Recommended by his clients across the country, Greg Meyer runs New Wave Financial Services, a tax and wealth advisory firm in the Los Angeles area. Greg advises and manages overall financial health, tax preparation, and financial decision making such as home buying and retirement savings.
Running late on your taxes? Using Recommended’s “Book it now” button for Services, you can book him for tax prep directly from us — or on his website (where he’s embedded his recommendations from Recommended, too!).
(If you want to embed your recommendations on your website, too, there’s more info on that here.)
We contacted Greg for simple tax services, but we like him so much that we keep talking to him about everything – overall finances, retirement outlook, new job offer packages, etc. He has been able to give useful information every time. Because of him, we are more aware that we lack diversification in our overall portfolio, what our expenses would look like if we were to have a kid, how old we do need to work till until we can retire, etc. He’s really easy to talk to, with an added bonus that all the interactions happened via Hangouts and email! So convenient.
Loretta Hui Verified |
