We make house calls
We conduct most of our work with clients using internet meetings where we can share screens. We use secure email, dropbox, and phone. This minimizes our impact.
For our high net worth clients, we will meet you at your home, place you choose, or our office at least 1 to 4 times per year.
Long Beach, CA
1650 Crescent Heights St
Signal Hill, CA 90755
Contact Impact Financial Planners
When you work with AIO Financial, you work directly with Bill Holliday, CFP – a fiduciary financial planner working just for you.
Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances.