Benefits service provider in Dallas, Texas
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University of Phoenix
The University of Phoenix, located at 12400 Coit Road in Dallas, Texas, is a prestigious university offering a variety of programs for students. With a focus on providing enriching in-person educational experiences, the University of Phoenix is dedicated to helping students succeed both academically and professionally. Students at the University of Phoenix have the opportunity to save time and money on their undergraduate degrees, with eligible credits and relevant experience potentially saving them $11k and one year off their degree. Whether studying online or on campus, students can receive face-to-face support and access resources such as free wi-fi, computer labs, and workshops.
Aon
Aon is a renowned insurance agency located at 5005 Lyndon B Johnson Freeway in Dallas, Texas, United States. With a strong reputation for providing top-notch insurance solutions, Aon offers a wide range of services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients find the right coverage to protect what matters most to them. Whether you are looking for personal insurance or business insurance, Aon is committed to delivering exceptional service and peace of mind.
Top Gun Insurance Group Inc.
Top Gun Insurance Group Inc. is a leading insurance agency located at 2002 South Stemmons Freeway in Lake Dallas, Texas, United States. With a reputation for providing top-notch insurance solutions to individuals and businesses, our team of experienced agents is dedicated to helping our clients find the perfect coverage for their needs. Whether you are looking for auto, home, life, or business insurance, Top Gun Insurance Group Inc. has got you covered. Contact us today to learn more about our services and how we can help protect what matters most to you.
Family Health Virtual Visit
Family Health Virtual Visit, located at 1935 Medical District Drive in Dallas, Texas, is a cutting-edge institution offering virtual healthcare services for families. As a part of Children's Health, the first pediatric health system in the country to provide Amazon Lockers for convenient package pick-up, Family Health Virtual Visit is dedicated to expanding access to quality healthcare. In response to the recent Texas wildfires, Family Health Virtual Visit is offering virtual care at no charge to those affected. By downloading the Children's Health Virtual Visit app and using the code SupportTexas, individuals can schedule care from the comfort of their own homes.
Gene Wolfgram - State Farm Insurance Agent
Gene Wolfgram - State Farm Insurance Agent is an insurance agency located at 8902 Preston Manor Drive, Frisco, Texas, United States. Specializing in providing free auto insurance and homeowners insurance quotes throughout the state of Texas, with a focus on areas such as Frisco, Plano, Denton, McKinney, and Dallas. With 38 years of State Farm insurance experience, Gene Wolfgram has been a State Farm Agent since 2005. The institution is a family-run business, with Gene's wife also being a State Farm Agent and his father a retired Agent in Iowa. Gene holds prestigious designations such as Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Property Casualty Underwriter, showcasing his dedication to lifelong learning and staying up-to-date with industry trends. The agency offers a range of insurance options including auto, homeowners, renters, condo, and life insurance. They also work closely with small business owners for their business insurance and planning needs. The team at Gene Wolfgram - State Farm Insurance Agent is dedicated to helping customers protect what they value most, whether it's their vehicles, homes, or loved ones. They provide personalized service and are dog-friendly, with the option to schedule appointments at the office, home, or virtually.
Bibby, Brilling & Associates, LLP
Bibby, Brilling & Associates, LLP is an independent insurance agency located at 4330 North Central Expressway in Dallas, Texas. We are locally operated and dedicated to meeting all of your insurance needs. Our agency focuses on serving the Dallas area, as well as providing affordable and reliable insurance options across various states in the United States. With years of experience in the industry, our knowledgeable staff is committed to helping you make informed decisions regarding your insurance coverage. We work with a variety of reputable insurance companies to offer personalized options for both personal and business insurance needs.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on holistic financial planning, the Southlake team values objectivity and independence, providing fee-only advice to clients. Having served the Dallas-Fort Worth metroplex for over 20 years, the Southlake team offers services such as retirement planning, investment review, and tax minimization. Specializing in cash flow spending plans, college funding advice, and asset management, the team strives to provide a highly personalized experience tailored to each client's unique needs and goals.
