Financial Advising near Little Elm, TX
29 locations found near Little Elm
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Financial Advising
8:30AM - 5PM
17 Cowboys Way Suite 300, Frisco
Financial Advising
“This firm is a fee-only financial planning group, and is a fiduciary for YOU.Initially conceived to serve productive dentists, they can serve most owner & Entrepreneurial business needs. This legacy firm has served and blessed my parents, me for 28 years, and my dentist sister! We love and trust these people! Generally: you will be matched with a planner who uses the same vehicles for their own financial success as you use! They have seen all of the blessings and problems that happen in real life. I know examples of when someone was audited, and a team showed up to support them, or when a dentist in a group practice died suddenly, and they showed up to make sure the family had every benefit of the dead Dentist’s hard work. Mostly, I watch them shepherd people toward their financial success customized for each client.They can do your taxes and guide your growing pains and help sell your practice. The charitable foundation called the 3 to 1 foundation is a blessing of education for clients children, and also benefits the Dallas area and the Dental practices employees. When the hot shots who are running the show eventually retire, there are already talented, intelligent, committed people who will take care of the next generation. My family and I are in awe, and in debt to this amazing group!And it is really cool to visit the Star in Dallas, even if you’re a committed Philadelphia Eagles fan!”
Financial Advising
“Lindsey was very patient and helpful with all our tax questions. Not only was she prompt and responsive, she was informative and professional.I highly recommend her for business or personal-related tax filings (or both!). We will be using her firm moving forward.Thanks for all your help, Lindsey!”
Financial Advising
“The team at GWA led by Kris is amazing! They take the time to learn more about you, your family, your personal and financial situation, and then work at the pace that best meets your needs. They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.”
Financial Advising
“The staff here at DNT Eldorado Brach are my extended family.They go well beyond their assigned staff responsibilities.They just don't treat me like a customer with an account.I feel like one of their family members. I know most of them ona first name basis; Jessica,Pam,Linda,Ref,Grace and Dana.RBFCU-DNT Management, you have a great and very caring group of employees who sincerely provide great customerservice.Warmest regards,D.Moore”
Financial Advising
“Jennifer Sicking your CPA services were exceptional! Your attention to detail, prompt responses, and in-depth knowledge not only streamlined the process but also provided me with confidence in the financial aspects of my business. I've appreciated your professionalism and expertise for over 18 years. The KHA team is top notch.”
Financial Advising
“Andrew Cremé is one of the top Financial Advisors in the DFW metroplex. Whenever I have a question about financial planning or investing, Andrew is always my first contact. Very knowledgeable!”
Financial Advising
“Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.”
Financial Advising
“i walk into this branch at least twice a month. the experience is always a pleasure. it is never dry and transactional. while i don't always enjoy pulling money from my accounts, i do enjoy every interaction inside this branch!”
Financial Advising
“Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.”
Financial Advising
“Doug does tremendous work and makes filing taxes; tracking income and expenses; and keeping track of all my corporate entities effortless. He is excellent with Quick Books and Hubdoc so everything is documented. He works seamlessly with my CPA too. I love his personalized service and corporate background. His reports are extremely helpful for retirement planning and he can help project expenses (and income) into the future. He is extremely honest and provides good value for his work. I highly recommend using him.”
Financial Advising
“I've never had someone take the time to not only their process but also the action steps to take me from where I am to where I want to be. David take the time to get to know his clients, understand what's most important to them and partner together with them to help them achieve those goals.”
Financial Advising
Financial Advising
“Cantrill Financial has tax preparation services and for someone who spends 50% of my time in another state, receives per diem and travel stipends—they knew just how to sort my taxes out and give me my best return to date. Shoutout to Heather! I will definitely be returning.”
8:30AM - 3:30PM
579 N Valley Pkwy Suite 110, Lewisville
Financial Advising
Financial Advising
“I've had an account with this office since 2001 & greater Schwab since 1989. I did establish accounts at Fidelity at one point too. I have enjoyed terrific, competent and friendly service at this office from EVERYONE. The people at the front can handle surprisingly complex issues and my account representative, Andy Bennett is available for personal service. For unusual issues they or I can access a national issue expert by phone.”
Financial Advising
“Went to this branch before our cruise vacation to deposit cash and withdrawal small bills for tips.The staff was very friendly and helpful to make sure no rips were in the bills since other countries can be strict. We discussed lots of credit card travel tips as well.On another occasion at the branch, they helped us upgrade our savings account to earn more dividends which was great too!We've been rbfcu members for years now and it's great. Also the app is nice and easy to use.”
Financial Advising
Open 24 hours
4040 Preston Rd, Frisco
Financial Advising
Financial Advising
11AM - 5PM
6160 Warren Pkwy #100, Frisco
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8:00 AM - 5:00 PM
2221 Justin Rd #123, Flower Mound
Financial Advising
Financial Advising
8AM - 4:30PM
2601 Network Blvd Suite 460, Frisco
Financial Advising
8AM - 4:30PM
5566 Main St Ste 204, Frisco
Financial Advising
Financial Advising
“This bank has lots of locations. All the way to Ft Worth. I live in Collinsville where there is one and also in Pilot Point. You can find them in Grapevine, Dallas, Decatur, Waxahachie, Burleson, Bridgeport, Williow Park, Trophy Club, just to mention a few.”