Fred A Marcussen CPA
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1875 Olympic Blvd Ste 215C, Walnut Creek...Phone Number
(650) 508-1040Website
www.famcpa.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Fred A Marcussen CPA
Iron Point Financial Advisors specializes in wealth management and retirement solutions, offering sophisticated financial strategies to help clients achieve their investment goals. The firm caters to a diverse clientele, including entrepreneurs, peak career professionals, pre-retirees, retirees, and high-net-worth individuals, providing tailored services such as portfolio management, estate strategy, and wealth-building education. Their approach involves a three-step process of assessing financial situations, strategizing unique solutions, and implementing plans to adapt to life changes and market volatility. The company prioritizes long-term relationships built on open communication to ensure clients' financial objectives are met.Explore more
Fred A Marcussen CPA Org Chart
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Iron Point Financial Advisors specializes in wealth management and retirement solutions, offering sophisticated financial strategies to help clients achieve their investment goals. The firm caters to a diverse clientele, including entrepreneurs, peak career professionals, pre-retirees, retirees, and high-net-worth individuals, providing tailored se... Read More
