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Lufkin Financial Advisors

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

  • 13 years in business
  • 2 hires on Thumbtack
Conse V.
Verified review

I've utilized Jennifer's tax return services for the past 2 years and could not be more satisfied.


CFO Xchange (C|X) is pleased to announce the opening of our new office in Montgomery, TX. CFO Xchange is a business service firm with the goal of providing project, part-time, contract, and hourly services to local Montgomery County businesses. We focus our services around four disciplines that reflect the expertise of our principals. These are the following: * Financial Services We offer everything -- from acquisition to due diligence, profit improvement expense reduction services, accounting, bookkeeping, and tax services. * Operations Services We have a strong manufacturing and operations history and have created multiple systems and processes for increased efficiency. Our expertise lies in process analysis and improvement, custom spreadsheet, and database application creation, as well as data management and statistical analysis. * Marketing Services Our principals have owned, managed, and worked for multiple small and medium-sized businesses and know what it takes to drive customers to your company. Whether you need a website created or upgraded, need to rank on Google and Bing search results or just need a great community-based strategy, we can help. * Start-Up and Entrepreneurial Services Above all, we understand the small and medium business owner's drive to succeed. We have successfully written, presented, and executed on business plans that have attracted start-up capital, growth capital and debt, and received approval from stakeholders (management, boards, investors, banks, and customers). At CFO Xchange, we know how precious your capital is. That is why we are sure that we can offer our breadth of services at a lower cost and better value than our competitors. Our Principals Carl Frampton currently owns and operates three small businesses and has been a CFO, CEO, and COO of multiple corporations for over 30 years. Additionally, he has been a CPA for over 30 years. Jonathon Frampton is a recent graduate of the University of Houston MBA program with a focus on marketing and decision sciences. Jon has experience creating and maintaining websites, writing and implementing strategic marketing plans, as well as a strong history in data management, analysis, and reporting. Connect with CFO Xchange. Let's have a conversation! We hope to hear from you soon! The CFO Xchange Principals

  • 9 years in business

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

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