Expert consultant in Lewisville, TX
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Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenKane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 417 Oakbend Drive, Lewisville, 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 various aspects of wealth management, asset allocation, retirement planning, estate planning, and more. The institution aims to provide clients with expert financial advice and solutions tailored to their individual needs.
417 Oakbend Dr #270, Lewisville, TX 75067, United States -
ITR Economics
● OpenITR Economics is a renowned institution located at 579 North Valley Parkway in Lewisville, Texas, United States. Our expert speakers are chosen by audiences worldwide for their unmatched forecasting abilities. With a proven track record of accuracy, client satisfaction and experience are our top priorities. Testimonials from clients like ESX Chairman George De Marco praise our ability to provide economic roadmaps that make the future less scary and more predictable. Our Rate-of-Change Methodology™ allows businesses to beat normal economic conditions and position themselves ahead of the competition.
579 N Valley Pkwy Ste 120, Lewisville, TX 75067, United States -
DST Advisory Group
● OpenDST Advisory Group, located at 320 West Main Street in Lewisville, Texas, specializes in providing expert guidance to large and multinational companies for their R&D Tax Credit claims. Our team of Engineers and Scientists collaborate directly with your team to increase awareness, build efficiencies, and obtain documentation for substantiation. Many companies miss out on RTC claims because they assume it's only for "High Tech" companies, but almost any company can have qualified research activities. The Research Tax Credit is a generous incentive program that rewards companies for conducting research activities in the US, with a dollar for dollar reduction of federal taxes owed. Our Michigan office is located at One Northwestern Plaza in Southfield. Visit our corporate office in Lewisville to learn more about how we can support your claims process and achieve superior results for your company.
320 W Main St, Lewisville, TX 75057, United States -
Steve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenSteve Namy - Financial Advisor, CU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. As a finance institution, Steve Namy offers personalized financial advice to help clients prepare for their future goals, whether it be saving for college, planning for retirement, or making smart investments. The institution provides a complimentary initial consultation for those interested in discussing their financial needs and goals. Through Ameriprise Financial Services, LLC, clients can access a range of investment products and services to help them achieve their financial objectives. Steve Namy is registered with FINRA and is able to conduct securities business with residents of specific states. The institution also offers a Retirement InteractiveSM tool to help individuals explore important retirement income issues. Clients can feel confident in their financial future with the guidance and expertise provided by Steve Namy and CU Wealth Management.
2681 MacArthur Blvd Suite 306, Lewisville, TX 75067, United States -
Edward Jones - Financial Advisor: Chad Gibson, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Chad Gibson, CFP®|AAMS™ is a reputable financial institution located at 113 North Poydras Street in Lewisville, Texas, United States. Chad Gibson, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chad Gibson and his team at Edward Jones provide comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Chad Gibson, CFP®|AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
113 N Poydras St Ste 203, Lewisville, TX 75057, United States -
Edward Jones - Financial Advisor: Peyton Williams
● OpenEdward Jones - Financial Advisor: Peyton Williams is a reputable finance institution located at 2785 Rockbrook Drive in Lewisville, Texas, United States. With a focus on providing expert financial advice and guidance, Peyton Williams offers personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Peyton Williams and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence. Contact them today to schedule a consultation and start building a secure financial future.
2785 Rockbrook Dr Ste 203, Lewisville, TX 75067, United States -
Tony Rhee - TIAA Wealth Management Advisor
● OpenTony Rhee - TIAA Wealth Management Advisor is a premier finance institution located at 2850 Lake Vista Drive in Lewisville, Texas, United States. As a trusted advisor, Tony Rhee provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Tony Rhee offers expert advice and guidance to help clients build and preserve their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Tony Rhee - TIAA Wealth Management Advisor is dedicated to helping you secure a prosperous financial future.
