TOP 30 Auditing standards in Austin, Texas

35 results found

Driver Log Audit is a reputable moving company located at 10601 Ranch-to-Market Road 2222 in Austin, Texas. Our team specializes in conducting thorough audits of driver logs to ensure compliance with regulations and safety standards. With years of experience in the industry, we provide top-notch services to guarantee the smooth and efficient transportation of goods. Trust Driver Log Audit for all your moving needs in the United States.

New Standard IRA is a finance institution located at 11615 Angus Road, Austin, Texas, United States. This institution offers the opportunity to truly diversify your IRA investments by allowing you to buy real estate, bitcoin, cryptocurrency, precious metals, and more without the hassles of dealing with a custodian and their fees. With a focus on security, flexibility, and simplicity, New Standard IRA aims to revolutionize the way you invest for retirement. Their IRA LLC solution provides you with total control over your investments, allowing you to make decisions on how and when to invest. With a proven track record and a team of experts to guide you, New Standard IRA offers a turnkey solution to setting up your IRA LLC the right way. Say goodbye to traditional investment options and hello to a truly diversified portfolio with New Standard IRA.

Cresset Family Office in Austin, Texas is a finance institution dedicated to reinventing family office and private wealth management. They have been recognized by Barron's for their proprietary algorithms and awarded for their data as of specific dates. The institution offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. They adhere to True Fiduciary® Standards, ensuring that their clients' interests come first. Cresset provides access to institutional-quality private investments and operates as an independent firm under strict SEC regulations. With no hidden costs or fees, Cresset Family Office is committed to providing exceptional service to individuals, families, and institutional clients.

Claybourn Frakes is a finance institution located at 1027 Austin Highway in San Antonio, Texas, United States. They specialize in providing information, resources, and strategies for individuals, families, business owners, executives, professionals, and non-profits facing complex wealth management decisions. At Claybourn Frakes, they believe that focus is essential to reaching any goal, and they strive to provide clarity to help clients make informed financial decisions. They understand that assets are a crucial aspect of life, and they take their responsibility seriously.

Aspiriant Wealth Management is a premier independent finance firm located in Austin, Texas. Our team of dedicated professionals is committed to helping forward-thinking families achieve their financial goals and create a lasting legacy. With a meticulous and thoughtful approach, we work closely with our clients to develop personalized financial plans that align with their dreams and aspirations. Our firm's ownership model ensures sustainability and long-term planning, allowing our clients to confidently navigate multiple generations. With a tax-conscious strategy and globally diversified investment approach, we aim to provide a sense of calm and stability as we help our clients meet their long-term financial objectives.

ROYAL is a leading institution specializing in accounting and finance services, located at 13740 Research Boulevard in Austin, Texas, United States. With a team of experienced professionals, ROYAL offers comprehensive financial solutions to individuals and businesses, ensuring efficient and accurate financial management. Whether you need assistance with tax preparation, investment planning, or financial analysis, ROYAL is dedicated to providing top-notch services tailored to meet your specific needs. Trust ROYAL to help you achieve your financial goals and secure a stable financial future.

The Heidmann/Jefferson Group is a finance institution located at 607 West 3rd Street in Austin, Texas, United States. Our mission is to preserve and grow wealth for the generations of families and businesses we serve. We treat clients as an extension of our own family, taking the time to understand their priorities, dreams, and concerns in order to help them achieve their financial future. Our team provides values-driven guidance, addressing the most important objectives of each individual or family. We believe in building adaptable, tailored portfolios that reflect each client's unique approach to wealth preservation and growth. Our service model is based on courtesy, communication, and knowledge, with a focus on providing support that goes beyond standard assistance. The Heidmann/Jefferson Group is a multigenerational family team with over 100 years of collective experience, dedicated to helping clients pursue their financial goals and create the lives they've imagined. We believe in collaborating with clients' other advisors to provide synchronized support and work together towards shared success. With Merrill Lynch Wealth Management, we can help clients build personalized plans centered on their goals and focused on achieving what matters most to them. Our goal is to help clients stay on track to achieve their objectives by regularly reviewing and adjusting their financial approach as needed. Let's work together to help you reach your goals and create a secure financial future.

