Financial Advising in Dallas, TX

13 locations found near Dallas

“I had a great experience working with George Hicks at MSI Credit Solutions. From the very beginning, he made the process of repairing my credit feel manageable and not overwhelming. He took the time to explain everything step by step, answered all of my questions, and made sure I understood what needed to be done to get started.

What really stood out to me was how patient and knowledgeable he was. He didn’t rush me or make me feel judged, he genuinely wanted to help me improve my financial situation. Thanks to his guidance, I feel more confident about taking control of my credit and working toward my goal of buying a home.

If you’re looking for someone who is professional, helpful, and truly cares about getting you on the right path, I highly recommend George Hicks with MSI Credit Solutions.”

4.7 Superb323 Reviews

“I’m so happy I got introduced to Revamp, my credit score went up by 61 points in the first month of dispute, I’m definitely looking forward to more increment. Thank you so much Revamp!!!!!!”

5 Superb52 Reviews

“I had an excellent experience with this tax service. They were knowledgeable, thorough, and took the time to explain everything clearly. The entire process was smooth and stress-free, and I felt confident that my return was handled accurately. Highly recommend to anyone looking for reliable and professional tax assistance.”

4.9 Superb51 Reviews

“I was the buyer in a transaction with Bill Nicholson. I found Bill to be knowledgeable, helpful, responsive, engaged, experienced and valuable. Bill knows what he is doing and would be a great representative for selling your business. Thank you, Bill.”

5 Superb29 Reviews

“Lauren is absolutely incredible. She got me straightened out after I had a software issue and it messed up all my book keeping. She took her time, fixed it up, then did my taxes. All my stress is gone. She did an excellent job. I got a refund which was amazing. Could not recommend her more for small business owners.”

4.4 Superb98 Reviews

“Lifetime customer! Dedicated team who are results driven. Unparalleled customer service, value and experience. Have had and always will have my 100% confidence and trust on all financial planning decisions.”

5 Superb13 Reviews

“I'm here to resolve your debt collector issues at credit services DFW my goal of to get you debt Alfred fast and negotiating with debt collectors to resolve any matter on any debt”

5 Superb12 Reviews

“I came to deposit a check and they were super friendly and efficient. I was dreading going in but I would go back in an instant. They made me feel super comfortable and answered all my questions.”

4.1 Good11 Reviews

“These guys are the real deal when it comes to financial planning. They are professional, but most importantly they know what they are doing. They take the time to make sure that we were comfortable in our decision making process. I will be referring lots of customers to them!”

3.7 Good9 Reviews

“I have beauty salons & suites and have LGT handling the books and my business taxes. The relief they provide is priceless. I know hair, I don’t do accounting… and taxes are confusing. Yvette is always available and I don’t get stressed around tax time anymore.

She also helped me restructure my entities and helped me figure out how to move banks. I had been meaning to do it for ever and they made it much easier. Don’t hesitate to call them!”

3.4 Good5 Reviews

“Absolutely the best! Jeannie Williams and Jennifer Coursonhave been a God-send to me! Their willingness to assist in any manner to give me assured confidence in their ability to help me manage my business!Jeannie has a great team to work with and allows me to attend to thedaily affairs of my business. I strongly recommend L&H CPA Advisors!”

3.7 Good21 Reviews

“Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor. Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of. Thanks Elizabeth!”

2.5 Average16 Reviews

“I can’t say enough good things about Nancy Phillips and her team. I have searched for years to find a professional group like Nancy K Phillips PC. Nancy, is one of the few professionals that actually sits down face to face and reviews each and every issue required to plan your taxes, both business and personal. I can’t tell you how much a live person sitting across the table from you, rather than a “scan it and send it on “ accountant means to me to ensure accurate and timely handling of my tax and planning needs. I highly recommend Nancy and her entire team!”

2.3 Poor5 Reviews