Financial partners
you can trust
for a lifetime.
900 E. Katella
Suite B
Orange, CA 92867
Ph: 714-771-7570
Email: angelique@oberfinancial.com
Monday – Thursday: 9am - 4pm
Friday: 9am - 2pm
YOU HAVE COME TO THE RIGHT PLACE!
Value, Personal Service & Professional Quality
We offer a broad range of services for individuals, trusts, businesses and professionals.
WHAT WE DO
FULL SERVICE FINANCIAL FIRM
TAX PLANNING & PREPARATION - BUSINESS ACCOUNTING - INVESTMENT MANAGEMENT - FINANCIAL PLANNING
Our firm provides outstanding personal service. By incorporating all aspects of your financial picture we provide the most beneficial tax solution possible.
We service clients from all over the U.S by using current technology. We also offer convenient office hours.
WHY WE ARE DIFFERENT
MULTI-GENERATIONAL BUSINESS
We pride ourselves in being able to view your entire financial situation. We not only look at the tax ramifications of your situation but include the long term and short term financial considerations and family dynamics.
OUR CLIENTS
LOOKING FOR PERSONAL SERVICE? UNIQUE SOLUTIONS?
We offer a broad range of services as we understand each situation is unique. Whether you are a new start-up business or ready to transition to retirement we can help. Whether you are a new investor or already have a portfolio we can examine options with you. Whether you have a simple tax question or a complex tax situation, we can help you.
We do more than just taxes…
At Ober Financial we understand you want to live without financial stress. There are enough other things to worry about! But who can you trust? With volatile markets, ever changing tax laws and so much information out there you may not know where to start to take control of your financial and tax situation.
As a family-owned business with over 50 years of combined experience in multiple financial areas, we take a very personal approach to working with our clients. We want to get to know you, your family, your business, and your unique situation. We are here all year round to offer assistance and suggestions.
Call us to set up a consultation. Start on your road to controlling your finances by finding the right trusted advisors so you will have one less thing to worry about!