Back to Directory
Tower Bridge Financial and Insurance Solutions Inc

Tower Bridge Financial and Insurance Solutions Inc

Reviews Summary

The reviews consistently highlight exceptional client service, with frequent praise for clear, transparent financial advice and expert retirement planning. Many emphasize feeling secure and protected from market volatility, appreciating the personalized approach and professional team. Clients value the educational aspect, finding complex concepts explained simply. Positive mentions of enjoyable client events and strong post-service support are common. The overall sentiment reflects high satisfaction with investment strategies that prioritize safety and growth, particularly for retirement. Multiple reviewers strongly recommend the services for financial security and long-term planning.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Remote Services

Contact Information

Address

9300 W Stockton Blvd

Elk Grove, California 95758

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-3PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-1PM
Saturday Closed

Customer Reviews

We are clients and have been for about three years now. Andrew has always been patient with questions. He has multiple products to choose from of differing levels of return. We've sent friends to him and are happy to recommend him to others.

Moving to this company was the smartest thing to do. Andrew has been so wonderful in providing information and keeping my account safe ,due to our age. His advice has been always client first. Thank you Andrew.

One of my favorite is Andrew Kagen is very personabe, easy to talk to. He organizes great parties for social and learning event. He is willing to help anyway he can.

My wife and I invested with Andrew in 2024. A wonderful decision. With the market tumultuous it was good timing. They are wonderful and great stewards of our investments.

We love how dedicated Andrew is when it comes to our financial needs. He treats his clients as if they?re family.

The game night on 9/11 was great! There were kinks to work out, but it was a lot of fun and great food!! Andrew and his team did a great job and I want to thank you for a great time. A couple of suggestions for future game nights: have maybe three lines for the food so people get served faster and can enjoy the entertainment from the start, have enough COLD drinks on hand for everyone to have a couple since we are there a couple of hours. Other than that it was great!! And, much appreciated!!

Andrew Kagen is very knowledgeable and has been wonderful managing our investments. Thank you, Andrew!

Good Experiences thus far over past few years. Andrew K has been very much an expert for me.

Andrew Kagan is an outstanding financial advisor! We've know him for several years. The events are always well organized and lots of fun! Had a great time at the Game Night this year. Thank you Andrew!! The Fosha's

Tower Bridge Financial has saved me financially, from losing my retirement and life long savings. Andrew has been extremely helpful and patient, and I am in a much better financial situation than I?ve ever been before. I am so grateful.

Andrew has been very helpful in helping us secure our savings and retirement from any losses. He has many different strategies for different situations and is very knowledgeable in them all! He has an A+ rating with us!

Andrew does a great job providing through explanation of benefits he offers.

Andrew was great to work with looking forward for retirement!

Very nice services and good financial advices for investment. Specially if you just start your retirement.

Andrew was a super friendly and very helpful. They give a lot back to their clients. The dinners and events are wonderful. I highly recommend.

Andrew and his Team have provided excellent service throughout my 4 yrs being with them. The products he advised and helped me purchase has weathered this difficult pandemic and inflationary times. He is consistent with annual reviews and makes appropriate changes as he appears to be closely monitoring the market. Thank you Andrew and your Team and keep up the good work.

Totally enjoyed the Tower Bridge Financial Game Night. The food and games were great. Looking forward to the next one. Thanx Andrew ????. Mike Duncan

Very nice how Andrew and his team work together to acknowledge and celebrate his clients with an annual dinner, and the games were fun too.

Andrew and his team have been incredibly helpful in securing our retirement accounts from future losses. We're definitely recommending that our friends look into the Tower Bridge services. Even the "post-sale" service and added customer perks have been top-notch. Definitely rates an A+.

Very safe way to keep your money as apposed to the stock market!

Working with Andrew has been the best thing we have done with our financial future! Andrew knows what he is talking about and explains EVERYTHING in layman?s terms and has no hidden agenda. Everyone in his office is very professional. If you are looking to secure your financial future Andrew Kagan is your man!

Tower Bridge offers financial plans that work well for me. With Andrew?s annuities , and expertise, I was able to protect my hard earned retirement funds, and finally see my funds grow. I would not have been able to accomplish this without Andrew?s help. What a God send he is. I thought the Savings Plus Program was the safest place for me, but now with Tower Bridge Financial, no more losses?just growth, and a much better plan into retirement.

Andrew K is simply the best in helping both my family and I with investments to ride through the storms of the crazy economic hills and slopes. He has many different offerings to meet your needs and is very knowledgeable about all of them. Highly recommend going to Tower Bridge Financial for your retirement and financial planning.

Game night was very enjoyable and lots of fun. Additionally, getting an opportunity to meet other investors with Tower Bridge Financial.

Andrew is a fantastic financial advisor!

I have always had positive interaction with Tower Bridge Financial and all its employees. I recommend that anyone who has an interest in investing and ensuring that your funds are positively placed contact Andrew Kagan. BM

Andrew Kagan is a Financial Advisor for Silver Haired Citizen. I have been his client for 8 years and am willing to reach out for him to serve more Silver Haired Clients in the Laguna West - Lakeside community.

Love the family type events. :)

Excellent company really enjoyed the evening

Dealing with Andrew and his staff has been a pleasure. Everything he said has been true. We are very pleased with our account . Thank you

Very happy with the investment products and Andrew is a pleasure to work with

Super friendly and informative

Great financial advice. Tower Bridge knows how to treat people with great events.

Andrew has been very helpful assisting with our retirement strategies.

Awesome, ready to play

Andrew explains his recommended strategy to achieve the best results possible.

Great evening of fun, laughter and prizes!

Great night. Thank you!

Looking forward to seeing the movie. Thanks you!!

Very pleasurable and accommodating

Great client service.

Fun events, good service

Awesome And informative

Did everything he said he would do.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.