Merrill Lynch Financial Advisor Justin Lemish
Merrill Lynch Financial Advisor Justin Lemish is a finance institution located at 4281 Esplanade Place in Flower Mound, Texas, United States. Justin has been a Financial Professional since 2013, specializing in providing a comprehensive approach to wealth management. He listens to clients' goals and objectives to develop a financial strategy tailored to help them reach those goals. With the investment insights of Merrill Lynch Wealth Management and the banking resources of Bank of America, Justin can address every aspect of a client's financial situation. Justin is passionate about helping clients achieve financial security so they can spend time with family, friends, and doing what they love. He also focuses on assisting small and medium businesses in providing employee benefits. Justin holds the Certified Plan Fiduciary Advisor, CPFA designation, and has the insight and experience to help business owners provide retirement strategies for employees by offering access to the firm's fiduciary advisory services.
Credent Wealth Management - Plano Fee-Only Financial Planner
Credent Wealth Management is a fee-only financial planning institution located in Plano, Texas. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. We prioritize transparency and integrity in all of our interactions, ensuring that our clients receive unbiased and customized advice to help them navigate their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Credent Wealth Management is here to help. Visit us at our office on Dallas Parkway in Plano or contact us to schedule a consultation today.
Five Rings Financial Texas
Five Rings Financial Texas is a finance institution located in Frisco, Texas. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. We offer a wide range of financial services, including retirement planning, investment strategies, and insurance solutions. At Five Rings Financial Texas, we are committed to providing personalized financial guidance and support to help our clients navigate the complexities of the financial world. Visit us at 2591 Dallas Parkway, Frisco, Texas to learn more about how we can help you reach your financial goals.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 8383 Preston Center Plaza in Dallas, Texas, United States. Our team of experienced advisors offer a wide range of financial services to help clients achieve their investment goals and secure their financial future. Whether you are looking for retirement planning, wealth management, or investment advice, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Morgan Stanley Financial Advisors to guide you towards a successful financial future.
HUB International
HUB International is a finance institution located at 9731 Wortham Boulevard in Houston, Texas, United States. Specializing in Retirement/Wealth Management, HUB International offers a range of services including institutional investment consulting, participant services, executive benefits, financial planning, and private wealth management. In March 2019, HUB International acquired Peak Financial Group, LLC, expanding its client services across the State of Texas and beyond. The institution's national team of Retirement and Private Wealth Advisors, Relationship Managers, Investment Analysts, and Home Office Support Staff work together to manage fiduciary risk, analyze investment options, and provide streamlined service solutions for plan sponsors and their employees.
Pioneer Wealth Management Group
Pioneer Wealth Management Group is a premier accounting and finance institution located at 800 West 5th Street in Austin, Texas. Our organization is dedicated to providing quality fee-only planning services to clients, with a focus on holistic financial advice that considers all aspects of a client's life. Our advisors uphold a strict fiduciary oath, ensuring that we always prioritize our client's best interests. With additional locations in North Dallas and Kingsport, Tennessee, we are committed to serving clients nationwide with integrity and expertise.
Psych Matters, PLLC
Psych Matters, PLLC is a mental health institution located at 4801 Woodway Drive in Houston, Texas, United States. They offer Titan IR treatments to improve relaxation, stress management, cognitive performance, and focus. The sessions cost $35 each, with 15 total treatments available (not covered by insurance). The institution can be reached at 832-332-3703 for direct inquiries, or at their Houston, Dallas, and New York City locations. With clinic locations in North and Central Houston, Psych Matters is committed to providing the highest quality mental health services to individuals and families of all ages, ethnicities, and cultural backgrounds. They offer evidence-based treatments that are peer-reviewed and considered the gold standard for the best outcomes.
Beneficient
Beneficient is a leading finance institution located at 325 North Saint Paul Street in Dallas, Texas, United States. With a focus on providing innovative financial solutions, Beneficient offers a wide range of services to meet the needs of its clients. Whether you are looking for investment opportunities, wealth management strategies, or estate planning services, Beneficient has the expertise and resources to help you achieve your financial goals. Trustworthy and reliable, Beneficient is committed to providing exceptional service and support to its clients.
Bryan Clintsman at Buckingham Strategic Wealth
Bryan Clintsman at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution with a team of experienced professionals dedicated to helping individuals achieve their financial goals. With a focus on providing objective and independent advice, the Southlake team offers a range of services including retirement planning, investment allocation review, and tax minimization strategies. Specializing in cash flow spending plans, college funding advice, and asset management, the team takes a holistic approach to financial planning to ensure clients make the best decisions possible. With over 20 years of experience serving the Dallas-Fort Worth metroplex, clients can trust the Southlake team to provide personalized solutions tailored to their unique needs and goals. Whether you are looking to save for retirement or maximize the benefits of restricted stock units, the team at Bryan Clintsman at Buckingham Strategic Wealth is here to help you navigate your financial journey with confidence.