2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, United States -
Susan Seiter - TIAA Wealth Management Advisor
● OpenSusan Seiter - TIAA Wealth Management Advisor is a reputable financial institution located at 2850 Lake Vista Drive in Lewisville, Texas, United States. As a Wealth Management Advisor, Susan Seiter provides expert financial advice and services to help clients achieve their financial goals and secure their financial future. With a focus on personalized and comprehensive wealth management strategies, Susan Seiter helps clients navigate the complexities of investment planning, retirement planning, estate planning, and more. Trustworthy and dedicated, Susan Seiter is committed to providing top-notch financial guidance and support to clients in Lewisville and beyond.
2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, United States -
Doug Eidd - TIAA Wealth Management Advisor
● OpenDoug Eidd - TIAA Wealth Management Advisor is a finance institution located at 2850 Lake Vista Drive in Lewisville, Texas, United States. As a trusted advisor, Doug Eidd provides personalized wealth management services to help clients achieve their financial goals. With a focus on financial planning, investment strategies, and retirement planning, Doug Eidd helps individuals and families make informed decisions about their financial future. Whether you are looking to build wealth, save for retirement, or protect your assets, Doug Eidd is dedicated to providing expert guidance and exceptional service to help you secure your financial well-being.
2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, United States -
Hanson Investment Services
● OpenHanson Investment Services is a premier finance institution located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. With a focus on providing top-notch financial services and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or simply manage your assets more effectively, Hanson Investment Services is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.
2681 MacArthur Blvd Suite 306, Lewisville, TX 75067, United States -
Orbin & Cooper Wealth Management
● OpenOrbin & Cooper Wealth Management is a prestigious finance institution located at 401 East Corporate Drive in Lewisville, Texas, United States. With a team of experienced professionals, Orbin & Cooper specializes in providing comprehensive wealth management services to individuals and businesses. From investment planning to retirement strategies, their dedicated advisors are committed to helping clients achieve their financial goals. Trust Orbin & Cooper Wealth Management to provide expert guidance and personalized solutions for all your financial needs.
401 E Corporate Dr #242, Lewisville, TX 75057, United States -
Wells Fargo Advisors: Orbin William
● OpenWells Fargo Advisors: Orbin William is a financial institution located at 401 East Corporate Drive in Lewisville, Texas, United States. Specializing in ATM services, finance, and insurance, this institution provides comprehensive financial solutions to individuals and businesses. With a focus on personalized service and expert advice, Wells Fargo Advisors: Orbin William is committed to helping clients achieve their financial goals and secure their future.
401 E Corporate Dr #242, Lewisville, TX 75057, United States -
Namrata Shah - TIAA Wealth Management Advisor
● OpenNamrata Shah is a highly experienced Wealth Management Advisor affiliated with TIAA, a leading financial services company. Located at 2850 Lake Vista Drive in Lewisville, Texas, Namrata Shah offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Namrata Shah is dedicated to helping clients navigate the complexities of wealth management. Contact Namrata Shah today to start planning for a secure financial future.
2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, United States -
Kent Hurd - TIAA Wealth Management Advisor
● OpenKent Hurd - TIAA Wealth Management Advisor is a leading finance institution located at 2850 Lake Vista Drive in Lewisville, Texas, United States. As a trusted advisor, Kent Hurd specializes in providing expert financial planning and wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Kent Hurd and his team strive to provide top-notch financial guidance and support to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Kent Hurd - TIAA Wealth Management Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, United States -
Geek Squad
● OpenGeek Squad is a technology institution located in Lewisville, Texas, United States, at the address 2601 South Stemmons Freeway. Our Geek Squad Agents are experts in all things tech and are ready to assist with any issues you may encounter. Whether you need help with installation, repairs, or troubleshooting, we are here to help. We offer a range of services, including in-home appointments, in-store visits, and Total Tech Support memberships. Our In-Home Advisor can visit your home to create a customized plan for adding new tech or appliances. We also provide same-day repair services for Samsung and Apple products, as well as computer, tablet, and TV setup and repair.
