Providing Tax & Financial Services
Welcome and thank you for visiting the Website of Woolfson Tax & Financial Strategies. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we think would be of interest to our clients and visitors (in our Internet Links section).
Please feel free to contact us with any questions or comments you may have – we’d love to hear from you. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC
6187 Carpinteria Ave., Carpinteria, CA 93013. (800) 874-6910. Elihu Woolfson, EA CFP™ATA™ DBA Woolfson Tax & Financial Strategies and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Elihu Woolfson EA CFP™ ATA™ DBA Woolfson Tax & Financial Strategies.