Liss Associates and later LZVCPA Inc., has served as my primary advisory firm since 2013. They are an extraordinary rare firm. The literally do everything. Their HNW advisory services are unique for a firm of their size. The have legal, accounting, auditing, personal wealth advisory, strategic planning, industry research, marketing, pastoral counseling, pre-martial and post-martial tax planning. They do SEC AFS audits. Assist clients register and open offices in Asia.
Prior to coming to the offices of Liss Associates (later| Liss Zobel Valencia CPA), two law firms had declined my case. My situation was dire. I was in the midst of losing close to a million dollars. My records were completely disorganized while residing in two large three ring binders. Upon my initial visit, I seat with their staff close to five hours. They asked me to leave my binders.
Over the next two days Tess Valencia and another advisor completely organized five years of records and documents (before they even took me in as a client). They prepared a summary in a legal brief form. Upon returning to their office, they informed that I had a 15% chance in winning my case. I asked them if they would take me as a client. To my surprise, they said "lets see if the law firm will take your case". Liss referred two law firms. My Liss Advisor accompanied me to the law firm for my initial consultation. Amazingly, the law firm accepted my case.
Liss served as my strategic advisors in everything. They intervene from my pastor, health providers, lawyers, family and friends. They created a support team. What stunned me the most about the staff. They are uniquely qualified to handle complex situations. One of the Liss Associates advisors held a pastoral license and a War college graduate. Tess (former banker) plus Liss has a staff attorney. They also had developers and marketing personnel on staff.
Their attorney quarterbacked my team support and led my defense.
Eighteen months later, my net worth increased by more than a million dollars. Not only did I win my case. Subsequently, I have retained the services of Liss Zobel Valencia. They are extremely detailed oriented, highly effective in the use of data analysis. They employ a statistical research model, and information intensive approach has gained me an additional 700k.
If you are looking for a firm that tells you truth. Will not sugarcoat the facts. Will not lie to you. Will work hard for you. Will answer your calls, response to your texts, sms, voice msgs , Skype, Whatsapp, FB msger, and Facetime, 24/7. Both. their staff and principals are dedicated, loyal, and routinely cheerful. They have a put together a remarkable team and possess an exceptional leadership style.
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