TOP 30 Family finances in Dallas, Texas

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CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom. With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.

WealthCreate is a finance institution located at 440 Louisiana Street, Houston, Texas, United States. We specialize in helping families maximize grants and scholarships for college-bound students. Our Free College Planning Workshop provides valuable information on important deadlines and how to choose the right school to receive the best financial aid package. At WealthCreate, we believe in creating a better world through strong values and excellence. We are dedicated to changing lives through small actions and are proud to have locations in various cities including Dallas, San Antonio, Chicago, and Minneapolis.

CORDA Investment Management, LLC is a finance institution located at 9600 Great Hills Trail, Austin, Texas, United States. With over 20 years of experience, CORDA provides families with guidance on investment strategies, advice, and financial plans to help them achieve security. The institution offers estate planning services with board-certified attorneys, as well as discounted estate planning documents through partnerships. While third-party ratings and recognition are not a guarantee of future success, CORDA strives to help clients define their ideal investment approach that aligns with their savings goals and future aspirations. With additional locations in Houston, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables, CORDA Investment Management is dedicated to helping clients navigate the complexities of financial planning.

Dumas Capital Partners is a boutique corporate finance firm and merchant bank located at 9824 Ironwood Drive, Denton, Texas. With over three decades of combined investment and merchant banking experience, our Managing Directors have closed more than 200 transactions valued at over $2 billion. We specialize in providing sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings for emerging growth and middle market family-owned and publicly-listed companies with enterprise values typically ranging from $2.5 to $250 million. Our team offers independent and objective advice, along with creative solutions to challenging financial problems. We customize our services for each engagement to ensure we exceed our client's financial objectives. Investment Banking services and Securities are offered through StillPoint Capital LLC, Member FINRA/SIPC. Jack Kearney, Sr., Managing Director of Investment Banking and Co-founder, has over 30 years of experience in raising equity and debt capital, M&A strategies, and debt restructuring. Kerri Sinn, Corporate Finance Assistant, joined the team in 2021 and brings a background in banking, human resources, executive support, and entrepreneurship. She has a proven track record of supporting leaders and collaborating with cross-functional teams in various sectors. Kerri holds a Professional Human Resources Certification (PHR) from the University of Dallas and a Securities License, Series 6 from the Texas Department of Insurance.

True North Advisors, located at 3100 West 7th Street in Fort Worth, Texas, is a finance institution that has recently announced a strategic growth partnership with WPCG and HGGC. This partnership will provide the Texas-based RIA with capital and expertise to drive growth through mergers and acquisitions. Founded in 2000, True North Advisors offers wealth management, family wealth planning, investments, and business transaction planning solutions to business owners, entrepreneurs, and families. With offices in both Dallas and Fort Worth, True North Advisors creates long-term partnerships with client families by providing prudent management and thoughtful oversight of their wealth and investments. The institution is entrepreneurial at its core, constantly seeking innovative solutions to deliver long-term capital growth and preservation. True North Advisors serves as a strategic partner, offering guidance through objectivity, intelligent counsel, and transparency.

Laura Lloyd, CPA is an accounting and finance institution located at 1332 Teasley Lane in Denton, Texas, United States. Our experienced remote team of locally based Dallas/Fort Worth accountants is dedicated to providing the best client service through effective listening, cutting-edge technology, and collaboration to quickly and cost-effectively meet our clients' goals. We handle bookkeeping, accounting, tax planning, and preparation, allowing companies to focus on what they do best while ensuring full financial health. With a passion for figures and meticulous attention to detail, our firm has become a trusted choice for taxpayers and businesses in Denton, Dallas, Collin, and Tarrant Counties. Our holiday closure schedule allows our team to take time off to spend with family and friends, ensuring we come back refreshed and ready to serve our clients effectively. Visit us at 1617 Park Place Ave, Suite 110-LH in Fort Worth, TX 76110.

Charles Jones is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Charles holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with investment opportunities, insurance products, or financial planning for special needs families, Charles Jones is here to help you achieve your financial goals.

Tom Palmersheim is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6860 Dallas Parkway in Plano, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Tom Palmersheim offers expertise in asset management, estate planning, retirement planning, and investment strategies. As an accredited advisor in various financial areas, Tom Palmersheim provides comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or retirement planning, Tom Palmersheim can help guide you through the complex world of finance with professionalism and integrity.

Edward Jones - Financial Advisor: George H Price, AAMS™ is a reputable financial institution located in Dallas, Texas, United States. As a trusted advisor, George H Price, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit their office at 2711 Lyndon B Johnson Freeway to learn more about their comprehensive financial services.

Amanda Hill is a Financial Advisor at Ameriprise Financial Services, LLC located at 5960 Berkshire Lane, Dallas, Texas, United States. Amanda 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®. These certifications demonstrate Amanda's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Financial Advisor, Amanda is dedicated to helping clients make informed financial decisions and achieve their financial goals.

