Contact us

Contact Preferences

We're here to help you get the support you need, whether you're a new client ready to get started or an existing client with a quick question.

For New Clients

The best way to begin is by scheduling a free consultation. This allows us to understand your specific needs and discuss how we can help you achieve your financial goals.

  • Phone: You can reach us directly at (619) 742-4286.
  • Email: Send us an email at lbraxton@braxtonfinancialservices.com with your inquiry.
  • Online Form: For your convenience, you can also fill out the contact form on our website to get in touch.

For Existing Clients

As a valued client, you have direct access to our services through secure and personalized channels.

  • Secure Client Portal: For submitting documents and accessing forms, please log in to your secure client portal.
  • Direct Email: For general questions, please use your direct contact email.
  • Scheduled Calls: For in-depth discussions, we'll schedule a dedicated call to ensure we can give you our full attention.

We look forward to connecting with you and becoming your trusted financial partner.

Why Choose Braxton Financial Services?

To build trust, we showcase our credibility, expertise, and commitment to your success. Here’s what makes us stand out:

Your Professional Credentials

  • Certifications: Relevant certifications such as CPA and EA.
  • Experience: Nearly 10 years of experience working with small businesses and freelancers.
  • Military Background: U.S. Navy service, emphasizing honor, courage, and commitment.

Social Proof and Testimonials

  • Client Testimonials: Impactful testimonials highlighting positive outcomes.
  • Success Stories: Clear, relatable examples of the value we provide.

A Clear and Transparent Process

  • Free Consultation: A no-cost, no-obligation consultation to get to know us.
  • Step-by-Step Guidance: Clear process from initial contact to service delivery.
  • Security Measures: Secure client portal and commitment to data privacy.

Specific Contact

As the founder and primary service provider, Lashae Braxton is the direct point of contact for all client needs. For all questions, please direct your communication to Lashae Braxton. This ensures a seamless and efficient process for everyone.

Location

6672 Omega Drive
92139 San Diego