Comprehensive Financial Services & Tax firm committed to assisting clients improve their long-term financial success through: Business Planning, Buying or Selling a Home, Care of a Family Member, College Planning, Charitable Planning & Philanthropy, Divorce or Separation, Expecting or Adopting a Child, Inherited Wealth or Investment Gain, Loss of a Loved One, Marriage, Retirement, and Special Needs Planning
Website: slatenwealth.com
Phone: (714) 776-0606
Closed now
- Thu 9:00 AM - 4:30 PM
501 N Brookhurst St Anaheim, CA 92801 ·2175.85 mi
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Reviews
yelpExcellent financial advice! My husband and I are so pleased to be working with Slaten Wealth Management. Susan helped us to create a retirement strategy and financial plan that meets our goals and...
MoreDO NOT RECOMMEND !!! After experiencing two consecutive years of errors from a well-regarded CPA that resulted in penalties and fees, I made the deliberate decision to take a more rigorous...
MoreSusan & Reese have been very helpful as my wife & I head into retirement. Seem to be very knowledgeable about all financial questions we throw at them. They offer an In-house lawyer who gives free...
MoreI've been with this business for 10+ years. They handle my Retirement ,IRA, Taxes. They are phenomenal!! Susan and all the people are super knowledgeable. I would recommend to anybody retiring or...
MoreMy spouse and I just came back from our annual financial review meeting. Gotta say, I love going to a place where I can get ALL of my financial-related questions answered at once. I used to have a...
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