Steven Kalmus is a Financial Advisor at Ameriprise Financial Services, LLC located at 1601 Elm Street in Dallas, Texas, United States. Steven 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®, CFP®, 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 demonstrate Steven's expertise in areas such as asset management, retirement planning, estate planning, investment fiduciary practices, and financial planning for individuals and small business owners. With a commitment to ethical standards and ongoing education, Steven provides comprehensive financial advice and services to his clients.

Edward Jones - Financial Advisor: Neal W Ballance is a reputable finance institution located at 1115 North Dallas Avenue in Lancaster, Texas, United States. With a focus on providing personalized financial services, Neal W Ballance helps clients navigate the complexities of investing, retirement planning, and wealth management. With a commitment to transparency and client satisfaction, this institution is dedicated to helping individuals and families achieve their financial goals.

Tim Bowrey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5960 Berkshire Lane in Dallas, Texas, United States. Tim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Tim's expertise in asset management, retirement planning, estate planning, investment strategies, and risk management. Tim also specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Tim is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.

Aaron Hunter - Financial Advisor at Ameriprise Financial Services, LLC is located at 6860 Dallas Parkway in Plano, Texas, United States. As a finance institution, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our services include documenting your goals, regular progress reviews, and adjusting your approach as life changes. You can easily access your investments and accounts from any device, track your progress, and securely share information with us. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.

Paul Hendershot - RBC Wealth Management Financial Advisor is a reputable financial institution located at 100 Crescent Court in Dallas, Texas. As a trusted advisor, Paul Hendershot provides comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, clients can trust in the expertise and dedication of Paul Hendershot and his team. Whether you are planning for retirement, investing for the future, or managing your assets, Paul Hendershot - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence.

The Gapinski Huggins Group of Raymond James is a team of experienced financial advisors located in Houston, Texas. With a focus on personalized financial planning and investment strategies, they help clients achieve their financial goals. Located at 500 Dallas Street, their team provides comprehensive wealth management services to individuals, families, and businesses. Trustworthy and dedicated, the Gapinski Huggins Group of Raymond James is committed to providing top-notch financial advice and guidance to their clients.

Service One Air Conditioning and Heating is a general contractor located at 120 North Dooley Street, Grapevine, Texas, United States. Our team consists of certified professionals in heating, air conditioning, and plumbing, providing 24/7 repair service for your convenience. We understand that HVAC system failures can happen at any time, so our highly trained technicians are always ready to get your system up and running again. In addition to HVAC services, we also offer air duct cleaning to create a more comfortable and healthy environment. Our licensed plumbers are available to handle any plumbing needs, from inspections and leak detection to repairs and installations. We are currently offering a limited time offer, terms apply, so be sure to call for details.

Dura Pier Foundation Repair is a trusted general contractor and plumber located at 13016 Player Street in Houston, Texas. With over 45 years of experience, we have been providing award-winning foundation repair services to the Houston and Dallas/Fort Worth markets. Our Dura Lock® piling system ensures long-lasting repair that will stand the test of time. Our crew members are highly trained and dedicated, with many of them having been with us for 20-30 years. We are committed to providing excellent customer service and offer cost-effective solutions to match your budget, including financing options with rates as low as 0% for 12 months.

RGT Wealth Advisors is a finance institution located at 5950 Sherry Lane in Dallas, Texas, United States. We specialize in providing comprehensive family office services to manage wealth from a 360-degree perspective. Our team leverages an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, we prioritize our clients' needs and focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. Please note that as of December 31, 2023, assets include those from firms acquired by or invested in by Corient. Certain assets may not be considered regulatory assets under management, as defined in our Form ADV.

Latinos Income Tax is a reputable accounting and finance institution located at 11029 Shady Trail in Dallas, Texas. Our dedicated team of professionals specializes in providing expert income tax services to the Latino community in the United States. With years of experience in the industry, we are committed to helping our clients navigate the complexities of tax laws and regulations to ensure they receive the maximum return possible. Whether you need assistance with filing your taxes, managing your finances, or planning for the future, Latinos Income Tax is here to help. Visit us today to experience our personalized and reliable services.

Lloyd and Hodge Tax and Accounting Services is a trusted institution located at 1617 Park Place Avenue in Fort Worth, Texas. Specializing in accounting and finance, our experienced team of Dallas/Fort Worth accountants is dedicated to providing top-notch client service through effective listening, cutting-edge technology, and collaboration to meet our clients' goals efficiently. Let us handle your bookkeeping, accounting, and tax planning and preparation, allowing you to focus on what you do best. With a passion for numbers and meticulous attention to detail, we serve taxpayers and businesses in Denton, Dallas, Collin, and Tarrant Counties, delivering accurate tax returns and timely bookkeeping reports.

