.. GRACE CPAs, LLP - SagePoint Financial

The Grace Advantage

GRACE CPAs, LLP, Certified Public Accountants & Consultants is a full-service public accounting firm with offices in Monterey and Hollister, California.  We provide a broad range of services to individuals and businesses, including non-profit and governmental entities.  Our efforts to best serve our clients are continually enhanced through continuing education to update our knowledge and expertise regarding changes in tax and financial issues.  By combining our dedication to provide the most professional, personalized services possible, with continuing professional education and the latest technology, we are committed to providing accurate and timely information. Our firm, and each partner, is licensed with the California State Board of Accountancy.

SagePoint Financial, Inc. is our firm's broker-dealer, which is separately owned and allows us to offer access to many diverse financial strategies and products. We offer independent investment advice and work with our clients to find the most appropriate strategy for their financial needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck