Southlake, TX
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Southlake Financial Advisors

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

Top Pro
Kamran Ansari, CPA
4.8
from 64 reviews
  • 10 years in business
  • 126 hires on Thumbtack
  • Top pro on Thumbtack
Asma F.
Verified review

Kamran helps me with my small business; he also helped incorporate it. Being a small business owner himself, he is knowledgable in this arena. I will continue to use his services, and I have already referred multiple people to him!

  • 11 years in business
  • New on Thumbtack
Lancelot C.
Verified review

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.

Lardas Financial Solutions
5.0
from 8 reviews
  • New on Thumbtack
Rob S.
Verified review

Our finances were a mess but Bill really listened and helped us to figure everything out. We feel much more secure now and we feel like we have control of our lives again, thanks bill!

JM Weller Consultants, LLC
5.0
from 5 reviews
  • 6 years in business
  • 3 hires on Thumbtack
Beth F.
Verified review

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!

HMCRT
5.0
from 3 reviews
  • 23 years in business
  • New on Thumbtack
Les 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.

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

Awesome experience. Knowledgeable and gets the job done

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.

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.

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.

  • New on Thumbtack
About

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.

  • New on Thumbtack
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.

  • 12 years in business
  • New on Thumbtack
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.

  • 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.

  • New on Thumbtack
About

My firm takes the time to listen to our clients and making sure desires and goals are forefront in our suggestions.

  • New on Thumbtack
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.

  • 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

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

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

  • 12 years in business
  • New on Thumbtack
About

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