Mariloff Diamonds & Fine Jewelry is a premier jewelry store located at 5151 Belt Line Road in Dallas, Texas. As the leader in wholesale diamonds, engagement rings, and fine jewelry in Dallas, our in-house master jeweler provides expert repair and restoration services for all types of jewelry. From cleaning and polishing to stone tightening and rhodium plating, we handle your precious pieces with the highest level of care. We offer a free layaway program for up to 3 months, as well as 6 or 12 month interest-free financing through Synchrony Bank. Our specialty lies in jewelry appraisals for insurance, estate distribution, quality verification, and value confirmation, exclusively for Mariloff Diamonds products.

Uncle Dan's Pawn - W. Northwest Hwy, located at 2210 Lombardy Lane in Dallas, Texas, is a versatile institution offering a range of services including electronics, finance, and jewelry. Whether you are in need of a loan, looking to sell items, or wanting to purchase quality merchandise, Uncle Dan's Pawn is dedicated to providing the best financial solutions and shopping experience. With a focus on collateral rather than credit history, they make it easy for individuals with all credit backgrounds to access the funds they need. Their wide selection of new and pre-owned jewelry, firearms, and general merchandise, along with convenient warranty programs, ensure customers have plenty of options to choose from. Uncle Dan's Pawn also offers top dollar for unwanted items, making it a safe and reliable choice for those looking to sell. With a commitment to family and community, Uncle Dan's Pawn is a trusted neighbor in the community. Their flexible financing options and quick loan approval process make them a go-to destination for those in need of fast cash. Whether you are in need of a quick loan or looking to buy or sell items, Uncle Dan's Pawn is the place to go for a hassle-free experience.

Quackenbush Panetti Wealth Partners is a finance institution located at 300 Crescent Court, Dallas, Texas, United States. They specialize in providing tailored financial solutions to meet the dynamic needs of each client at every stage of wealth accumulation. Their team offers expert guidance to empower decision-making, seamless financial management for families and futures, and a full suite of financial solutions through their extensive network. They ensure stability for today and the future, help clients invest intelligently in their communities, and provide bespoke investment strategies aligned with individual financial objectives. Clients have access to a sophisticated platform of traditional and alternative investments, as well as private investment opportunities. The institution offers holistic financial planning services for individuals and institutions, including various trust management options. They work closely with clients to understand their unique needs, goals, and passions, providing unbiased counsel and tailored strategies to achieve their objectives. Through their Rockefeller Lifestyle Advisory partners, clients can access exclusive experiences and concierge services to focus on what matters most to them.

Jarvis Gems and Jewelry Appraisals LLC is a premier appraisal service located at 12900 Preston Rd #1112, Dallas, TX 75230, United States. Specializing in the finance sector, this esteemed business offers expert valuation services for a wide array of precious items, including gemstones, fine jewelry, and luxury watches. With a team of highly skilled and certified appraisers, Jarvis Gems and Jewelry Appraisals LLC ensures accurate and reliable assessments for insurance purposes, estate planning, resale, and personal knowledge. Their commitment to excellence and integrity has earned them a solid reputation in the Dallas community and beyond. Clients can expect personalized service, meticulous attention to detail, and comprehensive reports that meet the highest industry standards. Whether you're looking to appraise a family heirloom or a recent purchase, Jarvis Gems and Jewelry Appraisals LLC provides the expertise and trustworthiness you need for peace of mind.

Welcome to Brakes Plus, your trusted car repair and maintenance store located at 6301 Independence Pkwy, Plano, TX 75023. As part of the Brakes Plus family, formerly City Garage, we are proud to serve the Plano community with top-notch automotive services at affordable prices. Our Village Creek location is staffed with experienced, trained technicians ready to address all your car care needs, ensuring you get back on the road quickly and safely. At Brakes Plus, we offer a comprehensive range of services to keep your vehicle running smoothly. Whether it's time for a brake inspection due to squealing, grinding, or growling noises, or you need a diagnostic service to uncover what's causing issues with your car, our experts are here to help. We understand the importance of maintaining your vehicle, which is likely your second largest investment, and we are committed to providing the highest quality products and services.

Welcome to the Center for Reproductive Endocrinology (CRE), located at Medical City Hospital, 7777 Forest Ln C-638, Dallas, TX 75230, United States. As a premier fertility clinic serving the Dallas-Fort Worth, Oklahoma, and Louisiana areas, we are dedicated to providing compassionate and personalized fertility care to help you on your journey toward parenthood. At CRE, formerly known as SIRM-Dallas, we combine the highest standards of advanced fertility care with exceptional hospitality. Our team of experienced fertility specialists understands that each individual's path to parenthood is unique, which is why we focus on delivering personalized care tailored to your specific needs.