Free Financial - Santa Clarita, California

Free Financial: Your Comprehensive Financial Solutions Provider

For individuals and families seeking expert guidance in navigating their financial landscape, Free Financial stands as a trusted and reliable resource. Located at 22924 Lyons Ave #205, Santa Clarita, CA 91321, United States, this established firm offers a diverse suite of services encompassing tax preparation, financial planning, and life insurance agency support. With a commitment to personalized attention and strategic advice, Free Financial aims to empower clients to achieve their short-term and long-term financial goals.

About Free Financial

Free Financial is more than just a service provider; it’s a dedicated partner committed to building financial security for its clients. The firm’s core philosophy centers on providing transparent, accessible, and tailored solutions. They understand that every individual’s financial situation is unique, and therefore, a one-size-fits-all approach is rarely effective. Instead, they prioritize a thorough assessment of client needs, risk tolerance, and aspirations to develop customized strategies. The team at Free Financial comprises experienced professionals with a deep understanding of tax regulations, investment principles, and insurance products. Their expertise allows them to effectively address a wide range of financial challenges, from tax optimization and retirement planning to estate planning and risk management.

Services Offered

Free Financial distinguishes itself through its comprehensive service offerings:

• Tax Preparation Service: They provide meticulous and accurate tax preparation services for individuals and businesses, ensuring compliance with all applicable regulations and maximizing potential tax deductions.
• Financial Planner: Their financial planning services go beyond simple budgeting. They develop holistic financial plans encompassing retirement planning, investment strategies, education funding, and estate planning.
• Life Insurance Agency: Free Financial assists clients in selecting appropriate life insurance policies to protect their families in the event of unexpected circumstances. They offer a range of policy options from term life to whole life, carefully considering individual needs and financial goals.
• Tax Preparation: This is a core service, ensuring clients stay compliant and minimize their tax liabilities.

Location and Accessibility

The firm’s physical location at 22924 Lyons Ave #205, Santa Clarita, CA 91321 provides clients with convenient access to on-site services. Furthermore, Free Financial offers the flexibility of online appointments, catering to clients who prefer the convenience of virtual consultations. The office is fully equipped to accommodate clients with disabilities, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointment required, but appointments recommended for optimal service and personalized attention. A free parking lot is available for client convenience.

Client Feedback and Reputation

Free Financial has garnered positive feedback from its clients, evidenced by 10 reviews on Google My Business. The average opinion is 5/5, reflecting a high level of client satisfaction. Clients consistently praise the firm’s professionalism, expertise, and dedication to providing personalized service. Here’s a summary of recurring themes from client reviews:

• Expertise and Knowledge: Clients frequently commend the team's deep understanding of financial matters.
• Personalized Service: Many reviewers highlight the firm’s ability to tailor solutions to their specific needs.
• Reliability and Trustworthiness: Clients express confidence in the firm’s integrity and commitment to ethical practices.
• Communication: Clear and proactive communication is consistently noted as a positive attribute.

Contact Information

For inquiries or to schedule an appointment, please contact Free Financial at:

Phone: 6612005657

Website: free-financial.com

👍 Reviews of Free Financial

Cara T.

5/5

I've been going to Chris for 7-8 years now, and he will always be my go-to. The first time I went to him, he was so kind helping me untangle 3 years of back filing and made the entire process stress-free instead of an anxiety inducing hassle. This year, when I called to admit my wife and I tried to file via TurboTax but I had a gut feeling we did it wrong and asked him to take a look at what we did, and refile it if needed, Chris again, without judgement, and with the utmost kindness, did the research to re-familiarize himself with how to file as Domestic Partnership in CA, and was able to (again) untangle my taxes (that we definitely did wrong) and refile for us properly and in a very timely manner.
The time and effort he put into our taxes saved us $900!
THANK YOU, CHRIS!

Jenny A.

5/5

Chris has done my taxes for more than 10 years. He is quick, accurate, very responsive, and honest. I wouldn’t trust anyone else to direct me regarding matters involving the IRS. He’s the best!

Lily M.

5/5

Chris has been helping us with our taxes for years. He is always available and very knowledgeable. We highly recommend Chris!

Ernesto

5/5

It’s Tax season once again. This has been long over due, the least I can do for Chris’ professionalism and expertise. I could not recommend Chris enough how he helped us with our tax audit that my former accountant failed miserably to file correctly. To everyone out there who is looking for a professional tax preparer or financial advisor, please try Chris.

Ingrid S.

5/5

Christopher Munchhoff has done my tax returns for the past two years and also advised me regarding my finances. He is very courteous and has done a great job for me. I trust his recommendations.

Jon M.

5/5

Chris is the guy for all your tax needs. Very honest and easy to work with. Happy to have found him and couldnt recommend him more.

Steve S.

5/5

Fast and thorough taxes. In and out. Explained everything clearly, super reasonable price.

Arthur D.

5/5