Leivas Tax Wealth
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
19985 Van Buren Blvd, Riverside, Califor...Phone Number
(951) 300-9600Website
www.leivasassoc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Leivas Tax Wealth
Leivas Wealth Management is a full-service financial advisory firm established in Riverside in 1957, focusing on providing comprehensive financial solutions including tax planning, investment management, and estate strategies. The firm caters to affluent individuals, business owners, and multigenerational families, emphasizing long-term relationships and personalized service. Their offerings include cash flow analysis, portfolio management, retirement strategies, risk management, and life insurance tailored to clients' unique needs. Led by Susie Leivas, the firm is committed to empowering clients with the knowledge and guidance necessary to navigate their financial journeys.Explore more
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Leivas Wealth Management is a full-service financial advisory firm established in Riverside in 1957, focusing on providing comprehensive financial solutions including tax planning, investment management, and estate strategies. The firm caters to affluent individuals, business owners, and multigenerational families, emphasizing long-term relationshi... Read More
