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Folino Tax & Financial Network is a family owned business that has been in the Camarillo, California area for over 20 years. Our team at Folino Tax has a unique and innovative approach to wealth management that integrates a set of financial disciplines - investment counseling, tax planning & preparation, estate planning, stock option analysis, along with retirement planning and asset protection - that are typically offered separately. Our method links these key elements to provide a synergistic financial focus that offers our clients the greatest benefit. Sound financial judgment, creativity and a thorough understanding of the tax laws and their applications are the hallmarks of Folino Tax and Financial. Our goal at Folino Tax & Financial is to assist our clients in developing investment strategies that will preserve and build their wealth. Our service is also about building and sustaining relationships. We work to earn our clients' trust and confidence every day by looking out for their interests, recognizing their personal situation and attitudes toward risk, and respecting the confidentiality of the information they provide to us. Our team covers every aspect of wealth management from benefit planning to investment advisory services to retirement and estate and tax planning. In addition to growing our clients' assets, we provide products that help protect those assets. We are attuned to the needs of our clients and experienced at assessing the fine points of various benefit and compensation plans. Our services at Folino Tax and Financial are customized to address our clients' individual and unique family situation, financial goals and employment situation. Protecting our clients' assets, income and lifestyle requires adequate levels of insurance. Our insurance division, Folino Tax & Financial Network has continued to grow over the years by treating our clients as family, providing them with a personal "hands-on" solution to their financial needs. Just like a family member, we are here year round to solve their questions and concerns about taxes, wealth accumulation and protection. You can expect and will always receive the individual, personal attention and service that has become so uncommon - except at Folino Tax & Financial. We hope you will come and experience the difference and decide to join our family!!! |