Accounting Firm

Jack B. Murad, CPA, MBT Financial Services

Agoura Hills firm combining wealth management and tax services for individuals planning retirement and estates

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Jack B. Murad, CPA, MBT Financial Services cover

TrustList summary

Jack B. Murad, CPA, MBT Financial Services is a wealth management and tax firm in Agoura Hills, California. It has almost three decades of experience in financial services. It aims to be a single adviser to clients across their lives.

What Jack B. Murad, CPA, MBT Financial Services offers

Wealth management: planning that covers investing, insurance and preserving assets.
Retirement planning: help for individuals preparing to stop work.
College savings: planning for education costs.
Estate strategy: advice on conserving and passing on wealth.
Tax services: tax work alongside the financial planning.

Who it works with

Individuals and families, with relationships that it says span generations. The firm teaches clients about investing and insurance so they can decide with confidence, and its site includes a net worth calculator.

Key facts

Based in: Agoura Hills, California
Experience: Almost three decades in financial services

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

Jack B. Murad, CPA, MBT Financial Services is ranked on 2 TrustList rankings: #17 on 1 and #33 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Jack B. Murad, CPA, MBT Financial Services has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Accounting firm · 2 rankings

#17of 245
Insurance
It is one of 4 here listing .NET and one of 16 here listing goals.
Its profile: “- Wealth management: planning that covers investing, insurance and preserving assets.”
Of the top 81 here, 65 also cover tax and 56 also cover accounting; 5 also work in California and 3 also work in Texas.
Behind Fuoco Group, ahead of Insight Accounting.
#33of 92
Net
It is one of 8 here listing insurance and legal.
Its profile: “The firm teaches clients about investing and insurance so they can decide with confidence, and its site includes a net worth calculator.”
Of the top 67 here, 10 also cover medical and 8 also cover property; 5 also work in Sydney and 3 also work in York.
Behind J. Arthur Greenfield & Co. LLP, CPA's, ahead of JS Accounting Group.