Jon Luskin, CFP®

AMG Life Solutions LLC - Meneses Insurance Solutions is a premier insurance agency based in San Diego, CA, dedicated to providing comprehensive and personalized insurance services. Specializing in health and Medicare advantage plans, the agency is known for its professional, friendly, and knowledgeable team that offers ongoing support and follow-up care. With a focus on client well-being, they ensure smooth policy management and help navigate complex insurance needs, making them a reliable choice for individuals and families seeking tailored coverage.

Serrano Bookkeeping, located in the heart of San Diego, offers exceptional bookkeeping and accounting services tailored to the needs of small businesses. With a perfect 5/5 rating, clients praise the attention to detail and the commitment to excellent customer service provided by Luis and his dedicated team. Whether it's managing day-to-day accounting tasks or resolving complex issues, Serrano Bookkeeping stands out for its professionalism and expertise in QuickBooks. Clients can trust Serrano Bookkeeping to keep their financials organized, accurate, and stress-free.

JGT CPA Solutions Accountancy Corporation provides comprehensive accounting and tax services to individuals, families, and businesses in San Diego and beyond. Led by Jennifer, the firm specializes in tax preparation, planning, and financial consulting, helping clients maximize refunds and minimize liabilities. With a perfect 5-star rating, the practice is known for its accuracy, efficiency, and personalized service, utilizing secure client portals for seamless electronic document handling. Clients appreciate the thoroughness, educational approach, and reliable support for everything from personal taxes to complex trust and LLC accounting.

JW Financial is a trusted accounting and financial consulting firm located in San Diego, CA, offering personalized services to individuals and businesses. Led by Jacqueline, the firm is renowned for its professionalism, deep expertise, and patient, caring approach to handling taxes and financial matters. Clients appreciate the clear communication, responsive support, and tailored strategies that ensure their financial health and peace of mind. With a perfect 5-star rating, JW Financial is dedicated to guiding clients toward optimal outcomes with integrity and precision.

Love's Accounting San Diego, led by the exceptional Gina, offers professional and personalized accounting services. With a perfect 5-star rating, Gina is known for her thorough explanations and attentiveness, ensuring clients are well-informed every step of the way. Customers praise her vibrant energy and comprehensive knowledge, particularly in QuickBooks and small business accounting. At Love's Accounting, clients can expect a pleasant atmosphere, where trust and clarity pave the way for successful financial management.

Launch CPA provides comprehensive accounting and financial consulting services tailored for startups and small businesses in San Diego. Led by Bryant and his dedicated team, the firm offers deep expertise in tax planning, bookkeeping, and compliance, ensuring clients maximize savings and streamline operations. With a focus on personalized, educational support, Launch CPA helps entrepreneurs navigate complex financial landscapes and achieve sustainable growth.