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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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About Jack B. Murad, CPA, MBT Financial Services

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

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

Categories & features

Rankings

As of 2026-10-11. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
1996 (30 years) evidence sent

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