At Lakeside Financial Services, we do everything in our power to work with clients to prepare their tax returns and help get them the maximum refund they are entitled to. We also find the best Real Estate, Mortgage or Insurance Product that coincides with their current financial standing and future financial goals. We see our job as an important part of helping our clients plan for the future or the unexpected. To that end, we are willing to go above and beyond the call of duty to help our clients achieve their goals.
Danny Damian has been a mortgage loan originator for over 18 years and is also a licensed Realtor and Tax Professional who understands that not every client is the same. Danny will explain and walk you through the entire process of your home purchase, sale, or refinance as well as any tax implications.
We offer a broad range of services for Individuals, families, business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly. Please call us to schedule an appointment at 626-600-4696.
Our Tax Preparation Services are available year-round, unlike most tax preparers who are only available Jan-Apr. You will be dealing with a live tax preparer who is well-versed in current tax law. We combine peace of mind and convenience to provide you a painless and affordable way of having your tax returns prepared for another year. We provide the tax expertise for you, so you are never alone, in submitting your information to the IRS or State. Servicing Los Angeles, Orange, San Bernardino, and Riverside Counties.
CA DRE # 01968769 NMLS# 1177764
Company Details
- Employees
- 4
- Founded
- -
- Address
- 14607 Ramona Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.lakesidefinance.com
- Keywords
- Real Estate, Mortgage Loans, Tax Preparation, Insurance Services, Taxes, Income Tax, Consulting, Buy, Sell, Refinance, Life Insurance, Retirement, Estate Planning, Living Trust, Financial Planning.
- HQ
- Baldwin Park, California
- Competitors
- Lakeside Financial Services Ltd.
Lakeside Financial Services Questions
Lakeside Financial Services's website is http://www.lakesidefinance.com
Lakeside Financial Services's LinkedIn profile is https://www.linkedin.com/company/lakesidefinancialservices
Lakeside Financial Services has
4 employees.
View email and phone details for 4
employees at Lakeside Financial Services.
Lakeside Financial Services's industry is
Financial Services
Lakeside Financial Services's top competitors are
Lakeside Financial Services Ltd.
Lakeside Financial Services's categories are Financial Services
Lakeside Financial Services's founding year is 2007