2601 S Stemmons Fwy #300, Lewisville, TX 75067, United States -
H&R Block
● OpenH&R Block is a leading accounting and finance institution located at 1071 Farm to Market Road 3040 in Lewisville, Texas, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and assistance to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to helping you achieve your financial goals with professionalism and expertise.
1071 FM3040 #200, Lewisville, TX 75067, United States -
Liberty Tax
● OpenLiberty Tax is a finance institution located at 1288 West Main Street in Lewisville, Texas, United States. With a commitment to providing top-quality tax preparation services, Liberty Tax offers expert assistance to individuals and businesses alike. Their knowledgeable staff is dedicated to helping clients navigate the complexities of tax laws and maximize their returns. Trust Liberty Tax to handle all your tax needs with professionalism and efficiency.
1288 W Main St Suite 109, Lewisville, TX 75067, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 1301 Justin Road in Lewisville, Texas, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or call us at (972) 317-3555 to reserve time with a Tax Pro, or simply walk in to our office at 1301 Justin Rd. Trust our English-speaking Tax Pros at Jackson Hewitt to ensure that every dollar matters when it comes to doing your taxes.
1301 Justin Rd Suite 202, Lewisville, TX 75077, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 724 West Main Street in Lewisville, Texas, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management and achieve your financial goals. Visit us today to experience personalized service and expert advice.
724 W Main St Ste 370, Lewisville, TX 75067, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 729 Hebron Parkway in Lewisville, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial services, H&R Block is dedicated to providing expert guidance and support. Trust in H&R Block for all your accounting and finance needs.
729 Hebron Pkwy Center, Lewisville, TX 75057, United States -
Liberty Tax
● OpenLiberty Tax is a well-established finance institution located at 2325 South Stemmons Freeway in Lewisville, Texas, United States. With a team of knowledgeable tax professionals, Liberty Tax offers a wide range of financial services to assist individuals and businesses with tax preparation, filing, and planning. Whether you need help with maximizing deductions, minimizing liabilities, or understanding complex tax laws, Liberty Tax is dedicated to providing reliable and accurate assistance to help you achieve your financial goals. Trust Liberty Tax to provide expert guidance and personalized solutions for all your tax needs.
2325 S Stemmons Fwy ste 303, Lewisville, TX 75067, United States -
Robert E Bonham Medical
● OpenRobert E Bonham Medical is a leading health institution located at 751 Hebron Parkway in Lewisville, Texas, United States. Specializing in providing high-quality medical care to patients, our dedicated team of healthcare professionals is committed to improving the health and well-being of individuals in the community. From routine check-ups to specialized treatments, Robert E Bonham Medical offers a wide range of services to meet the diverse healthcare needs of our patients. With state-of-the-art facilities and a patient-centered approach, we strive to deliver exceptional care and support to each individual who walks through our doors. Visit us today to experience the difference at Robert E Bonham Medical.
751 Hebron Pkwy #210, Lewisville, TX 75057, United States -
Shea Elise - Dallas Aesthetician
● OpenShea Elise - Dallas Aesthetician is a health institution located at 211 State Highway 121 Bypass, Lewisville, Texas, United States. Our mission is to help each client build back confidence and achieve their skin goals by providing genuine, expert-level skincare advice. Shea is a solo aesthetician specializing in corrective skincare and results-driven treatments for acne, anti-aging, hyperpigmentation, and more. She is certified as an Acne Expert with Face Reality and offers personalized consultations and treatments catered to each client's needs. Services include facials, acne boot camp programs, chemical peels, Procell microchanneling, and skincare products from brands like EPICUTIS and GlyMed Plus. With a focus on using clean, non-toxic ingredients, Shea Elise is dedicated to helping clients achieve clear, healthy skin and feel confident in their own skin.
