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I am fairly new to the Dallas area and needed to find a CPA who knew how to handle multiple investments. I found Kamran on Thumbtack and decided to hire him based on his reviews. He was very quick in getting my tax return done, was willing to speak with my financial advisor to ensure we were on the same, and was responsive. He took what is usually a stressful situation and made it easy. I would hire him again and recommend to others.
Hiring Toronjo & Prosser Law was an easy decision because after telling my story to several attorneys, Derrick was the only one who was willing to educate me, and make sure I had a solid financial plan to recover after bankruptcy. The process was smooth, and stress free. Thank you for helping me and my family. Since discharge, I have already began working on rebuilding my life and credit. His rates were fair and affordable. Thank you!
Since contacting Jennifer, my experience with her has been quite outstanding. I appreciate her professionalism and responsiveness while supporting me in what I consider to be a major financial decision in my life. I gladly recommend Jennifer to others, as I would want them to experience the level of care and consideration that was extended to me.
My parents have to work into retirement and I don't want to be the same. I came to Bill to figure out a retirement plan. He was very knowledgeable and very helpful. He even showed me that retirement isnt about age it's about being prepared. He showed me a way I could retire early if I am careful with my money. Very cool!
Started with a (free) helpful 30 minute conversation over the phone, then decided to hire him for several more sessions. He comes out to our house, is very professional, and follows up each session with an email of what was discussed and what your financial goals are. Very satisfied!
As a freelance marketing professional on occasion part of my client's work request will include spreadsheets and financial analysis. In order for me to concentrate on the marketing aspects of the project, I have outsourced the finance pieces of the project to Martha. She is an excel power user and did a great job of managing the budget. With her financial background we were able to find alternative suppliers for the project and as a result - a cost saving to the customer. She is very business savvy and would be an excellent choice to assist with numerous business projects.
I went to get a notary. I was running late for my appt. I was going to reschedule, but Esther said, no come on I will wait for u. She also, was very professional upon my arrival. Esther knew exactly what to do. Price was very economical. Make an appt and visit Esther. She will not disappoint u.
David has been great to work with. He is knowledgeable and professional but still approachable and easy to talk to. He wont tell you he knows about something if he doesn't but will help you find any answers/advice you are seeking.
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 you will be better able to identify your goals and make sound decisions to help pursue them by us, providing sound financial information.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
At Camper Wealth Planning and Management, we are here to help you achieve long-term success with customized solutions, objective advice and personal service.
Lewis Brown has nearly 2 decades of experience working with clients who want to invest for their future -- helping them navigate the ups and downs of the market. We invite you to explore how our retirement and investment expertise can help you pursue a long and rewarding future. At Lewis Brown, our advisors offer one-on-one guidance and practical opinions on your investment portfolio. With access to the broadest range of products and services in the marketplace, we help you choose a specific combination of investments suited to your goals and risk tolerance.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you reach your goals.
We provide fractional CFO level services to small business, including budget preparation and analysis, financial reporting and analysis, preparation of documents for bank financing, rate calculations and cost estimating. We also prepare individual tax returns during the tax season. Our mission is to help small businesses break away from the pack. Get the expertise of a CFO on a part-time basis.
We offer the following services: * Employee Benefits * Annuities * Disability Insurance * Long-Term Care Insurance * Life Insurance
I'm a commercial financial consultant. I do development of asset management and disposition plans. The content is financial and strategic in terms of marketing assets for sale.
I will do notary for real estate closings, title loan companies, auto dealership and some private notary jobs. I will travel to your location.
Treat Customers as you would love and want to be treated.
Thayer & Co. Total Wealth Management is an income and financial tax advisory firm based in Dallas, TX. Thank you for your interest. Please do not hesitate to contact us if you need more information.
We offer full-charge bookkeeping and financial consulting services on-site or virtually, with a specialization in nonprofits.
Edward Jones of Denton is an investment firm that believes your financial goals deserve a face-to-face conversation. Our personal guidance helps you be a tax-smart investor. There's an expression we use at Edward Jones. The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it's important to begin developing a plan today. At Edward Jones, we like to look at your individual needs before anything else. Our services include: * Retirement: IRAs and retirement saving plans for individuals and businesses. * Investments: Learn the basics of stocks, mutual funds, annuities, and fixed-income investments. * Estate Considerations: Access checklists and get answers to frequently asked questions about estates and trusts. * Saving Solutions: We can help with today's needs as much as your plans for tomorrow. * Insurance: Protect yourself with life insurance, long-term care insurance and long-term disability. * Education: Learn about your education savings options and compare different plans. * Borrowing Solutions: Manage your credit and learn how our borrowing solutions can help. * Spending Solutions: Learn about our debit card, credit card, online bill payment and more. * Trust Management Services: It's never too early to start thinking about the future and security of loved ones. Edward Jones Trust Company can work with you and your tax and legal advisors to develop a strategy best suited for your needs. * Capital Markets: Resources for our investment banking clients, put experience, size and location to work for your organization.