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Browse these affordable financial services with great ratings from Thumbtack customers in Allen.
Joe and his team provided prompt, courteous, professional help from start to finish. Everything was done online in a secure financial portal, which made the process smooth and efficient. (No more running documents to an office!) The cost was affordable, which include my tax return as well as my son's. Highly recommended.
Kamran helps me with my small business; he also helped incorporate it. Being a small business owner himself, he is knowledgable in this arena. I will continue to use his services, and I have already referred multiple people to him!
Jennifer works to increase our wealth while lowering our risks in doing so. She uses Nelson Nash's system and makes sense of it, explaining it clearly. Her expertise is also based on her own practices, which she used to show us how it works. And it works wonderfully! We have stabilized our income with her help. I recommend her services without hesitation. She is great !!
Jordan is a top professional in the financial services industry. He is very knowledgeable and puts his client's financial needs first.
I have worked with Joe Grisel at HMCRT on several real estate and business related projects over the last 15 years. Joe brings a tremendous amount of knowledge, experience and expertise to the table. He works with all of the pertinent stakeholders to fully understand your goals and challenges. He then performs an in depth analysis of all of the pertinent data and comes up with strategic road maps complete with all of the current financial assessments and future projections. If your project needs additional funding, Joe can assist you in obtaining funding by putting together presentation grade materials and facilitating introductions to relevant assets. Joe is also a family man with great values. A good man and a good company to have in your corner.
Awesome experience. Knowledgeable and gets the job done
As a freelance marketing professional on occasion part of my client's work request will include spreadsheets and financial analysis. In order for me to concentrate on the marketing aspects of the project, I have outsourced the finance pieces of the project to Martha. She is an excel power user and did a great job of managing the budget. With her financial background we were able to find alternative suppliers for the project and as a result - a cost saving to the customer. She is very business savvy and would be an excellent choice to assist with numerous business projects.
We provide fractional CFO level services to small business, including budget preparation and analysis, financial reporting and analysis, preparation of documents for bank financing, rate calculations and cost estimating. We also prepare individual tax returns during the tax season. Our mission is to help small businesses break away from the pack. Get the expertise of a CFO on a part-time basis.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help pursue them by us, providing sound financial information.
All we are doing is copying Geico's and Progressive's business model and applying it to special event insurance, so we can cut out the distribution inefficiencies and pass the savings on to the customer. If you want to save 15% or more on party insurance, event insurance, festival insurance, and other short-term events, go Direct on the internet. We are located in Dallas, Texas.
Lewis Brown has nearly 2 decades of experience working with clients who want to invest for their future -- helping them navigate the ups and downs of the market. We invite you to explore how our retirement and investment expertise can help you pursue a long and rewarding future. At Lewis Brown, our advisors offer one-on-one guidance and practical opinions on your investment portfolio. With access to the broadest range of products and services in the marketplace, we help you choose a specific combination of investments suited to your goals and risk tolerance.
Dr. Schwartz fully recognizes the importance of fiduciary trust, reliability, and personalized client customer service - Currently pursuing a Juris Doctor and MBA in Finance, and passed all three rigorous IRS Enrolled Agent registration examinations, FINRA Series 7 & 66, in the first attempt. Our goal is complete client satisfaction.
We offer full-charge bookkeeping and financial consulting services on-site or virtually, with a specialization in nonprofits.
Treat Customers as you would love and want to be treated.
I'm a commercial financial consultant. I do development of asset management and disposition plans. The content is financial and strategic in terms of marketing assets for sale.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
My work products are carefully crafted, correct and easily undeerstood. Accounting transactions are annotated if it would help make them easier to understand or audit. Editing annotations are clear and relevant.
We offer the following services: * Employee Benefits * Annuities * Disability Insurance * Long-Term Care Insurance * Life Insurance
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals.
At Camper Wealth Planning and Management, we are here to help you achieve long-term success with customized solutions, objective advice and personal service.
Thayer & Co. Total Wealth Management is an income and financial tax advisory firm based in Dallas, TX. Thank you for your interest. Please do not hesitate to contact us if you need more information.