Explore Financial Advisors Serving Palm Springs, CA

Hill Associates delivers professional tax and accounting services to individuals and businesses in Palm Springs and surrounding areas. Specializing in tax preparation, planning, and bookkeeping, we combine over 25 years of experience with personalized attention to help clients meet their financial goals. Our California-licensed enrolled agents provide accurate, reliable service with a focus on maximizing deductions while ensuring compliance.

Eureka Wealth Management provides comprehensive financial planning, investment management, and insurance advisory services to clients in Los Angeles, Palm Springs, San Francisco, and internationally. Specializing in retirement planning, tax-efficient strategies, and small business financial solutions, we combine CFP-certified expertise with personalized service. Our evidence-based approach utilizes modern portfolio theory and technology partnerships to optimize client outcomes.

Compass Rose Financial Planning provides independent, fee-only financial planning and investment management services. Specializing in customized financial strategies, we help clients achieve long-term goals through fiduciary-driven advice. Our expertise spans retirement planning, estate management, tax optimization, and portfolio management.