Wealth Alliance Tax & Financial Services

Wealth Alliance Tax & Financial Services Experienced advisors are here to help you with your business and personal financial concerns. Tax, Bookkeeping, Payroll, Investments, 401K, IRAs, Insurance.

We are available by Appointment Only outside of Tax Season. Please contact us in advance. Tax & accounting services offered through Wealth Alliance Tax & Financial Services, LLC. Advisory services offered through Wealth Alliance LLC, a registered CA Registered Investment Advisor. Registered representative offering securities through Independent Financial Group, LLC (IFG), a registered broker-deale

r. Member FINRA/SIPC. Wealth Alliance and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130

Licensed to sell securities in the following states: AZ, CA, ID, NV, OR, PA, UT, VA & WA
Jason Barney CA Insurance License 0C54028

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Address

3110 Camino Del Rio S, Ste 219
San Diego, CA
92108

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Telephone

+16195797717

Website

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