Kyle Imhof at Buckingham Strategic Wealth
Kyle Imhof at Buckingham Strategic Wealth is a finance institution located at 1900 West Kirkwood Boulevard in Southlake, Texas. The Southlake team has years of experience assisting individuals from various backgrounds in achieving their financial goals. They pride themselves on providing a comfortable environment for clients to address complex financial issues. The team takes a holistic approach to financial planning and values objectivity and independence when offering advice. As a fee-only firm, they work solely for their clients' best interests. Formerly known as Clintsman Financial Planning, the Southlake team has been serving the Dallas-Fort Worth metroplex for over 20 years. They offer services such as retirement savings, investment reviews, tax minimization, cash flow planning, college funding advice, and asset management. The team is dedicated to providing a personalized experience tailored to each client's unique needs and goals. Clients can download the "Experience Is Everything" brochure to learn more about becoming a Buckingham client. The team also provides insights on navigating potential policy changes during election seasons and maximizing the benefits of restricted stock units (RSUs). They emphasize the importance of aligning financial plans with personal values to make informed decisions.
Randall Crimmings at Buckingham Strategic Wealth
Randall Crimmings at Buckingham Strategic Wealth, located at 1900 West Kirkwood Boulevard in Southlake, Texas, is a finance institution dedicated to helping individuals from diverse backgrounds achieve their financial goals. With decades of experience, the Southlake team specializes in providing holistic financial planning services, including retirement savings, investment reviews, and tax minimization strategies. As a fee-only firm, they prioritize objectivity and independence in offering personalized advice to clients. Formerly known as Clintsman Financial Planning, the Southlake team joined Buckingham Strategic Wealth in 2023 and has been serving the Dallas-Fort Worth metroplex for over 20 years. Whether you need assistance with cash flow planning, college funding, or asset management, the Southlake team is committed to delivering a highly personalized experience tailored to your unique needs and goals. Download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client and discover how your values can drive your financial plan. Stay informed this election season on potential policy changes and learn how to maximize the benefits of restricted stock units (RSUs) to retain top talent in your organization.
Coffee & Tea Solutions
Coffee & Tea Solutions is a premier institution located at 1217 Crockett Drive, Burleson, Texas, United States. Established in 2009, with over 15 years of experience in the coffee and tea industry, we are proud to serve the Dallas-Fort Worth area. Our business is built on the foundation of trust, integrity, accountability, and a commitment to excellence. At Coffee & Tea Solutions, we provide high-quality coffee and tea products to meet the needs of our customers. Whether you are looking for a refreshing cup of tea or a delicious cup of coffee, we have the perfect solution for you. Visit us today and experience the difference that our expertise and dedication can make in your beverage experience.
Equitable Advisors, LLC
Equitable Advisors, LLC is a reputable finance and insurance agency located at 12377 Merit Drive in Dallas, Texas, United States. With a strong commitment to providing personalized financial solutions, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Equitable Advisors, LLC is dedicated to helping you secure your financial future. Contact them today to schedule a consultation and take the first step towards financial stability and success.
Paramount Tax & Bookkeeping - West Plano
Paramount Tax & Bookkeeping - West Plano is a professional accounting and finance institution located at 7250 Dallas Parkway in Plano, Texas, United States. Our team of licensed tax professionals offers expert in-person and virtual tax preparation services for individuals and businesses in Plano, Frisco, Richardson, TX, and beyond. We partner with Protection Plus $1 Million Tax Audit Defense to provide audit defense services in case you receive a tax notice. Our firm specializes in personal and business tax services, including tax planning, preparation, and optimization. We also offer accounting, bookkeeping, and payroll services to support your business operations. With a dedicated team of professionals, we prioritize our clients' needs and strive to deliver exceptional service at all times.
Five - Star Tax Solutions
Five-Star Tax Solutions is a top-tier institution located at 1499 Regal Row in Dallas, Texas, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing five-star quality tax solutions for individuals and businesses alike. With a commitment to excellence and a track record of success, Five-Star Tax Solutions is your go-to destination for all your financial needs. Trust us to handle your taxes with precision and professionalism, ensuring you receive the maximum benefits and peace of mind. Visit us today and experience the difference of working with a truly five-star institution.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3200 South Lancaster Road in Dallas, Texas, United States. With a focus on providing expert tax preparation and financial services, H&R Block has been a trusted name in the industry for decades. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block has a team of experienced professionals ready to help. Visit their location in Dallas today to experience their top-notch services firsthand.
