About TechGirl Financial
CFP® professionals offering coordinated financial planning, investment management, and in-house tax preparation. Offices in Brookfield, WI and Morgan Hill, CA.
From their website
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Services
As listed on their website.
- Financial Services
- Financial Planning
- Investment Management
- Tax Return Preparation
- Retirement Planning
- Estate and Legacy Planning
- Retirement Planning for Business Owners
- Employee Benefits for Businesses
- Exit and Succession Planning
Location
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