Merrill Lynch Financial Advisor Michelle L Graham is a finance institution located at 607 West 3rd Street, Austin, Texas, United States. Michelle has been working in the financial services industry since 2001 and specializes in developing customized strategies for clients based on their individual circumstances and priorities. As a specially qualified Portfolio Manager, she can manage clients' investments on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Michelle holds a bachelors degree from the University of Notre Dame and lives in Austin with her husband and three children. At Merrill Lynch Wealth Management, Michelle and her team focus on understanding clients' goals, priorities, and life changes to create personalized financial strategies. They use tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment to tailor their approach to each client's unique needs. By staying in touch with clients regularly and adjusting their financial plans as needed, the team helps clients stay on track to achieve their goals.

Graystone Financial Services, located at 801 West 5th Street in Austin, Texas, is a finance institution dedicated to helping individuals, families, and businesses plan their financial futures with transparent advice. Our holistic approach takes into account each client's unique needs and goals to create a personalized plan for success. As a CERTIFIED FINANCIAL PLANNER™ professional, we uphold the highest fiduciary standard and always put our clients' needs first. Our services are designed to provide clarity and empowerment, so our clients can take control of their financial independence and be prepared for whatever comes their way. In addition to our work with clients, we are actively involved in non-profit organizations addressing various needs, including homeless concerns and education in rural Africa. Schedule an appointment with us to speak with an advisor about your financial situation and see what's possible with your money. At Graystone Financial Services, our mission is to be your experienced resource for all your financial planning needs.

Merrill Lynch Financial Advisor Robert F. Escudero II is a trusted institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. As a Merrill advisor, Robert F. Escudero II works with clients to connect all aspects of their financial lives in order to prioritize and pursue their most important goals. With a bachelor's degree in Economics from Pepperdine University and a Certificate in Financial Planning from the Certified Financial Planner Board of Standards, Inc., Robert F. Escudero II has been in the financial services industry since 2015 and joined Merrill in 2020. Robert F. Escudero II offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address various aspects of their financial lives. The team at Merrill Lynch Wealth Management, led by Robert F. Escudero II, is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients can benefit from a personalized plan centered on their goals and focused on what matters most to them.

PlotPath is a leading institution specializing in accounting and finance located at 13359 North Highway 183 in Austin, Texas. Our dedicated team of experts is committed to providing high-quality education and training in the field of finance to help individuals excel in their careers. With a focus on practical skills and real-world applications, PlotPath equips students with the knowledge and tools needed to succeed in the fast-paced world of finance. Join us at PlotPath and take the first step towards a successful career in accounting and finance.

Money Positive is a finance institution located at 3600 Lyons Road, Austin, Texas, United States. Our mission is to provide our clients with freedom from worry and the ability to pursue their dreams. As a company owned and operated by our employees, we prioritize accountability and making decisions that benefit our clients and our community. We are proud to be B Corp certified, demonstrating our commitment to high ethical, environmental, and social standards. We are the first financial planning company in Texas to achieve this designation. Originally focused on helping artists, we have expanded our services to assist individuals from all backgrounds, with a particular emphasis on supporting BIPOC, LBGTQ , and traditionally underrepresented communities.

Victor Israel - Financial Advisor at Ameriprise Financial Services, LLC, located at 9821 Katy Freeway in Houston, Texas, is dedicated to helping clients achieve their financial goals. With a focus on providing personalized advice and guidance, Victor Israel offers a range of financial planning services tailored to each client's individual needs. As a registered advisor with FINRA, Victor Israel is committed to upholding the highest standards of professionalism and integrity. Whether you are looking to plan for retirement, invest in the stock market, or simply secure your financial future, Victor Israel is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

True Financial Group, led by financial planners Scott Brischke and Marie Freemyer, is located at 1464 East Whitestone Boulevard in Cedar Park, Texas. Serving clients in Cedar Park, Austin, and nationwide, True Financial Group operates under the fiduciary standard, ensuring that clients' interests are always the top priority. As fee-only advisors, they do not sell products or earn commissions. Establishing long-term relationships with clients is the focus at True Financial Group. They work with individuals, couples, families, and businesses to help them reach their financial goals. Located in Cedar Park, Texas, they serve clients in the greater-Austin area, throughout Texas, and across the country.

