Financial audit services in Universal City, TX
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Guaranty Bank & Trust
● ClosedGuaranty Bank & Trust is a trusted financial institution located at 1200 West University Drive in Denton, Texas. As a full-service bank, we offer a wide range of financial services to meet the needs of our customers, including personal and business banking, loans, mortgages, and wealth management. Our experienced team of professionals is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you're looking to open a checking account, secure a loan, or plan for your future, Guaranty Bank & Trust is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution that puts your needs first.
1200 W University Dr Suite 100, Denton, TX 76201, United States -
Liberty Tax & Loans
● OpenLiberty Tax & Loans is a trusted finance institution located at 610 East University Avenue in Georgetown, Texas. Our experienced team is dedicated to providing personalized tax and loan services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, filing, or securing a loan, we are here to help. Visit us today to experience our reliable and professional financial services.
610 E University Ave, Georgetown, TX 78626, United States -
Liberty Tax
● OpenLiberty Tax is a finance institution located at 216 West University Drive in Denton, Texas, United States. Specializing in tax preparation services, Liberty Tax is committed to helping individuals and businesses navigate the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax provides personalized assistance and guidance to ensure clients maximize their tax refunds and minimize their tax liabilities. Whether you are filing your taxes for the first time or have more complex financial needs, Liberty Tax is dedicated to providing reliable and trustworthy services to help you achieve financial success.
216 W University Dr, Denton, TX 76201, United States -
Education Credit Union Buff $mart Program
● OpenThe Education Credit Union Buff $mart Program is a financial institution located at 2401 Russell Long Boulevard in Canyon, Texas. This program is specifically designed for students and faculty at the university to help them manage their finances effectively. With a focus on financial literacy and education, the Buff $mart Program offers various resources and services to help individuals make smart financial decisions and achieve their financial goals. Whether it's budgeting, saving, investing, or managing debt, the Education Credit Union Buff $mart Program is here to support the university community in their financial journey.
2401 Russell Long Blvd, Canyon, TX 79016, United States -
CD Bradshaw & Associates, P.C.
● OpenCD Bradshaw & Associates, P.C. is a reputable accounting and finance institution located at 1500 West University Avenue in Georgetown, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, CD Bradshaw & Associates, P.C. is dedicated to providing top-notch financial solutions tailored to meet the unique needs of their clients. With a commitment to excellence and customer satisfaction, this institution is a trusted partner for all your accounting and finance needs.
7109, 1500 W University Ave Suite 102, Georgetown, TX 78628, United States -
EAGLE Wealth Management Group LLC
● OpenEAGLE Wealth Management Group LLC is a leading finance institution located at 205 East University Avenue in Georgetown, Texas, United States. Our team of experienced professionals offers comprehensive wealth management services tailored to meet the unique needs of each client. We specialize in investment planning, retirement planning, estate planning, and more. At EAGLE Wealth Management Group LLC, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to schedule a consultation and learn how we can help you build and protect your wealth.
205 E University Ave #150, Georgetown, TX 78626, United States -
Department of Accounting and Management Information Systems
● OpenThe Department of Accounting and Management Information Systems at the university in Brownsville, Texas, United States, offers a comprehensive education in the fields of accounting and management information systems. Students are provided with the knowledge and skills necessary to excel in the fast-paced and ever-evolving world of business. With experienced faculty members and state-of-the-art facilities, the department ensures that students receive a high-quality education that prepares them for successful careers in accounting and management information systems.
Brownsville, TX 78520, United States -
BentOak Capital
● OpenBentOak Capital is a leading finance institution located at 611 University Avenue in Lubbock, Texas, United States. Specializing in investment management, financial planning, and wealth management services, BentOak Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, BentOak Capital is a trusted partner for clients seeking expert financial guidance.
