Finance news in Texas
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LPL Financial
● ClosedLPL Financial is a finance institution located at 860 Airport Freeway in Hurst, Texas, United States. They offer a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LPL Financial has the expertise and resources to help you succeed.
860 Airport Fwy, Hurst, TX 76054, United States -
Serda Financial
● ClosedSerda Financial, located at 2001 Timberloch Place in The Woodlands, Texas, is a finance institution that specializes in wealth management. Our unique process gives you the confidence to know which wealth management course of action is right for you. During a free consultation, we identify your current financial situation and your future goals. We then create a customized step-by-step plan to help you reach your money management goals. Our experienced team guides you through every part of your financial management plan. At Serda Financial, we believe in simplifying complex financial topics into easy-to-understand concepts. Just like doctors use anatomical models to explain how the human body works, we use a Personal Economic Model to visually represent your entire wealth management picture. This helps you see your financial situation in simple and relevant terms.
2001 Timberloch Pl #500, The Woodlands, TX 77380, United States -
Polaris Greystone Financial Group, LLC
● OpenPolaris Greystone Financial Group, LLC, located in Houston, Texas, United States, is a finance institution that believes in helping individuals and families enjoy life, pursue their goals, and experience well-being as a symbol of true wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, they offer a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can introduce you to valuable relationships to build and transition your business, craft and execute sustainable plans, and mitigate risk in your stock grants. Their personalized approach to tax advice, investment management, and estate planning can help you achieve your financial goals with confidence.
1 Riverway Dr #1200, Houston, TX 77056, United States -
Pam Friedman, Robertson Stephens
● ClosedPam Friedman, Robertson Stephens is a boutique finance institution located at 1308 Navasota Street in Austin, Texas, United States. Led by Managing Director and Principal Pam Friedman, who has nearly 30 years of financial planning and investment experience, the firm offers a comprehensive suite of wealth management solutions. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who has authored books on marriage, divorce, and maintaining a healthy financial balance. She has been featured in various publications and on ABC News Radio. Pam is also a trained family law mediator and teaches financial topics in divorce to mediator trainees. The institution is known for its expertise in financial planning, investment strategies, and divorce planning. Pam holds an MBA, BBA, and BA in Finance and Economics from The University of Texas at Austin. The firm is dedicated to helping clients achieve their financial goals and maintain a healthy financial balance.
1308 Navasota St, Austin, TX 78702, United States -
RSM US LLP
● ClosedRSM US LLP is a leading accounting and finance institution located at 300 Colorado Street, Austin, Texas, United States. Specializing in assurance, tax, and consulting services for middle market leaders, RSM offers a dedicated team of experts and a robust research program to support businesses in implementing strategic change and staying ahead of global industry trends. With a focus on providing tailored solutions to drive businesses forward, RSM's advisors bring insight, expertise, and a wide range of services to every client. Embracing digital tools to enhance the client experience, RSM is committed to progress and innovation. As a member of RSM International, a global network of independent firms, RSM US LLP offers unique insights and solutions to clients worldwide. Celebrating diversity and empowering their talented team members, RSM encourages personal and professional growth while making a meaningful impact on clients, communities, and the industry as a whole. Stay updated on the latest news and announcements from RSM US LLP by visiting their website at rsmus.com/about.
300 Colorado St Suite 1700, Austin, TX 78701, United States -
David Tucker CPA PC
● ClosedDavid Tucker CPA PC is a full-service accounting firm located at 223 West Anderson Lane in Austin, Texas. Specializing in accounting and finance, our team is dedicated to providing professional and personalized services to meet a wide range of financial and business needs. We offer a variety of services, including tax planning and preparation, bookkeeping, payroll services, and QuickBooks assistance. At Tucker CPA PC, we strive to inform our clients about best business practices, including the formation of LLC and Corporation entities, and developing accounting process flow charts. Our goal is to minimize tax liabilities and maximize cash flow for our clients. With years of experience, we provide professional representation during audits and help clients navigate dealings with tax authorities.
223 W Anderson Ln. a100, Austin, TX 78752, United States -
Paul's Bookkeeping & Tax Services
● ClosedPaul's Bookkeeping & Tax Services is a reputable institution located at 7000 Southwest 45th Avenue in Amarillo, Texas. Specializing in accounting and finance, our professional team is dedicated to improving your net income and maintaining your financials. With over 40 years of experience, we are committed to helping you achieve your business goals and minimize your taxes. Our personalized services include bookkeeping, tax preparation and filing, payroll services, and financial reporting. We offer full service bookkeeping such as accounts receivable, bank reconciliation, expense management, and more. Our payroll services include automated calculations, tax filing, and direct deposit options.
7000 SW 45th Ave #2, Amarillo, TX 79109, United States -
College Funding Specialists
● ClosedCollege Funding Specialists, located at 12885 Research Boulevard in Austin, Texas, is a finance institution dedicated to helping make college a reality for all students. Our mission is to provide families with the knowledge and resources needed to navigate the college planning and financial aid process, making it as easy and affordable as possible. We offer free monthly workshops in the Austin area to educate families on college planning and financial aid options. These workshops are designed to take the guesswork out of the process and help families make informed decisions about their college funding.
