ROBERT BORISH

Because of Robert's CPA experience, coupled with his Financial Services expertise, clients can take advantage of advice that coordinates both income tax and investment strategies. Specifically, we offer income tax services, investment advice, guidance on your retirement plan, life insurance, annuities and college planning... Robert Borish has been serving the accounting and tax needs of small businesses and individuals since 1988. In 2008, he expanded his business to include financial services. These additional services include retirement planning, wealth management, life and long term care insurance, estate planning and education planning... Because of Robert Borish's experience as both a CPA and Financial Advisor, his clients can take advantage of advice that coordinates both income tax along with guidance for retirement planning, life insurance and investment expertise. Robert believes that good financial decisions don't have to be confusing. He can provide simple, proven..

Primary location: Atascadero United States