611 University Ave #220, Lubbock, TX 79401, United States -
J. A. Garrison & Co. Certified Public Accountants
● OpenJ. A. Garrison & Co. Certified Public Accountants is a trusted accounting and finance institution located at 6912 Northeast Loop 820, North Richland Hills, Texas, United States. Founded with the principle of providing personalized accounting services, Jay Garrison ensures that each client receives individualized attention and expert advice. With over 40 years of experience, Jay offers financial, tax, and accounting services to individuals and businesses in a professional, timely, and cost-effective manner. A local graduate of Castleberry High School in Fort Worth and Stephen F. Austin State University, Jay has been serving clients in North Richland Hills, Ft Worth, Southlake, and surrounding areas since 1980. Clients appreciate Jay's dedication and availability, as he strives to optimize their business and personal finances.
6912 NE Loop 820, North Richland Hills, TX 76180, United States -
Beacon Pointe Advisors
● Openpersonalized and holistic approach to wealth management. Gigi holds the Certified Financial Planner™ (CFP®) certification and graduated from the University of Texas at Austin with a Bachelor's degree in Finance. Prior to joining Beacon Pointe, Gigi worked at Merrill Lynch and UBS Financial Services, gaining valuable experience in investment management and financial planning. In her free time, Gigi enjoys traveling, hiking, and spending time with her family and friends."
5810 Tennyson Pkwy #525, Plano, TX 75024, United States -
Beacon Pointe Advisors
● Openallas office and is responsible for developing and maintaining strong relationships with clients to ensure their financial needs are met. Mykael has a background in client services and wealth management, having previously worked at a boutique wealth management firm in Dallas. She holds a bachelor's degree in Finance from the University of Texas at Austin. In her free time, Mykael enjoys traveling, trying new restaurants, and spending time with her family and friends. Overall, Beacon Pointe Advisors in Dallas, Texas offers a comprehensive range of investment advisory services, financial planning, wealth management, and retirement plan services. With a team of experienced and dedicated professionals, Beacon Pointe strives to provide customized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual, family, institution, or business owner, Beacon Pointe Advisors is committed to providing top-notch service and support to meet your unique financial needs. Visit their office at 5960 Berkshire Lane in Dallas or connect with them virtually to see how they can assist you with your investment portfolio and financial planning needs.
5960 Berkshire Ln Suite 1150, Dallas, TX 75225, United States -
First Command
● OpenFirst Command is a trusted institution located at 2101 Pat Booker Road in Universal City, Texas. As a bank, finance, and insurance agency, we offer a wide range of financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions and expert guidance. Visit us today to learn more about how we can help you build a solid financial foundation.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
Armstrong Vaughan & Associates, P.C.
● OpenArmstrong Vaughan & Associates, P.C. is a reputable accounting and finance firm located at 941 West Byrd Boulevard in Universal City, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Armstrong Vaughan & Associates, P.C. has the expertise to meet your needs. Their commitment to excellence and personalized approach make them a trusted partner for all your financial needs.
941 W Byrd Blvd #101, Universal City, TX 78148, United States -
S6 Tax & Bookkeeping LLC
● OpenS6 Tax & Bookkeeping LLC is a reputable accounting and finance institution located at 9035 Spiral Woods in Universal City, Texas, United States. Our team of experienced professionals provides a wide range of services including tax preparation, bookkeeping, financial planning, and more. We are committed to helping individuals and businesses manage their finances effectively and maximize their financial success. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
9035 Spiral Woods, Universal City, TX 78148, United States -
DARBY CONSULTING
● OpenDarby Consulting, located at 1880 South Dairy Ashford Road in Houston, Texas, is a leading institution that specializes in helping companies, colleges, and universities plan and deliver learning management. Their innovative platform uses data science to match the right consultant to your project, ensuring success every time. Whether you need project management, business analysis, or technical expertise for an emerging technology, Darby Consulting provides the freedom and flexibility to go beyond expectations. Clients have praised Darby Consulting for their ability to listen to project needs and assemble the right team for execution. With a well-thought-out methodology for hiring resources, this boutique firm ensures that every resource brought on board is top-notch. By partnering with Darby Consulting, organizations can maximize the value of their IT projects and achieve success with the help of experienced and specialized IT consultants.
1880 S Dairy Ashford Rd Suite 402, Houston, TX 77077, United States -
First Harbor Group LLC
● OpenFirst Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC. Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.
