We help manage each phase of your financial life and build the roadmap to get you where you want to be. Crown City Tax Planning will clearly answer your tax questions, file your tax returns, and respond to any tax notices or represent you before the tax agencies as needed.
We have established relationships with attorneys who specialize in estate planning and represent families and individuals to prepare cost-effective, specialized Estate Plans (Wills and Trusts) and represent beneficiaries and fiduciaries during Trust Administration.
We have established relationships with attorneys who specialize in estate planning and represent families and individuals to prepare cost-effective, specialized Estate Plans (Wills and Trusts) and represent beneficiaries and fiduciaries during Trust Administration.
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John has more than thirty five years experience in the financial services industry. Prior to establishing O'Connor Wealth Management (OWM), John provided retirement and financial planning services for clients through independent brokerage firms. Through OWM, he has created a financial services firm to deliver unbiased, fee-based (no commissions) advice to clients.
Important Disclaimer
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Advisory Services are offered through O'Connor Wealth Management, a California Registered Investment Advisor. O'Connor Wealth Management does not render or offer to render personalized investment advice or financial planning advice through this web site. 3. Execution of an Investment Advisory and or Financial Planning agreement between the client and the advisor.
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