Staying financially healthy
It's about portion control
Reaching long term financial goals should be approached the same way we approach our fitness goals, by finding a program that works for you. Learn how your savings plan impacts the rest of your financial goals.
Going the distance with investing
There has never been more accessibility to investing at low cost than there is today. With a quick web search, you have access to thousands of stocks and investment funds to help grow your dollar. With so many options, it’s easy to get lost. We can help you review your portfolio to better understand how your investments work. Schedule a quick 30-minute free consultation with us to review your portfolio to see where better investments can be made.
Protecting your gains
You work hard for every dollar you earn and for that reason, it’s important to make sure your assets are protected. Together we’ll review all of your beneficiary statements and make sure that your assets go to the people you want in case something were to happen to you.
What OUR clients Say
Kind, patient, and thorough. These thoughts are on my mind after doing a remote tax filling with Mofrad Financial. Thank you and see you next year.
pat c.
We needed a CPA who we can trust and someone that was verifiable across all systems. Ed Mofrad has all the credentials we were looking for and this will be the second year we file taxes with him. His office team is bright and ambitious, especially Milton. Milton has been of great help and very quick to respond. He has filed documents on our behalf giving us the results we are looking for. We are grateful for their dedication and loyalty to us. We really feel like they have our back. Thank you!
I'm very pleased with the service here. They have a friendly, knowledgeable staff.
ERIC F.
Ed's team was referred to me by a mutual client. I worked with Robert and Claire, from the beginning they were professional, efficient and very knowledgeable. Throughout the entire process, they made me feel as if I was the most important client to them. I will refer them as many clients that are in need of their services. Thank you again for a great experience!