DESMO Wealth Advisors, LLC is a finance institution located at 111 Duck Lake Drive, Lakeway, Texas, United States. Specializing in fee-only financial planning, retirement planning, and investment management services, DESMO is dedicated to helping clients achieve their life goals through careful financial planning. The name "DESMO" comes from the Greek word for link or connection, symbolizing the strong bond between clients' values and their financial decisions. As an independent, fee-only advisor, DESMO does not receive commissions or kickbacks for recommending specific strategies, ensuring that all advice is in the client's best interest. Operating as a sworn fiduciary, the institution is legally bound to act in the client's best interest, following a strict code of ethics and standards set by CFP® professionals. With no minimum asset requirements, DESMO believes that everyone deserves access to personalized financial planning tailored to their unique values and aspirations.

Laura Parker is a Financial Advisor at Ameriprise Financial Services, LLC, located at 11675 Jollyville Road in Austin, Texas, United States. Laura holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in various aspects of financial planning, asset management, estate planning, and investment strategies. Laura is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest standards of ethics and professionalism in her practice. Contact Laura Parker today for comprehensive financial planning services tailored to your specific needs.

Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, located at 11675 Jollyville Road, Austin, Texas, United States, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Scott A Miller holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to professional excellence and ethical standards. The institution also specializes in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Scott A Miller - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to providing comprehensive and personalized financial advice to clients.

Randy Stewart is a financial advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, Texas, United States. Randy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Randy provides expert financial advice on asset management, retirement planning, estate planning, and investment opportunities for individuals, retirees, small business owners, and high net worth clients. Randy is dedicated to upholding the highest ethical standards and providing comprehensive financial planning services to meet the unique needs of each client."

Neil Walters - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. Neil Walters holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as wealth transfers, federal taxation, and retirement planning for domestic partners. Neil Walters is also a Chartered Financial Analyst® and a Certified Financial Planner™, providing clients with a high standard of excellence in personal financial planning. With a focus on comprehensive financial planning, Neil Walters aims to help clients achieve their financial goals and secure their financial future.

Todd Holubec is a Financial Advisor at Ameriprise Financial Services, LLC located at 9442 North Capital of Texas Highway in Austin, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Todd specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding the highest ethical standards and continues to enhance his knowledge and skills through ongoing education and training. Todd is committed to helping clients achieve their financial goals and secure their financial future.

Brianna Kuehmstedt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 11675 Jollyville Road, Austin, Texas, United States. She holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brianna specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously expanding her knowledge and expertise in asset management, investment strategies, estate planning, retirement planning, and more. Whether you are looking to secure your financial future, plan for retirement, or navigate complex financial situations, Brianna Kuehmstedt is here to help with her extensive experience and commitment to excellence in financial advisory services.

Merrill Lynch Financial Advisor Tiffany N Contreras is a prestigious finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has been recognized by financial industry publications and Bank of America Corporation. With access to the global resources of Merrill, the team, led by Tiffany N Contreras, is committed to building strong client relationships based on trust and personalized service. The institution focuses on understanding what matters most to their clients, whether it be family, goals, or priorities that may change over time. With over a quarter century of experience in navigating economic cycles, the team at Merrill Lynch aims to help clients make thoughtful decisions based on their risk tolerance, time horizon, liquidity needs, and overall investment goals.

Trent LaMonica - Ameriprise Financial Services, LLC is a finance institution located at 8310-1 North Capital of Texas Highway, Austin, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics and specialize in areas such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive financial services to individuals and businesses, ensuring they meet the highest standards of professionalism and ethics in the industry.

Tony Franzago is a Financial Advisor at Ameriprise Financial Services, LLC located at 10415 Morado Circle, Austin, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Tony specializes in providing financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the finance industry. Contact Tony Franzago for expert advice on asset management, investment strategies, estate planning, retirement planning, and more.

