Georgetown, TX
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Georgetown Affordable Financial Services

Browse these affordable financial services with great ratings from Thumbtack customers in Georgetown.

  • 12 years in business
  • New on Thumbtack
Annette P.
Verified review

The service that he provided for me was really great explained everything and got us on track for the rest of our lives it's been a really great to do business with him he also is helping us with our investments and 401K

Benkoski Williams Group
5.0
from 1 review
  • 1 hire on Thumbtack
Stacey C.
Verified review

I had stocks, prior 401ks situated in poor investments and cash sitting in savings accounts earning very little. Harold and Marissa helped organize everything and delivered a financial plan that first assessed my current situation and tolerance for risk. Throughout the process they were very sincere, responsive and knowledgeable about how to put together a plan that was consistent with my financial goals. They listened to me advised based on my goals, which my last financial advisor did not. I am so happy I found them and have since referred a couple family members to them.

  • New on Thumbtack
Lisa F.
Verified review

We've used Bellwether to keep our accounting up to speed at our small, tech start up. I am responsible for all bookkeeping, HR, payroll etc. However, my forte is not accounting. Rob helped me close my books every quarter, helped me with journal entries, quarterly reports and all the more in-depth accounting details that I am not proficient in. Rob truly put my mind at ease that all of my reports and financial details were correct and orderly so that I knew when I had to present my financials to our BoD, they were spot on. Rob is an expert at what he does and is very easy to work with. I would highly recommend Bellwether for any specific account project or long term accounting placement.

  • 2 years in business
  • New on Thumbtack
Deb A.
Verified review

Patrick helped me with some complicated tax issues related to the sale of my small business. He is now our trusted advisor on all financial matters.

Guideway Financial, LLC
4.0
from 1 review
  • 5 years in business
  • 1 hire on Thumbtack
About

Guideway Financial is an independent, fee-only financial planning firm that provides consulting, comprehensive planning, retirement planning, college planning, and more. We create retirement plans that generate income over an exact time period, limiting any worry over running out of money. As fee-only advisors, we are not sales people. We do not sell products or charge commissions. We are fiduciaries, putting your interests ahead of our own. And, we provide advice no matter where your money is held, or the income source (employer-held 401(k) and 403(b) accounts, IRAs, real estate, pensions, Social Security, and more). The emphasis at Guideway is upon highly optimized portfolio management, saving money through no-load mutual fund investments and tax efficiency. Our services are tailored to provide as much help as you would like, and nothing more. With a fixed fee approach, you pay only for what you need -- no percentage of AUM, no commissions, and no hidden fees.

About

My wife and I help families make extra income, become properly protected, debt free, and financially independent. We can take what you are already doing, rearrange it so that it makes more sense and so you will be closer to your goals and dreams. Doesn't it make sense to have a financial GPS to get you where you want/need to go?

About

My services include business-related field, e.g., finance, accounting, economics, insurance and general research. I am also experienced in the investment and banking field.

  • 18 years in business
  • New on Thumbtack
About

Andromeda has also served in previous positions as a Contractor in various facets of the mortgage industry where she exhibited expert level experience in all aspects of the mortgage lending process including Loan Origination, Processing, Underwriting, Quality Control, Regulatory Compliance, Shipment and Delivery of Residential Mortgage Loans and Loan Servicing.

  • New on Thumbtack
About

We are a full-service financial advise firm. We can assist consumers by advising on long-term investments, such as IRAs and other options. If you are looking to invest in something on a long-term basis, contact us.

  • New on Thumbtack
About

I do operational accounting on regular intervals, as well as payroll and transactional processing. I also prepare monthly, quarterly, and annual tax filings.

  • 4 years in business
  • New on Thumbtack
About

I believe what sets us apart is that we take on an educating approach to everything we do and offer here at Capital Choice. We want our clients to understand where they are and where they want to go financially, and make their own educated decisions as to how they want to get there. We are truly, only a guide to them on their journey to financial freedom.

About

R. Daniel Selak is an expert witness in financial services cases involving trials and arbitration. He is a consultant to attorneys and clients who have disputes in investment matters. He has forty-four years of experience in managing clients' portfolios and the management of hundreds of financial advisers in all areas of investing.

  • New on Thumbtack
About

Texas based financial planning company finance BP Financial

About

We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities, where our clients live and work. We choose to provide world-class service, and we are the gold standard!

  • New on Thumbtack
About

We offer professional financial services. We help our clients with insurance and financial planning. We represent several companies: New York Life, Mutual of Omaha, American Funds, Assurant Health, Crump, and United Health One. Our team assists small to medium businesses and individuals build a plan to take care of their needs for life insurance, long-term care, Medicare, health insurance, employee benefits, disability insurance, estate plans and retirement plans. We are always client focused and understand that we work for you.

About

Financial needs today are more complicated than in years past. It seems that there are more questions about the future, and for many people, there are more uncertainty as well. We believe that proper planning is critical to your financial security.

About

Through the years we have helped people reach the goals of their Financial Futures.

About

We are an insurance and financial services agency, a family of professionals who are dedicated to empowering their clients to manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide world-class service. We are the gold standard!

About

I am a certified financial planner for high-net-worth professionals. There are no fees or commissions. I provide real financial servicing.

  • 18 years in business
  • New on Thumbtack
About

We are financial advisors assisting people nearing retirement or currently retired. We are considered "holistic advisors" because we help individuals with both "red money," or market money as well as, "green money," or safe money. This is important because if you work with only one or the other, the advice you receive may be biased.

  • New on Thumbtack
About

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.

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