

Website: http://www.billpezick.com