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Houston Family Financial Services

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

Naresh Setlur CPA, CGMA
5.0
from 19 reviews
  • 27 years in business
  • 27 hires on Thumbtack
Johnathan W.
Verified review

Naresh is very down to earth and is very concise with explaining how he can help you . He seeks to understand your needs and is passionate about ensuring your success within your business. I would recommend Naresh to anyone that is acquiring a business or is in need of financial services for their business. Thank You Naresh !

M. Angela Morales, CPA
5.0
from 9 reviews
  • 6 years in business
  • 16 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.

ICEOSUPPORT
5.0
from 7 reviews
  • 17 years in business
  • 2 hires on Thumbtack
Bernardo M.
Verified review

I have known Jehu Castellano for over ten years and he is one of the most thorough financial professionals I have worked with. Besides being my direct report at a former job, Jehu has also provided valuable FP&A work at my current employer as a services finance contractor. He helped us revamp our financial reporting and system capabilities, saving us one day in our month-end close which generated substantial savings for our organization. We are in the process of upgrading our ERP system and we will definitely consider Jehu’s support for this upcoming project.

  • 5 years in business
  • 16 hires on Thumbtack
Tyler P.
Verified review

Very prompt. Excellent pricing. They get our business and understand the stage that we are in. I am excited to have began this working relationship and looking forward to continuing with it

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.

Markiewicz Financial Group
5.0
from 4 reviews
  • 5 years in business
  • 3 hires on Thumbtack
Megan D.
Verified review

Mike was great to work with. He is very knowledgable for being so young. I would definitely recommend his services to others.

LS Financial Services
5.0
from 3 reviews
  • 8 years in business
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 !

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
    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.

    • 1 hire on Thumbtack
    Sabrina M.
    Verified review

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

    G & T Financial Group
    5.0
    from 1 review
      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
      About

      Financial Planning, College Planning, Final Expense

      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.

      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

      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.

      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

      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.

      About

      Financial Advisor, Investment Advisor, Life Insurance

      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.

      • 9 years in business
      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

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