Financial planner Roeser Accountancy – Sorren 9 River Park Pl E Suite 450, Fresno, CA 93720

Roeser Accountancy is a trusted financial planning firm located at Sorren 9 River Park Pl E Suite 450 in Fresno, CA. Specializing in comprehensive financial planning, Roeser Accountancy is dedicated to helping clients achieve their financial goals through expert advice and tailored strategies. Whether you are looking for assistance with budgeting, retirement planning, or investment strategies, the team at Roeser Accountancy is ready to help you navigate your financial journey. To learn more or to schedule a consultation, feel free to call (559) 225-5200 or visit their website at www.roesercpa.com.

Services Offered

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Strategies
  • Tax Preparation and Planning
  • Business Financial Consulting

How Engagements Work

At Roeser Accountancy, we believe in a personalized approach to financial planning. Clients typically begin with an initial consultation to discuss their financial situation, goals, and any specific concerns. After assessing your needs, we develop a customized financial plan that outlines strategies and action steps. Ongoing support and updates ensure that your plan evolves as your financial situation changes.

What to Bring to Your Consultation

To make the most of your consultation, please bring the following documents:

  • Income statements (pay stubs, tax returns)
  • Statements for bank accounts, investments, and retirement accounts
  • Details of any debts (loans, credit cards, mortgages)
  • Any existing financial plans or documents

Helpful Resources

For directions to our office, you can find us on Google Maps.

Frequently Asked Questions

What services do you provide?
We offer comprehensive financial planning, retirement planning, investment strategies, and tax preparation services.

How do I schedule a consultation?
You can schedule a consultation by calling us at (559) 225-5200 or visiting our website to book an appointment.

What should I expect during the first meeting?
During your first meeting, we will discuss your financial goals, gather information about your current financial situation, and outline the next steps.

Are your services only for individuals?
No, we also provide financial consulting services for businesses.

How often should I meet with my financial planner?
We recommend regular check-ins, at least annually, to review and adjust your financial plan as needed.

What types of clients do you serve?
We serve a diverse range of clients, including individuals, families, and small business owners.

Is there a fee for the initial consultation?
Please contact us for details regarding fees for consultations and services.

What documents do I need to provide?
We recommend bringing income statements, investment account statements, and any existing financial plans or documents.

Informational only — not legal, financial, or insurance advice.

 

Financial planner Roeser Accountancy – Sorren
9 River Park Pl E Suite 450, Fresno, CA 93720
(559) 225-5200
http://www.roesercpa.com/

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