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TOP 30 Consulting firm in The Woodlands, TX
89 results found
Search for local businesses, places and services near you
Leger Ketchum & Cohoon PLLC
Leger Ketchum & Cohoon PLLC is a reputable law firm located at 10077 Grogans Mill Road in The Woodlands, Texas, United States. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal services to clients in need of professional representation. Whether you are facing a complex legal issue or seeking guidance on a legal matter, Leger Ketchum & Cohoon PLLC is dedicated to helping you navigate the legal system with confidence and expertise. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
Freeman Lovell, PLLC
Freeman Lovell, PLLC is a leading law firm located at 21 Waterway Avenue in The Woodlands, Texas. Our team of experienced attorneys is dedicated to providing exceptional legal services to our clients. Specializing in a range of practice areas including business law, real estate law, estate planning, and litigation, we strive to achieve the best possible outcomes for our clients. With a focus on personalized attention and strategic legal solutions, Freeman Lovell, PLLC is committed to delivering top-notch representation in a professional and efficient manner. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Celeste Blackburn, PLLC
Celeste Blackburn, PLLC is a trusted law firm located at 10655 Six Pines Drive in The Woodlands, Texas. Our team of experienced attorneys is dedicated to providing personalized legal solutions for our clients in a variety of practice areas. From family law and estate planning to business law and real estate transactions, we strive to offer high-quality representation and exceptional service. Contact us today to schedule a consultation and see how we can help with your legal needs.
Farrar Law PLLC
Farrar Law PLLC is a reputable law firm located at 25420 Kuykendahl Road in The Woodlands, Texas. Specializing in various areas of law, including estate planning, probate, real estate, and business law, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and personalized attention, Farrar Law PLLC is the go-to firm for individuals and businesses seeking expert legal representation in the greater Houston area. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Starfox Financial Services, LLC
Starfox Financial Services, LLC is a finance institution located at 10077 Grogans Mill Road in The Woodlands, Texas, United States. Founded in 2006 in Southern California, Starfox Financial has expanded to the Greater Houston area, focusing on serving the unique needs of affluent investors. As an independent Registered Investment Advisor (RIA) with the motto Faith, Family, Finance, we offer wealth-building tools and advice without bias or conflict of interest. Our team works collaboratively with clients to help them achieve their desired financial outcomes through personalized financial planning and investment management strategies. Our firm operates on Christian principles, prioritizing the best interests of our clients and upholding fiduciary standards. We provide transparent, fee-based advice and utilize top-of-the-line technology to help clients visualize their goals and track their progress. Whether you are just starting to build your wealth, planning for retirement, or navigating a life change, Starfox Financial is committed to providing exceptional service and support. Have faith in your future with Starfox Financial Services, LLC.
Legacy Capital
Legacy Capital is a leading wealth management firm located at 1725 Hughes Landing Boulevard in The Woodlands, Texas. Specializing in accounting and finance, we work with individuals, families, executives, and business owners to help them achieve their financial goals and create a lasting family legacy. Our team of experts develops personalized portfolio strategies based on your risk tolerance, provides guidance on estate planning with the help of an Estate Attorney, and offers support to business owners in maximizing their efforts. Whether you are preparing for retirement, looking to build wealth for the future, or starting a new venture, Legacy Capital is here to assist you every step of the way. We offer services such as cash flow analysis, investment strategy selection, and maximizing Social Security and Medicare benefits. Our goal is to help you create a comprehensive financial plan, eliminate debt, and set achievable goals for a secure financial future.
Jonathan Born - Thrivent
Jonathan Born - Thrivent is a finance institution located at 8777 West Rayford Road in The Woodlands, Texas, United States. They are licensed in multiple states, including AL, AR, AZ, CA, CO, GA, HI, IN, LA, MA, MI, MO, NC, NJ, NY, OK, PA, TN, TX, VA, and WA. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. They are the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA’s Broker Check.
