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ClaimAccounting Firm based in San Mateo, California.
In 1985, Steve Brickley formed the CPA firm specializing in handling income, trust and estate tax planning matters. In 1999, the firm expanded its services to include independent investment advisory and financial planning. Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
San Mateo, CA
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Year founded
Founded 1985
1 Locations
- San Mateo , CA
Service Lines
- Accounting
- 70%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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