If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation. Our firm provides outstanding service to our clients because of our dedication to our underlying principles. At Lozano, Lozano & Company, we've been serving the accounting needs of Fresno, CA and the surrounding areas for years.
Services
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Lozano, Lozano & Company is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Phil graduated with an accounting degree from California State University, Fresno in 1974, and received his C.P.A. certificate in 1976. He practiced with a national accounting firm for four years before becoming a manager for two years and a partner for nine years in a Fresno C.P.A. firm. In 1989, Phil and Ginger established Lozano, Lozano & Company.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?
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