Creative Planning
Creative Planning is a finance institution located at 1790 Hughes Landing Boulevard in The Woodlands, Texas, United States. Our fiduciary wealth managers work closely with in-house CPAs and attorneys to analyze every aspect of your financial situation, ensuring that your money is working hard for you day in and day out. We take a comprehensive approach to managing your investments, taxes, and estate plan, optimizing them to work together seamlessly. Unlike other firms that offer standard portfolios and set-it-and-forget-it plans, we provide personalized solutions that focus on your unique financial journey. With combined assets under management or advisement by Creative Planning and its affiliates, we are committed to helping you achieve your financial goals. As fiduciaries, we always act in your best interests, providing guidance that is tailored to your specific needs. President & CEO Peter Mallouk explains what sets Creative Planning apart and why we are dedicated to helping you create a richer financial future.
Peirce Capital Management, LLC
Peirce Capital Management, LLC is a finance institution located at 4840 West Panther Creek Drive in The Woodlands, Texas, United States. Specializing in investment management, the firm offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals, Peirce Capital Management, LLC provides personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the institution is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind.
DBG Capital Advisors, LLC
DBG Capital Advisors, LLC is a finance institution located at 9 Postvine Court in The Woodlands, Texas, United States. If you are seeking a money management firm to navigate uncertain times, offer disciplined investment strategies, and provide straightforward advice, then DBG Capital Advisors is the right choice for you. Their innovative approach has made traditional investment products obsolete, with a focus on math, statistics, and probabilities to create portfolios with a higher likelihood of reaching financial goals. They make retirement planning easy so you can live confidently. Testimonials from satisfied clients highlight the honesty, dedication, and expertise of the team at DBG Capital Advisors. Whether you are an individual looking to secure your financial future or a business seeking sound advice, DBG Capital Advisors can provide a unique and comprehensive approach to managing your money. Connect with them today to learn more about their proven strategies and how they can help you achieve your financial goals.
Metis CFO Partners LLC
Metis CFO Partners LLC is a national professional services firm located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Specializing in accounting and finance, we provide world-class senior financial leaders to lower and middle market businesses on an interim or permanent basis. Our goal is to facilitate mutually rewarding partnerships between business stakeholders and top financial leaders. Our services are particularly well-suited for private equity firms, venture capital, family partnerships, and other investment groups that maintain ownership and control over multiple business enterprises. We offer a one-stop solution for senior financial talent, allowing businesses to access experienced CFOs without the financial commitments of a permanent hire. Our CFOs have a proven track record of success in completing interim engagements and projects for small and mid-market businesses.
Kyle Mays - UBS Financial Services Inc.
Kyle Mays - UBS Financial Services Inc. is a renowned financial institution located at 3 Hughes Landing Boulevard in The Woodlands, Texas, United States. As a leading provider of financial services, our team of experts is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a commitment to excellence and a focus on building long-term relationships, Kyle Mays - UBS Financial Services Inc. is the trusted partner you need for all your financial needs.
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors is a leading finance institution located at 21 Waterway Avenue, Suite 300, The Woodlands, Texas, United States. Our team of experts offers a wide range of services including investing, tax planning, retirement planning, and life-based event planning. If you are in the area, feel free to contact us for a free consultation to see how we can help you achieve your financial goals. Our office in The Woodlands was established in 2018 to cater to our clients in the region. We work with clients locally and across the country to provide top-notch investment management, wealth advisory, retirement planning, and tax planning services. Our dedicated team is committed to helping you secure a prosperous future.
Atkinson Solutions - Business Resource Center
At Atkinson Solutions - Business Resource Center, located in Houston, Texas, we offer a wide range of services including business coaching, consulting, administrative assistance, and workspace solutions. Our experienced staff is dedicated to helping your business thrive in today's rapidly evolving environment. We provide expert guidance and support to transform your processes and strategies, ultimately improving your company's performance and productivity. Our workspace solutions, such as virtual offices and co-working spaces, are designed to provide a flexible environment for start-ups and entrepreneurs to grow their businesses. We understand the challenges that businesses face in today's fast-paced world, which is why we offer comprehensive business consulting services that focus on developing effective and efficient strategies.
EZ Financial Group Inc.
EZ Financial Group Inc. is a finance institution located at 2103 Woodland Court, Pearland, Texas, United States. As a Registered Investment Advisory (RIA) wealth management firm based in Houston, Texas, we prioritize putting client interests first and strive to provide original insight that translates into tangible results. We are dedicated to transparently showcasing the costs and benefits of all financial choices to our clients. At EZ Financial Group Inc., you are not just a number - you are a valued client that drives our business forward every day.
