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Rowlett Family Financial Services

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

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.

Kamran Ansari, CPA
4.8
from 67 reviews
  • 10 years in business
  • 128 hires on Thumbtack
Jim P.
Verified review

We have used Kamran for the past couple of years and he has handled our family taxes with professional courtesy.

HMCRT
5.0
from 3 reviews
  • 23 years in business
Lester B.
Verified review

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.

  • 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.

Super Fast Returns
5.0
from 1 review
    Ark P.
    Verified review

    Friendly and knowledgeable. They walked me through everything I needed to take care of my family. Thanks!

    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.

    MARTHA M NICHOLS
    5.0
    from 1 review
      Barbara S.
      Verified review

      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.

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

      Awesome experience. Knowledgeable and gets the job done

      About

      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.

      About

      At Camper Wealth Planning and Management, we are here to help you achieve long-term success with customized solutions, objective advice and personal service.

      • 15 years in business
      • 1 hire on Thumbtack
      About

      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.

      About

      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.

      About

      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.

      • 1 year in business
      About

      I am a Financial Advisor with a passion for learning and teaching others how to grow wealth and reach their life goals. I began working in the financial industry in 2006, and since that time, I have spent the past 12 years learning everything I can about investing, financial planning and the financial industry as a whole. Throughout my career, I have had the opportunity to travel around the country working with money managers who collectively control billions of dollars, helping them to analyze potential investments. I soon realized that the access and knowledge that these institutional clients have is simply not available to the everyday investor. It is because of these experiences, I chose to break out on my own and create Azimuth Financial Services. I wanted to create a company that provides individual investors access to a qualified financial professional at an affordable rate. I strongly believe that working with a Financial Advisor is for everyone. Regardless of how much you currently have saved, everyone can benefit from having a Financial Advisor guiding them and educating them on how to grow wealth and gain financial freedom.

      About

      We offer the following services: * Employee Benefits * Annuities * Disability Insurance * Long-Term Care Insurance * Life Insurance

      About

      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.

      • 7 years in business
      • 1 hire on Thumbtack
      About

      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.

      About

      I will do notary for real estate closings, title loan companies, auto dealership and some private notary jobs. I will travel to your location.

      About

      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.

      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 you will be better able to identify your goals and make sound decisions to help pursue them by us, providing sound financial information.

      About

      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.

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