From Our Clients

When I approached San Diego Tax Associates, I was overwhelmed with my financial and tax situation. Richard and his team not only provided me with a comprehensive tax strategy that significantly reduced my liabilities but also guided me through investment options that have since grown my portfolio impressively. Their personalized approach and ongoing support have been invaluable.

Michael

San Diego Tax Associates transformed my approach to financial planning. Their advice was a game-changer for my business.

Maya

Thanks to Richard's team, I'm confident about my financial future. Best tax advice I've ever received!

Carlos

I never realized how much I was overpaying in taxes until I met with the team at San Diego Tax Associates. They not only helped me understand my financial picture but also implemented strategies that saved me thousands. It's comforting to know I have experts on my side.

Jessica

Your success is our mission; San Diego Tax Associates commits to personalized financial strategies for every client, every time.

Osaic Wealth Customer Relationship Summary

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Richard Nolan is a registered representative with securities and advisory services offered through Osaic Wealth, Inc., Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance offered through SDTA Insurance Services.  Tax planning and preparation services offered through SD Tax Associates.
‍Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
CA Insurance license #0D47288. EA License#00113412. No offers may be made or accepted from any resident outside thespecific state(s) referenced
AZ, CA, CO, FL, HI, ID, IL, MA, MT, NC, NV, OR, PA, TX, UT, VA, WA, WY.

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