Full service consulting firm and insurance brokerage that empowers the small business owner greater levels of success!
Are you overpaying in taxes and just fed-up with the IRS? Do you stay up at night stressing over your financial position? Are you overwhelmed with trying to run a business and have a life? Let us take on this burden for you so you can focus on growing your business and spend more time with family!
David has had a combined 5,000 hours of professional experience and holds 10 of the firms licensing and designations. He is the visionary behind the company and the driving force of day to day operations! https://www.linkedin.com/in/dvbefinancialservicesllc
With her masters in accounting from Cal State and extensive background as a CTEC certified tax preparer she is the 2nd in command at the practice. She is also fluent in Spanish and handles the Spanish clients relations and interpreting as well.
With a Law Degree and Masters Degree in social policy and planning from the world-renowned London School of Economics. Ben acts as our resident expert in life insurance and special needs planning.
With over 50 years of experience in the world of risk management and CAL OSHA, Joe currently oversees our training. Joe is also the lead on market development and safety oversight with over 50 years of industry experience and leadership.
We are ready to help if your a startup or a well established company we look forward to helping in any way we can. David is available for a free 30 minute consult just reach out and lets see what we can do to help!
4843 Arlington Avenue, Riverside, California 92504, United States
(951) 318-8477 Cell
Monday - Friday: 9am - 7pm
Saturday - Sunday: By appointment