Fresno Financial Services - Fresno Asset Management

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Fresno CPA firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

Setting up of profit sharing and 401(k) plan documents
Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
Mutual funds and annuities
Employee benefit plans
Health benefit plans
Estate planning
Trust planning and charitable gifting
Business exit strategies
Executive compensation plans
Key employee retention plans
Welfare benefit plans
Insurance and asset protection
Succession planning and business continuation
Buy/sell agreements

Call us today at 559-436-8907 and ask for Bassim to schedule a mutually convenient appointment.

Bassim Michael is a Registered Representative for and offers securities through SCF Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc.
155 E. Shaw Ave. Suite 102 Fresno, CA. 93710 800-955-2517
Michael & Company and SCF Securities, Inc. are not affiliated
Bassim Michael is currently licensed to offer securities in the state of California, this is not an offer to sell securities in any other state or jurisdiction.

Copyright 2012 © Michael and Company CPA. All rights reserved. Site by Build Your Firm, designers and developers of websites for accountants and cpa firms.

Bassim Michael is a Registered Representative for and offers securities through SCF Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc. 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710 800-955-2517
Michael & Company and SCF Securities, Inc. are not affiliated
Bassim Michael is currently licensed to offer securities in the state of California, this is not an offer to sell securities in any other state or jurisdiction.

Michael and Company CPA is a Fresno CPA that provides a wide variety of accounting, tax, financial management, QuickBooks, incorporations, and Individuals, Construction Accounting, Medical/Dental Accounting, Estate & Trust Accounting accounting services. Our clients are located throughout Fresno in towns like Visalia, Clovis, Orange Cove, Sanger, Madera, Kerman, Mendota, Firebaugh, Selma, Kingsburg, Hanford, Lemoore, Fowler, Tulare, Riverdale, and more. We also service clients in Madera County, Fresno County, Kings County, Tulare County, Kern County counties.

559-436-8907