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Houston Family Financial Services

Browse these family financial services with great ratings from Thumbtack customers in Houston.

Top Pro
Greenway Tax Advisors, LLC
4.9
from 18 reviews
  • 8 years in business
  • 187 hires on Thumbtack
  • Top pro on Thumbtack
Relley A.
Verified review

Tax filing services. Absolutely professional and knowledgeable.

M. Angela Morales, CPA
5.0
from 8 reviews
  • 6 years in business
  • 15 hires on Thumbtack
Alex C.
Verified review

Completed my tax work and advised me on financial tax planning for next year. She was able to handle everything remotely, very convenient and knowledgeable.

  • 5 years in business
  • 15 hires on Thumbtack
Rodger B.
Verified review

I have no need to go into all the details. I'm satisfied with the the work and the communications that Mr Charles Dunlap is providing. Thank you R. C. Brown CB"S We Can Do That!

A Counting Place
5.0
from 5 reviews
  • 10 years in business
  • 3 hires on Thumbtack
Sean E.
Verified review

Michelle was a life saver. My knowledge of taxes, payroll and accounting is somewhat limited so I was thrilled to have someone walk me through the process where I could see the value in working with a professional that truly understands small business. She treated us like family.

SAFCA Financial Service
4.8
from 5 reviews
  • 9 hires on Thumbtack
Ali H.
Verified review

Based on my experience so far, Mr. Madha has a great personality. We expect him to streamline our accounting and tax matters. He has started working on it right away. He is prompt in getting back to us when needed. I believe he would be an asset to our team.

  • 23 years in business
  • 1 hire on Thumbtack
Madison H.
Verified review

Beau and his wife worked very hard to give my now husband and I the best wedding we’ve ever wanted. We were not originally going to have a “real” wedding, we were going to do the court house marriage. 3 weeks was about our time frame til our wedding date, Beau worked night and day and exceeded my expectations, he kept in contact with me through it all, let me know what was going on, how everything was going, he was there for all of my concerns and he helped me with whatever I asked still with a smile on his face. I will recommend this company to all of my friends, family and future brides that I know. I give them a 10 out of 5 stars.

Personal Financial Planing
4.5
from 2 reviews
  • 1 hire on Thumbtack
Sabrina M.
Verified review

Very attentive and helpful person. She’s honest and very friendly.

Primerica
4.5
from 2 reviews
  • New on Thumbtack
Chris R.
Verified review

Jacqueline not only helped me properly protect my family but also helped me get my investment portfolio started through the many services Primerica offers. In addition the policy options she gave us were at an amazing competiré price. I made sure to refer her to my freinds and family, such a great experience.

  • 2 years in business
  • New on Thumbtack
Robert R.
Verified review

Very intelligent young man. Built a website for me a while back. Would definitely recommend

  • 6 years in business
  • New on Thumbtack
Orlando G.
Verified review

Working with De Leon Financial Service has been a wonderful experience. I highly recommend them for anyone looking get their accounts cleaned up! Loree did an exceptional job explaining all my financials to me. Thank you De Leon Financial Service. Definitely staying with this company.

G & T Financial Group
5.0
from 1 review
  • New on Thumbtack
About

The WFG Difference At World Financial Group (WFG), your goals and dreams matter to us. We understand that financial challenges can make it harder to achieve your goals, but we can provide the assistance you need to reach them. We believe your financial success, no matter your current situation or economic status, is achievable. We will walk alongside you in your journey to financial success, helping you assess your situation, understand how money works, and find the products and services that can best fit your needs.

  • 38 years in business
  • New on Thumbtack
About

Financial Planning, College Planning, Final Expense

  • New on Thumbtack
About

To provide accounting and financial needs/services complete Accounting cycle through financials Migration and program needs.

About

Customized to individual travel and investment needs.

