Supporting Seniors’ Financial Success and Continued Independence
As we mature, certain complexities often present new challenges. Are you finding that you need support in managing your finances or assets? Do your aging parents need someone locally who can be trusted to act in their best interests? Do you need an accurate court accounting to help with a trust dispute?
As the only CPA in the Inland Empire who specializes in working with seniors, our team is committed to helping each of our clients thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
“Marcia & her staff make it a professional and yet friendly experience.”
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
“The Marcia Campbell team was responsive to our needs and questions. They were attentive to details, clear on instructions, and always willing to help with our financial concerns. Thank you!”
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
I have been with Marcia since 2001. Her service and professionalism has always been top notch.
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
“I have found Marcia to be kind & considerate, I think of her as a friend.”
Marcia L. Campbell is a contributing columnist for Women on Money and Mindset for The Press Enterprise
Invest time in seniors this season
It is the middle of October, and the holiday season is almost here. Normally the holiday season is a time when families get together for multi-generational activities loaded with traditional family events.