Welcome

Velazquez & Associates believes in the "Power of One" = One source for financial, tax and retirement planning.

Thank you for visiting the home of Velazquez & Associates on the Web. Our dedication to client service has allowed us to grow into what we believe to be the highest quality professional customer service in tax and wealth management. We've designed this Website for you as a "one-stop shop" for many of your immediate financial questions and concerns:

ABOUT US - Visit this page to learn more about the firm's history, personnel & mission statement.

SERVICES - Find out more about the range of services we offer and our areas of expertise, which include financial, tax and retirement planning for businesses, and real estate investors.

NEWSLETTER - Our online client newsletter is updated constantly and is an easy way to keep current on tax, retirement and financial matters. Many of our clients use it as an inexpensive means of keeping their internal staff, bookkeeper, or accountant updated.

FINANCIAL GUIDES - Should I change my withholdings? When should I refinance? When can I retire? These are just a few of the many questions that can be addressed with our helpful interactive financial calculators & tools. These tools are not intended to replace the usual interaction that you would want with your tax preparer, tax professional or financial advisor. In fact, we encourage you to engage us in periodic tax planning and/or financial planning sessions, where we can design a plan for the future, instead of just being a forensic accountant.

LINKS - There are a lot of great Websites out there - if you can find them! Use this page to Link to some useful sites that we've found.

In summary, whether you are looking for Certified Public Accountants to deal with complex income tax issues, have your tax return professionally prepared, or you need a personal financial plan or business plan, we hope you will consider our firm.

Investments are offered to residents of the state of California through Registered Representatives of Lincoln Financial Securities Corporation, member SIPC (www.sipc.org) and FINRA (www.FINRA.org).

Advisory services are offered to residents of California through advisory representatives of US Financial Advisors, LLC (USFA) USFA and US Insurance Brokers, LLC (USIB) are wholly owned subsidiaries of US Wealth Management, LLC. The office is located at 330 N Brand Blvd Suite 200, Glendale, CA 91203.

In California, insurance may be offered through LFS Marketing & Insurance Sales Corporation.

Lincoln Financial Securities Corporation and their representatives do not offer legal or tax advice. Please see your tax professional ragarding your individual circumstances.

US Wealth Management LLC companies, Velazquez & Associates & Lincoln Financial Securities are not affiliated.

We welcome any questions or comments you may have. Feel free to contact us at any time:

Velazquez & Associates Inc
330 N. Brand Blvd, Ste 200
Glendale, California 91203

You can also send us a message directly through the Contact page of this website.