12885 Research Blvd Suite 110A, Austin, TX 78750, United States -
Financial Express
● OpenFinancial Express is a leading accounting and finance institution located at 5612 Southwest Green Oaks Boulevard in Arlington, Texas, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial futures. Contact us today to learn more about how we can assist you with your financial needs.
5612 SW Green Oaks Blvd Suite A, Arlington, TX 76017, United States -
ABIP CPA
● ClosedABIP CPA is a leading accounting and finance institution located at 7809 Broadway in San Antonio, Texas, United States. Our core function is to help build the value of your organization, whether it be increasing profitability for business clients or ensuring regulatory compliance for government agencies. We take the time to understand your goals and customize a strategy unique to your objectives, utilizing accounting, tax, and financial reporting to successfully manage your organization. Our professionals offer a variety of assurance, tax, accounting, and specialized solutions tailored to your specific needs. With a mission to help our clients accomplish their goals, we provide quality accounting, audit, tax, and related professional services. Our leadership team's diverse experience ensures we deliver the results you need, whether it be evaluating your tax position, providing technical assistance for transactions, or offering support for financial issues.
7809 Broadway #100, San Antonio, TX 78209, United States -
PEOPLES 2 PEOPLE TAX SERVICE
● ClosedPeoples 2 People Tax Service is a reputable accounting and finance institution located at 4201 Cypress Creek Parkway in Houston, Texas, United States. Our team of experienced professionals is committed to providing top-notch services to individuals and businesses. We make sure to stay informed about the latest news in compliance laws and regulations to offer accurate and reliable advice to our clients. Our tax professionals work closely with each client to understand their individual needs and goals, allowing us to create a personalized tax strategy that fits their specific situation. We value transparency and keep our clients informed throughout the entire process, building strong relationships with those we serve. Trust Peoples 2 People Tax Service for all your tax and financial needs.
4201 Cypress Creek Pkwy STE#540/1803, Houston, TX 77068, United States -
Martha Barrientos
● ClosedMartha Barrientos is a reputable finance institution located at 2600 Gessner Road in Houston, Texas, United States. With a strong focus on providing expert financial services to individuals and businesses, Martha Barrientos is known for its commitment to excellence and customer satisfaction. Whether you are looking for assistance with investments, loans, or general financial planning, the experienced team at Martha Barrientos is dedicated to helping you achieve your financial goals. Trust Martha Barrientos for all your financial needs in the Houston area.
2600 Gessner Rd #249, Houston, TX 77080, United States -
Armanino LLP - Austin
● ClosedArmanino LLP - Austin is a leading accounting and finance institution located at 1710 West 6th Street in Austin, Texas, United States. With a focus on providing depth, expertise, and value to clients, our team offers a range of traditional and innovative services to both growing and established private and public companies. Our industry expertise is unmatched, as we have worked with numerous clients in various sectors. In addition to our professional services, our personal accounting team understands the complexities of private wealth management and aims to go beyond the basics of wealth accumulation, protection, and transfer. As a certified B Corporation, Armanino is committed to using our business as a force for good and contributing to a more inclusive and sustainable economy.
1710 W 6th St, Austin, TX 78703, United States -
Aero Tax Services
● ClosedAero Tax Services, located at 10921 Pellicano Drive in El Paso, Texas, offers top-notch tax preparation and financial services for individuals and small businesses. Our team provides a wide range of services including income tax preparation, invoicing, business startup services, monthly bookkeeping, and financial statements to ensure your financial records are accurate and up-to-date. With a commitment to excellence, Aero Tax Services invests in professional education, state-of-the-art technology, and strong business relationships to deliver personalized accounting services tailored to your needs. Our experienced team can help you navigate IRS audits, financial issues, and business consulting to develop a financial strategy that fosters growth and success.
10921 Pellicano Dr #100, El Paso, TX 79935, United States -
Robertson Pools, Inc
● ClosedRobertson Pools, Inc is a premier general contractor located at 569 South Coppell Road, Coppell, Texas, United States. With over 35 years of experience in award-winning pool design and construction, we specialize in creating backyard paradises for our clients. Our team has been recognized as one of the top 10 builders by Pool & Spa News for 2023. In addition to pool design and construction, we also offer services such as pool remodels, outdoor kitchen installations, turf installations, and more. Our goal is to transform ordinary outdoor spaces into exceptional havens that blend functionality with visual allure. Whether you're in Dallas, Southern Oklahoma, or the surrounding areas, Robertson Pools is your go-to destination for top-tier outdoor transformations.
569 S Coppell Rd, Coppell, TX 75019, United States -
C.R.E
● ClosedWelcome 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.
Medical City Hospital, 7777 Forest Ln C-638, Dallas, TX 75230, United States
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