Correia Financial Services - Fairfield, California

Okay, here’s a comprehensive overview of Correia Financial Services, presented in a formal and helpful manner, designed to assist individuals seeking financial planning and tax preparation services:

Correia Financial Services: A Trusted Partner for Your Financial Well-being

Correia Financial Services stands as a dedicated and reputable firm committed to providing comprehensive financial planning and tax preparation services to clients in the Fairfield, California area and beyond. Located at 844 Union Ave, Fairfield, CA 94533, the firm operates with a client-centric approach, prioritizing accuracy, expertise, and personalized attention. Individuals seeking reliable financial guidance will find a valuable resource in Correia Financial Services.

Specializations and Services Offered

At its core, Correia Financial Services specializes in two key areas: Financial Planning and Tax Preparation. Phil Correia, the founder and principal, brings extensive experience and a deep understanding of financial regulations and best practices to every client interaction. Their services extend to:

• Personal Financial Planning: Developing strategies for retirement, investment management, and achieving long-term financial goals.
• Tax Preparation: Providing meticulous and accurate tax preparation services for individuals and businesses, ensuring compliance and maximizing potential tax savings.
• Estate Planning Basics (Consultation): Offering initial consultations to discuss key estate planning considerations.

Contact Information and Accessibility

Clients can easily connect with Correia Financial Services through the following channels:

• Phone: 074260920
• Website: correiafinancial.com

The firm is committed to accessibility and inclusivity. They offer a Wheelchair accessible entrance, Wheelchair accessible parking lot, and a Wheelchair accessible restroom. Appointments are highly recommended to ensure dedicated time and personalized attention to each client’s needs. Restrooms are also available for general use.

Client Feedback and Reputation

Correia Financial Services boasts a strong reputation, as evidenced by 4 reviews on Google My Business, with an average rating of 4/5. These reviews consistently highlight Mr. Correia's unwavering accuracy, profound knowledge, and commitment to client satisfaction. Feedback suggests a level of professionalism and dedication that distinguishes him from larger, more impersonal firms. Clients consistently praise his ability to bring order to complex financial situations and provide confident, well-informed advice – a sentiment reflected in the numerous testimonials emphasizing his superior service compared to other, more established accounting firms.

Concluding Recommendation

For individuals seeking a trustworthy, knowledgeable, and genuinely client-focused financial professional, Correia Financial Services represents an excellent choice. Their commitment to accessibility, coupled with Phil Correia’s proven expertise, creates a welcoming and supportive environment. We strongly encourage anyone seeking comprehensive financial planning and tax preparation assistance to visit the firm’s website at correiafinancial.com to schedule an appointment and experience the benefits of working with Correia Financial Services firsthand.

👍 Reviews of Correia Financial Services

Robert W.

5/5

Phil Correia has been doing my taxes for years. His accuracy and knowledge is impeccable.

I'd be hard pressed to find another accountant as good as Phil, even at the big Boys who take up whole floors in skyscrapers, and I've had them before never to return.

I'd recomend Correia Financial services to anyone with no fear of being found wrong.

Mark C.

5/5

Phil is great at getting your financial situation in order!

Wonder M.

5/5

Philip is the best....

Hello

1/5