A Colson Dalra CPA

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Gilbert Financial Services is created by the shareholders of Gilbert Associates and has offices located in Sacramento and Folsom, Calif. It provides financial planning solutions to its clients in the areas of tax planning, audits and accounting. In addition, it specializes in employee benefit plans, litigation support, business valuations and estate and retirement planning. The firm also provides service, such as mortgage refinancing, disability and income protection, asset protection, investment management, retirement planning, estate planning, education planning and debt management. It offers its services to governmental agencies, nonprofit organizations, trade associations and privately held businesses. Gilbert Financial Services is a member of the National Association of Securities Dealers and Securities Investor Protection Corporation.