Merrill Lynch Financial Advisor Caleb M. Stafford is a finance institution located at 3700 North Capital of Texas Highway, Austin, Texas, United States. The Gerrie-Stafford Group believes in building strong relationships through teamwork and involvement, providing financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The experienced advisors at Merrill Lynch work collaboratively with clients to develop personalized investment strategies aligned with their goals and lifestyle. The team's expertise in navigating market fluctuations ensures that your financial strategy is tailored to your individual needs. Through the Investment Personality Assessment, advisors gain a deeper understanding of clients' investing preferences to customize their financial approach. The institution offers tools to track life changes and facilitate open communication with family members on financial matters. Recognized for exemplary client service, Merrill Lynch advisors are committed to building strong client relationships based on trust and personalized service. Certified by the Certified Financial Planner Board of Standards, Inc., the team is dedicated to helping clients achieve their financial goals and stay on track despite market changes. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Caleb M. Stafford is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Wade D Heidmann, located at 607 West 3rd Street in Austin, Texas, is a finance institution dedicated to preserving and growing wealth for families and businesses. The team treats clients like family, taking the time to understand their priorities, dreams, and concerns in order to create a personalized financial plan. They provide values-driven guidance, address important objectives, and build adaptable, tailored portfolios to meet the specific needs of each client. The team at Heidmann, Jefferson, Wood & Associates believes in providing exceptional service that goes beyond standard support, focusing on making clients' lives easier and supporting them for generations to come. With over 100 years of collective experience, the team is committed to helping clients pursue their financial goals and create the lives they've imagined. Through personalized wealth management strategies, including asset allocation, diversification, and rebalancing, clients can work towards achieving their objectives. The institution also offers banking and lending services through Bank of America, N.A. With Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals. The team regularly reviews and adjusts clients' financial approaches to ensure they stay on track to achieve what's most important to them. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their unique personality and priorities. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach to pursue their goals. With a focus on putting clients first and providing dedicated one-on-one relationships, Merrill Lynch Financial Advisor Wade D Heidmann is committed to helping clients achieve their financial aspirations.

Perry Investment Management is a finance institution located at 1250 South Capital of Texas Highway in Austin, Texas. Specializing in fee-only asset management, the firm is dedicated to providing unbiased advice and prudent management of clients' assets. Services offered include estate planning, risk management, investment management, retirement planning, and tax planning, all tailored to meet individual needs. As a fee-only registered investment advisor, Perry Investment Management prioritizes clients' interests by refusing commissions and upholding a fiduciary responsibility. With a focus on courtesy, integrity, and realistic financial advice, Perry Investment Management aims to help clients achieve financial freedom and peace of mind. President and Principal Brandon leads the team with years of experience in financial planning and portfolio management, ensuring that clients' financial futures are in capable hands. Committed to professional standards, the firm follows the Code of Ethics set by the Certified Financial Planner Board of Standards, Inc. and the CFA Institute. At Perry Investment Management, the goal is to alleviate financial worries so clients can focus on what truly matters in life.

Jeanne A Underwood is a financial advisor at Ameriprise Financial Services, LLC located at 4131 Spicewood Springs Road, Austin, Texas, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing tailored financial advice to individuals and small business owners, Jeanne is committed to upholding the highest standards of ethics and professionalism in the finance industry. Whether you are looking for retirement planning, investment opportunities, or insurance products, Jeanne A Underwood is dedicated to helping you achieve your financial goals.

Lee Ann Penick is a Financial Advisor at Ameriprise Financial Services, LLC located at 8820 Business Park Drive in Austin, Texas, United States. Lee Ann holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lee Ann specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Lee Ann is dedicated to upholding the highest ethical standards and staying current on the latest investment strategies and financial planning techniques. Contact Lee Ann Penick at Ameriprise Financial Services, LLC for expert advice on asset management, investment opportunities, estate planning, insurance products, and more.

Shelley Hatley, an Associate Financial Advisor at Ameriprise Financial Services, LLC in Austin, Texas, offers expert financial guidance to help clients achieve their goals. With a focus on personalized service, Shelley is registered to conduct securities business in select states and adheres to strict regulatory standards. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, though written analysis and recommendations are not provided. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, prioritizes privacy and security for all clients. By referring friends and family to Shelley, you can help them secure their financial future with trusted advice and support. Contact Shelley Hatley today to discuss your financial needs and goals.