Kenny Page Plumbing
Kenny Page Plumbing is a trusted plumbing institution located at 712 Main Street in Lake Dallas, Texas, United States. With years of experience and a dedicated team of professionals, Kenny Page Plumbing offers top-quality plumbing services to residential and commercial customers in the area. From leak repairs to full plumbing installations, they are committed to providing reliable and efficient solutions to all your plumbing needs. Contact Kenny Page Plumbing today for all your plumbing needs.
Metrocrest Family Medical Clinic
Metrocrest Family Medical Clinic is a leading healthcare institution located in the heart of the Medical District Drive in Dallas, Texas, United States. As a premier health facility, we provide comprehensive medical services to individuals and families in the local community. Our team of dedicated healthcare professionals is committed to delivering high-quality and personalized care to ensure the well-being of our patients. From routine check-ups to specialized treatments, Metrocrest Family Medical Clinic is your trusted partner in healthcare. Visit us today and experience the difference in our patient-centered approach to medicine.
Higher Heights Adult Private School
Higher Heights Adult Private School is a prestigious secondary school located at 5787 South Hampton Road in Dallas, Texas, United States. Our institution is dedicated to providing high-quality education to adult learners, helping them achieve their academic and career goals. With a focus on personalized instruction and small class sizes, we ensure that each student receives the attention and support they need to succeed. Our experienced faculty members are committed to helping students reach their full potential and prepare them for future success. Join us at Higher Heights Adult Private School and take your education to new heights.
Brownstone
Brownstone University, located in Dallas, Texas, is a vibrant institution that aims to develop Christian servant leaders who will impact the world for the glory of God. With a history of over 100 years, Brownstone University is dedicated to providing a transformative educational experience where faith is integrated into all aspects of learning and daily life. Students at Brownstone University benefit from a 13:1 student/faculty ratio, allowing for personalized attention and mentorship opportunities. The institution offers a range of programs, including a B.B.A. in Systems Technology and Information Management, a B.A. in Marketing, and an M.B.A. with a Concentration in Finance.
Amy's Bookkeeping LLC
Amy's Bookkeeping LLC is a trusted accounting and finance institution located at 204 West McCart Street in Krum, Texas, United States. Specializing in a range of services from Accounts Payables to Payroll Processing, we are dedicated to helping businesses succeed. As the President of Amy's Bookkeeping LLC, I understand the challenges of running a business and am here to provide personalized solutions tailored to your needs. Whether you are a hotel owner, contractor, or small business, we are here to support you. With a passion for independence and a commitment to excellence, we strive to deliver top-notch bookkeeping services in Denton and the Dallas-Fort Worth area. Contact us today to discuss how we can help your business thrive.
Stride Strategic Group, LTD
Stride Strategic Group, LTD is a leading accounting and finance institution located at 201 South Shady Shores Drive in Lake Dallas, Texas, United States. Our team of experienced professionals offers a wide range of strategic financial services to help businesses and individuals achieve their financial goals. With a focus on personalized solutions and unmatched expertise, we are committed to providing top-notch financial guidance and support to our clients. Contact us today to learn more about how we can help you navigate the complexities of accounting and finance.
Canady & Canady
Canady & Canady is a renowned accounting and finance institution located at 4801 Woodway Drive in Houston, Texas. With over 40 years of dedication and determination, we serve clients in Greater Houston, Dallas, Austin, San Antonio, Denton, Miami, and other cities. Specializing in community associations, non-profits, real estate developments, property managers, and aspiring businesses, we offer expert tax, audit, accounting, and advisory services. As nationally recognized experts in accounting, auditing, taxation, and financial reporting, we help businesses and their owners achieve greatness. As a member of the S|CPA network with offices in Texas and Ohio, we collaborate to serve clients nationally and internationally. Our Apple iPhone and Android mobile phone apps allow clients to easily communicate with their CPA and send financial documents. When hiring tax services, it's important to watch out for key traits, and hiring professionals for tax accounting can offer numerous benefits, including accuracy and compliance. Our tax preparation services in Houston and surrounding areas can aid clients in various ways, and opting for small business accounting services can provide numerous benefits. Visit us at our office at 4801 Woodway Drive, Suite 470-E, Houston, TX 77056, or contact us at (713) 783-1021 to learn more about how Canady & Canady can help you with your financial needs.
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