CMC Legacy Group, LLC

More Info

General Info

We seek to provide you with consulting and management of your financial needs as well as serving our community. Our mission is to help you turn your dollar into a secure future. Our extensive knowledge in accounting and financial planning gives us confidence in designing a personalized solution to meet your needs. In helping our community, we also offer FREE 1040EZ for tax preparation and other affordable services. Who said money cant grow on trees?

Email

Send us an email for any inqueries

Extra Phones

Phone: (626) 733-1810

Services/Products

Our sister company, CMC Services, offers FREE 1040EZ e-file and other affordable tax preparation services. It's unique feature is the one-on-one live support line to answer any questions while filling out tax forms. Our other services include: Tax and Accounting: Tax Preparation (Business and Personal)Accounting - Bookkeeping, Reporting, Year-Round ConsultationSmall Business Internal Audit Full Service Payroll and HR AuditWealth Management: TAX FREE Retirement 401K and Pension Planing (Defined Benefits/ Cash Balance) Investment PlanningLiving Trust and Estate PlanningTraditional IRA and Roth IRAIncorporation and Limited Liability Corporation (LLC) ServicesEducation and College FundingInsurance Planning: Life InsuranceDisability and Liability InsuranceLong Term CareAnnuities

Payment method

discover, check, paypal, visa, master card, amex

Neighborhood

Rowland Heights

Languages

Chinese, English, Tagalog

Other Link

CMC Legacy Group offers comprehensive consultation

Categories

Retirement Planning Services, Accounting Services, Financial Planning Consultants, Insurance Consultants & Analysts, Tax Return Preparation-Business

Details

Phone: (888) 528-5783

Address: 1722 Desire Ave Ste 208, Rowland Heights, CA 91748

Website: CMC Legacy Group offers comprehensive consultation