9525 Katy Fwy Ste 210, Houston, TX 77024, United States -
Rocket Dollar, Inc
● OpenRocket Dollar, Inc is a finance institution located at 10900 Stonelake Boulevard in Austin, Texas, United States. Our partners make it easy for you to invest in alternative assets such as crypto, real estate, startups, crowdfunding, peer-to-peer loans, farmland, and gold in your retirement account. An alternative investment is anything outside of traditional stocks, bonds, and mutual funds, providing a universe of possibilities for portfolio diversification. With Rocket Dollar, you can fund your account with after-tax dollars and make qualified withdrawals on a tax-free basis. Our premier retirement account for self-employed individuals offers high contribution limits and ultimate flexibility.
10900 Stonelake Blvd Bldg 2 STE 100, Austin, TX 78759, United States -
Alirae Agency LLC
● ClosedAlirae Agency LLC, located at 305 North Main Street in Taylor, Texas, is your next no-limits online business management team. Specializing in working with women business leaders, we help them get back to doing what they love by strategically defining plans to catapult their businesses in new ways. At Alirae Agency LLC, you won't just be working with another agency of contractors. Instead, you'll have access to experienced online business managers, systems pros, and Quickbooks gurus who will partner with you to turn your ideas into reality. Are you ready to lead your business with confidence, knowing that everything is being handled by trusted professionals?
305 N Main St #1003, Taylor, TX 76574, United States -
Bank By Phone 24 Hour Banking
● OpenBank By Phone 24 Hour Banking is a convenient and reliable institution located at 5010 University Avenue in Lubbock, Texas, United States. As an ATM, bank, and finance center, we offer around-the-clock access to your accounts and financial services through our phone banking system. Whether you need to check your balance, transfer funds, or make a payment, our dedicated team is available 24 hours a day to assist you with all of your banking needs. Trust Bank By Phone 24 Hour Banking for secure and efficient financial services at any time of the day or night.
5010 University Ave, Lubbock, TX 79413, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) located at 1500 West University Drive in Edinburg, Texas, United States, offers convenient access to banking services without having to leave your vehicle. This ATM is part of the Bank of America network, providing customers with easy access to cash withdrawals, deposits, and account inquiries. Whether you're in a hurry or just prefer the convenience of a drive-thru ATM, this location is a convenient option for all your banking needs.
1500 W University Dr, Edinburg, TX 78539, United States -
Dumas Capital Partners
● OpenDumas 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.
9824 Ironwood Dr, Denton, TX 76207, United States -
Tailwind Advisors
● OpenTailwind Advisors, located at 1320 South University Drive in Fort Worth, Texas, is a finance institution that goes above and beyond to create unique financial strategies tailored to each family they serve. With a legacy of excellence spanning 15 years, Tailwind Advisors takes a discreet and strategic approach to wealth management. They focus on stewarding dreams and securing legacies, understanding that true wealth is about more than just numbers. With over $1.3 billion in assets under management, Tailwind Advisors constructs diversified portfolios across multiple asset classes, including public equities, fixed income, real assets, and private investments. Their team strives to find the best opportunities in marketable securities and private assets, offering potential for higher returns and reduced portfolio volatility.
1320 S University Dr # 701, Fort Worth, TX 76107, United States -
Alisa Miller Davis
● OpenAlisa Miller Davis is a prestigious financial institution located at 1320 South University Drive in Fort Worth, Texas, United States. Specializing in various financial services, Alisa Miller Davis is committed to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals and a dedication to exceptional customer service, Alisa Miller Davis is a trusted partner for all your financial needs.
1320 S University Dr Suite 210, Fort Worth, TX 76107, United States -
Palmer Nunn Wealth Management LLC
● OpenPalmer Nunn Wealth Management LLC is a finance institution located at 1320 South University Drive in Fort Worth, Texas, United States. We specialize in helping clients secure their financial futures and provide personalized plans for individuals and families. Our experienced team, including registered representatives Teresa Palmer and Jarrod Nunn, offer securities and advisory services through United Planners Financial Services. We are dedicated to meeting our clients' needs, whether in person or through virtual meetings. Schedule a consultation with us today to discuss your financial goals and how we can help you achieve them. Please note that Palmer Nunn Wealth Management is not a broker dealer or registered investment adviser. We operate in compliance with regulations and offer services in select states. Visit https://brokercheck.finra.org/ to learn more about our investment professionals.
