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Palma Financial in Dublin, California

Palma Financial's Website

Strategic Financial Solutions Meets Personalized Service

(925) 477-4411

11840 Dublin Boulevard
Dublin, CA 94568

https://mpalma.com

Map & Directions

Company Description:

Are you looking for a qualified Dublin CPA? At Palma Financial Services, we can take care of all your wealth management needs. In fact, our financial planning firm is backed by a certified Personal Financial Specialist (PFS) with over two decades of experience.

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax and financial strategy that is customized for your particular situation.

Palma Financial Services, Inc. is a bilingual firm also active in the Hispanic community, assisting individuals small business cpa, businesses and young entrepreneurs. As a family-owned business, all who walk through our doors are treated with respect and without judgment.

Services Offered:

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Web Results:

Blog Small Business Financial Planning News Strategies
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Business Planning
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Defined Benefit Plans: An Underutilized Planning Tool
Tax Planning & Preparation
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Business Information:

In Business Since:1998
Ownership:Minority Owned

Certification / License:

  • Personal Financial Specialist, is the financial planning specialty credential issued by the American Institute of Certified Public Accountants (AICPA) exclusively to qualified CPAs with proven expertise and experience in comprehensive personal financial planning.

Specials:

  • Palma Financial is best known for being responsive and following through for clients. Our goal is to make it as easy as possible for clients to get the advice and counsel needed, so they can focus on what matters most to them.

Hours of Operation:

Saturday & Sunday : Appointments Only

Payment Methods:

Cash, Personal Check

Language Spoken:

English,Spanish

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