Personalized Financial Services

Your choice for Financial Services

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 Joshua Giminez, CPA, EA, ERPA, CFP®

Financial Advising


- Individual

- US Expat Tax

- International

Services Offered


Accounting, Consulting, Business Taxes

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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