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Mesquite Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Mesquite.

Top Pro
Plano Tax Prep
5.0
from 69 reviews
  • 29 years in business
  • 145 hires on Thumbtack
  • Top Pro on Thumbtack
Amy N.
Verified review

Joe and his team provided prompt, courteous, professional help from start to finish. Everything was done online in a secure financial portal, which made the process smooth and efficient. (No more running documents to an office!) The cost was affordable, which include my tax return as well as my son's. Highly recommended.

My Tax Dog
4.6
from 50 reviews
  • 10 years in business
  • 87 hires on Thumbtack
Laura E.
Verified review

My Tax Dog has prepared my taxes for several years now. They have helped me in settling an estate and my yearly returns. Although, I am out of state they were always a phone call away. Mr. Peterson is very knowledgeable with the latest tax and legal information and provides prompt and courteous service. I would highly recommend My Tax Dog for your tax and financial needs.

LEE ENNIS TAX
4.6
from 13 reviews
  • 11 years in business
  • 14 hires on Thumbtack
Greg M.
Verified review

Lee was great! He easily more than paid for his own services in tax savings for both tax returns he prepared for me. I have already recommended him to friends, coworkers, and family. I will definitely be using him next year

Wealth Planner LLC
5.0
from 10 reviews
  • 17 years in business
Peyton B.
Verified review

Greg has helped my wife and I take our financial planning to the next level with the wealth planner tool he developed. We no longer have to look at our finances on a month only basis. It gives us the capability to see where we are financially headed and the fruit that will come from the seeds we are planting now for our family.

  • 10 years in business
Eric J.
Verified review

The service i received was excellent. not just a tax service but also a Financial adviser.

  • 11 years in business
Ian B.
Verified review

Jennifer explains and implements financial strategies clearly and pragmatically. Her understanding of financial concepts allows her to provide relevant, successful and conservative advice on growing and preserving personal wealth. She is truly a 'trusted advisor' for me and many others.

No Limit Bookkeeping
5.0
from 6 reviews
  • 7 years in business
Jean regis R.
Verified review

I work with Danielle on my business plan. She is very knowledgeable and was able to pinpoint what I was missing. Her work is very detailed and precise. She also helped me with my business registration and government remittances. She is very flexible and I can call her anytime, she always gets back to me. I completely trust her judgement and would recommend her to anyone.

Tay Whatley
5.0
from 5 reviews
    Daniela A.
    Verified review

    As a student in the forensic science field, my exposure to budgeting and finance has been minimal. As a result, I was in need of a person who could aid in my financial planning. As banking/finance major, I knew that Tay would be fit for this task. She was able to create a personal budget, tailored to my needs which I still maintain today. At the start of my budget, I was confused and unfamiliar with a successful way to save as much as I can as soon as I could; however, it is with the experience and knowledge that Tay encompasses that I have been able to continuously build my savings. Tay's patience, attitude, and willingness are some of the varying attributes to which I owe my financial success.

    • 1 hire on Thumbtack
    John G.
    Verified review

    Jordan is a top professional in the financial services industry. He is very knowledgeable and puts his client's financial needs first.

    RL Schwab, CPA, PLLC
    5.0
    from 3 reviews
    • 4 years in business
    • 4 hires on Thumbtack
    David M.
    Verified review

    Ms. Schwab was very intelligent and knowledgeable regarding our financial needs. I would definitely recommend her services for someone in need of financial and business knowledge.

    • 36 years in business
    • 2 hires on Thumbtack
    Kimberly C.
    Verified review

    I have to say that Robert Goldsmith has helped me with getting the best insurance for me and my family. He is very knowledgeable about so many aspects of financial services and I can always depend on him. Financial 411is a must to hear.

    GP Dietz Financial
    4.7
    from 3 reviews
    • 17 years in business
    • 1 hire on Thumbtack
    Maura L.
    Verified review

    Working with Jerry has been a great experience so far. He really listens to his clients financial needs and goals and helps you come up with a solid investment strategy. He explains things in a way that's easy to understand no matter what your level of financial expertise.

    Omotayo CPA LLC
    5.0
    from 2 reviews
    • 8 years in business
    Mariam O.
    Verified review

    I refer this firm to all my friends and family. After years searching for a reputable and knowledgeable tax and accounting firm, I have found it here. I had some tax amendment issues from doing my taxes myself but Omotayo financial Services stepped in and helped me greatly. They definitely go above and beyond and are trustworthy and thorough. I Highly recommended..

    Vestal Financial, Inc.
    5.0
    from 2 reviews
      Linda C.
      Verified review

      The most important aspect of finding the right financial advisor has to do with trusting the person as a good human being. Michael not only has helped me prepare for retirement, he has also become someone I trust, enjoy, and highly recommend.

      Next Generation Payroll
      5.0
      from 1 review
        Raquel J.
        Verified review

        I was provided with payroll service, financial counseling and preparation.

        GARRETT FINANCIAL INC.,
        5.0
        from 1 review
        • 14 years in business
        Karen R.
        Verified review

        Awesome experience. Knowledgeable and gets the job done

        • 26 years in business
        Sterling H.
        Verified review

        I have known Mr. Mars for over 20 years and he has consistently provided quality tax and financial consulting for me and my firm. His expertise has allowed me to make well informed decisions with confidence that have paid dividends for me and my company. He has proven to be loyal, trustworthy and a good steward over the information and assets that I have entrusted him with. I would highly recommend Mars & Associates Int'l without reservation.

        Zuwa Financial LLC
        5.0
        from 1 review
          Raquel A.
          Verified review

          He is very experienced and answered all my questions .

          • 6 years in business
          • 1 hire on Thumbtack
          Sandra P.
          Verified review

          I trust ClearChoice Financial Group with all my business. They are very proficient and trust worthy. I recommend them to everyone.

          DMG FINANCIAL SOLUTIONS
          5.0
          from 1 review
          • 13 years in business
          • 1 hire on Thumbtack
          Lashandannette M.
          Verified review

          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.

          • 2 hires on Thumbtack
          Sam W.
          Verified review

          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.

          Hire skilled professionals for absolutely everything.