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Comprehensive Financial Planning Services - Parsons Advisors

Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.

http://www.parsonsandersencpa.com/

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Comprehensive Financial Planning Services - Parsons Advisors | parsonsandersencpa.com Reviews
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Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.
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Comprehensive Financial Planning Services - Parsons Advisors | parsonsandersencpa.com Reviews

https://parsonsandersencpa.com

Comprehensive financial planning services such as: investment management; multi-generational estate planning; insurance services; mortgage services; and education, retirement/ work-optional, and life planning.

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1

Our Clients - Parsons Advisors

http://www.parsonsandersencpa.com/our-firm/our-clients.html

What is a typical Parsons Financial Advisors client like? We look for clients who want to make proactive changes in their financial lives and who are looking for a trusted financial team to provide guidance in prioritizing and organizing their financial affairs. Our fully engaged clients make sure to take advantage of all the services we offer across the firm. We cherish long-term relationships with our clients and love what we do. Who Are Our Clients? 721 Purissima St. Suite C. Half Moon Bay, CA 94019.

2

Our Team - Parsons Advisors

http://www.parsonsandersencpa.com/our-firm/our-team.html

John M. Parsons. Parsons Financial Advisors,. CPA, CFP , CA Insurance Lic. #0E64465. This email address is being protected from spambots. You need JavaScript enabled to view it. 650) 726-0640 ext. 223. Managing Partner / Registered Administrative Associate. This email address is being protected from spambots. You need JavaScript enabled to view it. 650) 726-0640 ext. 222. This email address is being protected from spambots. You need JavaScript enabled to view it. 650) 726-0640 ext. 229. Financial plannin...

3

Our History - Parsons Advisors

http://www.parsonsandersencpa.com/our-firm/our-history.html

Bill and Barbara had five children, but it was the youngest, John, who showed great interest in the family business. Bill encouraged John to become a Certified Public Accountant (CPA), and John subsequently obtained his Accounting degree and worked several years for a national CPA firm in San Jose. In 1985, John joined Bill to form Parsons and Son. We are excited to have both our staff and services continue to grow and flourish. We are very proud and grateful to be a progressive and professional fami...

4

Protection Planning - Parsons Advisors

http://www.parsonsandersencpa.com/services/financial-planning/insurance-protection-planning.html

We help you identify how much insurance you may need, what type, and for how long, so that you know both you and your family will be taken care of regardless of life’s unexpected events. We provide analyses and solutions for life insurance, disability insurance, long-term care insurance, and other types of protection. 721 Purissima St. Suite C. Half Moon Bay, CA 94019.

5

Our Firm - Parsons Advisors

http://www.parsonsandersencpa.com/our-firm.html

We help families make important decisions and create real plans for their lives, money and taxes. We are a family-owned Wealth Management firm who has served the Coastside for over 28 years. We cherish our long-term relationships with our clients. We love what we do. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. John M. Parsons is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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We look forward to getting to know you, and to serving your accounting and financial needs for many years to come. Strong, enduring client relationships are paramount to us. 721 Purissima St. Suite C. Half Moon Bay, CA 94019. IRS Raises Retirement Plan Contribution Limits. How Can Long-Term Care Insurance Help You Protect Your Assets? The Fed Finally Tapers. Making More of a Health Savings Account. Parsons Accounting and Tax Services Clients.

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