McLucas III, Charles J CPA

World Financial Group located in Carmichael CA offers personalized financial advisory services to help clients achieve their financial goals. With a focus on education and long-term planning this team provides tailored strategies in areas such as investments insurance and retirement planning. Their dedicated advisors strive to empower individuals and families to secure their financial futures with confidence. Generated from this place's information

California Financial Services, based in Carmichael, CA, has been a key strategic partner to public school districts for over 30 years, specializing in financial advisory services tailored to the unique needs of educational institutions. Since 1989, they have focused on understanding the financial intricacies involved in planning, funding, and constructing school facilities. With a strong emphasis on integrating various long-term funding sources at local, state, and federal levels, California Financial Services provides comprehensive guidance through all phases of financial planning, implementation, and reporting. Their in-house expertise ensures clients receive support from the initial planning stages through to the closure of significant funding programs, including OPSC audits. Generated from the website