Lin Ye CPA LLC
Lin Ye CPA LLC is a reputable accounting and finance institution located at 25211 Grogans Mill Road in The Woodlands, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Lin Ye CPA LLC for all your accounting and finance needs.
MacFarlane & Associates
MacFarlane & Associates is a full-service accounting firm located at 2219 Sawdust Road in The Woodlands, Texas. Specializing in accounting and finance, we offer affordable monthly/quarterly bookkeeping services to our clients. Our team of experts focuses on effective tax planning strategies to ensure a smooth tax preparation process. We provide assistance in preparing financial statements in accordance with professional accounting standards, and we develop practical and economically beneficial solutions for our clients. In addition to accounting services, we offer tax preparation, electronic filing and representation, QuickBooks® consulting and setup. Our goal is to provide top quality accounting services to small and medium-sized businesses at a low fixed monthly fee. MacFarlane & Associates is an accredited business by the Houston Better Business Bureau (BBB), ensuring our clients receive reliable and trustworthy services. Contact us today to learn more about how we can help your business thrive.
MacFarlane and Associates PC
MacFarlane and Associates PC is a reputable accounting and finance institution located at 1801 Kingwood Drive, Houston, Texas, United States. We specialize in providing affordable monthly/quarterly bookkeeping services, effective tax planning strategies, and preparation of financial statements in accordance with professional accounting standards. Our team develops practical and economically beneficial solutions for our clients. As a full service accounting firm, we offer a range of services including financial statements, tax preparation, QuickBooks® consulting and setup, and electronic filing and representation. We cater to small and medium size businesses, providing top quality accounting services for a low fixed monthly fee. Visit our office at 2219 Sawdust Road Suite 902 in The Woodlands, TX to learn more about how we can assist your business. MacFarlane and Associates PC is an accredited business by the Houston Better Business Bureau (BBB).
Potler CPA Services, PLLC
Potler CPA Services, PLLC is a well-established accounting and finance institution located at 1095 Evergreen Circle in The Woodlands, Texas, United States. Led by President Jonathan Potler, a licensed CPA with over 15 years of experience, our firm offers a wide range of professional services including bookkeeping, QuickBooks consulting, business formation assistance, and income tax preparation for both individuals and corporations. Please note that we are not accepting new clients for the 2023 tax season, but we are happy to provide referrals to other reputable firms in the area. Our office hours are Monday through Friday from 8:00am to 5:00pm, and tax support can be dropped off with our admin during these times.
Academic Investment Management
Academic Investment Management is a finance institution located in The Woodlands, Texas, United States. Our team of experienced professionals specializes in managing investments for academic institutions, providing tailored solutions to help our clients achieve their financial goals. With a focus on research-driven strategies and a commitment to transparency and integrity, we strive to deliver superior results for our clients. Contact us today to learn more about how Academic Investment Management can help you optimize your investment portfolio.
Brimer, Perry & Associates: Sharon L Perry, CPA
Brimer, Perry & Associates: Sharon L Perry, CPA is a reputable accounting and finance institution located at 4025 Woodland Park Boulevard in Arlington, Texas, United States. Led by experienced CPA Sharon L Perry, the institution offers a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. With a focus on providing personalized and professional services, Brimer, Perry & Associates is dedicated to helping individuals and businesses achieve their financial goals.
Evans Sternau CPA
Evans Sternau CPA, located at 9450 Grogans Mill Road in The Woodlands, Texas, is not your typical accounting firm. We believe in redefining the role of a CPA by offering responsive and proactive services, along with fixed, up-front pricing. Say goodbye to chasing down your CPA - our team understands the value of your time and is committed to providing a seamless and multifaceted experience. Looking for a full-service CPA firm you can trust? Look no further. Our team offers a wide range of services and is ready to act as your trusted advisor, helping you grow and succeed. We prioritize building strong relationships with our clients, ensuring we can support you both now and in the future.
