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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.

  • 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.

LS Financial Services
5.0
from 3 reviews
  • 8 years in business
  • New on Thumbtack
Samual G.
Verified review

LSFS has been doing my taxes for over 5 years now ! The owner (Linda) is amazing at her job . The entire staff is very professional and trustworthy ! Would definitely recommend for any tax services or bookkeeping !

  • 3 years in business
  • 1 hire on Thumbtack
Thumbtack Customer
Verified review

I'm completely satisfied with the level of professionalism, expertise, and overall experience that Cedrick brings to the table. I'm looking forward to growth with him as a business man and family man. Awesome guy!

My Financial Coach
5.0
from 2 reviews
  • 5 years in business
  • 1 hire on Thumbtack
David D.
Verified review

I like the fact that Gary charges for his consulting time and has no conflicting interests, such as making commissions. That objectivity is important to me. Also, it is important that my financial consultant is trustworthy. I have known Gary for about 50 years - and he has earned my trust. Give him the opportunity to earn yours. You will not be disappointed.

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.

  • New on Thumbtack
About

Financial Advisor, Investment Advisor, Life Insurance

  • 38 years in business
  • New on Thumbtack
About

Financial Planning, College Planning, Final Expense

About

MWG tax professionals specialize in Maximizing all client tax refund. We educate consumers how to take advantage of tax deductions. We offer Home-Based businesses, notary service and wills and trust.

  • 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.

  • New on Thumbtack
About

I offer financial guide and resources for business and individuals. I do home refinancing and retirement planning, personal finance, credit card, and business loans.

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

  • 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

  • New on Thumbtack
About

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

About

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

About

I have taught financial and retirement planning courses for many Houston area colleges, universities, and Fortune 100 companies. I have built a large investment management firm over the past 23 years. I take my role of helping seniors avoid serious financial mistakes very seriously. Among the most common mistakes are paying too much in taxes, taking excessive risks, and earning too little on their investments.

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