The Novato CA team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Loretta Tolentino, E.A., located in Novato, CA, specializes in comprehensive tax return preparation services. With a strong commitment to accuracy and personalized service, Loretta Tolentino, an Enrolled Agent, helps individuals and businesses navigate the complexities of tax filing with ease and confidence. Whether you need assistance with annual returns, tax planning, or resolution of IRS issues, Loretta Tolentino, E.A. ensures... Read More about Loretta Tolentino, E.A.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for the details on what to bring for your first appointment.