PRO CFO SERVICES
PRO CFO SERVICES is a professional financial consulting firm located at 6326 Bayonne Drive in The Woodlands, Texas. Our team of experienced CFOs and financial experts provide top-notch financial services to businesses of all sizes. From financial planning and analysis to budgeting and forecasting, we offer a wide range of services to help our clients achieve their financial goals. With our personalized approach and commitment to excellence, we are dedicated to helping businesses thrive and succeed in today's competitive market. Contact us today to learn more about how we can help your business succeed.
United Paramount Tax Group
United Paramount Tax Group is a full-service property tax firm located in Arlington, Texas. Specializing in property tax reduction for businesses nationwide, UPTG offers expert consulting services to help businesses lower their property tax assessments. With a variety of approaches at their disposal, UPTG carefully studies each property to determine the best strategy for fighting assessments. For an annual fixed fee, UPTG manages all paperwork and renditions, ensuring that each asset is classified properly. In 2018 alone, UPTG protested an average commercial property value of $992,368, with a total property value reduction of $111 billion dollars for their clients. With over 15 years of experience, UPTG has been a trusted partner for numerous companies, delivering exceptional results and substantial tax savings.
Platinum Tax Management
Platinum Tax Management is a privately-owned tax management firm located in The Woodlands, Texas, serving affluent clients in the Greater Houston area and nationwide. Our team of trained tax specialists is dedicated to providing professional, fast, and friendly service to help individuals and families make sense of their financial situations and plan for the future. We prioritize customer service and strive to build long-term relationships with hardworking, self-made individuals who need assistance with their taxes. At Platinum Tax Management, we understand the complexities of today's tax laws and aim to maximize deductions and credits for our clients. Our services include tax preparation, tax management, and personalized wealth strategy guidance to help clients achieve financial independence. Whether you are an active real estate professional or looking to utilize the 20% pass-through deduction, our team is here to help you navigate the complexities of tax obligations and investments.
Barrett Tax & Accounting Services CPA LLC
Barrett Tax & Accounting Services CPA LLC is a reputable accounting and finance institution located at 4200 Research Forest Drive in The Woodlands, Texas, United States. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, reliability, and personalized attention, we strive to help our clients navigate the complexities of tax laws and financial planning. Whether you need assistance with tax preparation, bookkeeping, or financial consulting, Barrett Tax & Accounting Services CPA LLC is here to help you achieve your financial goals.
Lomness CPA Services, Inc.
Lomness CPA Services, Inc. is a reputable accounting and finance institution located at 8505 Technology Forest Place in The Woodlands, Texas, United States. With a team of experienced and skilled professionals, we offer a wide range of services including tax preparation, financial planning, and auditing. Our commitment to excellence and personalized service sets us apart from other accounting firms. Whether you are an individual or a business, Lomness CPA Services, Inc. is here to help you achieve your financial goals.
Hollis Lewis & Company
Hollis Lewis & Company is an accounting and finance institution located at 2202 Timberloch Place, Spring, Texas, United States. Our firm is dedicated to providing professional and personalized services to our clients, offering guidance in a wide range of financial and business needs. We specialize in tax preparation and planning, helping clients understand recent tax changes, file returns, and resolve any tax-related issues they may have. Our services are tailored to provide insight and support in navigating various financial and business challenges. Hollis Lewis & Company PLLC serves clients in the Clear Lake, Houston, The Woodlands, and surrounding areas. We are committed to delivering accurate, timely, and exceptional tax services to our clients. In addition to tax services, our firm offers a range of business services to small and medium-sized businesses, including accounting, payroll, cash flow management, succession planning, and new business formation. We cater to industries such as construction, healthcare, hospitality, law firms, manufacturing, real estate, and retail.
Better Bookkeepers
Better Bookkeepers is a leading accounting and finance institution located at 601 Quail Valley Drive in Georgetown, Texas, United States. We specialize in working closely with your CPA for tax and audit requirements, offering an independent perspective that can benefit your business. Our team understands both the needs of CPAs and the desires of business owners, ensuring that your financial needs are met efficiently and accurately. As your business grows, having a solid financial plan is crucial. Better Bookkeepers can provide you with a clear overview of your finances, showing you where your money has been spent and where it is headed. Whether you are based in The Woodlands or elsewhere in Texas, we can assist you either at your office or ours.
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