Willner & Heller is a Registered Investment Advisor that provides customized portfolio management, tax planning and insurance solutions to individuals and small businesses.
Wealth Management firm dedicated to serving a wide variety of clients by building and managing investment portfolios and preparing personal and corporate tax returns. We are a fee-based investment advisory practice with a portfolio manager and three CPA's.
Services include investing client funds in stocks, bonds, ETF's, and mutual funds. We also provide life insurance and long term care. In addition we prepare tax returns for individuals and small businesses.
Our typical client is a small business owner. For these clients we are able to prepare their business and personal tax returns and offer investment advisory services for both the individual and the corporation. However we work with a variety of individuals and entities of various sizes. We also have a large number of gay and lesbian clients who we provide tax, investment and estate planning for.
Manufacturing, entertainment, medical and law practices.
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Charities
Anti-Defamation League, USC Hillel Foundation
College Degrees
University of Southern California, AB 1989
Organizations
EO, IARFC, Commissioner Calabasas Parks, Rec. and Education
