THOMAS DOLL
Updated 55 days ago
165 Lennon Lane Suite 200 Walnut Creek, CA 94598
Thomas Doll is an independent, fee-only, fiduciary, Registered Investment Advisor firm, a distinction that offers several advantages to our clients. Our mission and legal obligation is to always serve our clients' highest financial interests. We receive no distracting commissions from outside sources. Our transparent costs and independent reporting help you routinely verify that what you see is what you get for your money... Thomas Doll was founded in the 1960s as a tax practice. Early on, we discovered how difficult it could be to provide solid tax preparation services to small businesses such as medical and dental practices. Why? Most of our clients didn't employ dedicated bookkeepers. Critical tasks like banking, bill paying and payroll fell to family members, overworked staff, or the physicians and dentists themselves... You focus on patient care. We'll put your numbers to work for you. You see, we're more than an accounting firm. We're a wealth management organization dedicated..
Associated domains: twdadvisors.com