211 State Hwy 121 BYP, Lewisville, TX 75067, United States -
Taxes 4U
● OpenTaxes 4U is a professional accounting and finance institution located at 251 South Mill Street in Lewisville, Texas, United States. Our team of experts is dedicated to providing top-notch tax preparation and financial services to individuals and businesses alike. With years of experience and a commitment to excellence, Taxes 4U is your go-to destination for all your accounting and finance needs. Contact us today to see how we can help you achieve your financial goals.
251 S Mill St #160, Lewisville, TX 75057, United States -
JBK Tax & Multiservices
● OpenJBK Tax & Multiservices is a trusted institution located at 1010 Edmonds Lane in Lewisville, Texas, specializing in accounting and finance services. With over 15 years of experience serving the Lewisville community, we are the go-to choice for individuals and businesses seeking expert tax assistance. Led by tax expert Kathicita Yubi, our team is committed to simplifying taxes and bookkeeping to maximize your refunds and financial goals. Whether you're looking to save for a dream home or secure retirement, JBK Taxes offers personalized savings solutions tailored to your needs. For businesses in Lewisville, our bespoke financial management services focus on enhancing profitability and minimizing expenses. Community spirit is at the heart of our institution, and we actively participate in local events to uplift and add value to the lives of our community members.
1010 Edmonds Ln #201, Lewisville, TX 75067, United States -
Succentrix Business Advisors
● OpenSuccentrix Business Advisors is a leading accounting and finance institution located at 405 State Highway 121 in Lewisville, Texas, United States. Our team of expert advisors provides comprehensive financial services to businesses of all sizes, offering personalized solutions to help clients achieve their financial goals. With a focus on efficiency and accuracy, Succentrix Business Advisors is dedicated to helping businesses thrive and succeed in today's competitive market. Contact us today to see how we can help your business grow and prosper.
405 State Hwy 121 suite a 250, Lewisville, TX 75067, United States -
Tax Friend
● OpenTax Friend is a trusted accounting and finance institution located at 405 State Highway 121 in Lewisville, Texas. Our team of expert professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, planning, or general financial consulting, Tax Friend is here to guide you every step of the way. With our convenient location and years of experience, you can trust Tax Friend to be your reliable partner in achieving financial success.
405 State Hwy 121, Lewisville, TX 75067, United States -
High Five Taxes
● OpenHigh Five Taxes is a reputable accounting and finance institution located at 2681 MacArthur Boulevard in Lewisville, Texas, United States. With a team of experienced professionals, we provide top-notch tax preparation and financial services to individuals and businesses. Our goal is to ensure that our clients receive the highest level of service and expertise when it comes to managing their taxes and finances. Whether you need help with tax planning, bookkeeping, or financial consulting, High Five Taxes is here to help you achieve your financial goals.
2681 MacArthur Blvd Suite 202A, Lewisville, TX 75067, United States -
BOOKKEEPING N BUSINESS SOLUTION
● OpenBookkeeping N Business Solution is an accounting and finance institution located at 405 State Highway 121 in Lewisville, Texas, United States. We offer a wide range of services including tax planning, full cycle bookkeeping services (both online and desktop), full cycle payroll services for employees and 1099 individuals, as well as federal and state tax filing. Our team of qualified professionals can provide placement services for your organization or train your employees in bookkeeping and payroll. We offer a first-time free consultation to assess your needs and provide expert advice to ensure that your tax returns are filed on time with maximum benefits for the owners and without any penalties. Trust Bookkeeping N Business Solution for all your accounting and finance needs.
405 State Hwy 121, Lewisville, TX 75067, United States -
newcrestimage capital advisors
● OpenNewcrestimage Capital Advisors is a finance institution located at 700 State Highway 121 in Lewisville, Texas, United States. They provide expert financial advice and services to help clients make informed investment decisions. With a team of experienced professionals, Newcrestimage Capital Advisors offers personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Newcrestimage Capital Advisors is dedicated to helping you achieve your goals.
700 State Hwy 121, Lewisville, TX 75067, United States
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