BUILDING YOUR

FINANCIAL FUTURE

Specializing in Asset Management and Growth. 

 

ESTEEMED 

SERVICES

PROPERTY MANAGEMENT & INVESTMENT   

- Control Maintenance Costs

- Market Property and Vacancies 

- Property Leasing  

- Property Money Management  

- Property Maintenance Services  

TAX PREPARATION & PLANNING 

- Tax Preparation  

- CFO/CPA Services 

- Individual Asset Management   

- Business Accounting  

- Strategic Tax Planning 

- Succession Planning 

- INC, LLC, S Corp, Not For Profit (NFP) Services

RETIREMENT PLANNING  

- Annuity Planning 

- Tax- Free Retirement Solutions

- Risk and Asset Management  

- Retirement Need Analysis 

- Life Settlement Portfolio 

- Estate Planning 

PRIVATE LENDING  

- Hard Money Loans 

- Lending Investment Options

- Re- Financing   

- Promissory Notes 

- Mortgage Notes

- Trust Deeds

LIFE INSURANCE  

- Personal Life Insurance 

- Group Life Insurance 

- Buy- Sell Agreement

- Key Person Plan

- Executive Bonus Plan 

 

OUR VISION

To educate, establish, and maintain a healthy financial future for every family and business owner around the globe regardless of financial status. 

OUR MISSION

To empower every individual of all ages with the necessary financial literacy and products to secure their financial success 

 

PREMIER 

PROVIDERS

MEET THE TEAM

PETERSON GO
CHIEF EXECUTIVE OFFICER
MELISSA BARROS
CHIEF OPERATIONS OFFICER
ARSHAD FAROOQ
CERTIFIED PUBLIC ACCOUNTANT 
 

CONTACT

BGO &

ASSOCIATES

OUR ADDRESS

21660 E. Copley Dr . Diamond Bar, CA 91765- Diamond Bar Office

800 Royal Oaks Dr, Monrovia, CA 91016 - Monrovia Office

15859 Edna Place, Irwindale, CA 91706 - Irwindale Office

Email: BGOassociatesinc@gmail.com
Tel:  310-870-3442

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

 

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