1320 S University Dr #1012, Fort Worth, TX 76107, United States -
Daasfinancials
● OpenDaasfinancials is a finance institution located at 8786 Kennsington Street, Frisco, Texas, United States. We specialize in helping our clients identify opportunities, build diversified portfolios, and optimize returns for a secure financial future. Our comprehensive estate planning solutions include wills, trusts, power of attorney, and inheritance services. We offer retirement planning services that focus on creating personalized strategies tailored to your individual needs. Our expertise in financial services and products includes fixed annuities, IUL Plans, Guaranteed Universal Life (GUL) insurance, and Indexed annuities.
8786 Kennsington St, Frisco, TX 75036, United States -
Merrill Lynch Private Wealth Advisor Austin Burt
● ClosedMerrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.
1803 Broadway, San Antonio, TX 78215, United States -
Merrill Lynch Private Wealth Advisor Daniel R Nelson
● ClosedMerrill Lynch Private Wealth Advisor Daniel R Nelson, located at 1803 Broadway in San Antonio, Texas, offers industry-leading research and expert analysis to help clients stay ahead of their financial goals. The team at NWG/VMT & Associates specializes in helping individuals, families, businesses, and nonprofit institutions achieve their financial objectives through customized strategies and services. Daniel Nelson, a multiple degree holder from The University of Texas at Austin, is a highly qualified private wealth advisor with certifications such as CIMA, CFP, and CPWA. He has been recognized on prestigious lists such as the Financial Times "Top 400 Financial Advisors" and Barron's "Top 1,200 Financial Advisors."
1803 Broadway, San Antonio, TX 78215, United States -
Ramiro Marmolejo, CFP , ChFC
● OpenRamiro Marmolejo, CFP, ChFC is a finance institution located at 9706 Plymouth Road, San Antonio, Texas, United States. We offer a wide variety of financial services to our clients through trusted names in the industry, focusing on diversification. Our services include third-party investment management, special partnerships, and technology to enhance our clients' understanding of their financial situation and guide them towards achieving their long-term goals with confidence. We believe in creating well-rounded financial plans that examine the Total Financial Picture to address potential vulnerabilities to financial success. Our goal is to provide best in class investment options for our clients, whether it be accumulation, tax-mitigation, income planning, or legacy planning. Our licensed Advisors can connect clients to a wide range of investment tools through diverse company relationships. We also offer custom training modules through Wealth Watch University to help our advisors sharpen their skills. Invest with trusted names in the industry and explore diversification with Ramiro Marmolejo, CFP, ChFC.
9706 Plymouth Rd, San Antonio, TX 78216, United States -
First Command District Advisor - Jason Smith
● OpenFirst Command District Advisor - Jason Smith is a financial institution located at 2101 Pat Booker Road in Universal City, Texas, United States. This institution provides financial services and is dedicated to helping individuals achieve their financial goals. The webpage contains a testimonial from a Financial Advisor for First Command Financial Services, Inc., sharing their positive experience working with their District Advisor. This testimonial is meant to assist individuals in determining if a career as a Financial Advisor is right for them, and is not an advertisement for First Command's products or services. The Financial Advisor who provided the testimonial is a paid employee or independent contractor of First Command and is supervised by the District Advisor. It is important to note that the testimonial may not be representative of the experience of other First Command Financial Advisors and does not guarantee future success. First Command does not discriminate in recruiting Financial Advisors based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All information provided by individuals interested in becoming a Financial Advisor will be carefully reviewed, but the submission of an application does not guarantee an opportunity to enter into a Financial Advisor/Agent Agreement with First Command.
2101 Pat Booker Rd STE 108, Universal City, TX 78148, United States -
Fenix Finance
● OpenFenix Finance is a reputable financial institution located at 1017 Pat Booker Road in Universal City, Texas, United States. Specializing in a wide range of financial services, Fenix Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for loans, investment opportunities, or financial planning services, Fenix Finance is committed to providing top-notch service and support. Visit them today to learn more about how they can help you secure your financial future.
1017-B, 1017 Pat Booker Rd B, Universal City, TX 78148, United States
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