Waxahachie, TX89 Financial Advisors near you

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Waxahachie Financial Advisors

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

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.

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

  • 11 years in business
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.

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.

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.

    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.

    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

    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.

    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

    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.

    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

    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.

    About

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

    • 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'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

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

    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

    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

    Treat Customers as you would love and want to be treated.

    • 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

    Serving the Hebron/Carrollton area for over 28 years, David Loerwald specializes in insurance, including auto, home, health and life, as well as financial planning including annuities and mutual funds. Auto and motorcycle insurance: Car insurance coverage is designed to assist in financially covering potential auto-related loss, damages, or injuries. Homeowners' insurance: David Loerwald offers protection for your dwelling, as well as your personal possessions and personal liability. Condo owners: Buying insurance is different for a condominium unit owner than for owners of conventional homes or renters. Renters' insurance: Renters insurance is for anybody who rents a home, be it an apartment or a house. Life insurance and annuities: David Loerwald offers the financial protection your family deserves, with flexible options and policies to suit your budget and needs. Health insurance: David Loerwald offers various types of health insurance coverage, so that you can pick the product which best suits your personal situation. Disability insurance: Disability insurance helps to cover financial responsibilities if you have an injury or illness that makes you unable to work. Long-Term Care (LTC) insurance: A long-term care insurance policy assists in paying for the care you require once you can no longer care for yourself. Business owner insurance solutions including the following: * property and liability * business auto * surety and fidelity bonds * workers' compensation * business life/group life insurance * retirement plans * business health insurance and more Boat insurance: A boat-owners' policy can insure you against most risks of operating and owning your boat, its motor and its trailer. Mutual funds: State Farm Mutual Funds are available through prospectus by registered representatives of State Farm VP Management Corp., One State Farm Plaza, Bloomington, Illinois 61710. Home mortgage and home equity loans: Apply for a competitive mortgage, home equity loan or line of credit with someone you already know and trust. State Farm Bank: David Loerwald offers the convenience of online banking, credit cards and loans as well. Additional details are accessible by clicking on our website. David Loerwald is conveniently located in the Hebron area and serving the Carrollton, TX area and the surrounding communities including the following: * Lewisville * Flower Mound * Highland Village * Corinth * Castle Hills * Highland Village * Austin Ranch * Farmers Branch * Addison * West Plano

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