Mission

Fleetridge Pacific is a professional services firm that specializes in merger and acquisition advisory and tax compliance services.

 

We are committed to serving the best interests of our clients by understanding their needs and developing a strategy to assist them in reaching their goals. 

 

 

 

 

 

 

Objectives

 

In all our endeavors, we strive to develop relationships with our customers, clients and employees based the following principles:

 

Integrity

Honesty

Respect

Trust

Responsibility

 

 

Fleetridge Pacific is committed to:

 

Comply with Federal, State and Local Laws- This is an essential condition for performance of our duties.

 

Protect Confidentiality - We will not release any confidential information without prior consent from the customer, client or prospective client who has provided the information.  When authority to release information is granted, a legally binding, signed confidentiality agreement is obtained from the party requesting the information.

 

Avoid Conflicts of Interests- It is our opinion that dual agency in our area of expertise is a conflict of interest.  Although some states allow it, Fleetridge Pacific never acts as a dual agent.  Our loyalty remains with our client.  We are committed to full disclosure of our past and present dealings as they relate to our clients best interests.

 

We represent our clients as exclusive agents and promise the following:

 

Full Disclosure

Due Care

Loyalty

Honesty

Integrity

Obedience