Flower Mound, TX 94 Financial Advisors near you

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Global Taxation Consultant

Global Taxation Consultant

5.0 (8)
what we offer: Free Tax Estimates Taxpayer Advance Loans $500 up to $6000 within 24 hours Refund Transfer Program File now pay later Taxpayer Loyalty Program Protection Plus / Refund Audit Protection
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L & M Tax Service LLC

L & M Tax Service LLC

5.0 (7)
When you need professional help with investment planning and wealth management, consult with this firm. Try to choose Marilyn. Allow them to provide efficient data entry, bookkeeping, and tax accounting that will surely help you with your concerns.
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SUPERTAX

SUPERTAX

5.0 (2)
Exceptional customer service, and maximum results
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Manjula P Modi, CPA

Manjula P Modi, CPA

5.0 (1)
Manjula P Modi, CPA is one of the leading financial service companies in Keller that provide tax preparation, hr and payroll, and bookkeeping. They offer reliable tax accounting, financial services and planning, and hr and payroll to a wide range of clients. Manjula P Modi, CPA offers financial services and planning, individual tax preparation, and tax accounting at comprehensive manner.
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Exodus Financial Group

Exodus Financial Group

5.0 (1)
Exodus Financial Group offers an holistic approach to tax and financial planning services. I was a licensed financial advisor with Fidelity Investments and consulted CPAs for 3 years with HD Vest, helping them grow their CPA practices to offer financial planning services all while offering the same services for my clients. Most tax professionals, including CPAs offer little insight into these matters. Ultimately that is the value add to our clients. We keep up with the tax laws by completing hundreds of hours of CE annually to stay sharp on our skills. Our goal is to go deep and wide to help our clients not only save on their taxes but to hav ... View Profile
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Fortitude Financial Consulting

Fortitude Financial Consulting

5.0 (1)
I am passionate about helping individuals, startups and small businesses legally reduce their tax liabilities with proactive customized tax planning and tax prep.  You will directly benefit from my combined 20 years experience in accounting, tax, budgeting and financial analysis. I offer great customer experience as a trusted advisor for virtual CFO services, financial coaching and tax strategy mentorship.
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Dr RJFinancials

Dr RJFinancials

5.0 (1)
Customer oriented, Personalized services and tailored as per customer needs. Happy Customer Happy me ... I am a financial services expert as well as personal and business tax preparer. I can help families prepare for the unexpected, with financial planning, retirement planning and protection for you and your loved ones. Glad to educate anyone for free about investing strategies, how money works and accelerated solutions. I can also help with kids college planning and estate planning  like will&trist etc. Looking forward to take the great oppertunity to serve you.  ... View Profile
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National Tax Centers

National Tax Centers

Barnell Jones is a professional financial planner who has been providing specialized services for many years. They offer chapter 7 or 13 investments and assistance to first-time home buyers. They are among the financial services companies that have expertise in the areas of wealth management, accumulation, protection and more.
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Haven Financial Group

Haven Financial Group

Jay Rudolph provides financial services and planning, business broker, and individual tax preparation at competitive rates. This individual has 8 years of experience as a financial advisor. Their financial management services include reviewing your insurances and planning your retirement, among many others.
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Trinity Tax Services, LLC

Trinity Tax Services, LLC

Trinity Tax Services, LLC is a full-service financial services company that offers professional services. They specialize in hr and payroll, business tax preparation, and business consulting for individual and business clients. This professional provides financial planning assistance to various individuals.
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Elite Professional Tax

Elite Professional Tax

If you need a well-known business in Hurst that provides financial advisory services, try Elite Professional Tax. They do tax accounting, business tax preparation, and individual tax preparation at great and dependable price. They offer bookkeeping, tax preparation, and financial services and planning at negotiable rate.
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Sue Jones Wright TAX PRO

Sue Jones Wright TAX PRO

I have years of experience and take training for tax changes every year.  I have a MS in Accounting from UNT business school in Denton (1989.)  I do businews returns, individuals, partnerships, corporations (C & Sub-S) and various other forms as required. The pinnacle of my practice is using the tax code to find legal deductions for taxpayers.  We offer full bookkeeping and payroll services as well as training on QuickBooks. ... View Profile
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SJK Financial Planning

SJK Financial Planning

Do you need assistance from local accountants? They offer financial services and planning at fair rate. Apart from financial advice, their financial advisors also offer professional tax preparation services.
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Global Wealth Advisors

Global Wealth Advisors

Global Wealth Advisors has a team of professionals who provide effective financial services and planning. Hire Kris now for the job. Read their profile for additional information.
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Forrester | Morgan, PC

Forrester | Morgan, PC

We take the time to understand a client’s needs. We develop a plan that will achieve those goals. We strive to do the best for our clients, if they achieve their goals, we achieve at becoming their Trusted Advisor.
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Hinojosa & Associates

Hinojosa & Associates

We are a small niche firm that specalizes in retirment needs for the not yet wealthy.  We offer holistic financial planning and through our Registered Investment Advisory, SWAN DFW Financial Solutions,  we offer no minimum accounts. SWAN stands for what our clients want to do - that is "Sleep Well At Night." We feel we can do important work and still it no be a burden.  Check out our website www.idontwanttobepoor.com Hector Hinojosa is a Certified Finanancial Planner since 2001. CFP number is 075789.   We come to you.  ... View Profile
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Optimus Capital Advisors, LLC

Optimus Capital Advisors, LLC

Helping people have confidence in their financial lives is so much more than a simple financial plan and managing investments. It is getting to know them, understanding what they want to achieve and being available when important life events happen. I work with a small number of people to give them a resource they can trust so they can spend their time pursuing what is important to them. I believe this relational approach, experience, and a world-class investment process makes all the difference in walking alongside my clients. I take my responsibility as a fiduciary seriously, and we work hard to fully understand the needs and opportunities ... View Profile
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EA Wealth Management

EA Wealth Management

I have over 17 years’ experience in financial planning, investment management, wealth management and risk management with an MBA with specialization in Management and concentration in Finance along with extensive industry training. I am a Certified Financial Planner CFP® so abiding by the code of ethics, honesty and integrity are important to me. I take the time to get to know my clients, understand their financial needs and goals so I can provide the best possible recommendations. I hold several securities licenses including Series, 7, 66 and 24 and I am an Investment Adviser Representative. I am also insurance license in Texas, Ne ... View Profile
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Retirement Strategies And Solutions

Retirement Strategies And Solutions

We help people achieve their financial and retirement goals in a risk free market. We work mainly with seniors over 50 years old. I have been helping clients since 1990. We have over 800 clients. 
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Spectrum Advisors

Spectrum Advisors

For over 20 years, David has served his clients at both the institutional and personal level. Throughout his career, he has been laser-focused on deepening his knowledge and expertise across all aspects of the financial services industry. He shares this passion for knowledge with the surrounding community through complimentary financial education workshops. The goal being to empower those within the community who are approaching or already in the retirement phase of life. After successfully establishing his personal practice with one of the largest investment & insurance companies in the country, David felt the call to independence and merg ... View Profile
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B-52 Office

B-52 Office

Client-focused and supportive.  Over 25 years of high quality accounting, business advisory and tax preparation services. I work to identify opportunities to make the business work better and to save operational costs.
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Kirk Philip Jockel P.C.

Kirk Philip Jockel P.C.

Kirk Philip Jockel P.C. professionally works on business financial services and planning, tax accounting, and individual tax preparation. They have professional financial planners who aim to please their customers. This pro works closely with their clients to meet expectations.
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