Tax Deferred Solutions (TDS Group, INC) - Citrus Heights, California

TDS Group, Inc. is a financial advisory firm that specializes in financial audits. They are located at Address: 6939 Sunrise Blvd #250, Citrus Heights, CA 95610, United States. You can give them a call at Phone: 8664461072. Their website can be found at Website: tdsgroup.org.

One of the key features of TDS Group, Inc. is their commitment to providing tax deferred solutions for their clients. They work with individuals, businesses, and organizations to help them manage their finances in a way that maximizes their tax benefits. Whether you're an individual looking to save for retirement, a business owner looking to reduce your tax liability, or a non-profit organization looking to manage your finances effectively, TDS Group, Inc. has the expertise and experience to help you achieve your financial goals.

In addition to their financial audit services, TDS Group, Inc. also offers a range of other financial advisory services. These include tax planning, investment management, and estate planning. No matter what your financial needs are, TDS Group, Inc. has the expertise and resources to help you achieve your goals.

TDS Group, Inc. is committed to providing accessible services to all of their clients. Their office is fully wheelchair-accessible, with a wheelchair-accessible car park and entrance. They are dedicated to creating a welcoming and inclusive environment for all of their clients.

According to Google My Business, TDS Group, Inc. has received 250 reviews with an average rating of 4.7/5. This is a testament to the high-quality services and exceptional customer service that TDS Group, Inc. provides to their clients.

If you're looking for a financial advisory firm that specializes in tax deferred solutions and has a proven track record of success, TDS Group, Inc. is the perfect choice. With their expertise, experience, and commitment to accessible services, they are the ideal partner to help you manage your finances effectively. Don't hesitate to visit their website at Website: tdsgroup.org to learn more about how they can help you achieve your financial goals.

Reviews of Tax Deferred Solutions (TDS Group, INC)

Amber Washer

5/5

Shawn, she is professional, kind, and portrays all the positive work ethics you want when entrusting your sensitive information to set up your 403b. She called me a few minutes early every appointment made. She was thorough. When she said she would do something, she followed through. I’m very appreciative of her. She made the whole process seamless. Thank you Shawn!

Brooke Quach

5/5

Joyce is wonderful! So honest, kind, and knowledgable. She is a fierce advocate for you and is not trying to sell you something for her own benefit, unlike many brokers out there. I really enjoy and trust Joyce because of her efficient and honest services. 🙂

Mark Mader

5/5

David was punctual, had great communication, and very informative. Every step of the process was laid out for me in an understandable way. I came into the appointments with zero knowledge on retirement plans and left with a plan I am confident in. Highly recommend.

Jeannie Lybbert

5/5

Shawn Vile is amazing! She listened to where we are at and helped up make decisions that will help us in our long run. Her responsiveness to questions and changes are quick and easy. Not to mention she's easy to talk to! I would recommend her for your retirement planning needs 100%. Thank you Shawn!

Madilynn Munns

5/5

Joyce was amazing! I had no prior knowledge, and she took the time to make sure i understood everything. She did not make me feel judged or embarrassed. She went through all the options with me to make sure i had the BEST OF THE BEST. She wants to help people and is amazing. Nothing more to say.

carla anderson

5/5

My experience was amazing. Joyce went above and beyond the call of duty to help me find and understand my account. I feel like I won the lottery having her help me. I look forward to our next meeting in April.

naira grigoryan

5/5

I truly appreciate the support and professionalism shown throughout this process. The understanding, patience, and quick problem-solving Mrs. Suharto demonstrated exceeded all expectations, and I couldn’t have asked for better guidance. Thank you again!

Nikki Townson

5/5

Joyce is simply amazing. After losing a parent, it’s hard enough to figure out how to deal with everything, let alone what to do with retirement plans and Ira’s and all of that that comes with your parents passing. They make these paperwork almost unreadable on a normal day let alone when you’re grieving, but that’s when Joyce came in. She was able to not get a hold Of my mother’s Ira company and able to get everything situated that all I had to do was sign a couple of pieces of paper. I can’t think enough for how simple for me. But also the product Is phenomenal. I am self-employed and was never sure I’d be able to have some kind of savings like this and be able to plan for my retirement before the age of 70. The product she has is simply amazing. I’ll be able to live a comfortable lifestyle even before I’m 70 if I decided to retire and I can’t thank Joyce enough for absolutely making every step of this simply amazing thank you so so much I would recommend her 20 out of 10.