Ruthy Perez
Business Financial Services Specialists
- Role
- Founder & CEO at Providence Financial Services
- Location
- Aurora, CO, US
- LinkedIn followers
- 500 followers
About Ruthy Perez
A few advantages of doing business with Providence Financial. Our team is dedicated to ensuring that your needs are met with precision and expertise. We pride ourselves on delivering the right solutions the first time, saving you time and providing peace of mind. We believe that our partnership will be rewarding due to the high level of skills and dedication we bring to every project. Whether it\'s accounting, tax services, strategic planning, or financial forecasting, our goal is to support your business and help you achieve lasting success. Specialties: The key strengths that we possess for success are, but are not limited to the following: • Provide exceptional customer service for all customers. • Strive for continued excellence. • Accounting • Tax- business & individual • INSURANCE - Home, Auto, Health, Life, Disability, Long Term Care & Business • Planning - Retirement, College Savings, Final Expenses, Estate Planning • Bilingual (English/Spanish) • Complimentary consultations for Financial Services We are a fully licensed Insurance Agency,(within the United States). We are also proud to present our Accounting and Tax Department. Our dedicated team is committed to providing business owners with the peace of mind they need by handling their accounting and tax requirements with precision and expertise. We understand the importance of strategic planning and accurate forecasting in driving long-lasting revenue for our clients. Our goal is to ensure that you not only meet your present financial objectives but also secure a prosperous future. We appreciate the time you have taken to review our profile. If you would like to discuss your specific needs, please don\'t hesitate to reach out. We look forward to the opportunity to work with you and help your business thrive. You are welcome to learn more by visiting our website,
Experience
Founder & CEO
Nov 2005 — Present · Denver, CO, US
At Providence Financial, we are a group of financial professionals who strive to provide a wide spectrum of financial services with one clear mission:No family, individual, or business should be left behind.We are committed to bringing financial education and awareness to our community by offering smart savings strategies and protection solutions through some of the most reputable companies in the industry.Our experienced team includes:Estate Planning AttorneysCertified Public Accountants (CPAs)AccountantsTax StrategistsInsurance Brokers and Financial ConsultantsWe are here to help you build, protect, and preserve your wealth—no matter your starting point. Call us today and let’s plan a better financial future, together.
Skills
- Strategic Planning
- Public Speaking
- Team Building
- Insurance
- Bookkeeping
- Payroll
- Leadership
- Tax Preparation
- Training
- Leadership Development
- Customer Service
- Coaching
- Small Business
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