Clients in Financial Services

Here are some of my clients from the financial services industry:

Resolve My Taxes
Resolve My Taxes -Tax resolution firm that offers tax relief services to those with tax problems.


CKTax Inc
CKTax Inc. – a tax resolution service company based in Branson, Missouri.


PDX Home Loan
James Adair’s PDX Home Loan offers mortgage loans and refinancing in the Portland, Oregon area.


Pacific Bankruptcy
Pacific Bankruptcy is a federally designated Debt Relief Agency, assisting people with finding solutions to their debt problems, including, where appropriate, filing petitions for relief under the United States Bankruptcy Code.


Founded in 2009, NVoicePay has hundreds of customers paying tens of thousands of vendors through our B2B Payment Network daily. Their customers can be found in multiple industries including automotive, financial services, claims processing, medical, construction, manufacturing, retail, food service, technology, non-profits and education services.


American Advisors Group
As a reverse mortgage HUD approved lender, American Advisors Group wants you to make educated decisions based on solid information and knowledge. That’s why we strive to keep you posted with the best reverse mortgage information possible. Here you’ll get tips and advice, the latest news, industry updates, retirement tips, reverse mortgage help, and of course, articles on senior life in general.


Bacome Insurance

Bacome Insurance has offered auto insurance and home insurance to Hanford, Tulare and Lemoore residents for over 60 years. From auto insurance and homeowners insurance to business services, they offer a level of expertise that is second to none.


JTD Accounting and Business Services, LLC
JTD Accounting and Business Services, LLC specializes in QuickBooks, information technology, and business consulting for small-business owners who want their companies to run more efficiently.


Bank of the West operates more than 600 retail, wealth, commercial, and business banking offices in 23 states. They are one of the nation’s largest banks, yet it preserves its local feel and its award-winning style of relationship banking that ensures superior customer service. Bank of the West was founded in 1874 in California.



Accurate Accounting is an accounting firm which provides bookkeeping services such as payroll, tax return preperation, incorporation, and more. Their staff is dedicated to providing accounting expertise while maintaining a friendly, knowledgeable, and professional atmosphere. They are located in Murrieta, California.


Meisser Seales Riccabona, LLP is a full-service accounting firm serving clients throughout the Santa Cruz, California area, dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs. Their expertise ranges from tax management and accounting services to more in-depth services such as controller services, financial statements, and estate planning.

  is a fast growing company in the credit card industry and have been in business since 1997. They specialize in providing offshore merchant account and high-risk merchant accounts. Their objective is to give customers the satisfaction and be a reliable provider.

 brings together the latest credit card offers, across the major categories they know you are interested in. is the only resource you need to find and compare credit cards on the market. They have made it simple to see different Australian credit cards side by side.


Raging Bull is the premier destination for both new or experienced active traders who are looking for stock picks, stock ideas, how to get started trading stocks, and overall stock market education. Their team is comprised of real millionaire stock traders who put their money to work everyday in the markets by actively trading penny stocks, ETF’s, options, small-cap stocks and biotech stocks.


Involution Investment Group is a real estate solutions company located in Del Mar, CA. They specialize in buying and selling homes, and are experts at finding solutions for people who are in the market to buy or sell their own home or investment property.


Millennial Money Man helps over 170,000 Millennials a month destroy their student loans, make more money, and create a life they love. Bobby blogs about student loans, entrepreneur advice, blogging tips, and how to save.


Oxford Business Group is a global publishing and consultancy company producing annual investment and economic reports on more than 30 countries. To identify investment opportunities, they draw on more than 1,000 first-hand sources.


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