History
Established in 1987 by Robert Torrie as a business designed to help Educators make smart decisions about investing and planning for retirement. The firm has evolved into the leading Tax Prep and Investment Services firm for Educators in the Coachella Valley, servicing 5 schools districts and over 2,000 clients.
Specialties
Retirement Planning, Investment Advisement, Tax Preparation and other Financial Services for people in all professions.