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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.
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.
I had no clue how to budget. It took a few meetings with bill and he made me feel like a budgeting queen! I thought it was impossible for me. Im not into maths at all. He also walked me through a plan of action for investing and explained what insurance is really meant for and why I was ok with what I had. This experience was a huge relief!
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!
I have worked with Joe Grisel at HMCRT on several real estate and business related projects over the last 15 years. Joe brings a tremendous amount of knowledge, experience and expertise to the table. He works with all of the pertinent stakeholders to fully understand your goals and challenges. He then performs an in depth analysis of all of the pertinent data and comes up with strategic road maps complete with all of the current financial assessments and future projections. If your project needs additional funding, Joe can assist you in obtaining funding by putting together presentation grade materials and facilitating introductions to relevant assets. Joe is also a family man with great values. A good man and a good company to have in your corner.
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.
My work products are carefully crafted, correct and easily undeerstood. Accounting transactions are annotated if it would help make them easier to understand or audit. Editing annotations are clear and relevant.
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.
We offer the following services: * Employee Benefits * Annuities * Disability Insurance * Long-Term Care Insurance * Life Insurance
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.
Dr. Schwartz fully recognizes the importance of fiduciary trust, reliability, and personalized client customer service - Currently pursuing a Juris Doctor and MBA in Finance, and passed all three rigorous IRS Enrolled Agent registration examinations, FINRA Series 7 & 66, in the first attempt. Our goal is complete client satisfaction.
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.
At Camper Wealth Planning and Management, we are here to help you achieve long-term success with customized solutions, objective advice and personal service.
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'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.
We offer full-charge bookkeeping and financial consulting services on-site or virtually, with a specialization in nonprofits.
I will do notary for real estate closings, title loan companies, auto dealership and some private notary jobs. I will travel to your location.
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.
Treat Customers as you would love and want to be treated.