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True knowledge comes through experience. With decades of investing experience between our team, you will be satisfied with our services and results. We manage your capital while looking to work toward your financial objectives. We recognize cycles in the market and look past the noise created by the media to choose suitable financial products for your situation.
We serve clients who are at different states in life. From those starting families, the employed who are planning for retirement, and retirees.
Income Tax Preparation Atascadero
We are a full-service financial firm committed to helping people pursue their financial goals. We offer tax management, income tax preparation, investment management, retirement strategies, estate conservation. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
About:
Founded in 1986 Ray M. Buban, EA has been a company dedicated to the idea that good financial decisions don’t have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
Ray M, Buban has been a long time Central Coast resident, gaining his education from Cuesta college, Hancock and Cal Poly. After beginning his tax service company in 1986 he dedicates his free time to giving back with roles in Youth Little league, Atascadero high school, north county women’s shelter and many more.
Testimonials:
“I’ve been going to Ray’s for my taxes for more than twenty years and he had always done a wonderful job. I wouldn’t think of going anywhere else. He is friendly, knowledgeable, and professional and more than once, he has helped me with a complicated tax problem that was keeping me up at nights. Furthermore, his services are affordable, compared with, say H&R Block. In short, I couldn’t recommend Ray more highly.” – Ronnie A.
Stifel Nicolaus is a full-service brokerage and investment banking firm providing securities brokerage, trading, investment advisory, and more to individual investors, institutions, corporations, and municipalities located in Paso Robles, CA.
About:
Stifel Nicolaus is a full-service brokerage and investment banking firm established in 1890 and headquartered in St. Louis, Missouri. The company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
Whether it’s securing a comfortable retirement for our clients, providing the benefits of a college education for their children or grandchildren, ensuring the continues success of their businesses, or helping them meet personal goals that require financial strength, our associates have the resources to meet any challenge. That is our charge – meeting the demands and rising to the expectations of our clients.
Testimonials:
“I met a couple of the stock brokers from this firm at our local Rotary Club. They are clients of ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It’s worth stopping by to see them just for the tour of the home. While you’re there, you can ask for investing, retirement, estate and financial planning advice. Good people.” – Yelp User
