Mofrad Financial Solutions of Monterey Park

Mofrad Financial Solutions of Monterey Park is a financial planner in Monterey Park, CA. The firm provides services for individuals and business owners, specializing in tax, investment, and Medicare needs. It holds a 4.80 rating based on customer reviews.

The firm was established in 1996 by Ed Mofrad, CPA, CVA, who previously served as a federal agent with the Internal Revenue Service and an auditor with the Defense Contract Audit Agency. The team offers expertise in accounting, bookkeeping, payroll, corporate formations, audit defense, and business valuation. Tax services include individual tax preparation and real estate taxation for homeowners, landlords, and investors. The firm also provides investment and Medicare services to help clients navigate complex financial decisions.

Mofrad Financial Solutions serves clients nationally and internationally, with a focus on international tax services. The professional team is multilingual, with members speaking English, Spanish, Mandarin, Cantonese, Farsi, and Thai.

The firm is known for its positive customer rating and its nearly 30 years of experience in financial consulting and advisory services. Mofrad Financial Solutions provides specialized financial expertise to the Monterey Park community.

Mofrad Financial Solutions is situated on Corporate Center Drive, less than a quarter mile from the Long Beach Freeway and Monterey Pass Road. The office is also within a short distance of Pine Tree Park and the Monterey Park Golf Club.

BizScoreAI gave the business a Discoverability score of 100 out of 100, which means AI crawlers can access every page of the website to recommend the firm. The Technical score is 94 out of 100. BizScoreAI also ranked the firm number 1 of 3 Financial Planner businesses scored in Monterey Park.