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Browse these affordable financial services with great ratings from Thumbtack customers in Georgetown.
Karla has truly made my experience with the overall accounting in my life so much easier. I was used to keeping my financial to myself so at first I was very skeptical but I am so glad I took the leap of faith. Karla sat down with me asked questions and made sure she understood exactly the situation I was in and explained thoroughly what services I need. She not only understood our requirements in various situations but was also quick to take action with assignments every single time without letting quality suffer. A great business and personal investment. Thanks Karla!
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
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.
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.
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.
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!
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!
I am a certified financial planner for high-net-worth professionals. There are no fees or commissions. I provide real financial servicing.
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.
49 Financial is changing the financial industry for the better through our advisors’ fierce loyalty, unquestioned integrity, selfless teamwork, abundant gratitude, and deep conviction. We want to be the catalysts to bring the focus back to people. We believe in the power that comes from planning for finances together rather than alone for both our clients and our advisors.
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.
Texas based financial planning company finance BP Financial
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.
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.
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?
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.
I do operational accounting on regular intervals, as well as payroll and transactional processing. I also prepare monthly, quarterly, and annual tax filings.
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.
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.
Through the years we have helped people reach the goals of their Financial Futures.
We are an independent financial services firm with 30 years experience in insurance and investments. We help people prepare for their future or plan for specific financial goals.We are patient and thorough in finding the right solutions for businesses, families and individuals.