About

As one Houston, Texas's recognized independent investment advisory firms, Financial Group assists clients in achieving life goals through business and personal wealth building and financial planning. The best way to attain a prosperous financial future is to plan for it. Our team closely works with you to address your long- and short-term needs, including planning, investments, retirement and estate. Our usual client is one who has no interest, no time, or no knowledge that would allow him to chart his own financial path. Whether you need investment management advice or comprehensive financial guidance, the combined experience of our financial planners can help you achieve your goals. When what's at stake is your family's legacy, there is no substitute for professional counsel that is scrupulously objective, reasoned and rational. We can develop a custom plan, incorporating your time horizons and risk tolerances to help you meet your goals. The best advisors understand not just the intricacies of investment vehicles and the markets, but something every bit as valuable; they understand how hard it can be for people to consider the future, make hard choices and accept risks. The resulting roadmap includes a time frame and recommendations for implementation. To generate a clear course of action, we address any concerns and answer all queries.

  • 9 years in business
  • New on Thumbtack
About

MTR Financial Services, LLC is a registered investment advisory firm, specializing in financial planning and wealth management, servicing individual clients and corporations on a fee-only basis. The fee-only model assures clients that our recommendations are not motivated by commissions of any kind. We believe that everybody, regardless of individual assets and/or income level, can benefit from professional financial advice. Whatever your current situation, it’s important that you educate yourself about how to maximize your current financial assets and plan for a more secure future. Our mission is to provide sound, practical financial planning integrated with structured, disciplined investment management services. We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships. The central focus of MTR Financial Services, LLC is our clients. We treat them with honesty, respect, fairness, and appreciation at all times. Our personal financial planning services include: * Cash flow and budget planning * Investment planning * Education planning * Tax planning * Stock option planning * Insurance planning * Retirement planning * Estate planning * A second opinion on a current financial plan The financial plan provides a general recommendation of the type of portfolio a client needs, based on the client's risk tolerance and return needs. The general recommendation is what is known as a portfolio allocation, which illustrates how investments should be allocated to specific segments of the market. Some examples of segments include large-cap U.S. growth stocks, foreign stocks in developed markets, the U.S. bond market and so on. In wealth management, we take the recommended allocation and use it to formulate an investment policy statement which sets the overall investment strategy. From this, we then formulate the client's specific investment recommendations. Specific considerations within the investment policy statement typically include: * Risk tolerance, including the ability and willingness to take risk * Return needs as outlined in your comprehensive plan * Tax considerations, typically focused on maximizing after-tax returns * Time horizon over which portfolio will fund needs * Liquidity needs in the short-term You do not need a fortune to start building one. Contact us for a complimentary, no-obligation get acquainted meeting. This can be done either over the phone or in person. We can discuss which of our services may be appropriate for you during this meeting

About

We offer all of the following: Bookkeeping setup and installation, plus, Accounts receivable setup and assistance. Accounts payable setup and assistance. Payroll setup & assistance. Weekly, monthly or quarterly bookkeeping review & maintenance. Quarterly payroll tax returns – fulfill all federal and state filing requirements. Tax Returns:Business – Partnership, C-Corp, S-CorpPersonal – Individual,  Sole proprietorship's, rentals – federal & all states. Sales & use tax returns. Taxing agency correspondence - handle all audits, requests for information or disputes

  • 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. We believe that by providing you with sound financial information, you will be better able to identify your goals and make good sound decisions. Please call us if you have any questions about our firm or the range of financial products and services we provide.

  • New on Thumbtack
About

With over 20 years of accounting and finance experience, JSM Financial Services is committed to providing excellent and accurate services to individuals and businesses. It is our job to expedite your financial control by building solid, personalized company reporting. If you require accurate, reliable and dependable bookkeeping, JSM Financial Services is here to serve you. "Part time services - full time impact"

  • 10 years in business
  • New on Thumbtack
About

I have been told I explain about investing in an easy to understand way and I do not put pressure on you to invest in anything you are not ready to invest in.

About

Serving Houston, TX and outlying areas, C. Aaron Durben of Lifebridge Financial Group is offering the following services not limited to: * Investment Advising * Retirement Planning * Estate Taxes and Investing

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